unit logo
  1. Home
  2. Knowledge Base
  3. Cost Analysis
  4. Effort Certification and Commitments
  5. Reports
  6. Effort Certification Reports

Effort Certification Reports

Overview

This provides information on available effort certification reports

Main Menu > Enterprise Reporting > Access Reporting > Human Resource Information > Workforce Information > Effort Reporting > Effort Certification.

Reports

Certified Holistic Report

Run by Department ID and then select the Effort Term.

This report can be used to see the entire Effort report for all employees in a department.  Instead of printing one at a time, a department can review all of the actual effort activities reported for a term in one report.  It displays the employee’s name, the associated job records the Effort Report is created on, their gross and annual salary, Report Sequence Number, Report Status, and Approval Sequence Number.  It then lists all of the actual effort reported for the given term.

Certified Instructional Detail

Run by selected Effort Term and then by Department ID, or UFID or Report Status.

This report contains instructional detail for all employees in a department (or a specific UFID) for a selected term.  A department can review all of the instructional detail activities that were certified on an individual’s effort report or all the instructional activity for the department.  It displays the employee’s name, the associated job record effort is reported on, their gross annual salary, Report Sequence Number, Report Status, and Approval Sequence Number.  It then lists all of the courses by number, section tile, section number, and the contact hours associated, as well as the effort reported on those courses or other Instructional Activities.

Certified Externally Funded Project Detail Report

Run by selected Effort Term and then by Department ID, or UFID or Report Status.

This report contains externally funded sponsored project detail for all employees in a department (or a specific UFID) for a selected term.  A department can review all of the externally funded project detail activities that were certified on an individual’s effort report or all the externally funded projects effort reported for the department.  It displays the employee’s name, the associated job record effort is reported on, their gross annual salary, Report Sequence Number, Report Status, and Approval Sequence Number.  It then lists all of the externally funded projects by employee and what their effort allocation was for the term.

Certified Detail View Report

Run by selected Effort Term and then by Department ID, or UFID or Report Status.

This report contains information from the detail page for all employees in a department (or a specific UFID) for a selected term.  A department can review how much salary was charged to each sponsored project and non-sponsored activities by employee.  It displays the employee’s name, the associated job record effort is reported on, Report Sequence Number, Report Status, and Approval Sequence Number.  It then lists the payroll for the externally funded projects, the commitments for those projects and the payroll for any non-sponsored activities.

Certified Effort Report by Department

Run by selected Effort Term and then by Department ID.

This report lists the actual effort reports for all employees that required certification for a department.  If put in PDF, this can be a great tool to see the actual effort repots for a specific term.

Certified Effort Report by Department with Certifier

Run by selected Effort Term and then by Department ID.

This report lists the actual effort reports for all employees that required certification for a department, as well as the individuals who certified and when they did so.  If put in PDF, this can be a great tool to see the actual effort repots for a specific term.

Certified Effort Report by UFID

Run by selected Effort Term and then by Department ID.

This report lists the actual effort reports for specific employee that required certification for a department.  If put in PDF, this can be a great tool to see the actual effort repots for a specific term.

Less than 100 Percent Allocated

Run by selected Effort Term and then by Department ID.

This report lists all effort records that have not been allocated to total 100%.  The report can be used as a tool to determine what reports are outstanding to meet the first effort deadline of a term.  It is also used by the Provost Office of Institutional Planning & Research (OIPR) to contact departments that have not met that deadline.

Instructional Max Effort Percentage Reported to the State

Run by selected Effort Term and then by Department ID.

This report lists all courses for a department and the instructor listed to teach those courses.  It then displays the number of contact hours and the maximum amount of effort that can be reported to the State of Florida.  This does not indicate what the ACTUAL effort reported should be.  This is only a tool for the departments planning purposes.

Instructional Max Effort Percent Subtotaled by UFID Reported to the State

Run by selected Effort Term and then by Department ID.

This report lists all courses for a department and the instructor listed to teach those courses.  It then displays the number of contact hours and the maximum amount of effort that can be reported to the State of Florida subtotaled by employee UFID.  This does not indicate what the ACTUAL effort reported should be.  This is only a tool for the departments planning purposes.

Instructional Max Effort Percentage with Actual Effort Reported

Run by selected Effort Term and then by Department ID.

This report lists all courses for a department and the instructor listed to teach those courses.  It then displays the number of contact hours and the maximum amount of effort that can be reported to the State of Florida as well as the actual effort that was reported to a course.  The max effort column does not indicate what the ACTUAL effort reported should be.

Instructional Max Effort Percentage with Actual Effort Reported and Comments

Run by selected Effort Term and then by Department ID.

This report lists all courses for a department and the instructor listed to teach those courses.  It then displays the number of contact hours and the maximum amount of effort that can be reported to the State of Florida as well as the actual effort that was reported to a course.  The report also lists any comments that have been entered into the effort system for each course and who entered that comment. The max effort column does not indicate what the ACTUAL effort reported should be.

Outstanding Certification

Run by selected Effort Term and then by Department ID.

This report lists all effort reports for a department that have not completed the certification process.  This report can be used to determine who is the report is pending certification from if there are multiple PI’s and as a management tool to verify that a department has completed the certification process.

Projects on Effort Report and PI Role

Run by selected Effort Term and then by Department ID, or UFID or Report Status.

This report lists all projects associated with an employee’s effort record and what their role is for the project (PI, CPI, or Blank).

Outside Activities Report

Run by selected Effort Term and then by Department ID.

This report will indicate whether or not an employee disclosed that they have any outside activities during the certification process.  IT will listed if thy submitted a disclosure statement, if they state that they have no outside activity, or blank because this disclosure is not required of that specific employee.  When a faculty member certifies their effort record, they indicate what this status is as part of that process.

Outside Activities Report

Run by selected Effort Term and then by Department ID.

This report will indicate whether or not an employee disclosed that they have any outside activities during the certification process.  IT will listed if thy submitted a disclosure statement, if they state that they have no outside activity, or blank because this disclosure is not required of that specific employee.  When a faculty member certifies their effort record, they indicate what this status is as part of that process.

Last Reviewed

10/31/2019: reviewed content

Resources

Cost Transfers Involving Sponsored Projects Directives and Procedures

Effort Report Flow – How Does the Effort Report Receive Information?

Effort Reporting Activity Categories

Toolkits

UF HR Toolkit – Certifying the Effort of Students and Staff

UF HR Toolkit – Certifying Your Effort

UF HR Toolkit – Entering and Submitting Effort

UF HR Toolkit – Requesting a Proxy Approval Role

UF HR Toolkit – Resolving Discrepancies in Effort Certification

Contacts

Cost Analysis: (352) 392-5778