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How to onboard a new Form 700 Filer

How to onboard a new Form 700 Filer

  1. Click the Add a New Form 700 Filer link on the Filers menu.
     

  2. Enter the Filer’s last name to confirm the Filer doesn’t already exist in the system.

    • If the Filer Does Not Exist (continue to steps 3 - 7)

    • If the Filer Does Exist in the System (skip to the Onboarding an Existing Filer knowledgebase article)

  3. Click the Proceed button.

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  4. Select the Filer’s department from the drop-down list.

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  5. Select the Filer’s position from the drop-down list.

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  6. Complete all required Filer Fields:

    a. First Name
    b. Middle Name (optional)
    c. Last Name
    d. E-mail Address – enter the Filer’s City-provided work email. If no city email is available, please use the filer’s personal email.
    e. Phone Number – enter the Filer’s business phone number
    f. Address – enter the Filer’s business address
    g. Filer Type – select 700
    h. Employee ID – enter the Filer’s DSW number. If no Employee ID is available, enter TBD.
    i. Agency Name – default is ‘City and County of San Francisco’ (do not edit this field)
    j. Select the Create Assuming Office Deadline radio button
    k. Enter the Filer’s Assuming Office Date - This creates an Assuming Office Statement
    Requirement and a deadline for the statement to be filed.
    l. Leaving Office Date – (optional) generally, this field should be left blank.

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  7. Click the Submit button.