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ERS Announcements Archive

   An overview of previous campus communications regarding the ERS (Effort Reporting System) and effort reporting period certifications.

Jun152017

Winter 2017 certification currently underway
Federal effort report certifiers were notified by email to certify Winter 2017 effort reports by July 15, 2017.
For a copy of the message, click here.

Date: June 14, 2017
From: Effort Reporting System (ERS) Office
To: Federal Effort Report Certifiers
Reply-to: ers_help@ucsc.edu
Subject: ACTION REQUIRED: Certification of Federal Effort Reports WINTER 2017


Dear Effort Report Certifier,

Electronic effort reports for Winter 2017 are available for review and certification in the online Effort Reporting System (ERS). 

Please ensure that certification is completed as soon as possible, but no later than the July 15, 2017 deadline. 

Certification of effort for University personnel who are paid on or have commitments to work on federal contract and grant funds is mandated by federal OMB Circular A-21. Failure to certify effort on a timely basis may result in a disallowance by the federal agency funding the research.

  1. Go to: http://ers.ucsc.edu
  2. Click on ‘Launch ERS’.
  3. Log in to ERS with your UCSC CruzID Gold login and password.
  4. On the Report List tab, select My Certifications from the Display Saved Search drop-down menu near the top left of the screen. If My Certifications is not listed, select My Effort Reports.
  5. Select ALL-Open from the Show Status drop-down menu near the top left of the screen.
  6. Click the All radio button for Reporting Periods near the top right of the screen.
  7. Click on the name of the employee whose effort report you wish to review and certify.

Refer to the ERS Quick Start Guide (PDF) to guide you through use of the system to review and certify your effort reports.

If you have not yet setup your CruzID Gold account, you can do so on the ITS CruzID Manager website.

The ERS web guide, containing more detailed information on ERS functions, is also available.

The ERS Office is available to address system issues and provide user support at ers_help@ucsc.edu.

Divisional Research Accountants have view access to ERS and should be contacted with questions related to effort report content. It is recommended that you contact your divisional Research Accountant before making changes to effort report percentages.

If you have questions, please email ers_help@ucsc.edu. We are here to assist you.

Thank you,
ERS Office

May212017
Up Next: Winter 2017
As of mid June, effort reports for Winter 2017 (Jan-Feb-Mar 2017) will be available. Certification due date will be July 15, 2017.
Check the 'ERS Key Dates' link above, under ERS Resources, for more scheduled date information.
May192017
Fall 2016 Reporting Period
Certification due date 04/15/2017. For more information, click here.
Fall 2016 Reporting Period

For effort during October- December 2016

Certification due date: 04/15/2017

Notifications sent:
- Reports available: 03/15/2017
- 1st Reminder: 03/27/2017
- 2nd Reminder: 04/10/2017
- 1st Late reminder: 04/18/2017
- 2nd Late reminder: 04/24/2017
Feb192017

Summer 2016 Reporting Period
Certification due date 01/16/2017. For more information, click here.

Summer 2016 Reporting Period

Summer 2016: For effort during July-September 2016
Faculty Summer Salary 2016: For effort during October 2015 - September 2016

Certification due date: 01/16/2017

Notifications sent:
- Reports available: 12/12/2016
- 1st Reminder: 12/16/2016
- 2nd Reminder: 01/03/2017
- 3rd Reminder: 01/11/2017
- 1st Late reminder: 01/17/2017
- 2nd Late reminder: 01/25/2017
Nov192016

Spring 2016 Reporting Period
Certification due date 10/15/2016. For more information, click here.

Spring 2016 Reporting Period

For effort during April- June 2016

Certification due date: 10/15/2016

Notifications sent:
- Reports available: 09/15/2016
- 1st Reminder: 09/29/2016
- 2nd Reminder: 10/10/2016
- 1st Late reminder: 10/18/2016
- 2nd Late reminder: 10/24/2016
Aug192016

Winter 2016 Reporting Period
Certification due date 07/15/2016. For more information, click here.

Winter 2016 Reporting Period

For effort during January-March 2016


Certification due date: 07/15/2016

Notifications sent:
- Reports available: 06/15/2016
- 1st Reminder: 06/30/2016
- 2nd Reminder: 07/11/2016
- 1st Late reminder: 07/18/2016
- 2nd Late reminder: 07/25/2016
May192016

Fall 2015 Reporting Period
Certification due date 04/15/2016. For more information, click here.

Fall 2015 Reporting Period

For effort during October-December 2015


Certification due date: 04/15/2016

Notifications sent:
- Reports available: 03/18/2016
- 1st Reminder: 03/30/2016
- 2nd Reminder: 04/11/2016
- 1st Late reminder: 04/18/2016
- 2nd Late reminder: 04/26/2016
Feb192016

Summer 2015 Reporting Period
Certification due date 01/15/2016. For more information, click here.

Summer 2015 Reporting Period

Summer 2015: For effort during July-September 2015
Faculty Summer Salary 2015: For effort during October 2014 - September 2015

Certification due date: 01/15/2016

Notifications sent:
- Reports available: 12/11/2015
- 1st Reminder: 12/17/2015
- 2nd Reminder: 01/04/2016
- 3rd Reminder: 01/11/2016
- 1st Late reminder: 01/19/2016
- 2nd Late reminder: 01/27/2016
Nov192015

Spring 2015 Reporting Period
Certification due date 10/14/2015. For more information, click here.

Spring 2015 Reporting Period

For effort during April-June 2015


Certification due date: 10/14/2015

Notifications sent:
- Reports available: 09/21/2015
- 1st Reminder: 09/28/2015
- 2nd Reminder: 10/06/2015
- 1st Late reminder: 10/15/2015
- 2nd Late reminder: 10/23/2015
Aug192015

Winter 2015 Reporting Period
Certification due date 07/16/2015. For more information, click here.

Winter 2015 Reporting Period

For effort during January-March 2015


Certification due date: 07/16/2015

Notifications sent:
- Reports available: 06/16/2015
- 1st Reminder: 07/01/2015
- 2nd Reminder: 07/09/2015
- 1st Late reminder: 07/17/2015
- 2nd Late reminder: 07/23/2015
May192015

Fall 2014 Reporting Period
Certification due date 04/16/2015. For more information, click here.

Fall 2014 Reporting Period

For effort during October-December 2014


Certification due date: 04/16/2015

Notifications sent:
- Reports available: 03/17/2015
- 1st Reminder: 03/25/2015
- 2nd Reminder: 04/09/2015
- 1st Late reminder: 04/17/2015
- 2nd Late reminder: 04/23/2015
Feb172015

The ERS Launch Page has a new look!
Click 'Launch ERS ' to access ERS. Or click here to learn more about the changes to the ERS Launch Page.

​The ERS Launch Page and web content has grown and moved from ers.ucsc.edu to within financial.ucsc.edu. 

Although the look-and-feel of the web site has changed, all ERS information is still readily available.

Access ERS via the 'Launch ERS' button. 

Note the 'ERS Resources' section, on the right hand side of the page, allowing easy access to the ERS Quick Start Guide, the ERS Online Manual, the Announcements (Archive).

The "ERS Key Dates" calendar is a newly featured resource. This calendar contains key dates for the ERS Reporting Period cycles, including certification due dates and scheduled (late) reminder notifications. You can add/subscribe this calendar to your Google - Other Calendars by clicking the '+Google Calendar icon' located on the bottom right corner of the "ERS Key Dates" calendar.

Please be aware: the ERS Launch Page url (ers.ucsc.edu) has not changed, but all other url link information may have. This means that, if you have bookmarked specific ERS links, those links may have to be updated to point to a new url location. As an example, the ERS Quick Start Guide now points to (https://financial.ucsc.edu/SiteAssets/Lists/Guide%20Nav%20ERS/Documents/ERS_QuickstartGuide_Report_Certifiers.pdf)

The ERS system, the certification process, and our contact information remains unchanged. 

Feel free to contact us at ers_help@ucsc.edu with any questions, concerns, and feedback you may have.

Feb12015

Summer 2014 Reporting Period
Certification due date 01/16/2015. For more information, click here.

Summer 2014 Reporting Period

Summer 2014: For effort during July-September 2014
Faculty Summer Salary 2014: For effort during October 2014 - September 2015


Certification due date: 01/16/2015

Notifications sent:
- Reports available: 12/15/2014
- 1st Reminder: 01/02/2015
- 2nd Reminder: 01/08/2015
- 1st Late reminder: 01/20/2015
- 2nd Late reminder: 01/26/2015

Nov12014
Spring 2014 Reporting Period
Certification due date 10/17/2014. For more information, click here.

Spring 2014 Reporting Period

For effort during April-June 2014

Certification due date: 10/17/2014 

Notifications sent:
- Reports available: 09/17/2014
- 1st Reminder: 09/30/2014
- 2nd Reminder: 10/10/2014
- 1st Late reminder: 10/20/2014
- 2nd Late reminder: 10/27/2014

Aug12014
Winter 2014 Reporting Period
Certification due date 07/17/2014. For more information, click here.

Winter 2014 Reporting Period

For effort during January-March 2014

Certification due date: 07/17/2014

Notifications sent:
- Reports available: 06/16/2014
- 1st Reminder: 07/01/2014
- 2nd Reminder: 07/09/2014
- 1st Late reminder: 07/18/2014
- 2nd Late reminder: 07/24/2014

May12014
Fall 2013 Reporting Period
Certification due date 04/16/2014. For more information, click here.
Fall 2013 Reporting Period

For effort during October-December 2013


Certification due date: 04/16/2014

Notifications sent:
- Reports available: 03/14/2014
- 1st Reminder: 03/26/2014
- 2nd Reminder: 04/09/2014
- 1st Late reminder: 04/17/2014
- 2nd Late reminder: 04/24/2014

Feb12014
Summer 2013 Reporting Period
Certification due date 01/17/2014. For more information, click here.

Summer 2013 Reporting Period

For effort during July-September 2013

Certification due date: 01/17/2014

Notifications sent:
- Reports available: 12/16/2013
- 1st Reminder: 01/08/2014
- 2nd Reminder: 01/13/2014
- 1st Late reminder: 01/21/2014
- 2nd Late reminder: 01/27/2014

Nov12013
Spring 2013 Reporting Period
Certification due date 10/17/2013. For more information, click here.

Spring 2013 Reporting Period

For effort during April -June 2013

Certification due date: 10/17/2013

Notifications sent:
- Reports available: 09/13/2013
- 1st Reminder: 10/03/2013
- 2nd Reminder: 10/10/2013
- 1st Late reminder: 10/18/2013
- 2nd Late reminder: 10/25/2013

Aug12013
Winter 2013 Reporting Period
Certification due date 07/17/2013. For more information, click here.
Winter 2013 Reporting Period

For effort during January-March 2013

Certification due date: 07/17/2013

Notifications sent:
- Reports available: 06/13/2013
- 1st Reminder: 07/02/2013
- 2nd Reminder: 07/10/2013
- 1st Late reminder: 07/19/2013
- 2nd Late reminder: 07/24/2013

May12013
Fall 2012 Reporting Period
Certification due date 04/15/2013. For more information, click here.
Fall 2012 Reporting Period

For effort during October-December 2012


Certification due date: 04/15/2013

Notifications sent:
- Reports available: 03/13/2013
- 1st Reminder: 03/27/2013
- 2nd Reminder: 04/09/2013
- 1st Late reminder: 04/16/2013
- 2nd Late reminder: 04/23/2013

Feb12013
Summer 2012 Reporting Period
Certification due date 01/15/2013. For more information, click here.
Summer 2012 Reporting Period

For effort during July-September 2012


Certification due date: 01/15/2013

Notifications sent:
- Reports available: 12/11/2012
- 1st Reminder: 01/09/2013
- 1st Late reminder: 01/16/2013
- 2nd Late reminder: 01/29/2013

Nov12012
Spring 2012 Reporting Period
Certification due date 10/31/2012. For more information, click here.

Spring 2012 Reporting Period

For effort during April-June 2012

Certification due date: 10/31/2012

Notifications sent:
- Reports available: 09/13/2012
- 1st Reminder: 10/08/2012
- 2nd Reminder: 10/22/2012
- Late reminder: 11/01/2012

Aug12012
Winter 2012 Reporting Period
Certification due date: 07/16/2012. For more information, click here.

Winter 2012 Reporting Period

For effort during January-March 2012

Certification due date: 07/16/2012

Notifications sent:
- Reports available: 06/13/2012
- 1st Reminder: 06/26/2012
- 2nd Reminder: 07/10/2012
- 1st Late reminder: 07/18/2012
- 2nd Late reminder: 07/25/2012

May12012
​Fall 2011 Reporting Period
Certification due date: 04/09/2012. For more details, click here.

Fall 2011 Reporting Period

For effort during October - December 2011

Certification due date: 04/09/2012

Notifications sent:
- Reports available: 03/05/2012
- Reminder: 03/26/2012
- 1st Late reminder: 04/11/2012
- 2nd Late reminder: 04/20/2012

Feb72012

ERS Live: Introductory email to all Principal Investigators/Report Certifiers
Email was sent to federal effort report certifiers with information about logging in and using the new UCSC Effort Reporting System.  Click here to see a copy of the message.

Date: February 7, 2012
From: Christine MacFarlane (Accounting Services Director)
Monique Leduc (Enterprise Financial Systems Director)
To: Principal Investigators
Effort Report Certifiers
Sent by: ERS Office (ers_office@ucsc.edu)
Subject: New Effort Reporting System for Federal Awards


As the Principal Investigator or Co-Principal Investigator of federal awards managed by UCSC, we write to inform you of the implementation of the UC Effort Reporting System (ERS) at UCSC. ERS will replace the paper-based Personnel Activity Report (PAR) documents that you have used in the past for certifying effort on federal awards as of the Fall 2011 quarter.

Advantages of the ERS include:

  • The ability to certify effort from any location with internet access, using your existing UCSC CruzID Gold login and password
  • A simple-to-use interface for reviewing effort and certifying reports
  • The ability to review detailed payroll transaction information, if desired
  • The elimination of paper forms and their associated distribution and routing, which is consistent with supporting the campus sustainability efforts
  • Improved compliance rates for effort certification, in accordance with federal mandate
  • Leveraging use of the same system successfully being used for effort report certification at seven other UC campuses

On March 1st, you will receive an email notification requesting that you certify Fall 2011 quarter effort reports using ERS. The Fall 2011 certification due date is April 9, 2012. 

The email will include instructions on accessing ERS, as well as links to a concise one-page Quick Start Guide and more extensive on-line documentation.  Training is not required to access ERS. The ERS Office (ers_help@ucsc.edu) is available to provide a demonstration of the system if desired.

Administrative staff, including divisional Research Accountants and central Extramural Fund Accounting staff, will have query access to the ERS (for view-only access to effort reports). In addition, the Enterprise Financial Systems ERS Office has established an ERS Help email list (ers_help@ucsc.edu) to address issues and provide user support.

If you have any questions, please contact ers_help@ucsc.edu.

Sincerely,

Christine MacFarlane
Accounting Services Director

Monique Leduc
Enterprise Financial Systems Director

Jan192012

ERS Live: Introductory email to the Deans and Assistant Deans
Email was sent to Deans and Assistant Deans  introducing the new UCSC Effort Reporting System.  Click here to see a copy of the message.

Date: January 19, 2012
From: Bruce Margon (Vice Chancellor for Research)
Kirk Lew (Campus Controller)
To: Vice Chancellors
Vice Provosts
Deans and Directors
Assistant Deans
Sent by: Kirk Lew (Campus Controller)
Subject: Campus Implementation of UC Effort Reporting System


We write to inform you of the February 2012 implementation of the UC Effort Reporting System (ERS) at UCSC. This electronic, web-based system, designed by the UC campuses and hosted by UCOP, replaces the paper-based Personnel Activity Report (PAR) process for obtaining the required OMB Circular A-21 certification of effort on federal awards. Campuses using the system have experienced reduced workload for both PIs and administrators, and improved compliance rates. The latter in particular is critical as the Federal government expects 100% compliance.
 
ERS provides a number of advantages over the old manual, paper PAR process:
 

  • The ability to certify effort from any location with internet access, using a UCSC CruzID Gold password
  • A simple-to-use interface for reviewing effort and certifying reports
  • The ability to review detailed payroll transaction information, if desired
  • Eliminating paper forms and their associated distribution and routing, which is consistent with supporting the campus sustainability efforts

Accessing and using the ERS is relatively straightforward. Training is not required. On-line documentation and a concise one-page Quick Start Guide will be available. Administrative staff, including Research Accountants, who support PIs will have access to the ERS. They will have the opportunity to participate in system demonstration workshops to familiarize themselves with the system prior to its implementation.  In addition, the Enterprise Financial Systems ERS Office has established an ERS Help email list to address issues and provide user support.
 
The ERS was first put into use about five years ago and is now used by all other UC campuses except for Irvine and Riverside. These two campuses are piloting a different effort certification approach in collaboration with the Federal government. Over the next few weeks, information will be provided to Principal Investigators about ERS, including system access and use.  If your division would like a demonstration of the ERS, or if you have any questions, please contact ers_help@ucsc.edu. We appreciate your support.

Bruce Margon
Vice Chancellor for Research

Kirk Lew
Campus Controller

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