- May212019
Up Next: Winter 2019
As of mid June, effort reports for Winter 2019 (Jan-Feb-Mar 2019) will be available.
Certification due date will be July 15, 2019.
Check the 'ERS Key Dates' link above, under ERS Resources, for more scheduled date information.
- May212019
ERS is getting ready for UCPath
ERS was updated, in anticipation to transition to UCPath (new payroll system) later in the year. Although most of the updates are behind-the-scenes, you may notice some changes on the Payroll Details screen. Click here for more information.
Your regular use of ERS is not affected and remains unchanged. Please feel free to contact us with any questions at ers_help@ucsc.edu.
Payroll Details screen changes
ERS is getting ready for UCPath (new payroll system). You may notice the following changes on the Payroll Details screen:
- UCPath names have been added to the column headers
- Two new columns have been added
 click to view full size image Summary of updates:
 click to view full size image
- May192019
Fall 2018 Reporting Period
Certification due date 04/15/2019.
For more information, click here.
Fall 2018 Reporting Period
For effort during October-December 2018
Certification due date: 04/15/2019
Notifications sent:
- Reports available: 03/14/2019
- 1st Reminder: 03/26/2019
- 2nd Reminder: 04/08/2019
- 1st Late reminder: 04/16/2019
- 2nd Late reminder: 04/24/2019
- Feb272019
Multi-Factor Authentication
ITS began rolling out Multi-Factor Authentication to staff at the Scotts Valley Center on Monday March 4th. You may enroll via the ITS Enroll Your Device page and choose your preferred device option (Smartphone, Landline, SMS, etc.).
As of April 1st, MFA will be required for SVC staff when accessing CruzID Gold enabled systems (e.g. CruzPay).
For assistance with MFA related issues please contact ITS or visit the MFA Home page. - Feb192019
Summer 2018 Reporting Period
Certification due date 01/15/2019.
For more information, click here.
Summer 2018 Reporting Period
Summer 2018: For effort during July-September 2018
Faculty Summer Salary 2018: For effort during October 2017 - September 2018
Certification due date: 01/15/2019
Notifications sent:
- Reports available: 12/11/2018
- 1st Reminder: 12/19/2018
- 2nd Reminder: 01/02/2019
- 3rd Reminder: 01/10/2019
- 1st Late reminder: 01/16/2019
- 2nd Late reminder: 01/25/2019
- Nov192018
Spring 2018 Reporting Period
Certification due date 10/15/2018.
For more information, click here.
Spring 2018 Reporting Period
For effort during April-June 2018
Certification due date: 10/15/2018
Notifications sent:
- Reports available: 09/17/2018
- 1st Reminder: 09/27/2018
- 2nd Reminder: 10/08/2018
- 1st Late reminder: 10/16/2018
- 2nd Late reminder: 10/25/2018
- Aug192018
Winter 2018 Reporting Period
Certification due date 07/15/2018.
For more information, click here.
Winter 2018 Reporting Period
For effort during January-March 2018
Certification due date: 07/15/2018
Notifications sent:
- Reports available: 06/14/2018
- 1st Reminder: 06/29/2018
- 2nd Reminder: 07/11/2018
- 1st Late reminder: 07/17/2018
- 2nd Late reminder: 07/25/2018
- May192018
Fall 2017 Reporting Period
Certification due date 04/15/2018.
For more information, click here.
Fall 2017 Reporting Period
For effort during October-December 2017
Certification due date: 04/15/2018
Notifications sent:
- Reports available: 03/14/2018
- 1st Reminder: 03/26/2018
- 2nd Reminder: 04/10/2018
- 1st Late reminder: 04/16/2018
- 2nd Late reminder: 04/24/2018
- Feb192018
Summer 2017 Reporting Period
Certification due date 01/16/2018.
For more information, click here.
Summer 2017 Reporting Period
Summer 2017: For effort during July-September 2017
Faculty Summer Salary 2017: For effort during October 2016 - September 2017
Certification due date: 01/16/2018
Notifications sent:
- Reports available: 12/12/2017
- 1st Reminder: 12/18/2017
- 2nd Reminder: 01/02/2018
- 3rd Reminder: 01/10/2018
- 1st Late reminder: 01/17/2018
- 2nd Late reminder: 01/25/2018
- Nov192017
Spring 2017 Reporting Period
Certification due date 10/15/2017. For more information, click here. Spring 2017 Reporting Period
For effort during April - June 2017
Certification due date: 10/15/2017
Notifications sent:
- Reports available: 09/14/2017
- 1st Reminder: 09/28/2017
- 2nd Reminder: 10/09/2017
- 1st Late reminder: 10/16/2017
- 2nd Late reminder: 10/24/2017
- Aug192017
Winter 2017 Reporting Period
Certification due date 07/15/2017. For more information, click here. Winter 2017 Reporting Period
For effort during January - March 2017
Certification due date: 07/15/2017
Notifications sent:
- Reports available: 06/14/2017
- 1st Reminder: 06/29/2017
- 2nd Reminder: 07/10/2017
- 1st Late reminder: 07/17/2017
- 2nd Late reminder: 07/25/2017
- 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 PeriodCertification 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 PeriodCertification 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 PeriodCertification due date 04/16/2014. For more information, click here.
Fall 2013 Reporting Period
For effort during October-December 2013Certification 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 PeriodCertification 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 PeriodCertification 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 PeriodCertification 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 PeriodCertification due date 04/15/2013. For more information, click here.
Fall 2012 Reporting Period
For effort during October-December 2012Certification 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 PeriodCertification 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 PeriodCertification 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 PeriodCertification 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 PeriodCertification 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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