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How to Submit as a Current Employee

Created: Jan 5 2016

Description

2015 Annual Reporting - This video covers how to submit your report as a current employee (an employee of the HSC prior to January 1 of the current calendar year). The majority of the video will review the steps to take when you have cloned disclosures from last year, how to add new disclosures and how to edit and clone current disclosures.

Notes

2:23

This section of the video reviews the Welcome Back! message for individuals that have submitted a report in the past with 0 disclosures to make.

3:11

Welcome Back! message: What happens when you click Clone Records? All disclosures submitted and approved in 2015 will be cloned over and you will automatically bypass the Overview and Entities page. You will be taken to the Disclosures of Activities & Financial Interests page. From this page, you have the ability to edit your disclosures.

3:36

This next section of the recording will display the Disclosures page and walk you through adding and editing disclosures.

3:57

To add new Disclosures, click the Add New button and complete the Disclosure Details page.

4:19

Adding a New Disclosure - If your Entity is not listed in the Entity drop down field, close the Entity Details window and go back to the Entity page. If your Entity is not listed, add it now.

4:52

View and Clone disclosures from years prior and those that were not cloned into your 2015 Annual Report.

5:10

Clone disclosures that were not cloned for you.

5:55

Select your disclosure and Submit.

6:19

If you submitted a report in prior years, clicking Submit will automatically certify the report for you, bypassing the certify check boxes.

6:19

If you submitted a report in prior years, clicking Submit will automatically certify the report for you, bypassing the certify check boxes.

6:46

You will now receive an email confirmation indicating your report is submitted. The Go-Tos of your departments have the ability to view submitted reports and track all individuals under their departmental purview.

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