Salary Transfer and Effort Certification Reporting

To keep effort certification reporting and the Labor Ledger consistent, limitations are placed on the types of salary expense transfers that may be performed after Effort Certification documents covering a fiscal period have been generated.

exclaim     The Salary Expense Transfer document cannot be used to transfer salary expenses that affect effort levels and are identified after Effort Certification documents have been generated but before the report period is closed. Instead, changes are made on the Effort Certification document itself (if it is still pending) or the institution's authorized user initiates an Effort Certification Document Recreate action and changes the effort levels on that document to reflect actual effort. The act of changing the Effort Certification document generates an automatic salary transfer that maintains consistency between the effort report and the Labor Ledger.


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