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Grants Finance & Operations

Effort Certification

Calendar - A-21 Electronic Batch Process

Effort Certification Documents are processed on three different schedules each year:

  • Academic 10-Pay Appointments: 3 effort certification periods per year corresponding to the fall (A01), spring (A02), and summer semesters (A03).
  • Biweekly Appointments: 2 six-month effort certification periods per year (July - December (B01),
    January - June (B02).
  • Monthly and Academic 12-Pay Appointments: 2 six-month reporting periods per year
    (July - December (M01) and January - June (M02).

Effort Report Processing begins 30 days after the close of the effort certification period.
(Also see Effort Certification Procedure for more information)

A-21 Effort Communication Timeline

The effort certification schedule for each calendar year will be as follows:

Effort Periods

Fall Periods

Report Issue Date Approval Deadline
Monthly 12-Pay (M01 – 7/1 to 12/31) February 17th April 18th
Academic 10-Pay (A01 – 8/1 to 12/31) February 17th April 18th
*Biweekly (B01– 7/1 to 12/31) February 17th April 18th

Spring Periods

Report Issue Date Approval Deadline
Monthly 12-Pay (M02 – 1/1 to 6/30) August 15th October 14th
Academic 10-Pay (A02 – 1/1 to 5/31) August 15th October 14th
*Biweekly (B02 – 1/1 to 6/30) August 15th October 14th

Summer Periods

Report Issue Date Approval Deadline
Academic Summer (A03 – 5/1 to 8/31) October 15th December 14th

Once the Effort Certification Document processing has begun for a given certification period, KFS users are no longer able to initiate salary transfer (ST) documents for the months covered by the effort period.

Informational messages will be sent via the IU list serve, and the ORA listserve during the weeks prior to creating a given set of effort certification documents so that ST users have an opportunity to process their documents before the documents are run.

*Note: Prior to FY2011, Biweekly effort certification periods occurred in quarterly cycles.

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