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A Roadmap to Your Effort Reporting Source Data from PeopleSoft Grants and HRS

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Session Number: 27498
Track: Grants, Contracts and Billing
Sub-Categorization: Labor Cost/Effort
Session Type: Tips and Tricks
Presenter: David Ngo (University of Wisconsin - Madison)
Co-presenter: Brian Korblick (Huron Consulting Group)
Co-presenter: Cara Grib (Huron Consulting Group)
Co-presenter: Sean Nangle (University of Wisconsin - Madison)
Co-presenter: Jaquion Gholston (Syracuse University)

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Target Audience: All
Audience Level: Intermediate
Level of Customization: Customization
Project Phase: Production
Project Go Live: Q2 2008
Version Presenting: PS 8.9
Product: PeopleSoft
CPE Eligible: No

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Effort reporting is often one of the most significant compliance challenges universities face. It is also one of the primary focus areas of federal audits and investigations.

In this session, we’ll address some of the “classic” effort reporting issues and provide an overview of how source data from PeopleSoft Grants and HRS can help your effort reporting system and make the effort reporting operations run smoothly.

We'll also offer 2 examples of case studies of Effort Reporting systems at Syracuse University and the University of Wisconsin-Madison.

Learning Objectives:
• Participants will gain a better understanding of the
fundamental aspects of effort reporting and insight into today’s
primary effort reporting-related compliance challenges;
• Participants will be provided with insight into some of the
reasons why effort reporting poses such a compliance
challenge;
• Participants will be provided with some ideas that we hope will
help them to avoid effort reporting problems.
• Participants will be provided with some ideas and strategies for obtaining source data from PeopleSoft and HRS.
• Participants will be provided with some ideas and strategies for ensuring source data has met quality assurance standards.