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Completing Continuous Reporting tabs

Description

The Marie Skłodowska-Curie Actions – COFUND (MSCA-COFUND) supports researchers, via its doctoral and postdoctoral programmes, to develop and broaden their skills and competences and advance in their career. The COFUND projects last for up to five years and should recruit at least 3 researchers. COFUND funding helps host organisations to cover for each supported researcher:

  • a fixed amount (COFUND allowance) equivalent to the minimum salary that researchers should receive. This allowance can be used to support any cost items of the programme.
  • a long-term leave allowance and special needs allowance, if applicable

Who can edit and submit mobility declarations

The Primary Coordinator Contact/Coordinator Contact can save/edit/delete/submit all mobility declarations for the coordinator and any beneficiary organisation involved in the project. The Participant Contact of the Hosting Organisation can save/edit/delete/submit mobility declaration for its organisation.

Relevant screens in the Grant Management Services

The Mobility tab for Postdoctoral Fellowships contains four tables:

  • Researchers
  • Mobility declarations
  • Secondments

(lightbulb)The Mobility tab is part of both continuous and periodic reporting.


Researchers

Actions

The Researchers table allows the introduction of researchers' personal data.  

During continuous reporting, you can add researchers to the table. 

Adding researchers

  • Click Add Researcher 

  • Complete all mandatory data in the 'Add Researcher' pop-up:

(lightbulb)When encoding a new researcher, instead of manually editing the information, you can import the researcher's basic data from the My Person Profile in the F&T Portal. To do so, you need first to complete the researcher's email address and then click the Check for updates button (that will be displayed at the bottom of the pop-up).
In case the researcher's data cannot be found in My Person Profile, the information needs to be manually encoded and the researcher should be kindly requested to register to My Person Profile (note: to be included in a project, all researchers must have their personal data registered in My Person Profile).   

If  the data has been manually completed and, meanwhile, the researcher also encoded/updated the data in My Person Profile, click on the Check for updates button to verify if the information under the Personal Profile Data corresponds to the one made available by the researcher in the F&T Portal. In case of differences, click Overwrite to update the data with the one provided by the researcher in the Portal. 

  • To check if all mandatory fields are completed, click the Validate button. To save your changes, click Save (or Cancel if you do not want them saved).  

Editing researcher data

  • Click on the corresponding row:

  • Complete all mandatory data in the 'Edit Researcher' pop-up:

(lightbulb) Click on the Check for updates button to verify if the information under the Personal Profile Data corresponds to the one made available by the researcher under My Person Profile in the F&T Portal.   

Click Overwrite to update the data with the one provided by the researcher in the Portal. 

  • To check if all mandatory fields are completed, click the Validate button. To save your changes, click Save (or Cancel if you do not want them saved).  

 


Deleting researchers

(lightbulb)Only the newly added researchers, for whom no mobility declaration has been encoded, can be deleted. 

  • Click the Delete button. 

  • Confirm the deletion

Mobility declarations

Actions

The Mobility declarations table allows the introduction and submission of data regarding the recruitment periods.






Adding a mobility declaration

One researcher might need to have, for the same grant, more than one mobility declaration (for recruitment periods with different contract types / family changes), case in which, you should add a new mobility declaration for each recruitment period.

To add a new mobility declaration on a recruitment:

  • Click on Add mobility declaration 

For newly added mobility declarations, you are able to choose a researcher that was previously saved for the project and edit fields containing information such as the contract type or family charges.  

 

Complete the recruitment information:

  • edit the data for the destination organisation or choose the destination organisation and the data will be automatically filled in
  • complete the 'Other Information' section (linked to the Scientific area per Mobility Declaration). (warning) At least one combination between panel and keywords is mandatory. The system checks the uniqueness of the entered data (entering 2 identical panels with identical keywords is not allowed).

Define the recruitment period data by clicking the Add Period button.

(warning) If a mobility declaration has been already submitted, check and eventually update the content of the submitted one before defining the data for the new one. Not all data can be updated in a submitted mobility declaration.   

Editing the mobility declaration

  • Click on the row corresponding to the recruitment period and edit the data in the 'Edit Mobility Declaration' pop-up:  
  1. Researcher information 
    • Complete all mandatory fields, Validate and Save your data once you finished. 

(lightbulb) Some data is read-only (automatically retrieved from the Researcher table). To change this data, you need to edit the information in the Researcher table

2. Recruitment Information 

    • Check/edit all mandatory fields, Validate and Save your data once you finished. 

(lightbulb)Some data is ready-only for the Destination Organisation and cannot be edited if the selected beneficiary is known in the Grant Agreement. If you choose the 'Other Organisation' option for the Destination Organisation, you must manually add the Non-Partner legal name, the country, PIC (if exists) and sector. 


3. Recruitment Periods
    • Edit the recruitment period

Use the calendar to edit the start and end date of the recruitment period. You can also choose a different working time commitment and working time percentage and, if required, specify if it is a long-term leave (and its number) or not. 

    • Add new recruitment period (with different working time commitment/suspension for long term leave)  

Click Add period to add a new recruitment period

Edit all mandatory fields. 

(warning) If the recruitment period is suspended for long term-leave*, an amendment for the extension of the End Date of the project (covering all suspensions of the recruitment period encoded during Continuous Reporting) should be signed before the start of Periodic Reporting. If that is the case, the system will warn you and you will be prompted to take note of the warning by flagging the checkbox.

*The long-term leave cannot be shorter than 30 days and must be pre-authorised by the EU authority.

    • Delete the recruitment period

Click the Delete button to delete the recruitment period.

  • Validate and Save your data once you finished. 

Submitting the mobility declaration 

  • Click the Submit Declaration button 

  • Flag the checkbox and click Submit to confirm the submission.

The status of the mobility declaration will change to SUBMITTED.  

After the mobility declaration is submitted, you can still edit some data for the recruitment periods or add a secondment.

If you need to update any other information in the SUBMITTED declaration, you must contact the Project Officer and ask to reopen the declaration to revert it to the DRAFT state.

Only SUBMITTED Mobility Declarations will be taken into account for the automatic generation of the Financial Statements. If you need to update any other information in the declaration, you must ask the Project Officer to ‘Reopen’ the declaration. Once reopened, the declaration will revert to the DRAFT state.

Deleting the mobility declaration 

(lightbulb) Only mobility declarations in status DRAFT can be deleted. To delete a SUBMITTED mobility declaration, you should contact the EC officer and request to re-open the mobility declaration (and thus revert it to the status DRAFT).  

  • Click the Delete button. 

  • Confirm the deletion (deleting a mobility declaration means that all linked secondments (if any) will be deleted as well.

Secondments

Actions

The Secondments table allows the introduction of data regarding the periods during which the Researcher is seconded to an institution different from the Recruiting organisation.



Adding a secondment

  • Click the Create Secondment button for the chosen recruitment period

  • Check the Researcher Information data - the data is read-only 

  • In the Secondment Information tab, complete the information about the 'Secondment Organisation':

  • In the Secondment periods tab
    • Click Add Period to add one or more secondment periods 

    • Indicate the start and end date of the secondment period

(lightbulb) Make sure that the Secondments period(s) fall within the Hosting Start Date and End Date and and respect Recruitment periods. 

    • To delete a period, press the Delete button

  • Validate and Save your data once you finished. The secondment will be added to the table.

Editing secondment data

  • Click on the row containing the information about the secondment.

  • Modify the editable information in the Edit Secondment pop-up. Validate and Save your data once you finished.

Deleting secondment data

  • Click the Delete button