New Report – ePERs by Project or Award
We are excited to introduce a new report in mFin (CU Data) called “ePERs by Project or Award” which can view all ePERs on an award rather than running by project!
This should be helpful for awards that have multiple projects since it can be time-consuming to run a report for each one.
What you should know:
- Different projects: When running the report, there will be pages in HTML or tabs in Excel that delineate each different project.
- ePERs status: At the bottom of the ePERs by Project or Award page, there is an option to select or de-select certain ePERs status. For example, to see outstanding ePERs, you de-select (uncheck) the box for “Y – Certified.” Doing so would produce results that only display ePERs that have not been certified, yet.
- Effort reports are generated each semester based upon payroll distribution entered into the Human Capital Management (HCM) system by departmental payroll personnel. Effort reports cover the following periods:
- January 1 - May 21: Spring Semester
- June 1 - August 31: Summer Semester
- September 1 - December 31: Fall Semester
What we recommend:
CCO recommends that department staff and their PIs run the report after each semester ePER period to ensure that the correct individuals are putting effort on their sponsored projects.
Need an update on ePERS statuses?
| Status | Meaning |
|---|---|
| Y – Certified | ePER has been certified and is considered complete |
| N – Not Certified | ePER has not been certified and is considered outstanding |
| P – Pending PET Approval/Cancel | The individual entered effort reporting percentage not equal to their effort (paid) percentage and thus a Payroll Expense Transfer (PET) is necessary to adjust their payroll prior to the system allowing them to certify their ePER. |
| R – To be Recertified | The ePER was certified previously by the individual, however changes were made to their payroll distribution and thus the employee needs to go in and certify their ePER. |
| H – Hold – Not Certified | The system will not allow ePER certification due to the individual’s payroll distribution not totaling 100%, please reach out to epers@colorado.edu for assistance |
Questions?
Email epers@colorado.edu with any questions related to ePERs.