Effort Reporting System

How Do I Fix an Effort Report with the Status Certified/AdjustReqd?

Please select a version:

My Current Report Version is 2.0

The status Certified/AdjustReqd occurs on version 2.0 when the certifier has modified the effort percentages in column [B] on the report prior to certification, indicating that the effort given on the changed projects is NOT approximately equal to the percentage of payroll charged, and payroll transfers must be processed. To complete the report:

First, verify with the certifier that payroll transfers are desired.

  • If payroll transfers are desired, then the effort percentages in column [B] are correct.
    1. Notify your payroll processor that transfers must be created to adjust the pay for the period to the percentages in column [B].
    2. When the payroll transfers are processed and the payroll data is updated to ERS, the report status will change to Certified.
  • If payroll transfers are not desired, then the payroll percentages in column [A] are correct.
    1. Click the Re-open Effort Report button in the lower right corner of the screen. ERS will ask for the reason you are re-opening the report.
    2. Type a reason explaining why the previous certification was invalid then click OK.
    3. Change the effort in column [B] to match column [A]. The Paid Effort % to Certify [B] column represents the actual effort spent on the project, while the Payroll % [A] column represents the payroll charges to date. For the report to “balance,” the two columns must match.
    4. Enter a comment in the Add a Comment area to indicate why the changes were needed.
    5. Click Save.
    6. Click Certify Effort Report. The report status will show Certified.

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My Current Report Version is 3.0 or Higher

The status Certified/AdjustReqd generally occurs on version 3.0 or higher when payroll transfers are processed after the report is initially certified, causing the effort report to re-issue because the percentage of payroll charged to one or more federal projects changed, then the report is certified a second time without adjusting the effort certification. To complete the report:

First, determine whether the payroll transfers were correct with regard to the effort committed and delivered on the federal grants.

  • If the payroll transfers were correct, then the new payroll percentages in column [A] are correct.
    1. Click the Re-open Effort Report button in the lower right corner of the screen. ERS will ask for the reason you are re-opening the report.
    2. Type a reason explaining why the previous certification was invalid then click OK.
    3. Change the effort in column [B] to match column [A]. The Paid Effort % to Certify [B] column represents the actual effort spent on the project, while the Payroll % [A] column represents the payroll charges to date. For the report to “balance,” the two columns must match.
    4. Enter a comment in the Add a Comment area to indicate why the payroll changes were needed.
    5. Click Save.
    6. Click Certify Effort Report. The report status will show Certified.
  • If the payroll transfers were incorrect, then the effort percentages in column [B] are correct.
    1. Notify your payroll processor that the transfers must be reversed.
    2. When the reversal of the payroll transfers is updated to ERS, the report status will change to Certified.

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