The Faculty Portal, a new ConnectCarolina home page for faculty members, is currently being rolled out, school by school. The Faculty Portal combines the teaching and research information faculty members use most onto the first page they see when they log in. From one page, faculty members can: access their teaching schedules (which means fewer clicks to print class rosters, email students, create academic progress reports, and enter grades) see the students who have incompletes in their classes see financial information about their contracts and grants (on the new “PI Dashboard”) see approval notifications from research applications such as RAMSeS and ecrt find charging instructions for their salary (that is, funding sources for their salary) access the most commonly-used links for teaching and research as well as as place faculty can add their own links to make the Faculty Portal even more useful. Do You Work With Faculty? Do you work with faculty? If so, you may be asked how the Faculty Portal works, and we want to make sure you have resources to answer that question. A quick-start guide, available on CCinfo.unc.edu, details how to use the Faculty Portal. A Faculty page on CCinfo.unc.edu contains links to other documents faculty may find useful. One thing … Continued
To: University Business Managers Research Administration Support Group (RASG) MOU Financial Leads Accounting personnel who use InfoPorte From: Walter Miller, Interim Payroll Director Subject: Accurate Salary Projections in InfoPorte As of May 12, you can expect salary and fringe benefit projections to be more accurate in InfoPorte. The long-awaited changes that will be put in place on Friday complete a series of changes and fixes that have been implemented over the last few weeks. The biggest improvements you’ll notice are: Contract and grant (OSR) fund projections will be calculated with Project ID budget end dates in mind. The projections will be updated every weeknight (except holidays). For example, if you use a Fund Swap ePAR form to move an employee’s funding to a different grant, the projection for the employee will be updated the night the ePAR executes (when it is fully approved). The system will factor in the caps for Social Security and retirement when calculating projections for highly-compensated employees. Projections will take into account Job End dates As in the past, the system calculates projected fringe benefits and taxes based on each person’s employee group (such as EHRA Non-Faculty or SHRA Permanent) and the type of funding … Continued
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.
Student guide to the course on Entering a Retroactive Funding Swap.
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.
Student guide that provides step-by-step instructions for using GradStar. Includes information on creating awards, changing funding percentages, deleting awards, generating GradStar reports, and more.
ConnectCarolina keeps moving forward! The ConnectCarolina HR/Payroll system is moving to an upgraded software version in March. You may remember that the Student Administration application made the move in October, 2017, and the Finance upgrade will likely occur before the end of 2018. There are important security, accessibility and functional reasons for the upgrade but the look of the screens will be very similar to what you see now. You need to know… ConnectCarolina Outage: Friday, March 2, 5:00 pm until Monday, March 5, 7:00 am During the weekend transition, all ConnectCarolina systems will be unavailable. Listing all of the specific system impacts here would require you to scroll (a lot). Your best bet for all things related to the HR/Payroll upgrade is to visit the HR/Payroll Upgrade page on CCinfo. You cannot access W-2 forms during the outage. We realize that the ConnectCarolina outage occurs during tax preparation season so if you need the online version of your W-2 or your paystubs, please download them before 5:00 pm on Friday, March 2. You will notice a few changes… The HR/Payroll screens sport a slightly different look: muted colors, longer description fields, wider layout and some alignment changes. There are some changes that are specific … Continued
Principal Investigator (PI) Dashboard Coming in September! Have you heard that a redesigned PI Dashboard is rolling out in September? Based on feedback and requests from principal investigators across campus, the new dashboard provides a snapshot of grant funding and expenses, including salary projections at both the award level and the project level. The information on the dashboard is pulled directly from ConnectCarolina and RAMSeS. Jackie Treschl, Senior Training and Documentation Analyst and Chris Minter, Instructional Designer, were on hand at the 2017 UNC Symposium for Research Administrators on August 3rd to give research administrators and PIs a sneak peek at the dashboard. “Dashboard Wins” for Principal Investigators and Research Administrators PIs will have direct access to information about their sponsored projects. Research administrators and other financial support staff will be able to see the same view as the PIs they support (their InfoPorte administrators can give them access). Salary projections accurately reflect employee funding information in ConnectCarolina. OSR will see the same view that PIs and research administrators see, making it easier to troubleshoot questions. In the next few weeks, please be on the lookout for additional PI Dashboard resource and training information 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.
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 reprots 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.
The Salary Funding Report is now live in InfoPorte. The Salary Funding Report shows the funding sources for an employee’s salary, per job at UNC-Chapel Hill and UNC- General Administration. This report shows how much of an employee’s salary is allocated to various funding sources. It is a funding report and does not display all job data activity. Both HR and Finance staff (with enhanced financial reporting access) will have access to this report to help make many business decisions such as identifying funding for the Annual Raise Process (ARP). You can also use the report to assist with reconciliation. The report answers important questions about where funding for an employee started and if an employee is currently being funded correctly. This report also allows users to determine if funding needs to be switched for an employee if a funding source or research project is ending soon. To run the Salary Funding Report, choose this menu option in InfoPorte: HR > Payroll > Salary Funding. Here you can either show current funding sources, by selecting Current Funding, or show past funding sources by entering a date range for the report using the Date From and Date Thru Fields. You can … Continued
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.
Over the last year, the ConnectCarolina team has made a few changes to the way salary projections are calculated in ConnectCarolina. The result is that projections are more accurate and you can rely on the amounts being correct regardless of the funding source or what employee group you’re looking at. The Understanding Salary Projections document explains how projections are calculated, but maybe you still have questions? Join us for a live webinar on Wednesday, April 11 at 10:00am, where we’ll take a deep dive into how salary projections are calculated. Be sure to mark your calendar and bring your questions. You can join the webinar on Thursday, April 12 by clicking the link: https://www.anymeeting.com/135-982-522 or from the link on the home page of CCinfo.unc.edu.