Lawson Insight Technical Documentation

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GMEFFORT


                             GMEFFORT FILE

Effort reporting and certification is a requirement for most sponsored
research.  Effort is defined as the percent of time and work an employees
spends on a grant irrespective of how much the grant actually funded the
effort.  So an employee may have 30% actual effort on the grant, bu the gran
is only funded for 25% of the salary.  Thus, the remaining 5% becomes cost
share activity effort.

REFERENCED BY

HR11.1    HR11.2    HR511     PA02.1    PA100     PA102
PA115     PA502     PA52.1    PA52.3    PA52.4    PA52.5
PR110     PR113     PR120     PR13.1    PR13.5    PR13.6
PR13.8    HR00.1    HR01.1    HR02.1    PBIP.1    PR197

FIELD NAME             DESCRIPTION/VALID VALUES                  UPDATED BY

EFH-HR-COMPANY         Numeric 4
Element: Company Hr

EFH-EMPLOYEE           Numeric 9
Element: Employee      Contains the employee number. Each
                       person employed by the company is
                       assigned a unique number. The system
                       uses the employee number to correlate
                       all of the information related to that
                       person.

EFH-BEGIN-DATE         Numeric 8  (yyyymmdd)
Element: Begin Date    The begin date for this effort period.

EFH-END-DATE           Numeric 8  (yyyymmdd)
Element: Ending Date   The ending date for this effort period.

EFH-SEQUENCE-NBR       Numeric 4
Element: Sequence NumbeThe user-assigned sequence number to
                       keep the records unique and to determine
                       order.

EFH-PROCESS-LEVEL      Alpha 5
Element: Process Lev HrThis field contains the process level,
                       which is the reporting hierarchy below
                       company.

EFH-DEPARTMENT         Alpha 5
Element: Department    Contains the department.

EFH-STATUS             Numeric 1
Element: Status        This field displays the status of the
                       transaction.  Valid values:
                       1 - Calculated (GM165) has been run for
                       the first time or with the recalculate
                       option to create the GMEFFORT records.
                       Actual effort has not yet been entered.
                       2 - Entered (GM65) Actual Effort PCT is
                       input via GM65, but it is not certified.
                       3 - Partially Certified (GM65)
                       Certification action has occurred on the
                       GM65 form for the primary certifier, but
                       a secondary certifier exist and has not
                       certified the record.
                       4 - Completely Certified (GM65)
                       Certification action has occurred on the
                       GM65 form for the primary certifier if
                       no secondary certifier was specified, or
                       it has been certified by both the
                       primary and secondary certifiers if both
                       are assigned.
                       1 = Calculated
                       2 = Partially Certified
                       3 = Completely Certified

EFH-PRMCERT-ID         Numeric 9
Element: Employee      This is the employee ID of the Primary
                       Certifier as defined on the HR11.3 form
                       for the employee on this record. GM165
                       populates this field when the record is
                       created.

EFH-PRMCERT-USR-ID     Alpha 10  (Lower Case)
Element: User          Used as an audit along with Primary
                       Certifier Employee ID. This is the login
                       ID of the person who certifies the
                       effort as the primary certifier.

EFH-PRMCERT-DATE       Numeric 8  (yyyymmdd)
Element: Date

EFH-PRMCERT-TIME       Numeric 8
Element: Time

EFH-SNDCERT-ID         Numeric 9
Element: Employee      This is the employee ID of the Secondary
                        Certifier as define on the HR11.3 form
                       for the employee on this record. GM165
                       populates this field when the record is
                       created.

EFH-SNDCERT-USR-ID     Alpha 10  (Lower Case)
Element: User          Used as an audit along with secondary
                       certified employee ID. This is the login
                       ID of the person who certified the
                       effort as the secondary certifier.

EFH-SNDCERT-DATE       Numeric 8  (yyyymmdd)
Element: Date

EFH-SNDCERT-TIME       Numeric 8
Element: Time

EFH-JOB-CODE           Alpha 9
Element: Job Code      Contains a user-defined code that
                       represents a type of job. This is the
                       home job code for the employee if one is
                       defined on HR11.1. It is stored here for
                       historical purposes. This will always be
                       the HR11.1 job code from the point in
                       time when the Effort Report data was
                       created.

EFH-POSITION           Alpha 12
Element: Position      Contains the user-defined code that
                       represents a position in the company.
                       This is the home position for the
                       employee if one is defined on HR11.1. It
                       is stored here for historical purposes.
                       This will always be the HR11.1 position
                       from the point in time when the Effort
                       Report data was created.

EFH-TOT-PLAN-PCT       Signed 13.6
Element: Effort Pct    Total calculated pay percentage for
                       this employee for this effort report. It
                       is the sum of the plan percent values
                       from the related GMEFFORTX records.

EFH-TOT-ACTL-EFRT      Signed 13.6
Element: Effort Pct    Total actual entered effort percentage
                       for this employee for this effort
                       report.  It is the sum of the actual
                       effort percent values from the GMEFFORTX
                       records.

EFH-TOT-COST-SHARE     Signed 13.6
Element: Effort Pct

EFH-TOT-CALC-PAY       Signed 13.6
Element: Effort Pct    Total calculated pay percentage for
                       this employee for this effort report. It
                       is the sum of the calculated pay percent
                       values from the related GMEFFORTX
                       records.

                         GMEFFORT FILE INDEX

NAME      KEY FIELDS    DESCRIPTION / SUBSET CONDITION           USED IN

EFHSET1   HR-COMPANY                                             HR11.1  HR11.2
          EMPLOYEE                                               HR511   PA02.1
          BEGIN-DATE                                             PA100   PA102
          END-DATE                                               PA115   PA502
          SEQUENCE-NBR                                           PA52.1  PA52.3
                                                                 PA52.4  PA52.5
                                                                 PR110   PR113
                                                                 PR120   PR13.1
                                                                 PR13.5  PR13.6
                                                                 PR13.8

EFHSET2   HR-COMPANY    KeyChange                                HR00.1  HR01.1
          PROCESS-LEVEL                                          HR02.1  PBIP.1
          DEPARTMENT                                             PR197
          EMPLOYEE
          BEGIN-DATE
          END-DATE
          SEQUENCE-NBR

EFHSET3   HR-COMPANY
          EMPLOYEE
          BEGIN-DATE
          END-DATE
          SEQUENCE-NBR*

                         GMEFFORT FILE RELATIONS

ONE TO ONE RELATIONS


RELATION       RELATED
 NAME           FILE        INTEGRITY RULES / FIELD MATCH

Deptcode       DEPTCODE     Not Required

                            EFH-HR-COMPANY       -> DPT-COMPANY  (DPTSET1)
                            EFH-PROCESS-LEVEL    -> DPT-PROCESS-LEVEL
                            EFH-DEPARTMENT       -> DPT-DEPARTMENT

Employee       EMPLOYEE     Required

                            EFH-HR-COMPANY       -> EMP-COMPANY
                            EFH-EMPLOYEE         -> EMP-EMPLOYEE

Employee Crt1  EMPLOYEE     Not Required

                            EFH-HR-COMPANY       -> EMP-COMPANY
                            EFH-PRMCERT-ID       -> EMP-EMPLOYEE

Employee Crt2  EMPLOYEE     Not Required

                            EFH-HR-COMPANY       -> EMP-COMPANY
                            EFH-SNDCERT-ID       -> EMP-EMPLOYEE

Prsystem Comp  PRSYSTEM     Required

                            EFH-HR-COMPANY       -> PRS-COMPANY
                            Spaces               -> PRS-PROCESS-LEVEL

Prsystem Prlvl PRSYSTEM     Required

                            EFH-HR-COMPANY       -> PRS-COMPANY
                            EFH-PROCESS-LEVEL    -> PRS-PROCESS-LEVEL