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Effort Certification User Manual

1. February 16 2011 February 28 2011 Grant GR0003426 2011 41100 03100 GR0003434 HATCH FED APPROP FY 11 March 01 2011 March 15 2011 Grant GR0001060 KB 05 24 NTEP GR0003426 2011 41100 03100 More Actions x 3 Close Fund 111441 AES STATION CONTROL 2 110045 CES 605424 T HATCH BUDGET CONTROL 605373 T STATE OPS SMITH LEVER 31 Fund 110045 CES 605424 T HATCH BUDGET CONTROL 605373 T STATE OPS SMITH LEVER 31 111441 AES STATION CONTROL 2 Fund 111441 AES STATION CONTROL 2 605424 T HATCH BUDGET CONTROL 605373 T STATE OPS SMITH LEVER 31 110045 CES Fund 605373 T STATE OPS SMITH LEVER 31 605424 T HATCH BUDGET CONTROL 110045 CES 111441 AES STATION CONTROL 2 Fund 650276 T KB 05 24 NTEP COST SHAR 110045 CES 605373 T STATE OPS SMITH LEVER 31 Effort Type RESEARCH Research PUBSVC Public Service Effort Type RESEARCH Research PUBSVC Public Service Effort Type RESEARCH Research PUBSVC Public Service Effort Type PUBSVC Public Service RESEARCH Research Effort Type PUBSVC Public Service PUBSVC Public Service Payroll Percent 22 0001 56 0001 2 9999 18 9999 Payroll Percent 56 0001 18 9999 22 0001 Payroll Percent 22 0001 2 9999 18 9999 56 0001 Payroll Percent 18 9999 2 9999 56 0001 22 0001 Payroll Percent 7 49 18 9999 Effort Period Percent 1 8333 4 6667 0 25 1 5833 Effort Period Per Effort Period Percent 1 8333 0 25 1 5833 4
2. Record 1 mm mn Open form FRAGRNT and enter the Grant number Click the Next Block T icon Click on the Personnel tab The Primary Principal Investigator name id and email will be displayed a NS E Use the scroll bar on the right to view other personnel assigned a Indicator 001 Principal Investigator b Indicator 002 Fiscal Monitor c Indicator 003 EEC Pre Reviewer Department Head d Indicator 004 EEC Administrator Research Administrator Page 22 v1 2 May 2014 Effort Certification FTMFUND Using Banner form FTMFUND you can find the name of the Fund Manager for a grant F4 Oracle Fusion Middleware Forms Services Open gt FIMFUND Q File Edit Options Block Item Record Query Tools Help awh 8aeae 7a Fund Code Maintenance FT 3 4 UBAN Chart of Accounts IN Noid Grant GRooosz09 A Proposal 20892 USD Fund 604974 x Title TARGETING CATTLE GRAZING Effective Date 01 JAN 2010 E Termination Date Next Change Date Expenditure End Date f V Data Entry Fund Type R1 7 Restricted Main M Grant Requires Effort Certification Predecessor Fund RO3209 USDA 2010 85101 20482 BAILEY Fund Requires Effort Allocation Financial Manager gt fest name first name Unbilled AR Account 113403 7 AR UNB BAN FED Revenue Account 641200 v FEDERAL GRANTS Bank r Cash Receipt Bank Code 71 WELLS FARGO GENERAL Capitalization Fund Indicator Cap Different or No Cap X Capitalization Equity Acco
3. Usually this role is held by the fund s Research Administrators and or Department Heads Timely action by the pre reviewers is critical to the effort certification process Acknowledger an individual responsible for reviewing and acknowledging effort reports Usually this role is held by the fund s Principal Investigator and Fund Manager Certifier any regular employee who charges a percentage of their time to grants and or contracts Effort reports for graduate students will be certified by the Fund Manager MMSU SPA Electronic Effort Reporting Role Matrix June 2012 Review Acknowledge Department Head ee ee E Individual Refer to Appendix A for instructions on identifying Principal Investigators Pre Reviewers and Fund Managers using Banner forms Page 2 v1 2 May 2014 Effort Certification Certification Timeline Effort Certification occurs twice a year and covers 6 months of effort Spring Report Period Spring Pre Review Fall Report Period Fall Pre Review Fall Certification Email Notifications Pre Reviewers will be notified via email the 1 day of the pre review period every Tuesday thereafter and every day during the last week of the pre review period Acknowledgers will be notified via email the 1 day of the pre review period only PI s and Fund Managers Certifiers will be notified via email the 1 day of the certification period every Tuesday thereafter and every
4. if completed by pre reviewer or acknowledger b to Completed Locked if completed by certifier 13 Click the Close button to close the effort report pre reviewers acknowledgers 14 Click Sign Out Page 20 v1 2 May 2014 Effort Certification Appendix A Helpful Cognos Reports The following Cognos Reports may be helpful to you in completing the Effort Certification process EEC Effort Report Summary of Effort for the selected Employee and Effort Certification Period similar to the Effort Report in the Electronic Effort Certification system EEC Pay Period Summary Report Summary of Effort by pay period for the selected Employee and Effort Certification Period similar to the Pay Period Summary page in the Electronic Effort Certification system EEC Tracking Report Report to monitor the progress of the Effort Certification process The report will give a list of Effort Certification reports along with the state and status of each report EEC Effort Certification Required List of Effort Certification Reports which require Pre Review approval or Certification by the individual receiving the report Report will be emailed to the Pre Reviewers every Tuesday of the first 3 weeks of the pre review period and every day of the final week Report will be emailed to the Certifiers every Tuesday of the first 3 weeks of the certification period and every day of the final week note this report is not viewable in Cognos but onl
5. 2011 SPR20 JANUARY JUNE 2011 SPR2011 JANUARY JUNE 2011 SPR20 JANUARY JUNE 2011 SPR2011 JANUARY JUNE 2011 SPR2011 JANUARY JUNE 2011 SPR201 JANUARY JUNE 2011 SPR201 JANUARY JUNE 2011 SPR2011 JANUARY JUNE 2011 SPR201 JANUARY JUNE 2011 Open Items fm SPR2011 JANUARY JUNE 2011 SPR201 JANUARY JUNE 2011 SPR2011 JANUARY JUNE 2011 SPR201 JANUARY JUNE 2011 SPR2011 JANUARY JUNE 2011 SUNGARD H GHER EDUCATION Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name Last Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name First Name Start Date September 16 2011 September 16 2011 September 16 2011 September 16 2011 September 16 2011 September 16 2011 September 16 2011 September 16 20 September 16 September 16 20 September 16 September 16 Septembe September 16 20 September 16 September 16 20 Septembe September 16 September 16 End Date October 15 2011 October 15 2011 ctober 15 2011 October 1
6. 6667 Effort Period Percent 1 5833 0 25 4 6667 1 8333 Effort Period Percent 0 5833 4 0833 1 5833 w Effort Report Overview Report Status Dates SPR2011 JANUARY JUNE 2011 Sep 16 2011 Oct 15 2011 Under Review Unlocked Banner Effort Certification Release 8 5 The Pay Period Summary shows the allocations made during each pay period of the reporting period 3 Use the Scroll Bar to view all the pay periods 4 Click on the Pay Period Link to view additional details about the pay period allocations including Position number Earn Code Shift Index number and FOAPAL details Note in accordance with Federal guidelines 2 CFR Part 220 OMB Circular A 21 only percentages are reported on effort reports Cognos report HR LD 278B Labor Expense da Detail Pay Period Semi Monthly Current 1 2011 Sequence May 2014 Position an 719824 0 719824 0 719824 0 719824 0 Effective D November November November November Earning Co REG Regul REG Regul REG Regul REG Regul Index 117961 TU 101607 01 117785 TU 115539 TU Fund v1 2 605424 T H 110045 CE 605373 T 111441 AE Organizati Account 311239 TU 614100 EXI 311221 CR 614100 EXI 311263 TU 614100 EXI 301400 PL 614100 EXI Program Activity 1600 RESE 229042 AR 1700 PUBL 1700 PUBL 230097 AR 1600 RESE 217100 TU Location Page 15 Effort Ce
7. Banner SOUPS CNC Cae cates ene anae AA 5 Search for Employees to Review Acknowledge essssssssresresesessesssssrsrrrrrrtrrrrrerenssssserrrrrtttrrrrrereessssrrrrrrrerens 8 MBI ETOL REDOT arerin in E E E N 13 Reviewing the Effort REDONU sscssisinsi raisini Ta S E T 14 Appendix A Helpful COSMOS REDOTtS aesccrnerossronrari niria EEA 21 Appendix B Identifying Roles using Banner FOrmS ssessssesssssnssrreressrrrssrrresrrrsssreresrreresreresereresrereserereseerese 22 Appendix C Adding ComiMeEnTS ccnhedecacnsteehest oss ccecuscbasisosedsiasierenhaesentistaninsiabnddennebesasnalee lees esabedeendhasnosadeneneaeeheus 24 PO GI D ROUNE QUEUE cirese ines ec aeccti cctv EEES 26 Revisions Version 1 2 of this manual updated the following pages Pg 1 added earn codes SAB amp SAP effective SPR2014 will be included in effort calculations Effort Certification What is Effort Certification Effort reporting is the process where an individual certifies that the salaries charged to sponsored projects are reasonable in relation to the actual work performed The Federal guidelines 2 CFR Part 220 Cost Principles for Educational Institutions OMB Circular A 21 require educational institutions that receive federal money to follow prescribed principles in determining the costs incurred for such work NMSU supports the effort reporting requirements outlined in 2 CFR Part 220 OMB Circular A 21 through an online effort certification process The certifica
8. EFFORT REFLECT A REASONABLE ESTIMATE OF WORK PERFORMED DURING THE STATED PERIOD Comments are not required for the effort certification process Appendix B contains LAr instructions for adding comments if necessary May 2014 v1 2 Page 19 Effort Certification 2Hep Effort Certification Labor Redistribution Effort Report Actions Bz Effort Report Overview Review or Certify Reports First Name Last Name Report Status f aDatas Effort Report gt SPR2011 JANUARY JUNE 2011 L Sep 16 2011 Oct 15 2011 Sponsored Awaiting Certification Unlocked Fund Organization Effort Category 605373 T STATE OPS SMITH LEVER 3B amp C FY11 311263 TURFGRASS SL PUBSVC Public Service 605424 T HATCH BUDGET CONTROL 311239 TURFGRASS HATCH RESEARCH Research 650276 T KB 05 24 NTEP COST SHARE 311200 EXTENSN PLANT SCIENCES PUBSVC Public Service Non Sponsored Fund Organization 110045 CES 311221 CROP MARKETING Direct 111441 AES STATION CONTROL 2 301400 PLANT AND ENVIRONMENTAL SCIENCES Direct Total Non Sponsored Activity 72 75 Open Items m v Effort Certification First Name Last Name E Total 100 00 Request Changes Add New Funding SUNGARD HIGHER EDUCATION Banner Effort Certification Release 8 5 11 After the effort report is complete the Review Acknowledge Certify button will disappear and 12 The report status will change a to Awaiting Certification Unlocked
9. Effort Period Percent 4 6667 0 25 1 5833 1 8333 Effort Period Percent 301400 PLANT AND ENVIRONMENTAL 311239 TURFGRASS HATCH GRO003434 HATCH FED APPROP FY 11 311263 TURFGRASS SL GRO003426 2011 41100 03100 311221 CROP MARKETING Semi Monthly Current 4 2011 February 16 2011 February 28 2011 Organization Grant 311263 TURFGRASS SL GRO003426 2011 41100 03100 311239 TURFGRASS HATCH GRO003434 HATCH FED APPROP FY 11 311221 CROP MARKETING 301400 PLANT AND ENVIRONMENTAL Semi Monthly Current 5 2011 March 01 2011 March 15 2011 Organization Grant 311200 EXTENSN PLANT SCIENCES GRO001060 KB 05 24 NTEP 311221 CROP MARKETING 311263 TURFGRASS SL GRO003426 2011 41100 03100 111441 AES STATION CONTROL 2 605424 T HATCH BUDGET CONTROL RESEARCH Research 605373 T STATE OPS SMITH LEVER 31 PUBSVC Public Service 110045 CES Fund Effort Type 22 0001 2 9999 18 9999 56 0001 Payroll Percent 1 8333 0 25 1 5833 4 6667 Effort Period Percent 605373 i STATE ops SMITH LEVER 3 PUBSVC Public Service 605424 T HATCH BUDGET CONTROL RESEARCH Research 110045 CES 111441 AES STATION CONTROL 2 Fund Effort Type 650276 T KB 05 24 NTEP COST SHAR PUBSVC Public Service 110045 CES 605373 T STATE OPS SMITH LEVER 31 PUBSVC Public Service 18 9999 2 9999 56 0001 22 0001 Payroll Percent 7 49 18 9999 1 5833 0 25 4 6667 1 8333 Effort Period Percent w Effort Report Overview Repo
10. O O O WO May 2014 v1 2 Page 1 Effort Certification o E5 Staff FT Federal Exempt o SG Graduate Assistant RA TA e PSL Employees will not certify effort but will enter time sheets in the Web Time System e Percentage of Effort charged to each fund for an employee should be verified o Variances of 5 or more need to be corrected o Corrections to Effort can only be made via the Electronic Labor Redistribution process or through the Payroll Department effort reports cannot be modified in the Banner Electronic Effort Certification process e Effort certification will occur twice a year and will cover 6 months of effort e A Pre Review period of one month will be utilized to allow the appropriate personnel to review and process Electronic Labor Redistribution transactions e The Pre Review period will be followed by the Certification period of one month e Employees that meet the Effort Certification criteria will need to certify their effort with the exception of Graduate Students Graduate Students will be certified by the Fund Managers for the funds on which they are being paid e Once effort has been certified the payroll records will be locked and Electronic Labor Redistributions cannot be processed e Onthe Fly queue members cannot be added to the Effort Certification queue Roles amp Responsibilities Pre Reviewer an individual responsible for reviewing effort reports and requesting changes prior to the certification process
11. Search Tips You can search using the default search attribute displayed in the search field or you can select Advanced Search and add multiple search attributes to further refine your search Your search will return the best results when you are more specific with your search criteria using multiple search attributes gt Advanced Search SUNGARD H GHER EDUCATION Banner Effort Certification Release 8 5 6 Enter the effort period code in the attribute field a The Selector Button can be used to view a list of values available for selection For the period of January June the effort period code is SPRyyyy where yyyy is the Year being reviewed c For the period of July December the effort period code is FALLyyyy where yyyy is the Year being reviewed 7 Click Go to perform the search May 2014 v1 2 Page 11 Effort Certification Effort Certification Labor Redistribution Certify My Effort Review or Certify Reports gt MRAR ESLAR OLO Proxy or Superuser Effort Report Actions q Refresh ay Open Search Descriptions Chart of Account Code N Effort Period Code SPR2011 Q Advanced Search Period Code Report Period SPR2011 JANUARY JUNE 2011 SPR2011 JANUARY JUNE 2011 SPR201 JANUARY esI UNE 20 SPR20 SPR2011 SPR20 SPR2011 JANUA a 2011 SPR20 JANUARY JUNE 2011 SPR2011 JANUARY JUNE 2011 SPR20 JANUARY JUNE 2011 SPR2011 JANUARY JUNE
12. ment health miscellaneous and benefit statement Pay Information Direct deposit allocation earnings and deductions history or pay stubs Tax Forms W4 and W2 information Jobs Summary Leave Balances Tuition Waiver Employee Spouse Tuition Waiver Dependents Update Preferred First Name Effort Certification and Labor Redistribution Direct Deposit Employee view RELEASE 8 6 1 5 Click on the Effort Certification and Labor Redistribution link The following screen will be displayed Effort Certification Labor Redistribution Effort Report Actions anrei ictus ae Certify My Effort gt p More Actions Review or Certify Reports Certify My Effort Period Code Report Period Start Date End Date Status Unlocked Locked mments SPR2011 JANUARY JUNE 2011 September 16 2011 October 15 2011 Under Review Unlocked SPR2012 JANUARY JUNE 2012 September 16 2012 October 15 2012 Under Review Unlocked FALL2011 JULY DECEMBER 2011 February 01 2012 February 29 2012 Under Review Unlocked SUNGARD H GHER EDUCATION 6 Depending on your role and payroll allocations you may may not see data on the first screen Certify My Effort This screen shows your own time needing to be certified if applicable 7 The Start Date and End Date are the certification period dates 8 The Status and Unlocked Locked columns tell you the state the effort report is in May 2014 v1 2 Page 7 Effort Certification a Under Review Unlock
13. 276 T KB O5 24 NTEP COST SHARE 311200 EXTENSN PLANT SCIENCES PUBSVC Public Service Cost Share 5 25 Routing Queue Total Sponsored Activity 27 25 Non Sponsored Fund Organization Effort Category Charge Type 110045 CES 311221 CROP MARKETING Direct 111441 AES STATION CONTROL 2 301400 PLANT AND ENVIRONMENTAL SCIENCES Direct Total Non Sponsored Activity 72 75 Open Items oa v Effort Certification First Name Last Name Total 100 00 SUNGARD H GHER EDUCATION Banner Effort Certification Release 8 5 1 Click Comments in the left navigation pane ______ Help v l Effort Certification Labor Redistribution arn Review ncCactify Raports Effort Report Actions Refresh lw a X More Actions x 3 Close Effort Report Overview First Name Last Name Report Status Dates Effort Report SPR2011 JANUARY JUNE 2011 Sep 16 2011 Oct 15 2011 Under Review Unlocked Pay Period Summary Comments gt Routing Queue w Funding Chart gt 90 10 Open Items m w Proxy or Superuser wv Effort Certification First Name Last Name Add Comment SUNGARD HIGHER EDUCATION Banner Effort Certification Release 8 5 2 Click the Add Comment button Page 24 v1 2 May 2014 Effort Certification Hep Add Comment First Name Last Name SUNGARD 3 Enter your comment in the space provided 4 Once you start typing the Save button wil
14. 5 2011 October 15 2011 October 15 2011 October 15 2011 October 15 2011 ober 15 2011 October 15 2011 ober 15 2011 October 15 2011 jer 15 2011 October 15 2011 2011 er 15 2011 Status Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Under Review Displaying 567 rows Comments A Banner Effort Certification Release 8 5 The search results will be displayed showing a list of employees to be reviewed The Start Date and End Date are the Certification dates these dates are not the pre review dates The Status column shows the status of the record Only records in the Under Review status need to be reviewed Once a record has been reviewed and certified by the employee the Unlocked Locked column will change to Locked Once locked the labor record cannot be modified Names amp ID numbers have been removed to protect the privacy of the employees used in the creation of the user manual 8 Double click on the name of the employee to review Page 12 2014 May Effort Certification The Effort Report Effort Certification The Effort Certification window is divided into three main part
15. Effort Certification User Manual Confidential Business Information This documentation is proprietary information of Ellucian and New Mexico State University NMSU and is not to be copied reproduced lent or disposed of nor used for any purpose other than that for which it is specifically provided without the written permission of Ellucian or NMSU Data Standards adapted from General Person Data Standards Document Number GPOO1 by New Mexico State University s Institutional Analysis Department All rights reserved The unauthorized possession use reproduction distribution display or disclosure of this material or the information contained herein is prohibited Ellucian Banner and the Banner logo are trademarks of Ellucian Third party hardware and software product names and trademarks are owned by their respective third party owners providers and Ellucian makes no claim to such names or trademarks Use of this material is solely for the support of Ellucian Banner products and New Mexico State University Table of Contents Was ERNO CSIC ALON Gees casera tceen eden E E E E E E EAA 1 BU ESE SS rte caret E peo puree E E EEE E E 1 PROVES ee ROS ONS ONC GS rera aiacusetceemsncaienncseiesaiaseeieoeuainanesnactconaseteegaiges ooeegetee eu ectesneene 2 STEEN CVO WU VSM aS ean esp ans air ccasee A E ead E E EE E A E E E E A 3 Engall OU IG Call WONG sisssrreisra oirn r n E E AE 3 PROCESS ROW eeraa E E A A E cnet 4 Logging on to
16. Update Addresses and Php Current news from the New Mexico State University News Center a amp E Pe Leave Report Update Emergency Ci 1 NMSU Agricultural Science Center at Farmington to host field day canals 6 28 12 12 00 AM QuickLinks Employee Jane Moorman Self Service Tine Siet FARMINGTON N M Which alfalfa hybrid will have the best yield in the Four Corners ee ae region Which grape variety can survive the harsh winter temperatures What pa prl ornamental plants will grow with little or no water Faculty members from New a Asch ae os State University s Agricultural Science Center at Farmington have the answers D i NMSU s Couture observes 150th anniversary of Morrill Act NM EDGE presents professional certificates to 34 county officials employees Al Reset Password NMSU Phonebook F Banner Self Service NMSU offers annual onion field day for New Mexico producers July 18 G E Bill Make a Payment wt Digital Measures A Student Resources Legal Disdaimer Privacy Policy License Terms CampusEAI Consortium 2011 In Partnership With 4 CampusEAI 4 Click on the Employee link Page 6 v1 2 May 2014 Effort Certification The Employee list options will be displayed New Mexico State University STATE Personal Information Student 42O E Finance Search l Go RETURN TO MENU SITEMAP HELP EXIT Employee Time Sheet Leave Report Request Time Off Benefits and Deductions d
17. day during the last week of the certification period May 2014 v1 2 Page 3 Effort Certification Process Flow Certification Review Page 4 v1 2 May 2014 Effort Certification Logging on to Banner Self Service Banner Self Service provides access to the Electronic Effort Certification 1 Type https my nmsu edu in the address bar of your web browser and press enter The myNMSU page will appear aM ENM SU eau Welcome myNMSU Registration and Schedule Information hrough myNMSU students faculty and staff can access registration grades Banner To improve sustainability starting spring 2012 NMSU will no longer print a paper version of the Course Schedule Self Service email time and leave reporting online learning phonebook and much i Learn more Registration and Schedule Information Useful Links and Contact Information Banner and Cognos and NMSU Frequently Requested Help Banner INB and ERP Systems Password Resets Cognos Reporting Email Settings Devices and Troubleshooting i Connecting your Device to the NMSU Network INB Password Resets and account Unlock call 575 646 4433 Password PC Maintenance Academic Calendar For Staff i ICT Help Desk For Students _ lt Information about myNMSU and Email LOGIN i Virus Software Removal and Informa
18. e Posted On May 31 2012 at 12 41 PM by Beth Chorey Acknowledge Pre Reviewer Open Items v Effort Certification First Name Last Name Add Member SUNGARD H GHER EDUCATION 1 Access the routing queue by clicking Routing Queue link from the left navigation pane Each person having a role in the effort certification process is listed in the routing queue Each listing will include a The person s name b The action required by the person Review Acknowledge or Certify c The role of the person if other than the employee Pre Reviewer d The status of the person s action Pending Reviewed 3 The email link will open a blank email to the individual The Add Member button is not used by NMSU Page 26 v1 2 May 2014
19. ed this state is active when a report is waiting pre review or certification The payroll allocations can be adjusted with an electronic labor redistribution if necessary b Awaiting Update Unlocked this state is active after an electronic labor redistribution has been completed but the effort report has not been updated or reviewed c Completed Locked this state is active after the employee has certified the effort No changes to payroll allocation for the effort period can be made Search for Employees to Review Acknowledge As a pre reviewer or acknowledger complete the following steps during the pre review period to locate individuals who charge time to your grant contract The search procedure is not required when certifying your own effort Effort Certification Labor Ry Certify My Effort gt evie or Certify Reports Certify My Effort SUNGARD HIGHER EDUCATION 1 Click Review or Certify Reports from the left menu Employee effort reports can be found by entering their Aggie ID Banner ID or using additional search parameters to search by e Last and First Name search criteria must include both names or at least the first three characters of each followed by an asterisk Page 8 v1 2 May 2014 Effort Certification e Effort Period Code search for all employees for an effort period Use of this search attribution also requires the attribute Chart of Accounts n o Note This is the search
20. eria using multiple search attributes gt Advanced Search SUNGARD GHER EDUCATION Banner Effort Certification Release 8 5 3 Click Select Attribute and Select Chart of Account from drop down list May 2014 v1 2 Page 9 Effort Certification Effort Certification Labor Redistribution Sign Out Effort Report Actions 7 2 More Actions amp Certify My Effort Review or Certify Reports gt MRU AIE ESAN O Proxy or Superuser Chart of Account Code v Select Attribute v Close Clear Go Q Advanced Search Displaying 0 rows Comments Search Tips You can search using the default search attribute displayed in the search field or you can select Advanoed Search and add multiple search attributes to further refine your search Your search will return the best results when you are more specific with your search criteria using multiple search attributes gt Advanced Search Open Items SUNGARD HIGHER EDUCATION Banner Effort Certification Release 8 5 4 Enter N in the Chart of Accounts attribute field N NMSU 5 Click Select Attribute again and select Effort Period Code from drop down list Page 10 v1 2 May 2014 Effort Certification Effort Certification Labor Redistribution a Effort Report Actions Certify My Effort Effort Period Code x SPR2011 Select Attribute Q Advanced Search a
21. eview new percentages Page 18 v1 2 May 2014 Effort Certification Effort Certification Labor Redistribution Review or Certify Reports Effort Report Actions FirstName Last Name Effort Report gt Sponsored Fund 605373 T STATE OPS SMITH LEVER 3B amp C FY11 605424 T HATCH BUDGET CONTROL 650276 T KB 05 24 NTEP COST SHARE Organization 311263 TURFGRASS SL 311239 TURFGRASS HATCH 311200 EXTENSN PLANT SCIENCES w Effort Report Overview Report Status Dates SPR2011 JANUARY JUNE 2011 Sep 16 2011 Oct 15 2011 Under Review Unlocked Non Sponsored Fund Organization Effort Category 110045 CES 311221 CROP MARKETING 111441 AES STATION CONTROL 2 301400 PLANT AND ENVIRONMENTAL SCIENCES Open Items m wv Effort Certification First Name Last Name SUNGARD H GHER EDUCATION Banner Effort Certification Release 8 5 10 Once satisfied that the effort report is complete and accurate click the button to complete the effort report The name of this button will vary depending on your role a Review available to pre reviewers b Acknowledge available to acknowledgers c Certify available to certifiers i Certifiers will receive a pop up certification statement and must click Agree button 2 Certify I HEREBY CERTIFY TO THE BEST OF MY KNOWLEDGE AND BELIEF THAT THE INDIVIDUAL NAMED IN THE EFFORT REPORT PERFORMED WORK AS NOTED AND THAT THE PERCENTAGES OF
22. l become active Click Save to save your comments Effort Certification Labor Redistribution PHep y Sign Out Review or Certify Reports Effort Report Actions Refresh More Actions 38 Close Effort Report Overview First Name Last Name Report Status Dates Effort Report SPR2011 JANUARY JUNE 2011 Sep 16 2011 Oct 15 2011 Pay Period Summary First Name Last Name Comments gt This is how your comments will ap pear Posted On May 31 2012 1 04 PM Xs Under Review Unlocked Routing Queue Se Open Items m v Effort Certification First Name Last Name Add Comment l SUNGARD HIGHER EDUCATION Banner Effort Certification Release 8 5 5 Your comments will appear on the Comments page with a date time stamp Once entered comments cannot be deleted or edited May 2014 v1 2 Page 25 Effort Certification Appendix D Routing Queue The routing queue shows all the people who need to acknowledge review and or certify the effort report The following is an explanation of what you will see on the routing queue Hep v7 Effort Certification Labor Redistribution Review or Certify Reports Effort Report Actions tefresh ore Actions Close w Effort Report Overview First Name Last Name Report Status Dates Effort Report 7 SPR2011 JANUARY JUNE 2011 Sep 16 2011 Oct 15 2011 Awaiting Certification Unlocked Routing Queu
23. lick on the Pay Period Summary link in the left navigation pane Page 14 v1 2 May 2014 Effort Certification Effort Certification Review or Certify Reports Effort Report Pay Period Summary gt Comments Routing Queue Open Items o v Effort Certification First Name Last Name SUNGARD H GHER EDUCATION Labor Redistribution Sign Out Effort Report Actions First Name Last Name Semi Monthly Current 1 2011 Organization 301400 PLANT AND ENVIRONMENTS 311221 CROP MARKETING 311239 TURFGRASS HATCH 311263 TURFGRASS SL Semi Monthly Current 2 2011 Organization 311221 CROP MARKETING 311239 TURFGRASS HATCH 311263 TURFGRASS SL 301400 PLANT AND ENVIRONMENTAL Semi Monthly Current 3 2011 Organization 301400 PLANT AND ENVIRONMENTAL 311239 TURFGRASS HATCH 311263 TURFGRASS SL 311221 CROP MARKETING Semi Monthly Current 4 2011 Organization 311263 TURFGRASS SL 311239 TURFGRASS HATCH 311221 CROP MARKETING 301400 PLANT AND ENVIRONMENTAL Semi Monthly Current 5 2011 Organization 311200 EXTENSN PLANT SCIENCES 311221 CROP MARKETING 311263 TURFGRASS SL g Refresh January 01 2011 January 15 2011 FED APPROP FY 11 6 2011 41100 03100 January 16 2011 January 31 2011 Grant GR0003434 HATCH FED APPROP FY 11 GR0003426 2011 41100 03100 February 01 2011 February 15 2011 Grant GR0003434 HATCH FED APPROP FY 11 GR0003426 2011 41100 03100
24. option displayed in the instructions that follow Effort Certification Labor Redistribution Sign Out Effort Report Actions More Actions amp Certify My Effort Review or Certify Reports gt Review or Certify Ri Proxy or Superuser 7 Q Advanced Search w f Displaying 0 rows Comments Search Tips You can search using the default search attribute displayed in the search field or you can select Advanoed Search and add multiple search attributes to further refine your search Your search will return the best results when you are more specific with your search criteria using multiple search attributes gt Advanced Search SUNGARD H GHER EDUCATION Banner Effort Certification Release 8 5 2 Click Advanced Search Effort Certification Labor Redistribution Sign Out Effort Report Actions a ions Certify My Effort p w Refresh More Actions amp Review or Certify Reports gt MRAVA ECLA Proxy or Superuser Select Attribute v Chart of Account Code 4 Effort Period Code Effort Period Description First Name ID Q Advanced Search a Displaying 0 rows Comments Search Tips You can search using the default search attribute displayed in the search field or you can select Advanoed Search and add multiple search attributes to further refine your search Your search will return the best results when you are more specific with your search crit
25. rt Status Dates SPR2011 JANUARY JUNE 2011 Sep 16 2011 Oct 15 2011 Under Review Unlocked 50 75 Banner Effort Certification Release 8 5 5 Click the Effort Report link in the left navigation pane to return to the effort report summary Page 16 2014 page v1 2 May Effort Certification Effort Certification Labor Redistribution Review or Certify Reports Effort Report Actions Effort Report Overview FirstName LastName Report Status Dates Effort Report SPR2011 JANUARY JUNE 2011 Sep 16 2011 Oct 15 2011 Sponsored Under Review Unlocked Fund Organization 605373 T STATE OPS SMITH LEVER 3B amp C FY11 311263 TURFGRASS SL 605424 T HATCH BUDGET CONTROL 311239 TURFGRASS HATCH 650276 T KB 05 24 NTEP COST SHARE 311200 EXTENSN PLANT SCIENCES Non Sponsored Fund Organization 110045 CES 311221 CROP MARKETING 111441 AES STATION CONTROL 2 301400 PLANT AND ENVIRONMENTAL SCIENCES Open Items m v Effort Certification First Name Last Name SUNGARD HIGHER EDUCATION 6 During your review if you have identified changes that need to be made an Electronic Labor Redistribution needs to be initiated The Request Changes button opens a mail message that can be sent to the appropriate ELR initiator However this button does not populate any information besides the email subject line Once this option has been selected the report i
26. rtification Effort Certification Labor Redistribution Review or Certify Reports Effort Report Pay Period Summary Comments Routing Queue Open Items o v Effort Certification First Name Last Name SUNGARD H GHER EDUCATION Effort Report Actions First Name Last Name Current 12011 January 01 2011 January 15 2011 Grant A PLANT AND ENVIRONMENTAL 311221 CROP MARKETING 311239 TURFGRASS HATCH GRO003434 HATCH FED APPROP FY 13 311263 TURFGRASS SL GRO003426 2011 41100 03100 Semi Monthly Current 22011 January 16 2011 January 31 2011 Organization Grant 311221 CROP MARKETING 311239 TURFGRASS HATCH GR0003434 HATCH FED APPROP FY 11 311263 TURFGRASS SL GR0003426 2011 41100 03100 301400 PLANT AND ENVIRONMENTAL Semi Monthly Current 3 20114 February 01 2011 February 15 2011 Organization Grant More Actions x 3 Close Fund Effort Type 111441 AES STATION CONTROL 2 110045 CES 605424 T HATCH BUDGET CONTROL RESEARCH Research 605373 T STATE OPS SMITH LEVER 31 PUBSVC Public Service i Fund Effort Type 110045 CES 605424 T HATCH BUDGET CONTROL RESEARCH Research 605373 T STATE OPS SMITH LEVER 31 PUBSVC Public Service 111441 AES STATION CONTROL 2 Payroll Percent 22 0001 56 0001 2 9999 18 9999 Payroll Perret j 56 0001 2 9999 18 9999 22 0001 Fund Effort Type Payroll Percent Effort Period Percent 1 8333 4 6667 0 25 1 5833
27. s The navigation pane on the left the main workspace in the center and the sidebar on the right The numbers on the window above correspond to the descriptions in the following table Description Tabs also known as Modules The main tabs at the top of the workspace allow you to access different types of information The Effort Certification tab allows you to access the Effort Certification module C The left navigation pane contains a series of navigational links Main Workspace This is the main workspace window A summary of the report period allocations between Sponsored and Non Sponsored and the various funds charged can be viewed 4 Right Sidebar Contains an Effort Report Overview showing the report status and dates for review amp certification a funding chart and role of the user if logged in as a proxy or superuser Contains system help for the current open view a inortapptani enone emenworepece window if applicable 7 Scroll bars If more information is available than can be displayed in the workspace window horizontal and or vertical scroll bars are available Expansion Bar The arrow on the expansion bar feature allows you to open or close the sidebar when you would like to view the main workspace window in a larger view P ea pags ee ene nee to the Search Results page 10 Sign Out The sign out button is used to log out of the system Failure to sign out properly may result in all effort reports being locked from o
28. s no longer accessible to individuals in the routing queue until the record has been changed via an Electronic Labor Redistribution or the requester releases the record with the Clear Changes button this button will appear after the request changes button has been selected even if the email is not sent T Un atan First Name Last Name 7 The Add New Funding button is not used at NMSU May 2014 v1 2 Page 17 Effort Certification Help Effort Certification Labor Redistribution Sign Out Review or Certify Reports Effort Report Actions w Effort Report Overview 5 R rt Status First Name Last Name eport Status Dates Effort Report SPR2012 JANUARY JUNE 2012 Sep 16 2012 Oct 15 2012 Pay Period Summary Sponsored Awaiting Refresh Unlocked Comments Fund Organization Effort Category 600060 DE BACA COUNTY 310500 ADMIN PRGM DE BACA CTY PUBSVC Public Service Routing Queue 26 Update Report 606062 STATE OPS SMITH LEVER 3B amp C FY12 310504 USDA DEBACA FED PUBSVC Public Service 33 3 Total Sponsored Activity 59 30 Non Sponsored Fund Organization Effort Category Charge Type Effort 110045 CES 310501 DEBACA STATE Direct 40 7 Total Non Sponsored Activity 40 70 Following the completion of any necessary Electronic Labor Redistributions the Report Status will be Awaiting Refresh Unlocked 9 Click the Update Report button to update the redistribution and r
29. ther users May 2014 v1 2 Page 13 Effort Certification Reviewing the Effort Report Effort reports are based on actual payroll The system will take into account Electronic Labor Redistributions prior to and during the Electronic Effort Certification process The percentage of effort is determined by taking the six month payroll and averaging this payroll by funding types The pre reviewer will need to work with their principal investigators and or fund managers to determine if the reported percentages are correct Hep v Effort Certification Labor Redistribution Review or Certify Reports Effort Report Actions tefresh ore Actions Close w Effort Report Overview FirstName LastName Report Status Dates Effort Report gt SPR2011 i JANUARY JUNE 2011 Sep 16 2011 Oct 15 2011 Under Review Unlocked Organization 605373 T STATE OPS SMITH LEVER 3B amp C FY11 311263 TURFGRASS SL 605424 T HATCH BUDGET CONTROL 311239 TURFGRASS HATCH 50276 T KB 05 24 NTEP COST SHARE 311200 EXTENSN PLANT SCIENCES Non Sponsored Fund Organization 110045 CES 311221 CROP MARKETING 111441 AES STATION CONTROL 2 301400 PLANT AND ENVIRONMENTAL SCIENCES Open Items v Effort Certification First Name Last Name SUNGARD HIGHER EDUCATION 1 Review the summary effort report Variances of 5 or greater need to be corrected on an Electronic Labor Redistribution 2 To view the allocations by pay period c
30. tion Student Network Information Forgot Username Forgot Password New User Create an account NEED ASSISTANCE Contact the ICT Help Desk by phone at 575 646 1840 or via email at help nmsu edu 2 Enter User Name and Password May 2014 v1 2 Page 5 Effort Certification The myNMSU home webpage will be displayed a ENM STATE edu i Menu y Fonts y Sign Out Employee Workflow y QuickLaunch Navigation w My Notifications Edit Preferences What s New My Messages E LaunchPad 7 There are no Alerts for you Mynmsu was upgraded to a newer version to support modern web browsers and mobile content Showing 0 to 0 of 0 results id First 4 Previous Next gt Last pil P New launcher menu on the left designed to give direct access to QuickLinks functions with two clicks or less This menu is also mobile enabled E3 Self Service w Quick Links Reset Password NMSU Phonebook iF Banner Self Service G E Bill Make a Payment wt Digital Measures A Student Resources Legal Disdaimer Privacy Policy License Terms CampusEAI Consortium 2011 In Partnership With e AMPUSE Al 3 Click on the Employee Tab Employee tab information will be displayed W ENMSU ae E A Home Employee Workflow QuickLaunch Navigation T w Employee Links Banner Self Service wv NMSU News Edit Preferences A Banner Self Service P NMSU News LaunchPad Time Sheet s BEAT E SIPH
31. tion process is administered twice a year through the Banner Electronic Effort Certification application Business Rules The following business rules will be followed in the Electronic Effort Certification Process Effort will only be certified for e Employees being paid on grants and or contracts e Regular payroll based on the following earn codes o REG Regular Staff Earnings RGA Regular Academic Earnings RGG Graduate Student Earnings RGO Temporary Staff Other RGT Temporary Staff Earnings RSF Regular Student Flat Rate ASR Adjustment Special Rate DFA Deferred Amount SAB Sabbatical Year Full Pay o SAP Sabbatical Full Year 60 Pay e Salaried Employees based on the following employee classes o A1 Faculty FT Reg Academic A2 Faculty PT Reg Academic A3 Faculty FT Temp Academic A4 Faculty PT Temp Academic AD Faculty FT Reg Deferred Pay B1 Faculty Reg FT Annual B2 Faculty Reg PT Annual B3 Faculty FT Temp Annual B4 Faculty PT Temp Annual B5 Faculty FT Federal Annual C1 Faculty FT Other C2 Faculty PT Other E1 Staff FT Reg Exempt E2 Staff PT Reg Exempt E3 Staff FT Temp Exempt as of FALL2013 no longer included changed to timesheet employee o E4 Staff PT Temp Exempt as of FALL2013 no longer included changed to timesheet employee O O O O O O oO O O O O O O O O O
32. unt 946110 X Capitalization Fund 189000 7 Multiple Fund Balance Indicator Fund Type z Restriction Indicator Permanently Restricted i Defaults Organization Program Activity Location e e e Last Activity Date 26 JAN 2010 Chart of Accounts Press LIST for valid values Press Edit for Navigate To Record 1 1 a List of Valu lt OSC al Open form FTMFUND and click the Enter Query button Enter the Grant number in the Grant field or the Fund number in the Fund field Click the Execute Query button to populate data ie a ae The Fund Manager is listed in the Financial Manager field May 2014 v1 2 Page 23 Effort Certification Appendix C Adding Comments Adding comments is not required when reviewing an employee s effort report However if deemed appropriate comments can be added using the following steps PHelp Effort Certification Labor Redistribution Review or Certify Reports Effort Report Actions i More Actions Close w Effort Report Overview FirstName Last Name Report Status Dates Effort Report gt i a SPR2011 _ JANUARY JUNE 2011 Pay Period Summary A Sep 16 2011 Oct 15 2011 Sponsored Under Review Unlocked Comments und Organization Effort Category Charge Type 05373 T STATE OPS SMITH LEVER 3B amp CFY11 311263 TURFGRASS SL PUBSVC Public Service Direct 605424 T HATCH BUDGET CONTROL 311239 TURFGRASS HATCH RESEARCH Research Direct 650
33. y available via email HR LD 287B Labor Expense Detail Displays detail payroll labor and fringe expense in addition to each pay period dollar amount May 2014 v1 2 Page 21 Effort Certification Appendix B Identifying Roles using Banner Forms Not sure who the Fund Manager or Principal Investigator is for the funds on your effort report The following Banner forms can be used to identify individuals with responsibility for restricted funds For access to these reports you will need appropriate Banner security access or may need to seek assistance from your Research Center for this information FRAGRNT Using Banner form FRAGRNT you can find the name and email address for a grant s Principal primary Investigator Fiscal Monitor EEC Pre Reviewer and or Contract Administrator Manager File Edit Options Block Item Record Query Tools Help aw Grant GR0003209 al 20892 fay Text Exists Grant Agency Location Cast Code Personnel Billing User Defined Data Effort Reporting ID 8000 xxxxx gt last name first name lt 3 Indicator 001 Primary Investigator IN Chart of Accounts Organization 300001 JAGRICULTURE AND HOME ECON COLLEG Salutation Title Address Type Address Sequence Number hd Phone Type Phone Sequ mber iv E mail nmsu edu Billing or Report Format Full Time Equivalency Employee Yes M Enter Principal Investigator Indicator LIST is available

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