Award Closeout
- Overview of Award Closeout Process (PDF)
- Detailed review of Award Closeout Process (PPT)
- Step-by-step guide - Processing accruals at award closeout (PDF)
- Step by step guide - Completing the closeout certification form (PDF)
- Step by step guide - Payroll transfers at award closeout (PDF)
- Video - Award closeout accrual process (9:40)
- Video - Award closeout procedures (12:42)
BFS Procedures
- Video - Entering PC chartfields into financial journals (8:12)
- Video - Entering PC chartfields into Procurement Card Transactions (3:13)
- Retrieving and entering PC chartfields into a financial journal (PDF)
- Department contact maintenance (PDF)
- Campus fund groups (PDF)
- Analysis Type
- Payroll suspense functions in BFS (3 videos and 2 PDF job aids)
Effort Reporting System (ERS)
Effort Reporting Briefings
UC Learning Center
- Module 1: Welcome to ERS - How to use the controls and how to login to the ERS System
- Module 2: Introduction to ERS - Introduction to effort reporting, policy, roles, reporting schedules
- Module 3: Setting Up Searches in ERS - Subscribe to a principal investigator's My Projects search, creating a search, manage saved searches
- Module 4: Working With Effort Reports - The effort report list, the review process, tolerance threshold, how to modify and save an effort report
- Module 5: Other Effort Report Options - Cost sharing, adding a sponsored project, multiple certifications, version number of an effort report, recertification process, ERS notifications
- Module 6: The Effort Report Coordinator - ERC departmental management responsibilities, ERC campus responsibilities, notifications, managing the certification process
- Final Quiz: This quiz must be successfully completed before access to the ERS system can be granted.
User Guides
- Quick guide to start (PDF)
- Quick guide for Certifiers (PDF)
- Quick guide - My certifications/my projects lists (PDF)
- Tips for the Principal Investigator (PDF)
- Quick guide for Reviewers (PDF)
- Payroll details report - Definitions and guide (PDF)
- Setting Up searches – Module 3 (PDF)
- Multiple PI certification process (PDF)
- Best practices (PDF)
- Principal Investigator unable to certify (PDF)