|
System Access Restrictions
The ability to view items and complete actions within Perceptive Content is restricted based on approved system security access. An FAQ on requesting access updates is available here. Questions regarding which security group(s) will provide the access needed can be submitted via a Help Ticket.
|
Pre-Reviewer Email Notification Initiates Process
1. An email with a link to the Grant Payroll Certification Form will be sent to the Pre-Reviewer for action. The Pre-Reviewer must complete the steps below before the form will route to the Principal Investigator for certification.
Note: The Pre-Reviewer has three (3) weeks to certify the grant/project's payroll. Five (5) days after receipt of the first email notification a reminder will be sent. Additional reminders will be sent every five (5) days after that until certification is complete.
2. Click the link in the email and, when prompted, enter your NinerNet credentials and click Log In.
3. The form will be displayed with your UNC Charlotte ID and Name auto-populated in the Pre-Reviewer fields.
4. Click the Hide Instructions button to collapse the instructions information.
5. The link will change to Show Instructions. Click on Show Instructions to view the instructions reference again.
6. The Grant Details section of the form will be auto-populated with information related to the grant being pre-reviewed.
7. The Payroll Detail section of the form will automatically display payroll amounts related to the project that were paid using grant funds. The percentage of base salary (total salary) for the employee is included below the amount.
8. Single click on any row in the Payroll Detail section to display the full detail of payroll associated with that Employee ID from all sources.
9. Click any Back button within the detailed display to return to the form.
Entering Cost Share Amounts Paid Using Non-Grant Funds
1. If applicable, enter project cost share dollars paid using non-grant funds to individuals listed in the Payroll Detail section using the fields provided on the right end of the relevant line(s).
a. Enter the project Cost Share Amount paid using non-grant funds.
b. Enter a valid CS Fund number. Once you begin to type, a list will display for you to select the appropriate non-grant fund number.
c. Enter a valid CS Acct number. Once you begin to type, a list will display for you to select the appropriate account number.
Note: Once the CS Fund and CS Acct numbers are selected, you can hover over the fund and account number to display the description.
2. To add an additional line for that employee, click the + button to the right of the line. If a line is added that is not needed it can be removed by clicking the X button to the right of the added line.
3. Enter any additional information in the Pre-Reviewer Comments section.
Note: Comments are for information only. Any changes or corrections to payroll require action by your department Research Administrator and/or Grants & Contracts Administration.
4. If applicable, click the Attachments button to add any supporting documentation.
5. Click the checkbox to acknowledge the payroll certification has been successfully reviewed.
Addressing Concerns: If you have questions or concerns that prohibit you from submitting, please contact GCA at payroll-cert@charlotte.edu.
6. Click the Submit button to save the form to the system for processing. A pop-up box will appear confirming submission.
7. Exit the form by closing the browser window.
8. Once you have completed a pre-review, if you click the link in the notification email again then the message below will appear.
Reviewing Excluded Earnings on Report Central
1. Go to reportcentral.charlotte.edu.
2. Click Departmental Financial/HR Reporting on the Portal menu. When prompted, enter your NinerNet credentials and click the button to Log In.
3. The Payroll Distribution Report will display.
4. Select Transaction Date and enter the date range for the fiscal year being certified, i.e. 2020/07/01 - 2021/06/30 for FY 2021.
5. Either enter the UNC Charlotte ID number for a specific individual or enter the Fund Number for the entire payroll list.
6. Uncheck Include Benefit Accounts.
7. Click the Submit button and the results will download in an Excel sheet.
8. The highlighted earnings codes below are excluded from the report. This may result in salaries on the report not matching the Grant Payroll Certification Form amounts. Please adjust amounts accordingly when pre-reviewing project salaries.
Earnings Codes: The earnings codes can be found on the Detail tab of the Payroll Distribution report in the PAYROLL EARNINGS column.
