Contents

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