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Getting Started as a Filing Officer

Getting Started as a Filing Officer

This article provides guidance for logging into the NetFile Administrator Portal and overview of the NetFile Administrator interface.

Obtaining Filing Officer Login Credentials (New Filing Officers)

  1. Departments must submit a Department Contact Change Form via DocuSign to add or remove a filing officer.

  2. Complete mandatory Filing Officer Training in SF Learning (Note: filing officers are auto-enrolled in training following receipt of Department Contact Change Form).

After you have completed the required training, Ethics Commission staff will set-up your filing officer account in the NetFile SEI Admin System. You will receive system login credentials via email, generally within 3 business days following completion of the training.

  1. While you wait – review information on SEI Form 700 Home Page and ‘Filing Officer Responsibilities’ available on the Filing Officer Home Page.

Logging in to Your Account

  1. Navigate to: NetFile Administrator Portal Sign In Page

  2. Enter your E-mail address or Username and click the Continue button.

    NetFile_Administrator_Sign_In_page.png

     

  3. Enter your Password and click the Sign In button. If you have forgotten your admin username or password, click the New User? / Forgot Password? link in order to send yourself a password reset email.

    NetFile_Administrator_Sign_In_page_password.png

If an error occurs, check for mis-typed username and/or password. Carefully retype both, then click the Sign In button again.

Logging Out of Your Account

As a security precaution, NetFile recommends that you logout of your account when you are done using the NetFile SEI Admin System. To log out of your account, click the Log Out link on the right end of the main menu. The Log Out page displays assuring you that you have logged out of the system.

Figure 2

Get to Know Your SEI Admin Home Page

Once you’ve logged in to the Admin system, you will arrive at your SEI Home Page.

Staff Portal dashboard with top navigation menu, notifications area, and a filer progress bar.
Figure 3

  1. Main Menu

  2. SEI Home - Links to SEI Home Page.

  3. Filer Search - Search for a filer by last name and then select the filer’s name in the results to open the filer’s Filer Dashboard.

  4. Filers - Add, view, and edit filers; record a contact with a filer; access Tasks Panel.

  5. Filings - View and edit filings.

  6. Reports - Access reports menu.

  7. Code Management - for Ethics Commission Staff use only.

  8. Advanced - Change your account password.

  9. Help - Access documentation provided by NetFile.

  10. Logout - Click to log out of system.

  11. Receive e-mail for each notification - For Ethics Commission Staff use only. Keep this box UNCHECKED.

  12. Quick look Table - Displays filing progress for Annual.

NetFile’s documentation may not apply to Departmental Filing Officers. Please refer to Filing Officers Home Page for resources developed by the Ethics Commission.