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This self-paced course explains when to use PAAT and the difference between a PAAT adjustment and a Funding Swap ePAR. It also covers the steps you’ll need to take to create, manage and submit a PAAT adjustment.
This Computer-Based Training describes how to fund appointments and positions, make changes to the sources their funding comes from, and resolve errors that can occur when submitting changes to funding.
This Computer-Based Training course describes the uses of a funding swap and explains how to use the funding swap ePAR form to change how a position or appointment is funded, and how to use the funding swap ePAR form to enter retroactive funding swaps.
Beginning Monday, Oct. 5, 2015, users of ePAR forms will notice changes to the funding grid that will make it possible to enter funding information either as percentages or dollar amounts. This brief webinar reviews the changes.
Explains changes to the funding grid in ePAR forms that make it possible to enter funding information either as percentages or dollar amounts.
This handout explain the new ability to use percentages or dollar amounts when entering information on the funding grid in an ePAR.
This Quick Reference introduces the ConnectCarolina process of employee funding. Provides an overview of how to enter initial funding, perform a budget check, and enter funding source changes.
This is a procedure containing the steps for running the Funding End Date Notification Report, a report that shows current and future payroll suspense charges based on current funding. The procedure also describes the information found on the report results, including the reason for the suspense, the employee name, and the amount in suspense.
Slides from the Funding Swaps and Lump Sum Payments class
Step-by-step instructions on how to enter funding changes for an existing position or appointment using the Funding Swap ePAR form.
Student guide for the Funding Swaps course.
When it comes to reports that show how an employee is funded, it’s not one-size-fits-all. ConnectCarolina and InfoPorte have a variety of reports that show funding information at each step in the payroll process. Each report gives a unique view of the information. With all of these different reports, how do you know which report to use and when? These slides accompany the recorded webinar and the quick reference card for understanding reports related to employee funding.
When it comes to reports that show how an employee is funded, it’s not one-size-fits-all. ConnectCarolina and InfoPorte have a variety of reports that show funding information at each step in the payroll process. Each report gives a unique view of the information. With all of these different reports, how do you know which report to use and when? In this recorded webinar, we talk about which reports are best at each stage of the payroll funding process and why. You can also find the slides and the quick reference card for understanding reports related to employee funding on CCinfo.unc.edu.
The chart on this page shows, at a high level, how the payroll process works and where in the process reports pull information from. The table on the back explains the reports listed on this page and when it’s helpful to use each one.
The Salary Funding Report shows the funding sources for an employee’s salary, per job at UNC-Chapel Hill and UNC-General Administration. It is a funding based report and does not display all job data activity. This report shows how much of an employee’s salary is allocated to each funding source. You can run the report to see what is currently being used to fund an employee as well as enter a specific date range to see what has historically been used. You can filter by selecting an employee’s Home (Job) department as well as a Funding department. You can narrow your search results by applying specific fund, source, and/or project ID numbers as well by employee type, position number, or employee PID number.
[ Click to view a PDF version of this page Student Processing Tips and Reminders ] Student Processing Tips and Reminders Student Employment Website: As a reminder, the Student Employment Website was created to answer many questions related to hiring and updating student jobs. Payroll Guide Available: New student employees should complete payroll documentation through ConnectCarolina Self Service. Note: access to Self Service is not available until the hire effective date has been reached and the Hire ePAR has fully executed. The Payroll Guide for UNC-CH Employees is available to inform employees of Self-Service options in ConnectCarolina. This guide was primarily designed to help orient new employees but also provides valuable information for existing employees. The guide contains an easy-to-follow checklist to ensure employees are taxed as expect ed and receive their first paycheck via direct deposit. Student FICA Exemption: To be exempt from having FICA taxes withheld on payroll wages, student employees must be enrolled at least half-time in coursework during the compensated pay period. Additional details. Hire Effective Date Changes Changing a Hire Date: In the event you need to change the effective date of an employee’s hire, please submit a ServiceNow/HELP ticket. The effective date cannot be adjusted … Read more
This is the PowerPoint deck used for the Suspense Management Reports webinar. The content contains: the importance of managing suspense particularly for Project Closeout, the Funding End Date Notification Report, the Suspense Analysis Report, and queries for managing open transactions for Project Closeout.
The Suspense Management Reports webinar demonstrates the importance of managing suspense particularly for Project Closeout, the Funding End Date Notification Report, the Suspense Analysis Report, and queries for managing open transactions for Project Closeout.
Salary projections are estimates of the amount of salary and fringe expenses you can expect to pay for an employee in the future, for a specific time period. This document explains how salary projections are calculated for employees based on the employee group, funding sources, and end dates.
This self-paced course explains the difference between deleting and inactivating a GradStar award. It also covers the steps you’ll need to take to change a student’s estimated billing units and funding percentage and how to split a student’s award between two departments.