EFFORT REPORTING SYSTEM (ERS)
Pre/Post Reviewer Training
ROADMAP | 2
Pre-/Post Review Role
• Pre/Post Review Role
Processes
• Pre Review
• Post Review
• Changing Certifier Assignments
ROLE | 3
Pre/Post Review Role
The individual, who is assigned as the Pre/Post Reviewer, is usually the
Department Administrator/Financial Manager of the org. This individual
must have Web*Salary access and be familiar with the financial
transactions that affect Effort Reporting, such as those initiated through
PAFs and Salary Distribution Forms.
The Pre/Post Reviewer is responsible for checking the effort forms for
reasonableness and initiating the proper paperwork to make any
allocation changes to the effort forms before they move on to be certified.
If necessary, the Pre / Post Reviewer can re-assign the Certifier role to a
more appropriate person.
PROCESSES | 4
Pre Review Process
Go to: https://ers.drexel.edu/GenericERS/custom/index.jsp
Log on: Use your DrexelOne UserID and password
To Pre Review the forms:
1. Click on the number under Pre Review Pending for the Current or Prior
Period(s).
2. After clicking on the number, you will be presented with a list of names that
require your Pre Review. Click on the individual’s name whose effort form you
wish to Pre Review.
PROCESSES (CONT’D) | 5
Pre Review Process (Cont’d)
Information accessible through the effort form (shown below):
• Click on a link in the Payroll column to display the details for each pay period for an account.
• Click on the total amount to display the payroll details for all accounts listed on the form.
• Click on the link View Previously Certified Effort Statements at the top left of the effort
form to view prior effort statements.
PROCESSES (CONT’D) | 6
Pre Review Process (Cont’d)
3. If the effort form reflects the proper allocations and can be certified, Click the
Proceed button to complete your Pre Review of this form.
•
If your review indicates a potential discrepancy, review with the
employee/PI and prepare the appropriate salary paperwork.
4. To save or print a final summary for your records click the Adobe or Printer icon
located in the upper right hand corner of the Pre Review Summary screen.
5.
Click the “Exit” button to return to your list of employees.
PROCESSES (CONT’D) | 8
Changing Certifier Assignments
1. Click Assignment in the left menu bar on the home page.
2. Click Change Assignments for Individuals.
3. Select the Sub Department(s) that you wish to address and click Proceed.
4. Select the Individual employee(s) that you wish to address and click Proceed.
5. Select the option to Change Certifier and click Proceed.
6. ERS allows you to select an individual from the list, which consists of everyone
in your domain, or assign another individual who is not in your domain by
clicking the Assign somebody not in your domain link at the top of the page.
7. Select an individual to be the new Certifier and click Proceed.
8. Click Apply to assign the new Certifier.
9. The old Certifier will be displayed to show that said individual is no longer the
Certifier. Click Apply again to complete the process.
10. The new Certifier’s name is displayed on the summary screen.
11. Click Exit then Return to Home to start a new process.
PROCESSES (CONT’D) | 7
Post Review Process
The main goal of the Post Reviewer is to ensure that any effort percentages that
were updated by the Certifier at the time of certification match are reflected in
the payroll allocation.
After the Certifier updates the percentages on the effort form, the percentages
will no longer be commensurate with payroll allocation; therefore, the Post
Reviewer must initiate the proper paperwork outside of ERS (i.e. PAFs or
Salary Distribution Forms) to adjust payroll allocations to match the updated
percentages. Once the paperwork has been processed, the adjusted payroll will
be imported into ERS to reflect the changes.
Until this process is completed, the effort form will continue to have a Pending
Post-Review status.
If you and the certifier conclude that the changes made during the certification
should not have been made, contact the ORA’s ERS Administrator to “Drop” the
updated effort form so it can be certified as it was prior to the changes made by
the Certifier.
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