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Administrator Guide
Last Updated: 2023-06-23
Steps: Manage Effort Certification

Steps: Manage Effort Certification

Set up effort certifications.
You can preview and manage effort certifications to ensure that they're consistent with payroll accounting.
  1. To prevalidate effort certification results before running your effort certification, create a pro forma effort certification report.
  2. Create the effort certification for a specific worker, company, or type of effort.
  3. (Optional) Access the
    Effort Certification Work Area
     task.
    Monitor the statuses of effort certifications in the business process and take actions from your work queue.
    Security: These domains in the Core Payroll functional area:
    • Manage: Effort Certification Work Area
    • Worker Data: Effort Certification
    • View: Effort Certification
    • Process: Effort Certification Work Queue
    • Process: Mass Submit Effort Certification
  4. (Optional) Access the
    Append Effort Certification
     task.
    You can add attachments, such as worker timesheets, to a certified effort certification.
    Security:
    Process: Effort Certification
     domain in the Core Payroll functional area.
  5. When you make a payroll accounting adjustment after you complete an effort certification, you can recertify the obsolete effort certification.
  6. (Optional) Access the
    Mass Cancel Effort Certification
     task.
    To change a setting in an effort certification type, you can first mass cancel existing effort certifications for the type. You can then make the change and rerun effort certifications for the same effort certification type.
    When you specify a status, Workday returns only the effort certifications that have the status. When you don't specify a status, Workday returns all effort certifications that aren’t in the
    Canceled
     status, including approved effort certifications.