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Upcoming Changes and Timeline for New Effort Reporting System

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

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Upcoming Changes and Timeline for New Effort Reporting System

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  1. Upcoming Changes and Timeline for New Effort Reporting System November 12, 2010 Research Administrators’ Support Group

  2. 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

  3. New System Evaluation • Campus Committee formed in 2008 • Evaluate Policies & Procedures • Evaluate Potential New Systems • Recommendation in Fall 2009 • Purchase Huron eCRT system

  4. Huron eCRT Procurement • Spring 2010: Budget Committee Provides Funding to Purchase and Implement eCRT • Agreements signed in Summer 2010 • Aug 2010: Implementation Begins!

  5. 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)

  6. 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

  7. Effort Reporting Policies • SPA Employees • Presently must certify monthly (technically every two pay periods) • Plan to request permission to move SPA certifications to quarterly

  8. Effort Reporting Workflow • No more Paper!!!! • Electronic Routing & Signatures • Will require both a certification and departmental approval

  9. 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

  10. Effort Reporting Roles • Secondary Effort Coordinators • View all Effort Cards for Dept • Run Reports for Dept

  11. Proposed eCRT Routing/Workflow – November 12, 2010 Uncertified Card eCRT Creates Card EC edits Card (Optional) To Certifier To ECs Dept EC Approve? Edit/ Certify Card Certified/ Approved Card Yes To Dept EC Cost Transfer No; Return to Certifier w/ Note Resubmit to Dept EC EPA Web HRIS Payroll Uncertified Card * EC – Effort Coordinator

  12. 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 Level

  13. Proposed eCRT Rights/Authorization Model – Nov 12, 2010

  14. 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

  15. Effort Reporting: Demo • Overview of Process • Screen shots of eCRT

  16. 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)

  17. Effort Reporting: Questions? • Questions?

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