Payroll Review (previously Effort Reporting)

What is Payroll Review?

Uniform Guidance (federal grant regulations) require that institutions receiving grant funds have sufficient internal controls to ensure expenses are properly recorded, comply with federal regulations, and prevent misuse of grant funds.  Salary is charged to grants based on an estimate of the activities the employee is expected to perform.  Periodic after-the-fact review is necessary to verify the estimate was reasonably accurate.  Payroll Review (called Effort Reporting in Workday) ensures that all salary charged to sponsored projects is reviewed by the project PI and certified to be reasonable.

Reports are generated by employee and routed to an Administrative Reviewer (if available) and then to PI for final review and certification.  If an employee is working on multiple grants with different PIs, then each PI will receive a copy of the report for certification.  It is understood that PIs can only certify salary on grants for which they have been assigned the role of Principal Investigator (grant) in Workday.

How Often are Reports Generated

Faculty Reports by Semester

• Summer (June - August) are issued in early October
• Fall (September - December) are issued in early February
• Spring (January - May) are issued in early July

All Other Personnel by Quarter

• Q1 (July - September) are issued in early November
• Q2 (October - December) are issued in early February
• Q3 (January - March) are issued in early May
• Q4 (April - June) are issued in early August

Training

You can locate Payroll Review & Effort Certification in the library of Workday guides.