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Manage workflow templates

The Manage Workflow Templates page allows Client Administrators to add, view, manage, delete, copy, launch, and archive workflow templates. Workflows templates are the appraisal templates. Here Client Administrators can make changes to the appraisal templates and then launch them for their employees.

Test your workflow prior to launch to make sure it does exactly what you want. After a workflow has been launched, some of the configuration settings are locked and cannot be modified.

In this section

Appraisal template workflow validation

Add a new workflow template

Add select reviewers to a workflow template

Manage a workflow template

Delete a workflow template

Copy a workflow template

Change the manager switch rule on an appraisal workflow template post launch

Archive a workflow template

Restore an archived workflow template

Bulk export appraisal PDFs

Export review process data to Rival Perform