Effort Reporting Basics: Process

Process Overview

1. GCA sets up the grant worktag in Workday and payroll costing allocations can be made
2. ECC automatically loads grant and payroll data from Workday
   1. Grant worktag information is brought in from Workday every week
   2. Payroll Accounting Adjustments from the previous week are loaded into ECC every Monday and are reflected on statements Tuesday morning
   3. Payroll data is loaded into ECC twice a month based on the UW payroll calendar
3. Effort Coordinators need to pre-review Project Statements and Effort Statements when the Pre Review Period begins based on the Effort Reporting Schedule
4. Certifiers need to certify both Project Statements and Effort Statements

Understand the overall effort reporting process: Office of Research’s Managing Effort Reporting Overview.

Key Concepts

Two key concepts to understand that relate to effort reporting are described here:

• Institutional Base Salary (IBS)
• Salary Cap