Add Financial Disclosure to Team Member's Profile

In this topic, you will add a Financial Disclosure to one of your team member's personal profile.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "amy.bosley"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Manager Self Service menu.

   Step 7

8. Click the Learning and Development menu.

   Step 8

9. Click the Current Team Profiles menu.

   Step 9

10. Click the Select button for James Lough.

    Step 10

11. Click the Qualifications tab.

    Step 11

12. Click the Vertical scrollbar to move down the page.

    Step 12

13. Click the Add New Licenses and Certifications link.

    Step 13

14. After your employee has completed their financial disclosure, enter the following information into the license/certification fields:

    • License

    • Country

    • State

    • Expiration Date

    • Financial Disclosure Number

    • Issued by

    Step 14

15. Click in the License field.

    Step 15

16. a valid value
     e.g.
    Enter
     "fd"
     into the License field.
    Step 16

17. Click in the Country field.

    Step 17

18. a valid value
     e.g.
    Enter
     "usa"
     into the Country field.
    Step 18

19. Click in the State field.

    Step 19

20. a valid value
     e.g.
    Enter
     "md"
     into the State field.
    Step 20

21. Click in the Expiration Date field.

    Step 21

22. Press [Backspace].

    Step 22

23. a valid value
     e.g.
    Enter
     "12/31/2016"
     into the Expiration Date field.
    Step 23

24. Click in the License/Certification Number field.

    Step 24

25. a valid value
     e.g.
    Enter
     "123456789"
     into the License/Certification Number field.
    Step 25

26. Click in the Issued By field.

    Step 26

27. a valid value
     e.g.
    Enter
     "AOC"
     into the Issued By field.
    Step 27

28. Click the OK button.

    Step 28

29. Click the Save button.

    Step 29

30. Click the Submit button.

    Step 30

31. Note: Since you are the approving manager, the profile update was automatically approved once it was submitted.

    Step 31

32. Click the OK button.

    Step 32

33. Click the Home link.

    Step 33

34. Click the Sign out link.

    Step 34

You have completed the topic "Add Financial Disclosure to Team Member's Profile".

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