Effort Certification

The Kuali Financials Effort Certification module uses a batch process to automate the creation of effort certification documents. These documents certify the percentage of effort an employee worked on a particular project. Each employee identified as being funded by or cost-shared on a sponsored agreement has an effort certification document generated by a batch process. Each document routes for approval and may be modified to correct the distribution of effort. After being fully approved, an effort certification document generates Salary Expense Transfer documents to align the Labor Ledger and General Ledger with the newly certified effort. The fully-approved effort certification document serves as a permanent record detailing the distribution of effort for an employee for a given period.

This module allows your institution to control the periods for which effort certification documents are created and the types of employees that are included in a particular group of documents. You may also recreate effort certification documents, view effort certification documents still outstanding for approvals, inquire on the extracted Labor Ledger data used to build effort certification documents, and more.

In order to work efficiently in the system's Effort Certification documents, you need to understand the basics of the Kuali Financials user interface. For information and instructions on logging on and off, navigating, understanding the components of the system, and performing basic operations in the system, see Overview