How to Use the Effort Certification System
5. The Distribution Detail Page
You access the Distribution Detail page by clicking on a person's name on
the Project Detail page. The Distribution Detail page shows a month-by-month
breakdown of all the person's pay from that project during the Certification Period.
You access the Individual Detail page by clicking the "Adjust" button for a person listed
on the Project Detail page. The Individual Detail page shows, for the selected person,
a list of all the sponsored and non-sponsored accounts that were sources of that person's pay during the
Certification Period.
- To find out what project or other fund source each of the budget group numbers represents,
click on the 8-digit budget group number. This opens a new window listing the names, phone numbers,
campus addresses, and email addresses of those authorized to certify effort for the other project.
- To adjust amounts instead of percentages, or percentages instead of amounts, click the
button near the bottom of the page to change from one view to the other. You may have to
scroll down if there are many budget groups listed.
- If you believe one of the amounts or percentages is incorrect, highlight" the amount with
your mouse, type in the correct amount or percentage, and click on "Submit Changes".
- Keep in mind that the sum of all values in the "Updated Effort" column must total 100%.
- If there is effort contributed to a sponsored project, an equal amount must be entered
as the source of the contributed effort from the "Other Sources of Salary Support" section.
- If a person's effort actually belongs on a project that is not listed yet, you may add the budget
group by clicking the "Add a Budget Group" button.
- Please try to resolve any error messages that appear - certification will not be possible
while an error condition exists. The messages, if any, will explain what needs correcting.
- When you have completed any adjustments, return to the Project Detail page to
certify or precertify the project.
You arrive at the Certification page by clicking the "Certify" button on the
Project Detail page. Only those authorized to final certify effort on a project will
be able to access the Certification page.
The Certification page repeats the information on the Project Detail page, but
it is not modifiable. If you need to make any changes, return to the Project
Detail page and click "Adjust".
Read the text near the "Certify" button. If you agree that all the information is
correct, click the Certify button. And that's it! You have completed your responsibility
to certify this project.
Return to the Home Page if there are other projects you also need to certify. When
you have finished with all of them, please log out.
