Rival Help Center
Workflow
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Contents
Welcome to Workflow
Sign In & Access
ROSI in Workflow
ROSI HR Agent
ROSI Employee Agent
ROSI Access, Roles, and Enablement
Privacy, security, and data use
Administration
Categories
Data segmentation
Data Segmentation Preparation page
Identifying data segment for employees and events
Restricting views based on data segments
Functionality changes due to data segmentation
Data segmentation and event attributes
Configure data segmentation
Employee Portal
Key Properties
Localization
Notifications
Email Notifications
SMS Notifications
Recruiter Lobby
Recruiter Lobby Configuration page
Configure (set up) a Recruiter Lobby
Recruiter view
Settings
Employees
UI
Add a trusted external domain to Rival Workflow
Adjust the default PDF margins and padding for Forms
Hide background on Forms
Turn off ROSI
Turn on ROSI
Reporting
Notification
I-9
Tasks
APIs
Logos
Upload a custom logo
Create a custom logo for header, Form default, or Login page
Other
Shared Dashboards
Teams
Team privileges
Default teams
Add a new team
Add an employee to a team
Remove an employee from a team
Change a team's privileges
Control the visibility of employee profile fields by team
Set employee profile fields to be editable or read-only
Retire a team
Unretire a team
Delete a team
Transformations
Dashboard Summary
Employees tab
Assignees tab
My Tasks tab
Team Tasks tab
Bulk Action
Reporting & Analytics
Advanced Analytics
Custom Dashboards
Quick Stats (Legacy)
I-9 Dashboard
Incomplete I-9s
Complete I-9s
Purged I-9s
E-Verify Cases
Re-verification
Operational Dashboard
Configure an Operational Dashboard Report
View an Operational Dashboard Report
Edit an Operational Dashboard Report configuration
Download an Operational Dashboard Detail Report
Share Dashboard
Employees
Add employees
Find employees
Find an existing employee
Use quick search to find an employee
Download an Employee Profile
Employee card
Configure a preferred name search field
Import Employees
Imports List page
Start a bulk import
Create and download an import template
Complete the import template
Upload the file
Review (validate) records
Confirm and process
Pending Employees
My Pending Employees tab
Unassigned Pending Employees tab
Assigned Pending Employees tab
Review and approve a pending employee
Delete a pending employee
Claim a pending employee
Reassign a pending employee
Employee Profile
Profile tab
Events tab
I-9 tab (U.S. only)
Forms tab
Documents tab
Conversations
Edit Employees in Bulk
Retire & unretire employees
Purge Employees
Select employees to add to purge queue
Create a scheduled purge configuration
Resolve purge dependencies
Search the purge queue
Edit an employee's purge request
Edit a scheduled purge configuration
Remove employee from purge queue
Download purge queue data
Set a user to Do Not Purge
Journeys (Events)
Manage Journeys (Events)
Build a Journey (Event)
ROSI Journey Builder
Event definitions
Launch a Journey
Manage a running journey
Export/Import event definitions
Tasks
New Task Details Experience (Beta)
Manage task definitions
Task lifecycle
Forms & documents
Integrations & automation
Removing an I-9 task from an employee event
Assigning Form I-9 Section 2 task to an email address
Forms
ROSI Form Builder
Form types overview
Form privileges
Forms Library
Checklist: Building a Form
Smart Forms
Configuring the Smart Forms feature
List of Smart Forms
Smart Form elements
Merge fields in Smart Form Builder
Create a Smart Form
Preview a Smart Form
Publish a Smart Form
Print a Smart Form to PDF
View published versions of a Smart Form
Edit a Smart Form
Delete a Smart Form
Roll back a Smart Form to previous version
Refresh Smart Form with updated info upon task reopen
Classic Forms
Adding, arranging, and editing elements
Form elements
Form elements (in-depth)
Element properties
Validation
Input masks on Text Input elements
Create a Form
Publish a Form
Edit a Form
Adjust the cursor signature box on a Form
Undo Form checkout
Clone a Form
Delete a Form
Use an uploaded font on a Form
Download XML Schema Definition (XSD)
Signing a Form
Lists
Create (add) a new list
Clone a list
Export a list
View what Forms a List is used on
Import an XML list
Fonts
Surveys
Surveys overview
Enable (turn on) the survey feature
Assign team privileges for surveys
Survey form
Survey elements
Adding, moving, editing, and deleting elements
Create a survey
Preview a survey
Print a survey as a PDF
Edit a survey
Delete a survey
I-9 Forms & E-Verify (U.S. only)
I-9 remediation for COVID policies
Form I-9
Completing Form I-9
Complete Section 1 of Form I-9
Complete Section 2 of Form I-9
Reopen a Form I-9
E-Verify submission fields
E-Verify
Submit an employee's Form I-9 to E-Verify for verification
Review E-Verify response
Photo matching
Tentative Nonconfirmation (TNC) result
Close an E-Verify case
Proxy as another user
Reports
Assignee Completion Report
Audit Report
Employee Report
Event Report
First Day Report
Forms Report
I-9 Search
Survey Results Report
Task Promptness Report
Support & Resources
Release Notes
Supplemental Guides
Help Center
Workflow
Forms
Forms Library
Surveys
Preview a survey
From the navigation bar, click
Administration>Forms.
The Forms Administration page opens.
Click the Surveys tab. The Surveys page opens.
For the survey you want to preview, click
.
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