HRDI Forms Guide
This guide is designed to guide you through logging in to the HRDI Forms portal as well as a navigation through the portal tabs and functionality.
1. Log on to the campus portal.
3. Click on Adobe Experience Manger (AEM) Workflow Inbox or Adobe Experience Manager (AEM) Forms Portal.
![adobe forms options](https://media.screensteps.com/image_assets/assets/004/937/526/original/7ba2f696-0e98-428a-9bfa-352f5c157183.png)
- Adobe Experience Manager (AEM) Forms Portal will take you to the list of available forms so you can create a new form.
- Adobe Experience Manager (AEM) Workflow Inbox will take you directly to the existing forms that are waiting for your review/approval.
4. Enter your campus username and password. Then click Sign In.
![AEM sign in page](https://media.screensteps.com/image_assets/assets/004/937/528/original/4f5d2833-f9ba-4d77-9eb1-201cda4a80cd.png)
- Enter your campus username and password. This is the same information you use to log on to the campus portal.
- Then click Sign In.
Forms Tabs
Any saved documents that you have not submitted will show in the My Drafts tab.
Note: You will not be able to view drafts saved by other users.
Locate draft:
A) Utilize the search bar
B) Utilize the page buttons for a manual search
Show Saved Form:
Click on the 'eye' icon
Start a new form (with current form data):
Click on the 'plus' icon
Delete:
Click on the 'trash' icon
Viewing Tasks:
You can view the tasks by list view or icon view
For list view, click on the list button
For icon view, click on the icon button
Locate task:
A) Utilize the search bar
B) Utilize the page buttons for a manual search
Open Task:
Check the box that coordinates to the tasks you would like to open
![Arrow pointing to checkbox](https://media.screensteps.com/image_assets/assets/004/272/355/original/hrdi8.jpg)
Click the Open button
The page will refresh to show your open document
In the upper right hand corner there are several buttons for your use:
- Submit
- Save
- Delegate
- Exit
Need More Help?
For questions or assistance, please contact HRDI at:
Oscar Flores
I am trying to approve my staff's performance review as they have reviewed and approved, however, I don't see it in my tasks. This is the first time I do reviews so not quite sure the next steps. thank you
Lori Arthur
Hi Oscar! I would recommend reaching out to [email protected] to see if they can look up the form for you and let you know the next steps. They do have a website (https://hr.fullerton.edu/ler/performance-evaluations.php), but I think since your question is about a specific employee's evaluation, it would be better to reach out to the HRDI Labor and Employee Relations team.
Kristy Lorene Corpus
I have a student who has withdrawn but I do not have a form in my AEM inbox.
Camille Johnson
Hi Kristy! At this point of the semester it's too late to initiate a withdrawal. Did the student confirm that they had submitted a form? It's possible that they applied for a medical withdrawal. I believe medical withdrawals are not routed to the instructor. You can email [email protected] to ask more about the request and whether or not you need to take any action.