Home Research Carolina The University of North

Document Sample
Home Research Carolina The University of North Powered By Docstoc
					Upcoming Changes and Timeline
 for New Effort Reporting System
                             November 12, 2010
          Research Administrators’ Support Group
Our Beloved PARS . . . .
  • Created in March 1980!!!!
  • Past time to retire PARS
  • Actually was retired earlier this year
    in stages
  • Interim solution created to produce
    paper-based effort reports
New System Evaluation
 • Campus Committee formed in 2008
   – Evaluate Policies & Procedures
   – Evaluate Potential New Systems

 • Recommendation in Fall 2009
   – Purchase Huron eCRT system
Huron eCRT Procurement
 • Spring 2010: Budget Committee
   Provides Funding to Purchase and
   Implement eCRT
 • Agreements signed in Summer 2010
 • Aug 2010: Implementation Begins!
Effort Reporting Policies
  • Certifications will remain
    ‘After the Fact’
  • Integrated with UNC Payroll (will
    have to migrate to Peoplesoft later)
  • eCRT receives Payroll data after
    EVERY pay cycle
  • eCRT builds Effort Card (Report)
    realtime (and can be viewed)
Effort Reporting Policies
  • EPA Faculty/Non-Faculty:
    – Certify every six months
      • Jan 1 – June 30
      • July 1 – December 31
    – No Summer Cycle
      • Half of Summer in Jan-June Cycle
      • Half of Summer in July-Dec Cycle
Effort Reporting Policies
  • SPA Employees
    – Presently must certify monthly
      (technically every two pay periods)
    – Plan to request permission to move
      SPA certifications to quarterly
Effort Reporting Workflow
 • No more Paper!!!!
 • Electronic Routing & Signatures
 • Will require both a certification and
   departmental approval
Effort Reporting Roles
  • Primary Effort Coordinators
    – Pre-edit Effort Cards
    – Approve Effort Cards for Dept
    – View all Effort Cards for Dept
    – Run Reports for Dept
Effort Reporting Roles
  • Secondary Effort Coordinators
    – View all Effort Cards for Dept
    – Run Reports for Dept
    Proposed eCRT Routing/Workflow – November 12, 2010

eCRT Creates       To ECs   EC edits Card         To Certifier          Uncertified
   Card                      (Optional)                                   Card

  Certified/        Yes       Dept EC             To Dept EC                   Edit/
Approved Card                 Approve                                         Certify
                                 ?                                             Card

        Transfer                   No; Return
                                   to Certifier
                                   w/ Note
   EPA Web                                                       to Dept EC
     HRIS                   Uncertified
    Payroll                   Card

                                                                                        * EC – Effort Coordinator
Effort Reporting Roles
  • Default Model: Appointing Units will
    have Approval Authority for Faculty
    Effort Cards
  • Units with Divisions can have cards
    approved/routed at the Division
 Proposed eCRT Rights/Authorization Model – Nov 12, 2010

              Read       PreCert     Approval    Report of
             Access      Editing                 Variance


Effort Reporting Roles
  • Special Provisions for
    Some Centers & Institutes
    – Possibility of Dual Approval
    – View Access of Faculty Effort Cards
    – Upon agreement with appt unit,
      center/institute could be granted
      primary departmental approval for
      individual faculty effort cards
Effort Reporting: Demo
 • Overview of Process
 • Screen shots of eCRT
Effort Reporting: Timeline
  • User Acceptance Training: December
  • Full Campus Training: Begins January
  • Proposed Go Live: February 2011
    – EPA (July 1 – Dec 31)
    – SPA (Fourth Quarter 2010)
Effort Reporting: Questions?
 • Questions?