Index
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X Y Z
A
About online Help
About the navigation bar
Access the Localize Code Numerics page
Account locking
acknowledgements
display on Appraisal Report
Activity Management Tool
Ad hoc comparison matrix
Add a category
Add a category set
Add a child node
Add a company
Add a custom node
Add a department
Add a division
Add a job
Add a journal type
Add a location
Add a narrative set
Add a new date interval
Add a new plan period
Add a new plan rule
Add a new workflow template
Add a parent node
Add a performance planning category set
Add a pool
Add a process label
Add a query—Employee List
Add a relationship
Add a role
Add a role assignment
Add a succession plan
Add a tag
Add an activity
Add an assessment group
Add an email set
Add category as a sort option for goals
Add select reviewers to a workflow template
Admin Appraisal Ratings For Employees By Process Report
Administration
Administration module email set
Administration module narrative set
Administration navigation bar
Administration overview
Administration tools
Administrator Plan Dashboard
Appendix A: Editing emails and narratives
Appendix B: Managing localized content
Appendix C: Managing Rival WingSpan Permissions
Apply a process label to an appraisal
Apply a process label to an assessment
Appraisal Chart
Appraisal module email set
Appraisal module narrative set
Appraisal Ratings Average By Process Grouped by Manager Report
Appraisal Ratings Grouped By Date By Manager Report
Appraisal Score Comparison Report
Appraisal Score Summary Comparison Chart
Appraisal Status by Group Report
Appraisal template workflow validation
Appraisals
Appraisals overview
Archive a form
Archive a plan rule
Archive a succession plan
Archive a workflow template
Archive an activity
Assessment Chart
Assessment module narrative set
Assessments
Assessments
Assessments
Assessments module email set
Assessments overview
Auto launch
Available interactive reports
Available modules
B
Bulk export appraisal PDFs
C
Change the manager switch rule on an appraisal workflow template post launch
Changing language
Changing your password
Close a performance plan
Close assessments
Column POB list
Column POBs
Command line tool requirements
Company
Comparison matrix
Competency Mapper
Configure a field view
Configure an Ad Hoc form
Configure the comparison matrix
Configuring an Ad Hoc form
Configuring the Organization chart
Consuming the web service directly
Content management
Content management overview
Copy a narrative set
Copy a performance planning category set
Copy a workflow template
Copy an email set
Copy Launch Configuration
Copy text from base language to a selected language
Create a new form using Form Builder
Create a new launch configuration
Create a UDF set and UDFs
D
Data POB list
Data POBs
Delete a category
Delete a category set
Delete a company
Delete a date interval
Delete a department
Delete a division
Delete a job
Delete a journal type
Delete a launch configuration
Delete a location
Delete a narrative set
Delete a performance plan
Delete a performance planning category set
Delete a plan period
Delete a pool
Delete a query
Delete a relationship
Delete a role
Delete a role
Delete a role
Delete a succession plan
Delete a UDF set
Delete a workflow template
Delete an activity
Delete an AIA
Delete an assessment
Delete an assessment group
Delete emails
Delete, close, or open an appraisal
Development planning
Development planning
Development planning
Development planning module email set
Development planning module narrative set
Development planning overview
Disagreement notification email
Display a UDF set on the Employee Profile
Display acknowledgement on
Displaying localized content
Download a field view template
Download a template
Download the Rival WingSpan Administration tools
E
Edit a category
Edit a category set
Edit a company
Edit a date interval
Edit a department
Edit a division
Edit a form in Form Builder
Edit a job
Edit a journal type
Edit a launch configuration
Edit a location
Edit a narrative set title
Edit a performance plan
Edit a plan period
Edit a plan rule
Edit a pool
Edit a process label
Edit a query
Edit a relationship
Edit a succession plan
Edit a tag
Edit an activity
Edit an activity type
Edit an assessment group
Edit an email set title
Edit emails
Edit narratives
Edit pool candidates
Edit pool incumbents
Edit pool jobs
Edit role permissions
Edit the Direct Manager role to include in the Relationship chart
Edit UDF set and UDFs
Editing emails and narratives
Editing the Phrase Library
Email modules
Emails and narratives overview
Employee
Employee Journal module email set
Employee Profile
enable on navigation bar
Employee purge
Employee Report page
Enable Employee Profile node on navigation bar
Enable the disagreement notification email
Enable the task warning email
Enabling or disabling a language
Enter email of people to notify of outages and upgrades
export
appraisal PDFs
Export review process data to Rival Perform
F
Form Builder
G
Getting started
Glossary
Goal Plan Status Report filters
H
HR representative
I
Import forms
Import overwrite protection
Interactive reports
Interactive reports overview
Introduction
J
Journal
Journal Dashboard
Journal navigation
L
Launch an appraisal
Launch an assessment group
Launch performance goal plans
Link POB list
Link POBs
Localization overview
Localize code numerics
Logging in
M
Make changes to an Employee Profile
Manage a workflow template
Manage activity styles
Manage activity types
Manage appraisal tasks
Manage appraisals
Manage assessment groups
Manage assessments
Manage auto launch configurations
Manage categories
Manage category sets
Manage companies
Manage date intervals
Manage date intervals
Manage date intervals
Manage departments
Manage divisions
Manage email sets
Manage field views
Manage goal category sets
Manage Initiated Assessments (AIAs)
Manage jobs
Manage journal types
Manage languages
Manage localized content
Manage locations
Manage narrative sets
Manage navigation
Manage password configuration
Manage passwords
Manage plan periods
Manage plan rules
Manage pool jobs, incumbents and candidates
Manage process labels
Manage profiles
Manage Queries
Manage ranges
Manage relationships
Manage reviewer roles
Manage role assignments
Manage roles
Manage rules for a category set
Manage static text
Manage succession plan pools
Manage succession plans
Manage tags
Manage tasks
Manage team members
Manage UI
Manage User-Defined Field (UDF) sets
Manage workflow templates
Manage workflow templates
Manage workflow templates
Managing activities
Modify a journal entry
Module email sets
Module narrative sets
My Journal overview
N
Narrative modules
O
Open AIA
Open an assessment
Organization chart
Organization chart overview
P
Password complexity
Password expiration
Password length
Password repeating
PDF
batch export appraisals
Performance goal planning
Performance planning
Performance Planning module email set
Performance planning module narrative set
Performance planning overview
Preview forms
Privilege POB list
Privilege POBs
Profile tag configuration
Purge an employee
R
Re-authentication
Release Assessment reports
Remove a process label
Remove a tag
Reopen a performance plan
Report metadata
Reports
Reset an appraisal
Resetting an appraisal
Resolve stalled appraisals
Restore an archived form
Restore an archived plan rule
Restore an archived workflow template
Rival WingSpan
Rival WingSpan and Rival Learn integration
Rival WingSpan email variables
Rival WingSpan permissions
Rival WingSpan system variables
Role Relationship Report
S
Search for a performance plan
Select a role and set permissions for optional permission objects
Select a role and set permissions for required permission objects
Set permissions for a role to view the Employee Journal icon for child relationships on the Organization chart
Set permissions for a role to view the Employee Profile icon for all employees on the Organization chart
Set permissions for a role to view the Employee Profile icon for child relationships on the Organization chart
Set permissions for a role to view the Journal icon in the My Profile section of the Home page and view the Employee Journal icon for the current user on the Organization chart
Set permissions for a role to view the Profile icon in the My Profile section of the Home page and view the Employee Profile icon for current user on the Organization chart
Set succession planning system defaults
Set the role to receive the disagreement notification email
Set the task warning email options
Setting up the disagreement notification email
Setting up the task warning email
Site
Stalled Appraisal Report
Status Report
Status Report
Status Report
Status Report
Succession planning
Succession planning configuration
Succession Planning Dashboard
Succession planning module narrative set
Succession planning overview
Succession planning reports
Support
Supported browsers and languages
Supported languages
System
T
Task warning email
Translate a code numeric
Translate appraisal content
Translate assessment content
Translate assessment tasks
Translate assessor categories
Translate assessor category sets
Translate email sets
Translate goal category sets
Translate goal plan rules
Translate narrative sets
Translate navigation nodes
Translate performance planning content
Translate plan periods
Translate profiles
Translate ranges
Translate succession planning content
Trigger options
Turn off the Integration Platform import process for a field view
Turn on the Integration Platform import process for a field view
U
Understanding fields in the Employee Information Upload template
Understanding fields in the Role Relationship Information Upload template
Update and edit category sets
Update report data
Use Exchange Client to import (upload) files
Using Form Builder to make changes to forms post launch
Using Rival Learn system & email variables
Using the command line tool
Using the CSV Converter program
Using the Exchange Client program
Using the Process Management Tool
Using the search feature
Using the WYSIWYG editor
Using UDFs with Succession planning
V
View a journal entry
View AIA
View completed ad hoc forms on the Employee Report page
View rules for a category set
W
Writing Assistant import
Writing Assistant Management Console