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.
3. Click on Adobe Experience Manger (AEM) Workflow Inbox or Adobe Experience Manager (AEM) Forms Portal.
- 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.
Tabs
To navigate through the form, click on the side tabs
The amount and names of tabs will differ from form to form (as shown in the examples below)
Action buttons
There are 4 action buttons located at the bottom of each form
Generate PDF
The Generate PDF button will open up a PDF copy of the form
Reset
The Reset button will clear the form of inputted content
Save
The Save button will save the form
Submit
The Submit button will allow you to submit the form for the next step in the workflow
Task Details Panel
By default the Task Details Panel will be collapsed
To open it, click the double arrow caret
Upon clicking the double arrows, the Task Details Panel will show
To close the Task Details Panel click the double arrow caret again
Submit
Step 1:
Click the Submit button
Step 2: (Optional)
Leave comments in the Comments(Optional) field
Step 3:
Click on the Cancel or Confirm button:
- Cancel to cancel submitting the document
- Confirm to proceed in submitting the document
Save
Step 1:
Click the Save button
If you have not completed the form (required fields), the page will not save and show what required fields are missing by noting in red
Once you have included all required fields, upon clicking the Save button, the screen will refresh with a Save confirmation message
Delegate
To set a delegate (assign another person to process the document in question), you will need to specify the delegate
Step 1:
Click the Delegate button in the upper right hand corner
Step 2:
Click the User drop-down caret
Step 3:
Select the appropriate user to delegate to
Step 4: (Optional)
Leave comments in the Comments(Optional) field
Step 5:
Click on the Cancel or Submit button:
- Cancel to cancel submitting the delegate specification
- Submit to proceed in submitting the delegate specification
To search for a form:
A) Utilize the search bar
B) Utilize the page buttons for a manual search
Launch a form:
Click on the arrow that coordinates to the document you would like to launch
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
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
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.