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. 

Logging In
Login in screen

The page will refresh to the Forms Portal page

My Forms page
My Tasks Navigation

Task Details Panel

By default the Task Details Panel will be collapsed

To open it, click the double arrow caret

Arrow pointing to Task Details caret

Upon clicking the double arrows, the Task Details Panel will show 

Arrow pointing to Task Details panel

To close the Task Details Panel click the double arrow caret again

Arrow pointing to Task Details caret

Submit

Step 1:

Click the Submit button

Highlight of Submit button

Step 2: (Optional)

Leave comments in the Comments(Optional) field


Arrow pointing to 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
Arrow pointing to Cancel and Confirm button

Save

Step 1:

Click the Save button

Highlight of 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

Highlight of required field notations

Once you have included all required fields, upon clicking the Save button, the screen will refresh with a Save confirmation message

Saved 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

Delegate button

Step 2:

Click the User drop-down caret 

Highlight of User caret

Step 3:

Select the appropriate user to delegate to

Arrow pointing to User options

Step 4: (Optional)

Leave comments in the Comments(Optional) field

Arrow pointing to Comments 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
Highlight of Cancel and Submit button

Exit

Step 1:

Click the X icon

Highlight if Exit button

The screen will refresh to your My Tasks view

My Tasks page

Forms Tabs

My Forms Tab

To search for a form:

A) Utilize the search bar 

B) Utilize the page buttons for a manual search

Highlight of search and page numbers

Launch a form:

Click on the arrow that coordinates to the document you would like to launch

Arrow pointing to airplane icon
My Drafts Tab

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

Highlight of search and page numbers

Show Saved Form:

Click on the 'eye' icon

Arrow pointing to eye icon

Start a new form (with current form data):

Click on the 'plus' icon

Arrow pointing to 'plus' icon

Delete:

Click on the 'trash' icon

Arrow pointing to 'trash can' icon
My Tasks Tab

Viewing Tasks:

You can view the tasks by list view or icon view

For list view, click on the list button

Arrow pointing to List View button

For icon view, click on the icon button

Arrow pointing to icon view button

Locate task:

A) Utilize the search bar 

B) Utilize the page buttons for a manual search

Highlight of search and page numbers

Open Task:

Check the box that coordinates to the tasks you would like to open

Arrow pointing to checkbox

Click the Open button

Arrow pointing to 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
Arrow pointing to action buttons

Need More Help?

For questions or assistance, please contact HRDI at:

hrdievaluations@fullerton.edu