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ECRT: Guide for Effort Coordinators (Company Code 0010)

Revised

Guide for Effort Coordinators


Contents
  1. Introduction to ECRT
    • To access ECRT via Duke@Work
    • To exit ECRT and Logout
  2. Certification Overview
    • Certification Overview – Base Effort
    • Certification Overview – Base and Supplemental Effort
  3. Processing the Effort Statement
    • To access the Effort Statement via ECRT Home Page
    • To review and process a Base Effort Statement
    • To Re-open the Effort Statement for Recertification
  4. Searching for Certifiers
  5. Processing Salary Cost Transfers via iForms
    • To Create a Cost Transfer Worksheet
  6. Processing Payroll Reconciliation Tasks
    • To access the Payroll Adjustment via Manage Effort Tasks
  7. Managing Secondary Effort Coordinators
    • To access the Org. Code via the Org Code Dashboard
    • To control Secondary Effort Coordinator’s Access
  8. Managing Effort Certification
    • To determine if Faculty or Exempt Staff qualify as a Certifier
    • To monitor the Certification Status in ECRT
    • To review the Certifiers for an Org. Code
    • To place a Certifier on hold
    • To assign a Proxy to a Certifier
    • To assign “Override” right to another Org. Code’s Primary Effort Coordinator
  9. Reviewing ECRT Reports
    • To access the ECRT reports via the Home Screen
    • To execute the Payroll Report
    • To execute the Certifier Payroll Summary Report
    • To execute the Certification Status Report
    • To execute the Certification Status Summary Report
    • To execute the Effort Task Listing Report
    • To execute the Payroll Adjustment Reconciliation Report
  10. Reviewing the Email Notifications
    • To understand Quarterly Notices and Email Notifications

Categories

Admin Systems - Resources, System Manuals, System Manuals - ECRT