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Effort Management and Reporting Training

Learning Objectives

Charging Salaries and Wages on Sponsored Agreements


What is the Plan Confirmation approach (semi-monthly employees)?

The plan confirmation approach prospectively charges your salary to University budgets and requires effort monitoring throughout the fiscal year. Any significant change of effort should be integrated in the key University effort planning tools.  Examples of key University planning tools are:
  • Faculty work plan
  • EPM fiscal year budget salary distribution information
  • Budget worksheets and budget narrative in sponsored agreements
  • Salary distribution percentages in the University Payroll System
  • Effort Reports
Employees paid on the semi-monthly payroll uses the plan confirmation approach.

The Federal government accepts this approach for effort management and reporting purposes.

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Last modified February 05 2013 06:15 AM

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