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Effort Reporting

Frequently Asked Questions (FAQ's)

1) Where can I find the effort report?

2) I received an email indicating that an effort certification report is available for certification and/or review. Does that apply to me?

3) Does the effort report reflect/show dollar amounts?

4) Does my percentage of effort recorded need to be 100% accurate?

5) I need to change my percentage of effort. Can I do that via the Banner Self-Service Effort Report module?

6) My Principal Investigator cannot use Banner Self-Service to review a certified effort report. What can I do to get the review performed by the Principal Investigator?

7) Personnel received an effort report, but did not work on a sponsored project. The personnel were paid as participants. What do I need to do?

8) In the routing queue link in the effort report, a pre-review was not completed and an alternate certifier has not done anything. Can I certify and review the effort report without the pre-review?

9) There are multiple Principal Investigators (PI) on my project, does every PI need to certify?

10) I received a message when clicking on the Effort Certification link on the Employee tab in Banner Self-Servcie stating that my Adobe Flash Player needs to be updated. Should I download the Adobe Flash Player?

11) Who should I contact in the Office of Sponsored Programs to help me complete my effort report?

12) Can I access the effort reporting self-service banner graphical user interface from my personal device or home computer?

 

 

 

 

 

 

 

1) Where can I find the effort report?

The Effort Report is available via Banner Self-Service module, under the employee tab. The link is titled: Effort Certification. You will only be able to view effort reports for periods that are currently under review, and effort reports applicable to you.

 

2) I received an email indicating that an effort certification report is available for certification and/or review. Does that apply to me?

Yes, for the most part, the emails are only sent to those faculty and personnel who are required to certify and review effort reports.

 

 

3) Does the effort report reflect/show dollar amounts?

No, the effort report recalculates payroll distribution amounts into percentages. You will not be able to view amounts using the Effort Reporting system, but you will be able to view the payroll periods for the effort reporting period under review.

 

 

4) Does my percentage of effort recorded need to be 100% accurate?

Yes, personnel and Principal Investigators should provide a reasonable estimate of effort. It should be as close to accurate as possible and total effort should always equal 100%.

 

 

5) I need to change my percentage of effort. Can I do that via the Banner Self-Service Effort Report module

 

In order to change the percentage of effort, you have two (2) options. Using the "Request Changes", you will automatically be directed to your Outlook email if you are using a Rowan University network computer or other electronic device that has Outlook as the default email provider. If not, then you will need to send an email using your own email provider. When completed, you should send the revised effort to your Principal Investigator (PI), requesting the change of percentage to be reviewed and approved by the PI and forward the review results to the following email addresses: gregorye@rowan.edu and sponsoredprograms@rowan.edu.

 

You can also physically change the percentage on the effort report, then take a screenshot of the effort report or create a PDF of the revised percentage of effort and send that to the PI and the cc recipients identified above.

 

If you need to add new funds, then click on the "Add New Funding" button on the bottom of your effort report form. You will see a pop-up box that will allow you to locate and choose the fund as well as other information. In order to view options available to you in the pop-up box, use the ellipsis to open up the list. Once you have included that new fung, you will see the effort report change. MAKE SURE TO DOUBLE CHECK AND REVISE ALL PERCENTAGES SO THAT THE TOTAL EFFORT EQUALS 100%. When you have the revised effort, you can either take a screenshot of the effort report or produce a PDF version of the effort report. Using either form, please send an email to the PI requesting review and approval of the effort and forward the review results to the following email addresses: gregorye@rowan.edu and sponsoredprograms@rowan.edu.

 

6) My Principal Investigator cannot use Banner Self-Service to review a certified report. What can I do to get the review performed by the Principal Investigator (PI)?

If a Principal Investigator is not available to certify or review any report, contact the Office of Sponsored Programs, Eric Gregory, to discuss.

 

For certified reports requiring PI review, obtain a dated fax, memo/letter, or email from the PI. The PI should state that they agree with the percentage of effort. Either forward the PI email or request the PI to email their agreement with the percentage of effort to teh Office of Sponsored Programs. Note: If you are able to, change the percentage of effort on the effort reporting electronic form, use the other action button on the top, to obtain a PDF version of the effort report and attach that effort report to your email sent to the PI.

 

If a PI cannot certify the effort report, then an individual with direct knowledge, such as but not limited to a Lab Supervisor or Manager, of the employees effort being certified can certify.

 

All administrative staff that need to certify a report must obtain a dated fax, memo/letter, or email from the PI verifying the effort certified. Administrative staff and personnel are not considered an individual who will have direct knowledge of someone's work on a sponsored project.

 

 

7) Personnel received an effort report, but did not work on a sponsored project. The personnel were paid as participants. What do I need to do?

Include a comment in the Banner Self-Service Graphical User Interface (GUI) effort report. Make sure you save the comment.

 

 

8) In the Routing Queue link in the effort report, a pre-review and alternate certifier has not done anything. Can I certify and review the effort report without the pre-review?

Yes, you can certify and review without the pre-review taking place.

 

The effort reporting system has two (2) required inputs from personnel and Principal Investigators (PI). Certification of the Effort Report by the personnel whose effort is being certified, and PI review of the Effort Report.

 

 

9) There are multiple Principal Investigators (PI) on my project, so does every PI need to certify?

Yes, the system identifies a PI based on the grant. All PI's, whose grants are associated with the effort report, will be required to review a certified report.

 

 

 

10) I received a message when clicking on the Effort Certification link on the Employee tab in Banner Self-Servcie stating that my Adobe Flash Player needs to be updated. Should I download the Adobe Flash Player?

Yes, you will need to have Adobe Flash Player version 12 installed on your device or computer. You can check your current flash player version by clicking on this link If you need to update your flash player on a Rowan University computer or device on the Rowan University network, please contact Network and System Services (NSS) at (856) 256-4400. If you are using a computer or device that is not connected to the Rowan University network, then please go to an Adobe webpage and select Adobe Flash Player version 12.

 

 

11) Who should I contact in the Office of Sponsored Programs to help me complete my effort report?

Please contact Eric Gregory to receive assistance and other information related to completing an effort report.

 

 

12) Can I access the effort reporting self-service banner graphical user interface from my personal device or home computer?

At this time, Effort Certification using a personal device or home computer that is not connected to Rowan University's network may not be used to access Banner Self-Service and certify and review an effort report. We hope that in the near future, the availability to certify and review effort reports from personal devices and computers not connected to Rowan University's network can and will be used to certify and review effort reports.