Keyword: 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.

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.

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.

This self-paced course covers how to use the monthly management reports in InfoPorte for reconciliation.

This self-paced course explains the reconciliation process in InfoPorte.  It covers when and what to reconcile, based on your expenses and revenue.

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 document can be used as a quick reference to view select expenses by fund type.

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.

This is a guide to the changes and fixes for InfoPorte release 6.7.2.

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.