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HR ReportsBack to top ^
InfoPorte: Affiliate Report
  • The Affiliate Report shows information on all active affiliates or affiliates who were terminated within the last year
  • This report helps with tracking all active affiliates or affiliates terminated in the last year. This report also makes it easier to track start and end dates for affiliates, so that originators can end or extend University affiliations (such as One Card access and email aliases). 
InfoPorte:
HR > Employees
  • Shows detailed information about employee jobs and individual employees.
  • Lets you filter by department, pay status, HR status, name, PID, and other information. Additional filters, such as gender and tenure status are available in the Bio-Demo and Incumbent search areas.
  • Lets you see more information by clicking on an employee’s name.
  • See employee information for your direct reports.
  • See the chartfield string used for an employee’s pay.
  • Export employee information to Excel, including basic employee information as well as bio-demo, job, and funding information.

HR > Positions
  • Shows detailed information about both filled and vacant positions.
  • Lets you filter by department, position status, position number, job code, and other information. The Advanced search provides additional filters, such as vacancy status.
  • Lets you see more information by clicking on the position number.
  • Search for vacant positions in your department.
  • See which chartfield strings are funding a position.
  • Export position information to Excel.

InfoPorte SAS:
HR > Reports > Person > Action History Report

Access is limited to those who have been authorized
  • Shows the action history for all employees in your unit for all actions since October 1, 2014.
  • Lets you select one or more job actions to see a list of employees who have had that action within the time period you specify.
  • Lets you select an employee to see a list of actions for that employee within the time period you specify.


Note: Actions dated prior to October 1, 2014 do not display on this report.
  • Generate a list of employees with a recent action or a recent action/action reason combination. For example, all employees on an unpaid leave of absence for personal reasons since January 1, 2015.
  • See the action history for a specific employee.
HR > Reports > Person > Active Faculty Report

Access is limited to those who have been authorized
  • Shows active faculty members and the dates their job information was entered in the system.
  • Lets you filter by HR status, job code, academic rank, and other information.
  • Generate a list of active faculty members with the dates the employees were assigned to their departments and their current jobs.
HR > Reports > Person > Count Report
  • Profile
  • Gender Metrics
  • Ethnicity
  • Job Family


Access is limited to those who have been authorized
  • On the Profile tab, shows bio-demo information on employees, such as ethnicity and gender.
  • Lets you filter by HR status, primary job, job function, and other information.
  • On the remaining tabs, shows gender, ethnicity, and job family information based on the selected filters.
  • Graphically shows gender profile, ethnicity profile, pay group by gender, and job family information.


Note: Ethnicity is based on the Current IPEDS (Integrated Postsecondary Education Information System).
  • Pull diversity information for a specific department.
  • See diversity information in different ways by using the four tabs on the report.
  • Gather information when applying for contracts and grants.

  • HR and Payroll Reporting with InfoPorte – Part 2 (classroom training)
HR > Reports > Person > Employee Academic Rank Report

Access is limited to those who have been authorized
  • Provides academic rank information for faculty members.
  • Lets you filter by HR status, job code, academic rank, and other information.
  • Create a list of faculty members and their academic rank.
  • Pull faculty start dates.

HR > Reports > Person > Employee Job-Position Report
  • Employee Job
  • Average Salary by Pay Group


Access is limited to those who have been authorized
  • On the Employee Job tab, shows information about employee jobs and pay groups.
  • Lets you filter by HR status, job family, pay group, and other information.
  • Graphically shows the percentage of regular and temporary employees, the percentage of full and part-time employees, and the percentage of hourly and salaried employees.
  • On the Average Salary by Pay Group tab, shows average salary by business unit across pay group.
  • Graphically shows average salary by pay group for regular and temporary employees and by business unit.
  • See information about an employee’s most recent action and current position.
  • Find an employee’s time in service date.

HR > Reports > Person > Expected End Date Report

Access is limited to those who have been authorized
  • Computes expected end date based on the difference between the planned end date and today’s date.
  • Lets you filter by regular/ temporary, job function, academic rank, and other information.
  • Graphically shows the number of employees who have an expected end date and the number who don’t have an end date.
  • Graphically shows approaching end dates by grouping expected end dates into buckets, such as Expected End Date Less than 30 days from System Date and No End Date.
  • Monitor expected job end dates for EPA students so you can enter any necessary ePARs before the students’ end dates.
  • Determine which employees may be up for review for reappointment, promotion, or tenure.
  • Determine when to send end date notifications.


HR > Reports > Person > FTE Info for Affordable Care Act Report

Access is limited to those who have been authorized
  • Shows FTE information for Affordable Care Act purposes.
  • Create an Affordable Care Act report with FTE information.
HR > Reports > Person > Faculty Analysis Report
  • Faculty Demographics
  • Adjunct Summary
  • Full Professor Summary
  • Faculty Tenure Status


Access is limited to those who have been authorized
  • On the first three tabs, shows demographic information for all faculty members, adjuncts, and full professors.
  • On the last tab, shows faculty tenure status.
  • Lets you filter by primary job, job family, academic rank, and other information.
  • Graphically shows full and part-time percentages, gender percentages, and ethnicity counts.
  • Graphically shows adjuncts by academic rank, faculty by college/school, and faculty tenure status.
  • Create a report with demographic information for faculty members, or for adjuncts or full professors.
  • See faculty tenure status.

HR > Reports > Person > Faculty Zero salary Zero FTE Report

Access is limited to those who have been authorized
  • Lists contingent workers with a zero salary, zero FTE, or both.
  • Lets you filter by employee/ contingent worker, job family, academic rank, and other information.
  • Graphically shows the departments with the most contingent workers and the academic ranks with the most contingent workers.

Note: Based on the selected filters, you may see fewer than five bars in these graphs.
  • Create a list of contingent workers who have zero salary or zero FTE.


Note: Filter by an Org Relationship Type of CWR or by an employee classification of FCW to see only contingent workers.
HR > Reports > Person > Hire Report
  • Total Hires
  • Gender Ratio
  • Ethnicity Hire Ratio


Access is limited to those who have been authorized
  • Shows a list of actions for all employees in your unit.
    Note: Choose the action of Hire and one or more action reasons to create a Hire Report.
  • Lets you select a specific time period for the report.

Note: InfoPorte has information about hires entered in ConnectCarolina since October 1, 2014.
  • Graphically shows the activity by year based on the filters you choose.
  • Lets you create lists and graphs to show gender and ethnicity information.
  • Create a list of employees hired within a time period since October 1, 2014.
  • Create lists of other actions.

HR > Reports > Person > Job Action and Position History Report
  • Job History
  • Position History


Access is limited to those who have been authorized
  • On the Job History tab, shows the action history for all employees in your unit.
  • Lets you filter by action, action reason, primary job, and other information.
  • Lets you choose one or more job actions to see a list of employees who have had that action within the time period you specify.
  • Lets you select an employee to see a list of actions for that employee within the time period you specify.
  • On the Position History tab, shows the action history for all positions in your unit.
  • Lets you select one or more position action reasons to see a list of positions with that action reason within the time period you specify.
  • Lets you select a position number to see a list of changes to that position within the time period you specify.


Note: Actions dated before October 1, 2014 do not display on this report.
  • Create a list of all occurrences of a specific job action within a time period since October 1, 2014.
  • Search for all actions for a selected employee within a time period since October 1, 2014.
  • Create a list of all occurrences of a specific position action reason within a time period since October 1, 2014.
  • Search for all actions for a selected position within a time period since October 1, 2014.

HR > Reports > Person > Overtime Compensation Report
  • YTD Overtime Compensation
  • MTD Overtime Compensation


Access is limited to those who have been authorized
This report is currently being researched.
HR > Reports > Person > Retirement Age Report
  • Retirement Age
  • Average Retirement Age


Access is limited to those who have been authorized
  • On the Retirement Age tab, computes age at the time of retirement.

Note: The action defaults to 'Termination' and the action reason defaults to 'Retirement'.
  • Lets you filter by employee ID, name, HR status, job code, and other information.
  • On the Average Retirement Age tab, computes the average age at retirement.

Note: Based on the selected filters, you may see fewer than five bars in this graph.
  • Create a list of recently retired employees and their ages at retirement.


Note: This report is designed to work only with the Termination/Retirement action/action reason combination. The reporting team does not recommend that you filter this report using any other combination of action/action reason.
HR > Reports > Person > Salary Alignment Report

Access is limited to those who have been authorized
  • Shows FTE salary for employees in your unit.
  • Provides market rates and ranges for SPA and EPA non-faculty positions.
  • Lets you filter by employee ID, name, HR status, job code, and other information.
  • Ensure the salary offered to a candidate does not create equity issues.
  • Create a salary report to use during the annual raise process.

  • HR and Payroll Reporting with InfoPorte – Part 2 (classroom training)
HR > Reports > Person > State Funded Position Vacancy Report
  • All Vacancies
  • Vacancies > 6 Months


Access is limited to those who have been authorized
  • Provides a report on state-funded vacancies for positions and appointments.
  • Lets you filter by funding type.
  • Summarizes vacancies by budget and purpose code.
  • The second tab shows positions and appointments open for six months or longer.


Note: The State fund range for UNCCH is 20101-22193. The State fund range for UNCGA is 10100-15199.
  • Create a list of positions and appointments funded by the State that are currently vacant.
HR > Reports > Person > Teaching Assistants Report
  • Teaching Assistant Summary
  • Teaching Assistant Details


Access is limited to those who have been authorized
  • The summary tab provides summarized information on teaching assistants’ pay.
  • Lets you filter by HR status, full/ part-time, academic rank, and other information.
  • Graphically shows a count of teaching assistants at the various HR business units.
  • The details tab provides detailed information by business Unit or department, such as name and annual rate of pay.
  • Graphically shows the top five business units for teaching assistants, based on the selected filters.


Note: Based on the selected filters, you may see fewer than five bars in these graphs.
  • Create a report that shows summary information about the graduate teaching assistants in your department.
  • Create a list of graduate teaching assistants in your department.

HR > Reports > Person > Temporary Employees Planned End Date Report
  • All Employees
  • Temp Employees Appointment Length Greater than 6 Months


Access is limited to those who have been authorized
  • On the All Employees tab, shows the expected job end dates and the assignment end date.
  • Lets you filter by temporary/ regular, job function, job code, and other information.
  • On the second tab, shows information about temporary employees whose initial appointment is longer than six months.
  • Create a list of the expected end dates for employees in your department.
Payroll ReportsBack to top ^
InfoPorte:
HR > Payroll > Earnings Distribution
  • Shows payroll information for each employee by chartfield string, with a separate line for each earnings code, employer deduction, and employer tax.
  • Lets you filter by a range of pay dates, as well as by project, program, fund, source, department or employee. Advanced filters let you search for a specific pay period, account, or funding department.
  • See detailed payroll information for prior pay periods for a group of employees or for an individual employee.
  • Individually see different types of earnings codes, employer deductions, and employer taxes.


HR > Payroll > Prelim Report
(formerly called the Check Register)
  • Shows earnings and employee deductions.
  • Lets you validate employees’ paycheck information prior to confirmation.
  • Shows employee’s gross earnings for all earnings codes in the Earnings field.
  • Shows the sum of the employee’s deductions for FICA, federal, and state taxes in the Total Taxes field.
  • Shows the sum of all other deductions from the employee’s pay in the Total Deducts field.

Note: During the payroll lockout, the Chk Status field shows as Prelim, and the Chk # and Form ID fields are blank.
After payroll is confirmed, the Chk Status field shows as Finalized, and the report shows values in the Chk # and Form ID fields.
  • Ensure a new employee will receive his or her first check.
  • Ensure an employee’s paycheck is calculated correctly.


HR > Payroll > Summarized Payroll
  • Shows payroll information for each employee summarized by funding source and employee.
  • Lets you filter by a range of pay dates, department, or employee.
  • See summarized payroll information for prior pay periods for a group of employees or for an individual employee.
  • See summarized information for different types of earnings codes, employer deductions, and employer taxes.
  • Determine the total number of employees being paid on a particular chartfield.

InfoPorte SAS:

HR > Payroll > Salary Projections

Access is limited to those who have been authorized
  • Replaces the encumbrance calculation in ConnectCarolina.
  • Calculates salary projections using an employee’s most recent compensation multiplied by the remaining pay periods in the fiscal year.
  • Shows salary projections for employees in your unit, but not hourly students and hourly temporary employees.
  • Lets you filter by pay period begin or end date, chartfield, employee, or other information.
  • Determine the amount of salary projected to be paid between now and the end of the fiscal year.

ConnectCarolina: Pending Transactions Report

Main Menu > HR/Payroll Menu > Payroll Acct Adj. Tool (PAAT) > Review Pending
Transactions
  • Shows a list of all pending PAAT transactions for a department or school
  • Includes those with In Progress and Needs Approval statuses
  • Each transaction listed has a link to the adjustment.
  • Check the approval status of PAAT transactions

ConnectCarolina: Suspense Transaction Report

Main Menu > HR/Payroll Menu > Payroll Acct Adj. Tool (PAAT) > Current Suspense
Charges
  • Shows a list of charges for a department or school that have gone to the suspense account, broken down by employee and pay period
  • Check an employee’s payroll that is sitting in your suspense account

InfoPorte: Labor & Expense Report

HR > Payroll > PAAT >

  • The report has three tabs:
    • Labor & Expenses Summary
    • Labor & Expenses Detail
    • Labor & Expenses Detail Codes

  • Shows the funding sources of labor expenses, by summary and detail
  • Mirrors the Labor Expense Report that was available in the Retroactive Funding Transfer Application (short- term retro tool)
  • Summary tab shows expenses by department
  • Detail tab breaks out expenses by employee
  • Detail Codes tab shows expense broken out by wages and taxes
  • Review the funding sources of your labor expenses
  • Check a specific pay cycle distribution for an employee



Key Terms

SAS
  • A small group of people have access to the SAS reports in InfoPorte.
Bio-Demo Information
  • Basic information about a person, such as name, address, email, phone number, gender, and ethnicity.

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Notes

  • The information in InfoPorte is one day behind ConnectCarolina (PeopleSoft).
  • For general information on InfoPorte reports, refer to the resource document titled Reporting in InfoPorte or take the CBT titled Introduction to InfoPorte.

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Submit a Question

For technical issues or functional help using ConnectCarolina and InfoPorte, please contact the Help Desk by submitting a help ticket at http://help.unc.edu or calling 919-962-HELP.  For all other questions, you may use the form below.

  • We need your email address to respond to your question

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