Annual Grant Payroll Certification Principal Investigator Manual

This document provides general instructions on how to complete annual grant payroll certification principal investigator processing.  For specific instructions on the content of the form, please contact Grants & Contracts Administration.

Principal Investigator Email Notification Initiates Process

1.  After the Pre-Reviewer completes update of the Grant Payroll Certification form, an email with a link to a Grant Payroll Certification task will be sent to the Principal Investigator for action.  The Principal Investigator must complete the steps below.

Note: The Principal Investigator 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 form link in the email and, when prompted, enter your NinerNet credentials and click Log In.

3.  The assigned task that includes the pre-reviewed form will be displayed.

Updating Your View:

Perform Your Due Diligence

1.  The Grant Details section of the form will be populated with information related to the grant being certified.

2.  The Payroll Detail section of the form will 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.

3.  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.

4.  Click any Back button within the detailed display to return to the form.

5.  If applicable, verify project cost share dollars paid using non-grant funds to individuals listed in the Payroll Detail section.  These amounts would have been entered in the fields provided on the right end of the relevant line(s). 

Note: You can hover over the CS Fund and CS Account numbers to display the description.

7.  If applicable, click the +  icon on the top left menu to attach supporting documentation.

8.  If you make changes, click the Save icon on the top left menu to save the updates.

Submit Certify or Not Certify

1. On the left side of the window in the task completion pane, please enter any desired comments.  If you are not certifying, your comments should include the reason.  Click the Add Comment button to save your comment.

2.  Click Complete and then select Certify or Not Certify to indicate your decision. 

3.  Once all tasks have been completed, a No Tasks Found message will be displayed.

4.  Click your profile icon in the top right corner of the screen and select the Disconnect icon to disconnect.

5.  An email confirmation of the certification action will be received.

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 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.