As Needed Effort Certification Report

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.

Run the Report

1. 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.
2. Click Search.
3. Select your Run Control ID.
4. Enter the Empl ID. Leave the Department and Admin Dept fields blank.
5. 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.
• 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.
6. Click Run to Window.

There are two possible results:

• 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.
7. Give the report to the employee for signature. If necessary, email or mail report.
8. 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.

Report tips and certifier’s signature:

• 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.
9. Affix a post-it note to the report with your name and phone number and send the report via campus mail to:

FinOps Payroll Office
G395 Wolverine Tower
Ann Arbor MI 48109-1287