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  • Generate an Ad Hoc Effort Report

ECERT: How to Generate an Ad Hoc Effort Report

Last updated August 30, 2009 4:48:38 PM PDT
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Learn how to generate an effort report for an employee before the normal scheduled report, or as a replacement for a missing report, using the Electronic Certification of Effort and Reporting Tool (ECERT).

Note: The steps below show an overview of the complete process. If you need more detailed ECERT training, see ECERT Job Aids, or attend the Effort Reporting class.

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1. Access the ECERT system.

  • Go to ECERT.
  • Log in using your UCSD Single Sign-On.

If you don't have a Single Sign-On account, contact your Departmental Security Administrator or self-register.

2. Navigate to the Report Generation page.

  • Click the System Administration link on the menu bar.
  • Click Generate Effort Report for Employee in the Report Generation section of the System Adminsistration menu.

3. Enter the required information.

  • Enter the employee ID for the individual who needs a report generated.
    • Note: The employee ID must be 9 digits.
  • Use the drop-down arrow to select the reporting period you want.
  • Click Search, then confirm that the employee information that appears is correct.
    • If the information is accurate, click Generate to run the report.
    • If the information is incorrect, click Cancel to begin again.

4. Generate another report or return to the main system.

  • To generate another report, click Another.
  • To return to the main system, click the Return to ERS link on the menu bar.

5. Sign out of the ECERT system.

  • When you have completed your tasks, click Sign Out in the menu bar.

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Need help? Submit a request to ECERT help with one of the following requests as the subject line:

  • Create permission and roles
  • Add additional employees to the database
  • Edit the Cannot Certify list
  • Update the employee PI indicator
  • Update effort report status

Finance

ECERT

  • Overview
  • Best Practices
  • Read an Effort Report
  • Certify an Effort Report
  • Edit an Effort Report
  • Generate an Ad Hoc Effort Report
  • Monitor the Status of Effort Reports
  • Search Effort Reports
  • Use the ECERT System
  • View and Manage Saved Searches
  • FAQ
  • Job Aids

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