EFFORT REPORTING SYSTEM (ERS)
Certifier Training
ROADMAP | 2
Effort Reporting System (ERS) Upgrade
• Changes and Enhancements
Process
• Step-by-Step Process for Certifiers
Contact Information
EFFORT REPORTING SYSTEM UPGRADE | 3
Changes and Enhancements
While the look and feel of ERS will remain relatively the same, the
upgrades will include the following enhancements:
•
Non-faculty staff members are now required to certify their reports
twice per year rather than quarterly; however, the effort certification
timelines for faculty will remain the same. This change provides more
consistency in our process.
•
An enhanced payroll drill-down link, providing payroll details behind
each effort percentage, can be found on the effort reports.
PROCESS | 4
Step-by-Step Process for Certifiers
Go to: https://ers.drexel.edu/GenericERS/custom/index.jsp
Log on: Use your DrexelOne UserID and password
To Certify the Forms:
1. Click on the number under the Pending column for the Current Period or for
Prior (Delinquent) Periods.
2. After clicking on the number, you will be presented with a list of names that
require your certification. Within this list, you will also see detailed information
related to each effort form to be certified.
PROCESS (CONT’D) | 5
3. Click the name of the individual whose form you wish to certify. The individual’s
effort form will be displayed (as shown below).
4. Review the effort form including the effort percentages.
PROCESS (CONT’D) | 6
5.
If you notice any discrepancies in the effort allocations and wish to make
changes, you should exit the form by clicking the Exit Form button and
immediately contact your Pre/Post Reviewer (Department
Administrator/Financial Manager) and work with him/her to update the
allocations on the effort form outside of ERS using a PAF and/or Salary
Distribution Form.
*Please note that after the PAF or Salary Distribution Form has been
submitted, you should certify the effort form only if the change(s) is/are
correctly reflected in ERS.
PROCESS (CONT’D) | 7
*Prior to performing Step 6, please note that no changes to payroll should be
made after the forms are certified.
Your certification indicates that you have reviewed both the effort allocation on the effort
form as well as the charges in the payroll system and that you agree that both are in sync
and accurately reflect the actual work performed on the project(s).
If you have any concerns about certifying the effort form, you should click the Exit Form
button to exit the form without certifying and work with your Financial Manager/Financial
Administrator to resolve all issues before certifying.
6.
If the form is correct, click the Proceed button to review the certification
summary and the Certification Checklist. If the certification summary is
correct and all of the steps in the Certification Checklist have been
accomplished, click the Certify button.
PROCESS | 8
To Save and/or Print
•
Click the Adobe or the Printer icons located in the upper right hand corner of
the summary screen button.
To Begin a New Process
•
Click Exit Form then click Return to Home (on the left side of the screen).
To Log Out
•
Click the Log Off option on the main menu bar at the top right of the screen.
CONTACT INFORMATION | 9
If you have any questions or comments, please contact:
Jerome P. Moses
Analyst, Financial Compliance
Office of Research Administration
Drexel University
3201 Arch Street, Suite 100
Philadelphia, PA 19104
Tel: 215.895.6327 | Fax: 215.895.0864
jpm356@drexel.edu
Julie Ford
Manager of Cost Studies /
Export Control Officer
Office of Research Administration
Drexel University
3201 Arch Street, Suite 100
Philadelphia, PA 19104
Tel: 215.895.2947 | Fax: 215.895.0864
jjf47@drexel.edu