Updating Actual Effort for an Employee

Use Actual Effort Entry (GM65.2) to update the actual effort percentage for an employee.

Before you enter actual effort, run Effort Calculation and Certification Report (GM165) to see what grant activities had work performed in them in the current report period.

To update actual effort percentages for an employee

Access Actual Effort Entry (GM65.2).

You can access Actual Effort Entry (GM65.2) directly and select an HR Company and employee, or you can use Effort Certification Filter (GM65.1) to view multiple employee records. Enter information in the filter fields at the top of the form to narrow the records that display. On GM65.1, locate the employee line you want to edit, and choose Details next to the record.

Note: If you do not have access to the company and process level that an employee belongs to, the employee's record(s) will not display.
On Actual Effort Entry (GM65.2), use the following guidelines to enter field values:

FC

Select the line action you want to perform - change, delete, or default. Select the Default (T) function code to default the planned effort percentage into the Actual Effort Percentage field on a line-by-line basis. Select the Change action to manually type the actual percentage.

Ln (Line)

Display only. This field displays the effort record line number.

Activity/Acct Unit

Display only. This field displays the activity or accounting unit associated with the effort record.

Committed

Display only. This field contains the salary percentage that is committed for this employee and activity or accounting unit. Committed time is entered on Award Personnel (GM03.1).

Planned

Display only. This field displays the calculated planned effort percent from Payroll Close (PR197) or Non-Lawson Payroll Tran Import (GM500). These programs create and save planned effort percentages based on labor distribution templates.

Salary

Display only. This field displays the calculated salary percent from Payroll Close (PR197) or Non-Lawson Payroll Tran Import (GM500).

Cost Share

Display only. This field displays cost share applied to effort. This percentage is optionally calculated in GM165: (Planned Effort Percent) - (Calculated Salary Percent) = (Cost Share Percent).

Act (Actual)

Type the actual effort percentage for the activity or General Ledger company and accounting unit. Total effort for an employee must equal 100 percent.

Note: You can use the Default (T) function code to default the planned effort percentage into the Actual Effort Percentage field on a line-by-line basis.
Click the Add Line button to access Add Effort Line (GM65.6). Use this form to add an effort line that contains effort spent in an activity or department (GL company/accounting unit) that does not appear on the effort report. You can change or delete manually entered lines.

Note: Lines that are added manually will be erased if you rerun GM165 with the Recalculate option.
1. Add Effort Line (GM65.6), use the following guidelines to enter field values.
  
  Activity
  
  Select the activity associated with the effort report. If you select an activity, you cannot select a GL company and accounting unit.
  
  GL Company and Accounting Unit
  
  Select the GL company and accounting unit associated with the actual effort. If you select a GL company, you must also select an accounting unit.
  
  You must select either an activity or a GL company and accounting unit; you cannot select both.
  
  Actual Effort
  
  Type the percentage of planned effort to be transferred to the activity or GL company/accounting unit specified; negatives are not permitted.
  
  Note: You can enter the effort percentage on this form, or on GM65.2 after you have added this effort line. The total actual effort percentages for all the lines on GM65.2 must equal 100 percent.
2. Select the Add form action to add the line to GM65.2.
Click the Comments button to add comments to the report at the header level.

Note: You can also add line-level comments from the FC field. Comments at either level are erased if you rerun GM165 with the Recalculate option.
When you are ready to certify the effort report, select the Primary Certifier or Secondary Certifier button to access Primary Certifier (GM65.3) or Secondary Certifier (GM65.4). Use these forms to certify the effort.

Note: These buttons do not display if the effort is already "Completely Certified." The Secondary Certifier button displays only if a secondary certifier was defined for the employee on Employee Grant Management (HR11.3).

Related Reports and Inquiries


To	Use
Print a list of the employees and variance amounts for effort. To see where labor cost transfers may be needed (if variances exist). The report contains two variance amounts: the difference between the actual effort percentage and the planned effort percentage, and the difference between the actual effort percentage and the salary percentage.	Effort Variance Report (GM465)