Update Personnel

You can make non-financial changes to an award, either exclusively or in combination with a financial modification. One such option is to update personnel. This includes who is working on the project and their level of effort. For simplicity, this topic assumes you are making personnel changes only.

To update personnel

  1. Create a modification from the award in which personnel information must be updated.

  2. On the first page of the modification, select the modification type, Demographic Changes Only.

  3. Under Select demographic changes, select Personnel Change.

  4. Complete the rest of the page as needed, then click Continue to advance to the Personnel Changes page.

Screenshot of a 'Personnel Changes' form.
  1. To reassign the PI/PD:

    1. Click the ellipsis button next to their name.

    2. If necessary, use the Filter feature to narrow the personnel list, and select the new person to assign.

    3. Click OK.

To update the Administrative Contact, use the Manage Access activity on the parent award.

  1. To update other award personnel:

  2. Click the Edit icon at the right of the person's entry.

Screenshot of the 'Award Personnel' section
  1. Update the person's name, role, or FCOI Investigator status as needed.

  2. Click Save at the bottom of the page to save your changes.

  3. To remove the entry entirely, click the x icon at the far right.

  4. To add a person to the list, click Add and complete the fields.

Click Continue to advance to the Effort page.

It shows effort details for the first budget period by default, and the other periods are collapsed. Click the plus icon (+) at the far left to expand a period and the minus icon (-) to collapse a period.

Make the necessary changes in personnel effort for the appropriate period.

Note: For rules on allowed changes, click the help icon help.png next to the page title.

  1. Repeat steps for other periods as needed.

  2. When done making changes on the Effort page, click Continue.

  3. On the last page of the modification, follow the instructions, and then click Finish.

  4. Submit the modification for review.

Note: You cannot specify personnel changes in subsequently created award modifications until this modification is approved.

 

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