/
How to offboard a Form 700 Filer

How to offboard a Form 700 Filer

  1. Select Filer Search on the main menu.

    filer_search.PNG

  2. Enter the Filer’s last name and select the Filer’s name. The filer’s dashboard will open.

  3. Click Action next to the position that you want to offboard/terminate.

    filer_dashboard.PNG

  4. On the Edit Positions Actions dialog screen, click on the Leave button.

    edit_positions_actions.PNG

  5. Enter the Date Left Office and (if the filer no longer has access to their City-issued email address) enter the Filer’s New E-Mail and click the Add Leaving Deadline button. This creates a leaving office requirement and a deadline for the statement to be filed.

    add_leaving_deadline.PNG
filing_deadline.PNG

  1. The position will automatically terminate when the filer files their leaving office statement.