Summer Salary Effort Reporting Guidelines

Summer Salary and Effort Reporting:

  • Faculty summer salary that is paid in June or July and August (summer period) will be reflected in a separate effort report.  
  • Faculty that receive summer salary and also have academic year salary allocated to sponsored funding will receive two effort reports for each semi-annual reporting cycle; one for the summer period and one for the academic period.
  • Due to system limitations associated with summer salary and effort reporting, in most cases effort percentages will need to be documented via comments within the effort report.  
  • The Effort Certification Partner (ECP) may want to include additional supporting documentation, such as a Salary Cap Worksheet, Payroll Accounting Adjustments, Faculty Summer Salary Supplementation form (for Bio Med Departments).  To attach supporting documentation:
  • After retrieving/opening the effort report, select ‘Change Effort’
  • Attach supporting documentation via the ‘attach’ feature (select paper clip icon)
  • Include comments explaining the document that was attached

The certifier will be able to open the attachment(s) when reviewing/certifying their effort report(s).

 

Below are examples of common summer effort reporting scenarios that require changes to the summer effort report.

 

FACULTY THAT DO NOT SPREAD ACADEMIC YEAR PAY OVER 12 MONTHS:

Faculty with One Job in Workday and Summer Pay Only

  • The effort report includes Faculty Summer Pay allocations on sponsored funding during the summer period.
    • If faculty member’s salary is over a sponsor imposed cap the over the cap portion of pay is also included on the effort report.
  • Due to system limitations the percentages on the effort report are required to total 100%.
  • In most cases effort during the summer months is less than 100%, and in these cases, the actual percentage effort for each sponsored award needs to be noted in the comments field of the effort report.  

Faculty with Multiple Jobs in Workday and Summer Pay

  • The effort report includes pay allocations during the summer period for all jobs; e.g. summer pay and monthly stipend for Chairperson Job.  
    • If faculty member’s salary is over a sponsor imposed cap the over the cap portion of pay is also included on the effort report.
  • Due to system limitations the percentages on the effort report are required to total 100%.
  • If effort during certification period is less than 100%, the actual percentage effort for each sponsored award needs to be noted in the comments field of the effort report.  

 

FACULTY THAT SPREAD ACADEMIC YEAR PAY OVER 12 MONTHS:

Faculty with One Job in Workday and Summer Pay Only

  • The effort report includes Faculty Summer Pay allocations and academic year pay received during the summer period.
    • If faculty member’s salary is over a sponsor imposed cap the over the cap portion of pay is also included on the effort report.
  • The percentage(s) on the effort report is not correct and actual effort will need to be described in the comments field of the effort report.
    • Due to system limitations the percentages on the effort report are required to total 100%.
    • There is no “effort attributable to the pay allocations that represent the spread of academic year salary”, therefore the percentages noted do not represent effort and this needs to be noted in comments field.
    • In most cases effort during the summer months is less than 100%, and in these cases, the actual percentage effort associated with sponsored award(s) needs to be noted in the comments field of the effort report.  

 

Faculty with Multiple Jobs in Workday and Summer Pay

  • The effort report includes pay allocations during the summer period for all jobs; e.g. Faculty Summer Pay and monthly stipend for Chairperson Job in addition to the academic pay that is being spread over the summer months.
  • If faculty member’s salary is over a sponsor imposed cap the over the cap portion of pay is also included on the effort report.
  • The percentage on the effort report is not correct and actual effort will need to be described in the comments field of the effort report.
    • Due to system limitations the percentages on the effort report are required to total 100%.
    • There is no effort attributable to the pay allocations that represent the spread of academic year salary, therefore the percentages noted do not represent effort and this needs to be noted in comments field.
    • In most cases effort during the summer months is less than 100%; therefore the actual percentage effort associated with sponsored award(s) needs to be noted in the comments section of the effort report.