PROCEED PRE User Manual

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Effort Reporting System (ERS)
Department Coordinator Guide
[Note that a separate guide is provided for Committed Effort Management (CEM)]
Log on:
Go to
https://ersweb.itcs.northwestern.edu/GenericERS/
Enter your Northwestern netID and password. Select the “ERS” tab on the left-hand side
of the screen, if it is not already highlighted.
The following options are available (left-hand side):
(1) Assignments
Changing Assignments
During the effort reporting process, you have the ability to change Sub Department
Coordinator(s), Pre Reviewer, or Post Reviewer for an entire sub department. Alternatively, you
may have the ability to change the Pre Reviewer, Certifier, or Post Reviewer for an individual(s)
or assign individuals to another sub department. Each of the situations is described below.
Changing Assignments for Department and Sub Departments
1. Click the “Assignment” menu option.
2. Select “Change Assignments for Department or Sub Departments”.
3. Select a Department or Sub Department for which you will change assignments. Click the
“Proceed” button.
4. Follow the directions listed below (a) for the assignment you choose to change.
Changing Assignments for Individuals
1. Click the “Assignment” menu option.
2. Select “Change Assignments for Individuals” if you intend to change the assignment for
one individual or a small set of individuals.
3. Select a Department or Sub Department to search for the individuals for whom you will
change assignments. Click the “Proceed” button.
4. Select the individuals for whom you will change assignments. Click the “Proceed” button.
Page 1 of 7
© MAXIMUS, Inc. 2006
5. Follow the directions listed below (b, c, or d) for the assignment you choose to change.
All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form
or by any means, electronic, mechanical, photocopying, recording or otherwise without prior written permission of
MAXIMUS, Inc.
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Summary of Contents

Page 1 - Department Coordinator Guide

Effort Reporting System (ERS) Department Coordinator Guide [Note that a separate guide is provided for Committed Effort Management (CEM)] Log on:

Page 2 - © MAXIMUS, Inc. 2006

(a) Changing Sub DC or Updating Sub DC rights (for Sub Department only): 1. Select the option to “Change Sub DC/Update Sub DC rights”. Click the “

Page 3 - MAXIMUS, Inc

(2) Notification 1. Click the “Notification” option on the left side menu bar. 2. There are a series of predefined email sets. You may choose one

Page 4

Getting Familiar with the Form: 1. Clicking on a link in the payroll column will display the detail for each pay period for the account. Clicking

Page 5 - (4) Certify

6. If a cost transfer was entered in HRIS, the user must wait for the transfer to be processed before proceeding. Note that journal entries are pro

Page 6 - (5) Post Review

(5) Post Review Post Review All vs. Post Review: The Post Review option links to the effort forms of only those employees for whom you are assigned

Page 7 - (6) Reporting

(6) Reporting 1. Click the “Reporting” menu option. 2. Select a report using the link provided for the report. 3. Select the period to which the

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