Frequently Asked Effort Reporting Questions

ERS Functionality/Access/Permissions

What is the Effort Reporting Schedule?

The added efficiency and transparency of an electronic system will allow us to consolidate reporting periods and reduce the ERS workload required for the departments and faculty. Effective July 1, 2008, the old reporting schedule, which had 7 reporting periods, will be replaced with a semiannual reporting schedule with 2 reporting periods. The new schedule eliminates the quarterly reporting requirement for Non-Academic titles, and puts both Academic and Non-Academic on equal six-month reporting periods, as follows:

Academic & Non-Academic Semiannual Reporting Period	Adjustment Period	ERS Availability	ERS Certification Deadline
1st Semiannual Period (January 1 – June 30)	July – August	September 1	October 31
2nd Semiannual Period (July 1 – December 31)	January – February	March 1	April 30

Effort Reports will be generated 60 days after the close of the reporting period and must be certified within 60 days of their issuance. Federal regulations require effort to be certified within 120 days of the end of the reporting period.

Is it possible to transfer ERS data into a spreadsheet?

Yes. When viewing a report in ERS, click on the Export button in the header bar. A prompt will then appear, asking if you would like to open or save the file in Microsoft Excel.

Is it possible to e-mail an effort report?

Yes. When viewing a report in ERS, click on the Send button in the header bar. A prompt will appear, asking for the e-mail address(es) to which you would like to send the report. The e-mail will send the report as an .htm attachment, and the return e-mail address will be that of the person logged into ERS. For security reasons, it's not possible to send specific payroll report details via e-mail. Please note: the employee ID number will not be included on the e-mailed report.

Conversely, when viewing a report in ERS, click the Export button in order to download the report to a spreadsheet. The spreadsheet can either be saved to your computer or sent as an e-mail attachment.

Is it possible to share a saved ERS search with another user?

Yes. This option can be useful when one ERS Coordinator or Reviewer covers for another on vacation or otherwise out of the office. On the Manage Saved Searches screen you may share a search with another user. To the left of the name of the report that you wish to share, click on the icon with the arrow. A new e-mail message will then open on your screen. The e-mail will include the link that the recipient can use to access and save your search. Enter a valid e-mail address in the To field and send.

The person who sent the search remains the owner. If the owner makes changes to the search, others who have been granted access to the search will automatically see these changes.

If you decide to make changes to a search that was shared with you, you will be given a private copy and will no longer be associated with the original shared search. Likewise, if you delete a search that was shared with you, other copies of the search will not be modified or deleted.

When is a comment required for a report in ERS?

It is important to note that all comments become permanent record and are auditable.

A comment is required when:

making a change to the data in the Adjusted Payroll % field
a change is made to the Cost Sharing % column
reopening a report that has previously been certified
checking or unchecking the Report Options Report requires Multiple Certifications and Report allows for Cost Sharing Offset against Other Sponsored Projects
unchecking a line item certification (removing the certification) when in Multiple Certification mode
changes to reports with K-Awards

The auditable comment should indicate why the change is being made. Note that once a comment has been added to a report, it cannot be modified. If additional information is necessary at a later time, an additional comment can be added. Simply adding a comment to a report will not increase the version number of the report. Please refer to Job Aid: Comments on Effort Reports.

How does ERS determine which employees will receive an effort report?

Employees receiving pay from federal or federal flow-through funds are included in the ERS. Additionally, PIs will receive effort reports regardless of funding source to have the ability to add any necessary federally sponsored committed cost sharing.

If I have view only access is it possible to add or edit a comment on an effort report?

No. Comments can only be added by those ERS users who have edit rights. Users with view only access may read the comments, but they cannot add a comment.

I'm not receiving the automated e-mail notifications that effort reports are ready for certification. Why not?

Automated e-mail notifications are sent to ERS users who are assigned the coordinator or viewer roles. If you are an ERC or Viewer and are not seeing the e-mail notifications, you may want to check your e-mail filters, including Junk/Spam folders to ensure that they are not being sent there. The e-mail address used by ERS is the one that is recorded in the campus directory database. To verify your e-mail address or to forward to a different e-mail address, visit the Cal Net Identity Management Services page.

I'm not set up with the correct access. How do I change my access in ERS?

Access in ERS is based on the role that you have been assigned in ERS. Your Department Manager assigns and reassigns by submitting a request form to the EFA ERS Security Administrator.

Do lines with zero percent effort require certification?

Yes, currently ERS requires certification for zero percent effort for federally sponsored projects. The zero percent effort may be created by a payroll cost transfer debiting and crediting sponsored projects.

One of my projects is not appearing on my effort report. How do I add it?

If a project does not appear on your effort report, you may add it by:

Clicking on Edit Report tab
Clicking on Add Additional Sponsored Project button
Clicking on the search icon and using any of the search criteria to find the project to add to the report

How does the PI List "know" which reports belong to that PI?

The report retrieves information based on the primary PI indicated in the Berkeley Financial System (BFS). The data can be found in the BFS Chartfield Maintenance panel.

For federal grants, if there is a reduction in effort of 25% or more, prior approval is to be secured from the sponsor. How does ERS handle these situations where prior approval should have been sought? Will there be an alert to the PI and/or department staff?

ERS does not have an automated notification system in situations where the effort differs from what was originally committed, therefore it is very important that modifications to an effort commitment be reviewed and approved by the sponsor first. Remember that effort reporting is an after-the-fact certification of effort supporting a sponsored project and should be compared to what was recorded as the initial commitment of effort to the project at the time of award.

If a certifier changes their % of effort on the report when they certify, will staff in the department office be alerted about that change?

No. Users will be able to tell a certified report requires payroll adjustments because it will indicate the status of Certified/AdjustReqd. However, changing the cost share and certifying a report does not trigger that status. Future enhancements to the system include building reports to show where changes have occurred.

If an employee is paid on two different grant funds with different PIs, the employee will show up on both PIs’ certification lists. However, if the multiple certifications button is not enabled, once one PI certifies the employee is no longer active on the list. Is that correct?

Correct, the employee will appear on both PIs’ “My Project” lists. Without marking “Multiple PI Certification,” the PI who certifies first will certify the entire report even though s/he may not have first hand knowledge of work performed on each project. It’s important for Reviewers to mark “Multiple Certification” for PIs.

What if a PI is on sabbatical or works in a remote location?

There are a few options for Effort Report certification while on sabbatical or working off-site but it depends on the situation:

1. If the PI still maintains first hand knowledge of work performed and the benefiting federally sponsored research project(s), he/she can certify from their off-site location assuming they have access to the web. The Reviewer can complete their work and correspond w/the PI prior to the PI certifying;

2. The PI can delegate responsibility to a Lab Manager or Co-PI. EFA can set up special access privileges. Again, the Co-PI or Other Designated Certifier must have first hand knowledge of work performed and the benefiting federally sponsored project(s) in order to certify, or a suitable means of verification that the work was performed;

3. The employees who have first hand knowledge of work performed benefiting the project/s can “self certify” their own reports. The MSO should contact EFA directly to discuss the options.

My PI wants me to complete the effort changes on the report so he/she can just review and certify. How can I get permission to edit reports?

You must be designated as an ERS Reviewer for your L4/L5 department processing units based on the Organization Tree Report. If you have not been set up as a Reviewer, please contact the department MSO to request access privileges.

Some of the students who work for my PI are in another home department. How can my PI get permission to certify their reports?

Your PI should already have permission to certify their reports, as long as the PI is listed as the Primary PI in the BFS.

My PI is a Co-Investigator on an award and needs to certify some reports that don't appear on his/her list. What do they need to do?

As of 2/18/08, Departments are submitting their Co-PI information to EFA via a spreadsheet to be uploaded to ERS. For ERS purposes, Co-PIs are defined as financially responsible for a portion of the project and are identified by their own flexfield. By uploading Co-PI data into ERS, ERS distinguishes primary PI and Co-PIs by fund-org-flex. The Co-PIs staff will automatically appear on the Co-PI’s “My Projects” list. EFA is currently working with SPO and BFS for Co-PIs to be fed into the BFS. If you identify your Co-PI’s by any other means (i.e. project), there is another approach that is necessary. Please contact EFA ERS Security Administrator.

I changed effort on the effort report. Does that information update the PPS system?

Changes made to effort in ERS do not update PPS. When changing the effort on the effort report, corresponding changes must be made via payroll expense transfers.

Are there any deadline notification reminders?

ERCs and Viewers receive an email reminder when reports are available for certification and 15 days before the certification deadline. PIs receive a reminder 10-days before the certification deadline if they still have open Effort Reports. PIs also receive a third notification 5 days after the certification deadline if the certification is overdue.

Data/Reporting Issues

What types of activities are considered "Other Sponsored Projects" and "Non-Sponsored Activities?"

Other Sponsored Projects are projects funded by non-federal sponsors, such as state agencies or private organizations. Non-Sponsored Activities are funded by the university and include university-funded research as well as activities like instruction, departmental research, and administration.

How often is ERS updated? When will my updates appear in ERS?

ERS is updated nearly weekly according to the payroll schedule, Generally, allow a few additional days after the payroll deadline for the PPS and BFS data to be transferred and uploaded to UCOP. During the update, new effort reports will be added and existing effort reports will be changed as necessary to reflect any new pay transactions and/or payroll expense transfers.

When users add comments, change effort, and/or certify reports in ERS, those changes are immediate. Any user looking at reports in ERS will see the changes as soon as they have been saved.

What happens when a payroll expense transfer is processed after an effort report has been partially or fully certified?

If the effort report was certified with changes, the status of the report shows Certified/AdjustReqd. When a payroll expense transfer is processed and sent to ERS, the system looks at the certified effort percentages to see if the new payroll information matches. If it does, the report status changes to Certified and no further action is needed. If the effort report is already on Certified status and the payroll transfer causes a difference between the certified effort and the payroll percentages, the report will change to Reissued status, and either the payroll must be adjusted again to match the certified effort, or the effort must be changed and the report recertified (not recommended). Please note, if the report is partially certified when a payroll expense is processed, those lines already certified will be required to be recertified.

Why is the cost share column on the effort report?

The cost share column on the effort report is for the Reviewer to be able to enter any of the PIs/employee’s committed cost share during the period, if applicable. If the PI does not have a cost share requirement or commitment then nothing is required in this column.

What types of Description of Service (DOS) codes are excluded from effort reporting?

Any payroll transactions that do not have effort associated with them are excluded when calculating effort. A few examples include: VAC (vacation), SKL (sick), BYA (by agreement), HON (honorarium), STP (stipend), and TRM (termination). Note that this is not a complete list.

How can I determine if an employee belongs in an “Academic” reporting period vs. a “Non-Academic” reporting period?

Academic positions include Professor, Professional Research Series, Post-doctoral Scholars, and Graduate Student Researchers. MSPs are classified as non-academic staff, effective 7/1/07. Please refer to the HR Staff Title Codes and/or Academic Personnel Title Codes for additional information. (As of 7/1/08 Academic and Non-Academic positions are on the same reporting schedule.)

If an employee had both “Academic” and “Non-Academic” title codes during the period, will their report appear on the Academic or Non-Academic cycle?

If the employee had an Academic title code during any portion of a reporting period, s/he will be in the Academic reporting period. (As of 7/1/08 Academic and Non-Academic positions are on the same reporting schedule.)

What information is available on the Report Details screen in ERS?

The View Payroll Details page displays the payroll transaction detail that supports the effort report. The percent effort for each report line displayed on the effort report is based on transaction information from the payroll system. All information should be reviewed for completeness and accuracy. In addition, be sure to review the following on the report:

Unrecognized Earnings - Payroll transactions that contain an account number, or full accounting unit (FAU), that has not been defined to ERS. When ERS cannot identify an FAU on a payroll transaction, it cannot include the earnings in the effort report calculation because the system cannot properly categorize the earning as belonging to a sponsored project or not. Reports that contain unrecognized earnings will generally be placed in an exception status and will have to be resolved by the EFA Help Desk.
Excluded Earnings - Payroll transactions that were not included in the effort calculation. Policy and business rules specify that payroll transactions for vacation, sick leave, stipends and certain other types of payments should not be included in the calculation of effort.

What are the situations where an individual report must be generated?

Some situations may require the generation of an individual effort report. These situations include:

Employee termination
No report was generated because there were no payroll charges or cost share for federal funds at the time of the report generation, but there should have been

If report generation has already occurred for a period, only employees who did not receive a report can be generated. For future periods, a report may be generated for any individual employee, and will include all pay up to the date of generation (if that pay has already transferred from PPS to ERS). This should only be done when an employee terminates, because additional pay transactions will reopen the report. Please contact EFA Help Desk if you require a report to be generated.

PI Smith charged 30% of her salary to Project A for the entire effort reporting period. At the time of certification, she believes she only worked 28% of her time on the project. What should she do?

It is not always possible to determine time spent on any project with absolute certainty.

Office of Management & Budget (OMB) Circular A21 recognizes this fact and states: "A precise assessment of factors that contribute to costs is not always feasible, nor is it expected. Reliance, therefore, is placed on estimates in which a degree of tolerance is appropriate."

The current practice in the University of California is to certify effort within +/- 5 percentage points.

For example, if the effort report shows 30% effort for a project, either directly charged or cost shared, and the actual effort determined is 28%, the report can be certified because it is within the tolerance range. No payroll expense transfer is required in this instance.

Why is there effort in both the Orig % and Adjusted % columns on my effort report?

ERS populates both the Orig % and Adjusted % fields on the effort report. If the user changes the effort in the Adjusted % column and certifies the report, the report status becomes Certified/AdjustReqd. When the payroll transfer is processed the Orig % is recalculated to reflect the change, then the new Orig % is compared to the Adjusted %. If the percentages match, the report status is changed to Certified. If not, the report is Reissued.

My effort commitment on my federal project is for two and a half summer months. How can my July-Dec 2007 effort report show 36%?

For a full year, the calculation looks like this:

2.5 summer months + 9 month appointment = 11.5 months worked
2.5 months on project / 11.5 months worked = 22% for the year

For half a year with both summer months paid in the period, the calculation looks like this:

2.5 summer months + 4.5 month appointment = 7 months worked
2.5 months on project / 7 months worked = 36% for the 6 months

Policy/Compliance
Q.	*Is negative percentage of effort allowed on the effort report?*
A.	Negative effort is not allowed. Negative effort can be created when a payroll error occurs. The effort report must be corrected and certified based on actual effort expended. In addition, a payroll adjustment entry must be prepared to correct the error.

Q.	*What is the minimum level of effort required for an externally sponsored project?*
A.	A commitment of effort by key personnel must be indicated on all externally sponsored projects except for specific types of awards that do not require an effort component on the project (i.e., equipment or construction grants). For projects with a total award of less than $25,000, a minimum of 1% commitment is required. For projects with total award of more than $25,000, a minimum of 2% commitment is required. These are minimum levels of committed effort -- a higher minimum percentage of effort may be required by the sponsor.

Q.	*If an award is funded at an amount less than what was proposed, do I still need to meet the levels of effort commitment proposed in the original proposal submission?*
A.	Yes. However, if the awarded amount has been reduced there may be a reduction of scope which would change the original proposed effort on the project. In these situations it may be reasonable to negotiate a lower level of effort than what was originally proposed. The Sponsored Projects Office can assist in necessary negotiations with the sponsor to appropriately amend the proposed level of effort originally committed to the project.

Q.	*Will it be necessary for departments to print out and retain copies of effort reports for faculty?*
A.	There is no need to print out the reports because the ERS tracks all the certifications electronically and PIs can access the information at any time. ERS will be the official database of record, so there is no need to keep paper copies. Certifications are required to be captured in the system rather than on paper. If you do choose to print a report, click the Print Report button. For best printing results, insure that your browser is set to print in landscape mode, and enable the option to "print background images and colors."

Q.	*What happens when effort changes during the project period?*
A.	Payroll distributions in the payroll system are used initially as a method for distributing salary charges based on an estimate of the effort that will be expended in support of various activities in which the individual is engaged. If significant changes in effort occur, it is expected that the payroll distributions will be updated in a timely manner to reasonably reflect the actual effort expended in support of the sponsored project. Department administrators are responsible for making updates to the payroll distributions.

Q.	*If an employee is paid on grants outside of my department, who should certify the effort?*
A.	The PI is ultimately responsible for ensuring that all effort reports are certified accurately and timely on their projects. The certifier must have first-hand knowledge of the work performed and the benefiting federally sponsored project(s). Occasionally, an effort report may require multiple certifications if the individual works on multiple projects, has multiple supervisors, and is not aware of which projects their effort is benefiting. In that case, multiple certifications can be activated by clicking the checkbox at the bottom of the effort report which indicates Report requires multiple certifications, entering a comment explaining the multiple certifications, and saving the report. When this functionality is activated, individual line certification will be available for certification. Notify the other department by forwarding a copy of the report to them using the Send button. Work with the other department to determine the employee’s effort percentage on all projects, as it isn't possible to know what percent of time was spent in one department without knowing the total time spent. Each department should certify only their own projects. The PI in the other department automatically has the ability to view and certify the report. However, it may be necessary to allow other employees in that department to view the report. If so, contact EFA ERS Security Administrator to give permissions for viewing the report.

Q.	*How does effort reporting handle Multiple Location Appointments (MLA) and/or joint appointments?*
A.	If an employee receives pay from federally sponsored projects from both UC campus locations, after the fact certification is required at each campus. Effort reports should be certified at each location considering the certification to be 100% time at that campus. [Please note that LBL does not have an Effort Reporting System. However, LBL requires monthly effort certification for employees funded from the Lab via the on-line Laboratory Employee Time System (LETS).] If the employee contributes effort on a federal contract or grant at the visiting campus, but the home campus pays the employee (visiting campus is reimbursing home campus for work performed), the effort report issued by the home campus is used to certify effort at both campuses. If the employee contributes effort on a federal contract or grant at the visiting campus and the visiting campus, not the home campus, pays the employee (home campus is reimbursing visiting campus for work performed), the effort report issued by the visiting campus is used to certify effort at both campuses.

Q.	*When would an additional sponsored project need to be added to an effort report?*
A.	Occasionally, an employee may have no salary charged to a project, but needs to report cost sharing because they have been expending effort on that project. Retroactive payroll expenses would need to be processed.

Q.	*If someone voluntarily works on a sponsored project and was not included in the proposal, is it necessary to certify the effort?*
A.	No. Office of Management & Budget (OMB) issued a clarification in January, 2001 which specified that voluntary uncommitted cost sharing should be treated differently than the committed effort and should not be included in the organized research base for computing the Facilities & Administration (F&A) rate.

Q.	*When must changes be made to an effort report?*
A.	Changes must be made to the effort report if the difference between the effort report percentage and the actual effort expended is greater than 5%. If changes are made, an explanation must be entered in the Comments area and a Payroll Expense Transfer must be completed in the On Line Payroll Tracking Reporting System (OPTRS).

Q.	*If I submit a Payroll Expense Transfer for less than 5%, will ERS require the PI to recertify the effort report after the transfer is processed?*
A.	If the difference between the effort report and the actual effort expended is less than 5%, this is within the accepted tolerance threshold and you do not need to do a Payroll Expense Transfer. However if you choose to submit a payroll transfer, ERS will compare the Payroll % column with the Adjusted Payroll % column and change the report status to Reissued if the two columns do not match. The PI must recertify all Reissued effort reports to verify that an “over 120 days” correction was required on his/her fund.

Q.	*What are the possible consequences of not certifying a report in an accurate and timely manner?*
A.	The consequences of not certifying a report in an accurate and timely manner include: Suspension or termination of awards Disallowances and repayments Additional oversight by the federal agency Administrative sanctions Civil/criminal violations Suspension and/or debarment Submission of corrective action plans Loss of future funding Negative publicity (for individuals and the campus) Erosion of public trust and confidence

Q.	*What are the implications of making a change in the effort percentages on the effort report?*
A.	A change in paid effort requires a corresponding payroll expense transfer or cost share entry. It is best practice to make the correction in the system of record (OPTRS) so that it is fed into the ERS. However, due to the 30 day certification period, this may not always be possible. Therefore, it is critical that ledgers are reviewed in a timely manner and a payroll expense transfer be completed during the adjustment period when possible.

Q.	*How does a PI know which reports need certification?*
A.	Each department is responsible for setting their own business practices around the ERS. It is expected that the ERS Coordinators will notify PIs that effort reports are ready for certification. In addition, if a PI chooses to go into the system at any time, he will note that each report in ERS has its own status code which identifies whether or not the report needs to be certified.

Q.	*Why do I have a report that's Not Required? (PI) Do I have to do anything?*
A.	Effort reports are generated each reporting period for all PIs, regardless of charges to federal or Federal Flow Through (FFT) funds. Since a PI should have at least one project, and almost all projects require some PI effort, ERS generates a report for every PI. These reports will be identified as with a status of NotRequired. If the PI does have effort on a federal or FFT award, he/she can easily add the project to the report and enter the percentage of payroll and/or cost share, then certify the report. If the PI does not have effort on any federal or FFT awards, he/she can leave the report with the status NotRequired and it will not be considered outstanding.

Q.	*Should a PI certify for everyone on his/her My Projects list?*
A.	Yes, if the PI has first hand knowledge of the work performed and the benefiting federally sponsored project. A PI should not certify for another PI.

Q.	*If an employee leaves the university, who certifies the employee's effort?*
A.	If the employee is not a PI, then the employee, the PI, or another person with first-hand knowledge may certify the effort report. If the employee is a PI, the PI must certify the effort or provide a suitable means of verifying his/her effort to a higher-ranking official such as a department chair or dean.

Q.	*What needs to be done if a PI inadvertently certifies for another PI or faculty member?*
A.	If a PI has already certified an entire report for another faculty member, there are two possible solutions. If the effort certification is correct, the faculty member should add a comment to their effort report stating concurrence with the certified percentages. Comments may be added after certification by using the Comments tab. If the effort certification is incorrect, the faculty member should re-open their effort report using the Reopen Effort Report button, make the appropriate changes and re-certify the report. In some cases, the PI will have certified only the project line for his/her project. The faculty member can use the Certify button to certify the entire report, which will prompt him/her to remove the line certification.

General
Q.	*How can an effort report total 100% when the employee has a less than full-time appointment with the university?*
A.	Effort is not based on a 40-hour work week; it is based on the total time spent on university activities, no matter how many hours are worked. The following example of an employee who has a 50% appointment at the institution and who is working 25% on a sponsored project and 25% on other non-sponsored activities demonstrates the concept of 100% total effort: Employee A - paid 50% time for the period: % of Time / % of Appt = % of Effort 25% / 50% = 50% sponsored project 25% / 50% = 50% non sponsored project = 100% Total Effort In the next example, the employee has a 100% full-time appointment at the institution and works 50% time on a sponsored project and 50% time on other non-sponsored activities. This employee's effort also totals 100%. Employee B - paid 100% time for the period % of Time / % of Appt = % of Effort 50% / 100% = 50% sponsored project 50% / 100% = 50% non sponsored project = 100% Total Effort

Q.	*Will researchers who are in training, including work study students, have effort reports?*
A.	OMB A21 does not require after the fact effort reporting for trainees. If the PI is paying the work study student from his/her federally sponsored grant to reflect student’s effort on a grant, that portion of effort will be above the line in Total Federally Sponsored Projects. Work study students who are federally funded by the Work Study Office will have that portion of their effort reflected below the line in Other Sponsored Projects.

Q.	*Is there a help desk for ERS questions and issues? What other help is available?*
A.	EFA Help Desk assistance is available for users who have questions or experience issues while working with the Effort Reporting System. The EFA Help Desk can be contacted by emailing EFA Help Desk or by contacting the EFA Help Desk at extension 3-4246. In addition, there is online help built into the ERS. Click on the ? icon in the header bar to retrieve a help screen which provides information on the specific screen or report type that you are using. Some of the help screens contain links to training modules that provide a more detailed overview of a specific process.

Q.	*What are the hours of availability for ERS?*
A.	ERS is generally available 24 hours a day, seven days a week. There is a scheduled maintenance downtime Sunday mornings from 8 am to 12 pm (local Pacific time). There may be other occasional downtime for other maintenance.

Q.	*How long before ERS times out?*
A.	After one-half hour of inactivity, ERS times out.

Q.	*Why don’t all Co-PIs have a “My Projects” report? How do I set up a Co-PI report?*
A.	If a Co-PI spreadsheet was submitted and uploaded to BFS, Co-PIs should have a “My Projects” list. If a Co-PI was set up manually you will not have a My Projects report, so the Co-PI and the Reviewer should create and save a custom report list, as follows: 1) Select “Search Effort Reports” from the drop down menu; 2) Select the “Award” tab; 3) type the fund-org-flex and select “Update Filter”; 4) Select “View” to view the report; 5) Select “Save As” to give your report a name. This report name will now appear on the “Manage Saved Searches” page.

Q.	*How does an Other Designated Certifier locate the reports to be certified?*
A.	Other Designated Certifiers are entered manually and do not have a “My Projects” report. If the Other Designated Certifier was set up to certify by *fund-org-flex, you can create and save a custom report list, as follows: 1) Select “Search Effort Reports” from the drop down menu; 2) Select the “Award” tab; 3) type the fund-org-flex and select “Update Filter”; 4) Select “View” to view the report; 5) Select “Save As” to give your report a name. This report name will now appear on the “Manage Saved Searches” page. If the Other Designated Certifier was set up to certify for specific employees*, follow the same instructions except select the “People” tab in step 2, and type the employee ID number in step 3. Don’t forget to save your report and give it a name. This report name will now appear on the “Manage Saved Searches” page.

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This page last updated on July 2, 2008

Frequently Asked Effort Reporting Questions

ERS Functionality/Access/Permissions

Data/Reporting Issues

Policy/Compliance

General

ERS Functionality/Access/Permissions

Data/Reporting Issues

Policy/Compliance

General