Overview
The As Needed Effort Certification Report is a work-around for employees who are terminating employment, going on long-term disability, beginning a leave of absence or reduction in force, AND:
- need to certify their effort for the current period, OR
- need to re-certify their effort for a period that they previously certified on an As Needed Effort Certification Report. Active employees should recertify online.
Important Information
- You must have the HR APPT VIEWER role to run the As Needed Effort Certification Report.
- Using the Termination Checklist is strongly encouraged.
- Run a separate As Needed Effort Certification Report for each certification period.
- Make sure that you submit As Needed Effort Certification Reports for retired employees or those on long-term disability. Run the Effort Certification Status Report for Administrative Department 677440, which includes only these individuals, and scan for names under your effort reporting management.
- If an employee's termination date changes after submitting an As Needed Effort Certification Report, the unit must submit a revised report.
Navigation
NavBar > Navigator > Workforce Administration > Workforce Reports > As Needed Effort Certification
Run the Report
- Enter your Run Control ID. If you do not have a Run Control ID, click the Add a New Value tab, enter a new Run Control ID (no spaces), click Add, then go to step 4.
- Click Search.
- Select your Run Control ID.
- Enter the Empl ID. Leave the Department and Admin Dept fields blank.
- Enter the From Date and End Date.
- For employees who certify annually by fiscal year:
- If termination is NOT reflected in HRMS:
- From Date = 07/01/20XX.
- End Date = Last day worked.
- If termination IS reflected in HRMS:
- From Date = 07/01/20XX.
- End Date = 06/30/20XX.
- If termination is NOT reflected in HRMS:
- For employees who certify by term:
- If termination is NOT reflected in HRMS:
- From Date = Term start date.
- End Date = Last day worked.
- If termination IS reflected in HRMS:
- From Date = Term start date.
- End Date = Term end date.
- If termination is NOT reflected in HRMS:
- Click Run to Window.
- The report reads EFFORT CERTIFICATION IS NOT REQUIRED FOR EMPLOYEE FOR THIS PERIOD: Stop. Do not send the blank report to Cost Reimbursement.
- The report is not blank. Print the report or save it as a PDF file. If printing, set page orientation to landscape and make sure report fills entire page.
- Give the report to the employee for signature. If necessary, email or mail report.
- Employee reviews the information on the report. Employee believes effort percentages shown on report are reasonable in relation to work performed for the certification period and signs the report.
- Electronic or faxed signatures are acceptable.
- Reports must be complete and legible.
- If the unit cannot contact the employee by any means of written communication, request permission for an alternate signer by following the procedure here: https://finance.umich.edu/finops/payroll/faculty/effort/eralternatesigner.
- For other report problems, contact effort.reporting.payroll@umich.edu.
- Affix a post-it note to the report with your name and phone number and send the report via campus mail to:
There are two possible results:
Report tips and certifier’s signature:
FinOps Payroll Office
G395 Wolverine Tower
Ann Arbor MI 48109-1287