Transcript Effort Certification Instructions for PI reviewing Employees Effort Reports

PI Post Review for
Employees Who Have
Worked on Project
Getting to Effort through Self Service
• Go to Banner Self Service
Getting to Effort through Self Service
Getting to Effort through Self Service
Getting to Effort through Self Service
Select Reports to Review
• Go to “Review or Certify Reports”
• Click on “Advanced Search’
Select “Chart of Account Code” Attribute
• Click on the Drop Down
Beside “Select Attribute”
• Select “Chart of Account
code”
Select “Chart of Account Code” Attribute
• Click on the “…” to the Right of the Block
Select “Chart of Account Code” Attribute
• Select the “Z” Code from the Available Chart Codes
• Click on Select
Select “Effort Period Description” Attribute
• Go to the next Row
• Click on the Drop Down
Beside “Select Attribute”
• Select “Effort Period
Description”
Select “Effort Period Description” Attribute
• Click on the “…” to the Right of the Block
Select “Effort Period Description” Attribute
• Select the “Z” Code from the Available Effort Periods (In the future, there
will be more than 1)
• Click on Select
List Employees to Post Review
• Click on “Go”
List Employees to Post Review
• The System Will List Participants Tied to your Project
• Screen will Look like Below
Select Employee to Post Review
• Double-click on the employee line to open their Effort Report. The Status
column should display ‘Certified’
Post Review Employee Effort
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Review the accounting distribution(s) and the effort percentage(s).
To Post Review that the effort reported is accurate, click on the ‘Review’ button.
Employee Name
Post Review Employee Effort
• After you’ve selected “Review” you will need to wait while
the system processes. You will the post review was successful
when the screen will remove the selections at the bottom. The
status will also show as “Completed-Locked”
Requesting Changes
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Review the accounting distribution(s) and the effort percentage(s).
To Request Changes click the ‘Request Changes’ button.
Employee Name
Requesting Changes
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Email
[email protected]
with Changes
CC: Admin Responsible for
EHIRE Changes
Include “From” and “To”
Fund Information
Send the email
Entering Comments
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ALWAYS enter comments when requesting changes.
Click on Comments
Employee Name
Entering Comments (Cont.)
•
Click on “Add Comment at the bottom
Employee Name
Entering Comments (Cont.)
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Enter Comment Describing Changes or any other information
Click Save
Printing Your Effort Report
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Click on the “More Actions” drop-down arrow, and click Print.
A separate window will open displaying your report in adobe reader.
Click on the Print icon. Close the window
Employee Name
Return to Employee List Page
•
Click on the “Review or Certify Reports” block.
Employee Name
Select Another Report
• Double-click on the employee line to open their Effort Report. The Status
column should display ‘Awaiting Certification’
• When Finished, Select “Sign Out”