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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.

Email Communication Send Date: 2/8/21 From: Walter Miller, Director of Payroll Services To: PAAT Basic and Advanced Users, ePar Complex Originators, Finance Campus Unit Leads, Business Managers Subject: Retroactive Payroll Distribution Program We are excited to announce a new retroactive payroll distribution program launching for payrolls beginning with the B16 payroll (pay day February 12, 2021). This program distributes retro pay, primarily retroactive salary changes, to the latest funding sources on record for that previous cycle and is intended to reduce the number of PAATs campus users need to submit. Please find more details below. This info will be posted to CCINFO in the coming weeks. If you have questions, please contact the Business Systems Help Desk at 962-HELP. Retroactive Pay Distribution Process Currently when an employee receives retroactive pay in a payroll, the pay is distributed to the employee’s current funding sources. Due to this functionality department users need to submit PAAT actions after payroll distribution is complete to move the retro pay to the correct funding sources that were in place during the retroactive work period. We are implementing a custom program to be used during payroll distribution that will identify most retroactive payments and distribute the pay … Read more

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 … Read more

On December 15, Dave Turner, of the HR Information Management team, shared some big news at the HR User Group meeting—Classification and Compensation in the Office of Human Resources is updating how we document permanent SHRA position descriptions. With these changes, you’ll update descriptions for SHRA positions the same way you do EHRA Non-Faculty positions. What You’ll See in January As part of this update, beginning in January 2021, you’ll see some changes to the Add/Update Position ePAR in ConnectCarolina including: No Paper Forms or Physical Signatures. When you create or update an SHRA Permanent position, you’ll enter the position description using the Add/Update Position ePAR instead of by filling out a paper form. The ePAR will then be routed electronically for approval. New Look for the Add/Update Position ePAR. Eventually, all ePARs will have this new look. For now the Add/Update Position ePAR will look different from other ePARs because it’s built on an updated version of the software used to create the ePARs. No More Funding Grid on the Position ePAR. The Position ePAR won’t have the funding grid included because the ePAR won’t be routed to budget approvers any longer. Be on the lookout for more information … Read more

On December 15, Dave Turner, of the HR Information Management team, shared some big news at the HR User Group meeting—Classification and Compensation in the Office of Human Resources is updating how we document permanent SHRA position descriptions. With these changes, you’ll update descriptions for SHRA positions the same way you do EHRA Non-Faculty positions. What You’ll See in January As part of this update, beginning in January 2021, you’ll see some changes to the Add/Update Position ePAR in ConnectCarolina including: No Paper Forms or Physical Signatures. When you create or update an SHRA Permanent position, you’ll enter the position description using the Add/Update Position ePAR instead of by filling out a paper form. The ePAR will then be routed electronically for approval. New Look for the Add/Update Position ePAR. Eventually, all ePARs will have this new look. For now the Add/Update Position ePAR will look different from other ePARs because it’s built on an updated version of the software used to create the ePARs. No More Funding Grid on the Position ePAR. The Position ePAR won’t have the funding grid included because the ePAR won’t be routed to budget approvers any longer. Be on the lookout for more information … Read more

In a few weeks, all faculty, staff and student employees will have positions for their appointments in ConnectCarolina. Why is this important? For seven years (since the ConnectCarolina HR/Payroll go live), the University has been translating our appointments (which don’t have positions) into positions. That’s because those managing finances at the Board of Trustees and at the University System-level think in terms of positions when discussing budgets. The problem is that translating this data is an unstable process that gets increasingly complex as the System Office requests more data. Having all faculty, staff and student employees in positions simplifies this process and brings other benefits like tracking positions without an incumbent and retaining organizational rollups even if positions are empty. Preparing for the change This change is far-reaching, so everyone who works with HR actions (including funding swaps) or posts positions in PeopleAdmin is getting up to speed on what will be different. A new page offers resources to help, including: Brief training “snippets” to explain key changes A list of changes by task For approvers, a list of what to watch for before and after the change takes effect A calendar of important dates Another way to learn more is to attend the HR User Group, which will meet on September 29 at 2:00. Half of the meeting will be dedicated … Read more

[ 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.

What is a salary projection? What are salary projections used for? Is it different for SHRA and EHRA? What if an employee’s salary is paid from State funds and Grant funds? These are all important questions and during this session, Jackie will focus on the three factors used in calculating salary projections: Employee Group, Funding Sources and End Dates. To just view the slides from this presentation, click here.

What is a salary projection? What are salary projections used for? Is it different for SHRA and EHRA? What if an employee’s salary is paid from State funds and Grant funds? These are all important questions and during this session, Jackie will focus on the three factors used in calculating salary projections: Employee Group, Funding Sources and End Dates. To view the live recording of this presentation, click here.

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.