Effort Calculation and Certification Report (GM165)

Certification Report (GM165) to create effort certification reports. Effort reports allow employees to record actual effort expended during the effort reporting period. You can present the funding sources and GL companies and accounting units from which an employee was paid, including calculated percentages for pay, planned effort, and committed effort.

The effort report divides an employee's effort into sponsored and non-sponsored sections. The sponsored section includes sponsored activities and their associated cost share activities.

After you create effort reports, you can record and certify actual effort on Actual Effort Entry (GM65.2).

When you run GM165 with the Report Option field set to Calculate Effort (1) or Recalculate Effort (2), the program creates effort report records. This option creates an error/exception report for employees who meet the employee selection criteria but for whom no effort records were created. The exception report lists the employees and a message explaining why no records were created for the employee. If there are no exceptions (in other words, all eligible employees have effort records created), the error/exception report does not print.

If you want route and certify paper copies of effort reports, you may print the effort certification report at different times during the effort reporting process. First, you can print effort reports prior to entering actual effort to see the activities and GL accounting units with salary, planned effort or committed effort percentages in the current reporting period. Next, you can print effort reports after you have entered actual effort on Actual Effort Entry (GM65.2). Finally, you can print effort reports again after effort has been certified. When you print effort reports after actual effort has been entered, use the Reprint (1) Report Option to avoid regenerating the effort report and losing any actual effort record. You should also use the Reprint (1) Report Option after actual effort has been certified to avoid creating another effort report for the same reporting period.

If you do not want a paper copy of effort reports, you need not run GM165 after you originally create them. Your organization can use ProcessFlow to alert users when an effort report has been created and is ready for actual effort entry and certification.

You can use the Effort Exception Report (GM265) to track effort reports that have not been certified. You can use the Effort Variance Report (GM465) to track variances between actual effort, pay, planned and committed effort.

Note: If you use GM165 to calculate planned effort and salary percentages, rounding variances may result in total planned effort or salary percentages that are not equal to 100 percent (for example 99.99 percent or 100.01 percent). You can use Effort Rounding Adjustment (GM66.1) to adjust the totals to 100 percent. With this program, you can select an effort line that will absorb the rounding variance. For example, if your planned effort total is 100.01 percent, you can select the planned effort line from which 0.01 percent will be deducted to adjust the total to 100 percent.