outside interests disclosure form instructions. table of contents stages new submission (2...
TRANSCRIPT
Outside Interests Disclosure Form
Instructions
Table of Contents
Stages
•New Submission (2 slides)
•Supervisor/Department Head (2 slides)
•Additional Approval (Optional) (1 Slide)
•CBO (2 Slides)
•HR (1 Slide)
•Things to Note (1 Slide)
New Submission
• Enter your Personnel Number – Your personal info will be pulled from IRIS
• Click Next after answering questions
New Submission• Continue filling out though page 4• Sign your name • Enter in the name and email of your
Supervisor or Department Head– This will route the Form to the next stage
• Click Submit
New Submission
• Institute for Public Service– After clicking “Submit,” you will be prompted to
agree with the “IPS Outside Consulting Policy”
– Check the “Agree” box and click “Submit”
Supervisor/Department Head
• Review the form by clicking “Review Employee Data”
• Sign Electronically
Supervisor/Department Head
• If the form needs additional approval before it goes to the CBO/Designee, click “Yes”
• Enter in the name and email of the next person
• Click next
Supervisor/Department Head
• Institute for Agriculture Submissions: – After clicking “Submit” you will be prompted to
pick which Dean to route your form to.
– If your dean is not listed (or you need to route to other people not in the list) click the check box “My dean is not listed” and enter the name and email of the next approver in the table.
Additional Approval (Optional)
• Review the form by clicking “Review Employee Data”
• Sign Electronically• Click Submit to route
the form to the CBO for review
Ag Dean Review
• Review the form
• Click “Mark as Seen”
• Enter any comments you might have
• Click “Submit” to route to next approver
CBO
• Click the buttons across the top to review data
• Enter in required data
• Next Slide will discuss the committee review
• Submit
CBO
• To send to committee for review, click “Yes”• The form will open as a PDF – save this and click
exit.• An Email will be sent with a link to access the
form for submission.
HR
• Click the buttons to review form data.
• Click “Save as PDF” to generate a PDF to attach in IRIS
• Click Attached HR Record to close the form.
Things to Note
• To avoid “locking” the form, always use the Red X ( ) in the upper right corner of the form or one of the “Exit” buttons.
