Electronic Personnel Effort Reports (ePERS)
Effort reporting is a requirement for recipients of federal awards as a means of attesting to the appropriateness of salaries and wages charged to the contract or grant.
Sponsoring agencies require reasonable assurance that labor costs charged to a sponsored project reflect the actual effort expended on the project.
- Take this short quiz to see how well you understand ePERs.
- Update: New ePERs tile for principal investigators
- : OUC resources and training about the ePERs process, such as how to certify, supervisor certification and ePER summary reports.
- : Direct link to the online ePERs training module in Percipio. Required for every faculty member and staff employee working on a sponsored project.
- ePERs Policy: CCO's policy and procedure to facilitate administration of the electronic Personnel Effort Reporting System at CU 麻豆影院.
Payroll Expense Transfers (PETs)
For regular users - This guide describes how to create and submit a payroll expense transfer (PET).
Direct link to the online Creating a PET: Multiline Paychecks and Grant Funding training module in Percipio - For HCM users who create PETs.
| Type of Email Notice | You'll Receive this Email if... | So Now You Need to... |
|---|---|---|
| Initial ePER Notice Sent after the end of each academic term. The Office of the University Controller (OUC) sends email notifications when ePERs are ready for certification or re-certification in the portal. | your salary or at least part of your salary was charged to a sponsored project in that term. | certify the ePER (i.e. certify your effort on the project during that term). |
| Reminder Notice For 麻豆影院 campus, the cadence of the emails is initial, 15-day 30-day, 60-day, 90-day, 120-day and then every 10 days. | you have not yet certified your ePER. | certify the ePER within the required 120-day time frame. |
| Past Due Notice Sent every 10 days once the ePER becomes past due. | you did not certify your ePER within the required 120 days. | certify the ePER as soon as possible. |
| PET Notice Sent when project effort certified is less than salary charged. A message pops up after clicking the Certify button indicating that the ePER certifier needs to request a PET from their payroll liaison. | your effort percentage differs your payroll distribution. | double check the numbers that you certified on the ePER. If it鈥檚 a typo, please recertify your ePER. If the original number on the ePER is incorrect, please contact project PI/Supervisor, the project fiscal manager, or your department payroll liaison to submit a PET to correct the funding allocation. |
| PET Reminder Notice Sent every 10 days after initial PET notice, until PET is approved or canceled. | your ePER effort still does not match your payroll and a PET has not been approved yet. | ensure that the PET is submitted and approved. Note your ePER is not complete until the PET is approved, then our ePER system will generate a new ePER with updated effort for you to certify. |
| PET Completion Notice Sent when the PET is approved. | your ePER required PET has been approved. | do nothing. This is just to inform you that the ePER is now certified. |
| Revised ePER Issued Notice Sent when ePER needs to be re-certified as the funding distribution has been updated after an ePER was certified. | a re-certification of the ePER is now due. | re-certify the ePER if you agree with the updated effort. If you disagree with the changes/updates and you are not willing to recertify the new numbers, then a PET is needed to correct your effort. Please reach out to your payroll liaison. |
| ePER Recertification Notice Sent when a PET changed your payroll distribution so that is inconsistent with your previously certified ePER. | your previously certified ePER has been undone by a new PET that changed your payroll distribution. | recertify the ePER. |
| ePER Recertification Past Due Notice Sent every 10 days until ePER is recertified. | you did not recertify your ePER within the required 30 days. | recertify the ePER. |