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New Video - Current Activity - 2014 Annual Reports

Video will demonstrate how to view a list of all individuals required to submit a report and a walk-thru of how to view individuals that have submitted a report. 



Review Summary - Annual Reporting 

An overview of your department activity is provided on the Dashboard, within Review Summary.  There are two columns of detail available, the left column, Received / Under Review, displaying categories of reports submitted  and currently under review by the COI office. To the right, Approved, displaying reports that have been approved with the category they fall under.

Notice: The Approved column indicates 4 reports have been approved by the COI office and all 4 are reports without disclosures.

As a reminder, these reports provide a retrospective accounting of an individual's outside activities in 2014. Because these activities have already taken place,should a department require an individual to make changes to their outside activities, any adjustments should be for future activities.

Required to Submit

To view the individuals that have submitted, click Your Departments:  The view available will display all employees expected to submit (with the exclusion of new employees).  

The fields: Name, Job Title, FLSA, Plan, F/T, FTE and Dept ID, allow you to type and search for specific information.  

Conditional values, such as <, >, =, can be used when sorting by FTE*

Contains will be used when search by Name, Job Title, Plan, F/T and Dept ID.*


Submitted Reports

To view all individuals that have submitted a report, click the green reports button. 


Work-Total number of work days entered in a report. This is the sum of all work days entered.
Vaca.-Total number of vacation days entered in a report. This is the sum of all vacation days
entered for a report. 

Indicates the total number of disclosures entered in a report.

$ Total-The sum of all disclosures.
ActionsIndicates a report (i.e., at least 1 disclosure was entered). If a report is submitted with 0
disclosures, a view icon will not be displayed. 



Have Not Submitted

A list of employees that have not submitted a report, and are required to submit can be viewed by clicking the Outstanding Reports


New Employees

A view of all individuals who began employment on or after the 1st of the current year, and are required to submit an annual report can be viewed
by clicking the New Employees button. 


Download to Excel

To download the current page, or all pages, into excel, scroll to the bottom of the page, select an option and click 


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