12_21_15_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 the Main Menu button.

   Step 1

2. Click the HCM Systems menu.

   Step 2

3. Click the Manager Self Service menu.

   Step 3

4. Click the Learning and Development menu.

   Step 4

5. Click the Current Team Profiles menu.

   Step 5

6. Click the Select button for James Lough.

   Step 6

7. Click the Qualifications tab.

   Step 7

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

   Step 8

9. Click the Add New Licenses and Certifications link.

   Step 9

10. 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 10

11. Click in the License field.

    Step 11

12. a valid value
     e.g.
    Enter
     "fd"
     into the License field.
    Step 12

13. Click in the Country field.

    Step 13

14. a valid value
     e.g.
    Enter
     "usa"
     into the Country field.
    Step 14

15. Click in the State field.

    Step 15

16. a valid value
     e.g.
    Enter
     "md"
     into the State field.
    Step 16

17. Click in the Expiration Date field.

    Step 17

18. Press [Backspace].

    Step 18

19. a valid value
     e.g.
    Enter
     "12/31/2016"
     into the Expiration Date field.
    Step 19

20. Click in the License/Certification Number field.

    Step 20

21. a valid value
     e.g.
    Enter
     "123456789"
     into the License/Certification Number field.
    Step 21

22. Click in the Issued By field.

    Step 22

23. a valid value
     e.g.
    Enter
     "AOC"
     into the Issued By field.
    Step 23

24. Click the OK button.

    Step 24

25. Click the Save button.

    Step 25

26. Click the Submit button.

    Step 26

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

    Step 27

28. Click the OK button.

    Step 28

29. Click the Home link.

    Step 29

30. Click the Sign out link.

    Step 30

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

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