3. If you click the Cancel button on the Welcome Back! window, you will be directed to the Overview page. Answer the (4) Yes / No questions.
4. Click Continue to the Next Step when finished. If Q1-3 answers are No, this indicates you have nothing to declare. You will advance to Step 4- Certify.
An entity is an individual, business, institution or organization that you interact with and with whom you have external activities to disclose. Before navigating to the disclosure page, you must have at least 1 Entity within your Entity List and it must be active. If you would like to use an Entity from last year, there is an option to edit, or to simply view your entity. If you need to add a new entity, click the Add New button, and begin to complete the Add Entity Details page.
NOTE: Employees who did not submit a report with disclosures or did not submit a report will not see a list of entities. If the Entity you want to use contains a red background in the first column or a red tag (row two in the above snapshot), this indicates the industry needs to be selected. To complete all required fields, edit your entity.
If an entity will be used and it contains a red background by the check box or red tag icon:
NOTES: About deleting entities:
Remember that entities must be activated in order to use them in your disclosures. This feature is intended to provide you with a way of limiting the number of entities that are available for use in disclosures without needing to delete them.
If you intend to use your entity in order to document future disclosures, Inactive the entity. If you delete, you will not be able to retrieve what has been deleted.
Allows you to edit an Entity.
Deletes an Entity.
|Allows you to view your Entity within a browser window.|
|Allow your Entity to be displayed as an option within the Disclosures page.|
|Prevents your Entity from being displayed within the Disclosures page as an option.|
|If the tag icon is highlighted, this indicates that you have incomplete fields regarding your entity. Click the tag to complete|
any of the three fields: category, type, and industry.
A disclosure contains the details of your activities with an outside entity. If you cloned last year's report, and you did enter disclosures for the CY 2013, you will see the list of Disclosures, by Entity. You will need to edit as new fields were added.
To proceed with creating a disclosure, complete all fields:
NOTES: About editing and deleting a disclosure:
Once you have entered at least one disclosure you will be able to submit.
If you have multiple relationships with an Entity, complete 1 full disclosure then Clone it. Once you clone a report, you can then edit the required fields to accommodate for the additional relationship.
The final step is Certification. You must check each box in order to submit your report; each certification is mandated by the policies described on this page.
If your report contained disclosures identified as needing prior approval, you will see the disclosure in the Prior Approvals section of your dashboard.