Navigating My Workplace (New)
This article covers how users can navigate and use My Workplace (New).
Accessing My Workplace (New)
Navigating My Workplace (New)
By default, you are taken the Browse View and the Documents folder. You can click on the drop-down menu to select another folder within Browse View. Click on a sub-folder to view the contents of the folder. Then double click on a form or search to open it. Need to review or approve a form? Click on the Work View button.
- By default you are taken to the Browse View section.
- Click on the drop-down menu to select the folder you want to view.
- Click on a sub-folder to view the available forms and searches.
- Double click on a form or search to open it.
- Click on the Work View button to review and/or approve a form.
My Workplace: mostly contains the forms and searches that were originally created for My Workplace, including eForms - Human Resources, IT Access Request Form, Faculty Appointments, Financial Reports, HR Reports, and DITC.
Documents: primarily contains document searches that allow users to search for scanned documents.
HRDI: contains forms and searches only used internally by HRDI employees
SOQ: contains Student Opinion Questionnaire (SOQ) searches.
Some sub-folders have additional sub-folders so you may need to click on multiple folders to get to the form or search.
- The eForms - Human Resources sub-folder in My Workplace has multiple sub-folders.
- The Classification & Compensation sub-folder in eForms Human Resources has several sub-folders and multiple forms.
- The Evaluation - MPP sub-folder in Classification & Compensation.
When a form has been transitioned to Adobe Experience Manager (AEM) or another system, you will see a PDF icon next to the form. Clicking on the link will open a PDF with instructions on how you can now access the form. Forms that are still located in My Workplace (New) will have a document icon.
- A PDF icon appears next to the New Position Description - Staff - Distributed, indicating that the form has been moved to a new system. Click on the form name to view instructions on how to access the form.
- A document icon appears next to the Classification Decision Appeal form, meaning this form can be launched from My Workplace (New).
When you open the link for a form that has been transitioned to another location, you will see instructions on how to access the form in its new location appear in a new window.
Forms and Form Searches
1. Double click on a form to open it.
2. It may take a moment for the form to open in a new window. You can now fill out the form. Some forms, like the one below, must be printed to be submitted.
- PDF/Print = download a PDF copy of your form which you can then print
- Save & Close = save this form so you can retrieve it later
- Close = close this form without saving
3. Others, like the HR Access Request Form below, have a Launch button that you use to submit the form once you have filled it out.
If you saved or submitted a form using My Workplace or My Workplace New, you should be able to use the related form search to view the saved/submitted form. For example, if the form is/was in the Classification & Compensation folder, you would use the Classification & Compensation eForm Search.
1. Double click on the relevant eForm search.
2. Enter search criteria and then click Search.
It's recommended that you search by CWID (Empl_ID) to more easily find all forms for a particular employee.
- Enter search criteria.
- Click Search.
- Or click Reset to remove all of your search criteria.
3. Double click on a form to view or modify it.
4. It may take a moment for the form to open in a new window. You can now download a copy of the form, make changes and save your changes, or close the form.
It's not recommended that you make changes to very old forms, particularly forms that are now generated in Adobe Experience Manager (AEM) like the Pre-Performance Evaluation Worksheet, as your changes may not be accessible to others.
- PDF/Print = download a PDF copy of your form which you can then print
- Save & Close = save this form so you can retrieve it later
- Close = close this form without saving
Document Searches
1. Double click on the document search you want to access.
2. Enter search criteria and then click Search.
- Enter one or more search criteria.
- When entering a date, don't click on the calendar icon. Click in the box itself to open the calendar view and select a date. You can also type in a date.
- Click Search to start the search.
- Click Reset to remove all of your search criteria.
3. Depending on your search criteria, it may take a minute for your search to run.
4. The Search Results section shows all of the documents that match your criteria. Click on Search Criteria to view/modify your search criteria (your current search results will not be impacted). A PDF icon next to a document indicates it is an Adobe PDF. An image icon next to a document indicates it is a scanned image. The total number of search results appears at the bottom of the page.
- Click on Search Criteria to view or modify your search criteria. Your current search results will not be impacted.
- A PDF icon denotes an Adobe PDF document.
- An image icon denotes a scanned image document.
- The total number of search results appears at the bottom of the screen.
5. Double click on a document to open it.
6. It may take a moment for the viewer to load in a new window.
7. When you have a single document open, you can leave the viewer window open and return to the search results to open another document.
7.1. When you have multiple documents open, you will see each as a tab. Simply click on the tab to view the document. Click on the x for a tab to close the document. You can experiment with other views to put documents side by side. Click the View as Tabs button to return to the tab view.
- When multiple documents are open, you will see them as tabs. Click on a tab to view the document. Or click the x to close a tab.
- Use the split panel buttons to view documents side by side. Or click View as Tabs (the first button) to return to the tab view.
8. For PDF documents, you can navigate multi-page documents using the up/down arrows or specify a page number. Use the minus/plus icons to adjust the zoom on the document. To automatically open the previous document or next document in your search results, use the left and right arrows.
- Use the up/down arrows to navigate multi-page documents. Or enter the page number you want to view.
- Use the minus/plus icons to adjust the zoom on the document.
- Use the left/right arrows to automatically open the previous document or next document in your search results.
9. For scanned images, use the annotation tools on the left to add annotations. At the top of the document are zoom options, options to fit the document to your window, rotation tools, and page up/down options for multi-page scans. On the right you can also navigate to different pages of the document. And you can use the left/right arrows to automatically open the previous document or next document in your search results.
- Use the annotation tools on the left to add annotations to the image.
- Zoom in, zoom out, and custom zoom buttons allow you to adjust the size of the image.
- Fit to window tools and Zoom to 100% allow you to adjust the size of the document in the viewer window.
- Rotation tools allow you to rotate an image.
- Page up/down buttons will be active when there are multiple pages in the document.
- You can also click on a page in the right panel to skip to a specific page.
- Use the left/right arrows to automatically open the previous document or next document in your search results.
10. When you are ready to close a document, click on the x in the document tab. If you are ready to close out the viewer, click the x in the viewer window.
Keeping the viewer window open means less loading time to view the next document you open!
- Click on the x in the document tab to close a document.
- Click on the x in the viewer window to close the document viewer.
Need More Help?
For training and how-to assistance, contact IT Training at 657-278-5647 or [email protected].
For technical assistance, contact the IT Help Desk at 657-278-7777 or [email protected].
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