Upcoming Changes and Timeline for New Effort Reporting System
description
Transcript of Upcoming Changes and Timeline for New Effort Reporting System
![Page 1: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/1.jpg)
Upcoming Changes and Timeline for New Effort
Reporting SystemNovember 12, 2010
Research Administrators’ Support Group
![Page 2: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/2.jpg)
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
![Page 3: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/3.jpg)
New System Evaluation• Campus Committee formed in 2008– Evaluate Policies & Procedures– Evaluate Potential New Systems
• Recommendation in Fall 2009– Purchase Huron eCRT system
![Page 4: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/4.jpg)
Huron eCRT Procurement• Spring 2010: Budget Committee
Provides Funding to Purchase and Implement eCRT
• Agreements signed in Summer 2010
• Aug 2010: Implementation Begins!
![Page 5: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/5.jpg)
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)
![Page 6: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/6.jpg)
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
![Page 7: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/7.jpg)
Effort Reporting Policies• SPA Employees– Presently must certify monthly
(technically every two pay periods)– Plan to request permission to move
SPA certifications to quarterly
![Page 8: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/8.jpg)
Effort Reporting Workflow• No more Paper!!!!
• Electronic Routing & Signatures
• Will require both a certification and departmental approval
![Page 9: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/9.jpg)
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
![Page 10: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/10.jpg)
Effort Reporting Roles• Secondary Effort Coordinators– View all Effort Cards for Dept– Run Reports for Dept
![Page 11: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/11.jpg)
eCRT CreatesCard
To ECs EC edits Card(Optional)
To Certifier UncertifiedCard
Edit/Certify Card
Dept ECApprove
?
To Dept ECCertified/Approved Card
Yes
UncertifiedCard
No; Return to Certifier w/ Note
* EC – Effort Coordinator
Proposed eCRT Routing/Workflow – November 12, 2010
Resubmit to Dept ECEPA Web
HRISPayroll
Cost Transfer
![Page 12: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/12.jpg)
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
![Page 13: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/13.jpg)
ReadAccess
PreCertEditing
Approval Report ofVariance
AppointingUnit
AdminUnit
(Center/Institute)
Proposed eCRT Rights/Authorization Model – Nov 12, 2010
![Page 14: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/14.jpg)
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
![Page 15: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/15.jpg)
Effort Reporting: Demo• Overview of Process
• Screen shots of eCRT
![Page 16: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/16.jpg)
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)
![Page 17: Upcoming Changes and Timeline for New Effort Reporting System](https://reader035.fdocuments.us/reader035/viewer/2022062423/56814e06550346895dbb7497/html5/thumbnails/17.jpg)
Effort Reporting: Questions?• Questions?