1. Infoporte and SAS Reporting Filters

2. Finance Filters Tracey Conrad & Lauren Gardner School of Medicine

3. 3 Infoporte Finance Filters With ConnectCarolina go-live, a few things changed, including how we retrieve our data for reports. The filters and search parameters you enter and/or select are now a very important piece of the process. Be mindful… It’s true! The report will return the data with the filters you have used, which is why your selections are so important now.

4. 4 Infoporte Finance Filters Main Ledgers —Contains the budget information for State, F&A, and Trust funds OSR Ledger —Contains the budget information for OSR ledgers Parent —Contains the budget information for State & F&A parent ledgers. This ledger is most useful to MOU Leads. FAMODET —Used by Business Services & Administration, Energy, Environment, Health & Campus Safety, and Facilities Services Capital Improvement —Used by Facilities Services UNCFP —Used by the clinical departments in the School of Medicine Ledger Rollups

5. 5 Infoporte Finance Filters F&A & State Search Parameters —Ledger: “F&A” or “State” —Fiscal year: “2015”, and “2016” (if looking at 2016 funds) —Budget Period: “2016” (if looking at 2016 funds) —Dept ID: your department —Program: Toggle off/on to see funds by program code Main Ledgers

6. 6 Infoporte Finance Filters Trust Search Parameters —Ledger: “Trust” —Fiscal year: “2016” (if looking at 2016 funds) —Budget Period: “2016” (if looking at 2016 funds) —Source: your source of choice —Program, Cost Code 1, Cost Code 3: Toggle off/on to see funds by program code or cost codes 1 and 3 Main Ledgers

7. 7 Infoporte Finance Filters OSR Search Parameters —Fiscal Year: leave all Fiscal Years selected —Project: your project ID of choice * Generally, it’s not recommended to select a department when it comes to Project ID’s. OSR Ledger

8. 8 Infoporte Finance Filters If you need to run the same report frequently, you can save time from entering your filters by saving your report search parameters. 1.Enter in your search parameters 2.Click the “bookmark” icon at the top of your screen 3.Name your report 4.Click “Add” Saving Your Search Parameters

9. 9 Infoporte Finance Filters Many of the filters in the Infoporte SAS reports work very similarly. Sometimes the less you enter, the more accurate your results will be. Listed below are the recommended parameters to enter: Financial Reporting ‒Business Unit ‒Fiscal Year ‒Accounting Period ‒Fund Group ‒Source or Project ID ‒Department

10. HR Filters J. Matthew Hawkins & Eric Wallen School of Medicine

11. Employees: Pay Status

12. Employees: Departments

13. 13 Employees: Departments PeopleSoft created a new departmental hierarchy.  L0 – University / GA  L1 – EVC & Provost / Budget Control / Chancellor  L2 – School (Medicine/Nursing/CAS)  L3 – Division (Fine Arts / Natural Sciences & Math)  L4 – Subunit (Allied Health, Basic Sciences)  L5 – Department (Global Studies, Pediatrics)  L6 – Division (411401, 420103) Access to information is cascading – If you have access at Level 3, then you automatically have access at L4, L5, and L6 for all items that roll up to L3.

14. Employees: HR Status

15. Employees: Type

16. 16 Employees: Type SPA – Subject to the Personnel Act – Rank & File Positions EPA Non-Faculty – Exempt from Personnel Act – SAAO I & II, IRPS EPA Faculty – Professor, Associate Professor, Assistant, Instructor, Lecturer SPA Student EPA Student – Graduate Student / Research Assistant / Teaching Assistant EPA Post-doc/Fellow – Has Terminal Degree

17. Employees: Position Type

18. Employees: Full/Part Time

19. 19 Employees: Full/Part Time Full Time –.750 FTE or Greater Part Time –.749 FTE or Less Infoporte / ConnectCarolina filters those that are eligible for full employer paid benefits package as Full Time.

20. Employees: Name/PID Search

21. 21 Employees: Name/PID Search Can search by Name – Last, First – First Last Can Search by PID – 711732XXX The search box is predictive, but can’t search with wildcards. You must click on the name in order to populate the search field.

22. Employees: Detail

23. Employees: Additional Filters

24. Employees: Export Fields

25. Employees: Export Fields (Default)

26. Employees: Export Fields (Bio/Demo)

27. Employees: Export Fields (Job)

28. Employees: Export Fields (Funding)

29. Positions

30. Positions: Advanced

31. Reports: Hire Report

32. Reports: Action History

33. Payroll: Prelim Report

34. 34 Find slides, parking lot questions and other materials on ccinfo.unc.edu For After the Conference

35. 35 Questions / Answers