Office of the Vice President for Research Administration

Office of Grants Administration

A-21 EFFORT REPORTING CALENDAR
ELECTRONIC BATCH PROCESS

Effort Reports are processed on three different schedules each year:

  1. Academic Exempt Appointments:  3 reporting periods per year corresponding to the fall (A01), spring (A02), and summer semesters (A03).
  2. Biweekly and Non-Exempt Monthly Appointments:  4 reporting periods per year corresponding to the fiscal year quarter (July - September (B01), October - December (B02), January - March (B03), and April - June (B04).
  3. Monthly Exempt Appointments:  2 six-month reporting periods per year (July - December (M01) and January - June (M02).

The effort reports are processed 30 days after the close of the reporting period. See the Effort Reporting Procedure for further information. The reporting schedule for each calendar year will be as follows:

REPORTING PERIOD MONTHS COVERED REPORT NUMBER DATE PROCESSED
Biweekly and Non-Exempt Monthly 1st Quarter July - September B01 Early November
Biweekly and Non-Exempt Monthly 2nd Quarter October - December B02 Early February
Academic Exempt Fall Semester August - December A01 Early February
Monthly Exempt 1st Six Months July - December M01 Early February
Biweekly and Non-Exempt Monthly 3rd Quarter January - March B03 Early May
Academic Spring Semester January - May A02 Early July
Monthly Exempt 2nd Six Months January - June M02 Early August
Biweekly and Non-Exempt Monthly 4th Quarter April - June B04 Early August
Academic Exempt Summer May - August A03 Late September

Once the Effort Reports have been created for a given reporting period, FIS users are no longer able to process salary transfer (ST) documents for the months covered for employees on which a report was created.

Informational messages will be posted on the FIS list serve during the week prior to creating a given set of effort reports so that ST users have an opportunity to process their documents before the reports are run.


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Office of Research Administration
509 E. 3rd Street
Bloomington, IN 47401
Phone: (812) 855-0516

Last updated: February 3, 2009
Copyright 2006, The Trustees of Indiana University