1. Principal Investigator must approve if it impacts grants they are the PI.

2. For Employees with a new appointment, change to an existing appointment, or not found in the drop down list, manual entry is required for employee details.

3. If funding is from another department approval of funds and the COA must be included/attached.

4. This form must be received prior to the effective date of change, typically no less than two weeks prior.

5. When possible, match start and end dates to the bi-weekly or monthly pay cycle. Payroll calendar found here.

6. FTE represents the Appt %. Total Distribution % must always add up to 100% Effort. Example: John Doe has a .25% Appt (FTE), and works 100% (Effort) on Professor Smith's project.

7. Approval must be obtained for all updates before the funding request can be processed. Document must be routed via Docusign with the Finance Analyst as the last approver.

8. Contact the Project Manager on any questions.