Below is a table of Effort Reporting training available to the UAB community.  If you believe that you or your department would benefit from more customized training, please contact the University Compliance Office.  We are eager to help you satisfy your specific learning objectives.


Course Title

Description

Target Audience

Effort Reporting: Principles, Process, and Certification

Search and register for the course through the UAB Faculty & Staff Learning System.*
This online course covers topics relating to the policy and procedures established at UAB regarding responsible fiscal management of sponsored projects through effort reporting. Those required to take this course must complete and pass the assessment in order to receive credit. Required of all employees who must certify effort on sponsored project(s) (UAB Project Employees), and there is an expectation that this course be completed prior to certifying effort.

Required of all Departmental Effort Officers (DEOs).

Additionally, other individuals may be assigned this course by their respective school/college. Notwithstanding, nonexempt (biweekly paid) employees who are Project Employees but not DEOs, are not required to complete this course since their effort is reported through UAB's official time tracking and recordkeeping system rather than through an effort report.

Effort Reporting: Responsible Fiscal Management of Sponsored Projects

Search and register for the course through the UAB Faculty & Staff Learning System.*

This online course introduces UAB employees to the policy and procedures established at UAB regarding responsible fiscal management of sponsored projects through effort reporting.

Required of all UAB Project Employees (employees who must certify effort on sponsored projects) and for Departmental Effort Officers (DEOs)*

Effort Reporting: From New to Certified

Search and register for the course through the UAB Faculty & Staff Learning System.*

This hands-on, instructor-led class is presented in a computer lab. The topics covered include managing labor distribution (LD) using burst reports, system tools and system forms. Other topics covered are the effort report workflow, effort report document statuses, notification action buttons, document locator, view effort report extract, salary reclass form, and viewing salary distributions by period and document. Registration is required before attending.

Strongly Recommended for DEOs and others responsible for tracking Effort Reports or verifying quarterly effort report accuracy

Approving or Certifying Effort Reports

Search and register for the course through the UAB Faculty & Staff Learning System.*

This hands-on, individualized, 30-minute clinic is held in a computer lab and covers the process of approving or certifying effort reports, including access to the document through the personal worklist and the information available using the "View Previous Effort Reports" menu option. Registration is required before attending.

Recommended for anyone who certifies or approves Effort Reports

 
*
If you attempt to register in the new system and are told that you are not listed or found, you may be considered a student. Please contact Fredia Fuller Dillard at eteacher@uab.edu for more information.

 
Related Training

UAB’s effort reporting process is an important element of UAB’s overall process for sponsored project management.  Employees who participate in sponsored project management in their units are encouraged to complete the introductory course entitled, "Understanding the Cost Principles Framework" available in the UAB Faculty and Staff Learning System.  Course content is available to download for future reference here.