ERS

1
Yale University

• ERS
• (Effort Reporting System)
• Certifier Instructions

For assistance Email effort.reports_at_yale.edu
or go to www.yale.edu/gcfa/effort
2
Effort Reporting Work Flow
Effort Report Central Administrator Generates
Business Office Reviews
Certifier Reviews Certifies
Effort Changed?
No
Yes
Effort Report Complete!
Business Office Makes Adjustments

• The Certification Process
• Business Office reviews Effort Report
• Certifier receives email notification that Effort
  Report is ready for review
• Certifier logs onto ERS system
• Certifier reviews certifies Effort Report (for
  himself/herself or project staff)

3
How the Effort Reporting Process Begins

• Email notification from the Department Business
  Office
• ERS can be accessed from any internet location.
  Virtual Private Network (VPN) is required if you
  are not on the Yale Network. Call the Help Desk
  at Central (432-9000)or Medical School (785-3200)
  for assistance.

Step 1 Read email and Click on URL to get to the
Effort Reporting System
Note You can also log on by clicking the ERS Log
In at www.yale.edu/gcfa/Effort
4
Certifier Log On
Yale University
Step 2 Log on with your NETID and Password
If you do not know your NETID or Password call
the Help Desk at Central (432-9000) or Med School
(785-3200)
5
Access Effort Reports
Step 3 Click on the number under Pending
Note You may have pending certifications for
both Current and Prior Periods. Please review
and certify all periods.
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View and Select Effort Reports
Step 4 Click on the Name of the Employee to be
certified.
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Review the Effort Report
Name of Covered Individual
Reporting Period
Job Title
View Previously Certified Effort Statements
View Payroll Details
Look here for notes from the Business Office
Accounts charged click to view detailed
information
Step 5 Review the effort report
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Review the Effort Report(Line Item Certification)
Some individuals who work for more than one PI
may have multiple certifiers. If you are
responsible for certifying effort for such an
individual, the lines you must certify have a
status of Available for Certification.
Available for Certification
Step 5 Certify lines available to you
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Take Action on the Effort Report
C Companion account to which salary over a
sponsor cap is charged. The Companion account is
listed immediately below the sponsored account to
which it is related. K NIH K Award. Record any
concurrent effort in the Notes box. CS Cost
Sharing account.
If changes are required, Click Notify to send
email to the business office then Click Exit
Form
If no changes are required Click Proceed
Step 6
10
Certify the Effort Report
Click Notify for Business Office assistance
Click Certify if you agree
Step 7
11
Certification Completed/Exit the Effort Report
Step 8 Exit Form and Proceed to the next one.
When done, click Log Off