This section contains information related to the annual certification process for 9-month faculty eligibility for summer salary payments from sponsored project funds as well as the annual training requirement for Administrative staff.
In accordance with REG 05.58.01, Section 7.4.1, all faculty who will receive summer salary paid in whole or in part from sponsored projects are required to complete training each year provided by the Office of Contracts and Grants on the University’s summer salary regulations and standard operating procedures before receiving payment for the work.
Faculty should review the Standard Operating Procedures below before completing the certification tutorial between January 1 and May 15 each year.
To access the Summer Salary Tutorial containing the certification questions:
- Access the eTutorial System page on the SPARCS web site.
- Sign on with Unity ID and password.
- Click the Summer Salary for Faculty button under “Post-Award” to begin.
Note: Successful completion of the Faculty certification tutorial will post to a report at http://www.ncsu.edu/sparcs/tutorial/namelist-summer.php. (Unity Login Required.)
All administrators and processors of summer research pay are required to complete training each year on the University’s summer salary regulations and standard operation procedures as mandated by the Provost in his memo dated March 12, 2013. Training will be provided by the Office of Contracts and Grants.
Administrators should review the Standard Operating Procedures below before completing the certification tutorial before processing summer pay for faculty each year.
To access the Summer Salary Tutorial containing the certification questions:
- Access the eTutorial System page on the SPARCS web site.
- Sign on with Unity ID and password.
- Click the Summer Salary for Administrators button under “Post-Award” to begin.
Note: Successful completion of the Administrator certification tutorial will post to a report at http://www.ncsu.edu/sparcs/tutorial/namelist-summer-admin.php. (Unity Login Required.)
Access the Mandatory Summer Salary Training memo to review.
Standard Operating Procedures – Review the following or access PDF version
NOTE: This SOP is currently being revised. Effective November 18, 2014 the EPA Supplemental Pay Request Module was replaced by the Additional Compensation Application.
Standard Operating Procedure
Summer Salary and Supplemental Pay for 9-Month Faculty
May 1, 2012
Revised March 13, 2013
Regulation 05.20.35 categorizes summer salary and supplemental pay to faculty in the following categories:
- Summer Instruction Salary for 9-month Faculty
- Salary for 9-Month Faculty from Sources other than Summer Instruction
- Supplemental Pay for 9-month Faculty
As prescribed in REG 05.20.35, “Summer Salary and Supplemental Pay for Nine-Month Faculty” this document is the ‘Standard Operation Procedure’ applicable to all sources of supplemental payments made to nine-month faculty; instructional and non-instructional summer salary and supplemental pay during the contract period.
“Academic Term” for Nine-Month Faculty: August 16 through May 15.
“Base salary” is the current annual salary of the employee as it appears in the appointment letter or subsequent notification of salary increase/decrease; plus any supplement that carries an anticipated duration of 12 months or more.
“Effort reporting” is a federally-mandated process by which the salary charged to a sponsored project is certified as being reasonable in relation to the effort expended on that project. “Effort” is the proportion of time spent on any activity, expressed as a percentage of an individual’s total university effort. At NC State University effort reporting is managed online via The Employee Activity Reporting System (TEARS).
“Sponsored Project” is any externally funded research or scholarly activity that has a defined scope of work or set of objectives, which provides a basis for sponsor expectations. This more specifically involves research, instruction, training, curriculum development, community and public service, or other scholarly activity involving funds, materials, or other forms of compensation, or exchanges of in-kind efforts under awards or agreements and are administered through Ledger 5 projects (5XXXXX).
“Summer salary” is any earnings paid through NC State University for work performed by 9-month faculty during the period between May 16 through August 15.
“Summer Term” for Nine-Month Faculty: May 16 through August 15.
“Supplemental pay” is defined as compensation in excess of a faculty member’s annual salary paid by NC State for temporary increases in responsibility and/or for extra duties beyond the scope of the employee’s contract/appointment. Summer salary is considered a form of supplemental pay for 9-month faculty, since it falls outside their contract/appointment period.
III. Limitations on Summer Salary, Summer Salary paid from Sponsored Projects and Effort Certification
A. Limitations on Summer Salary
During the summer, a 9-month faculty member may be paid no more than a total of 33.33 % (adjusted to 1.0 FTE equivalent for faculty with less than full-time AY appointments) of their nine-month base salary from all sources of funds. Exceptions beyond the 33.33% summer-earnings maximum must be approved in advance by the Dean/Vice Chancellor (not his/her designee). The rationale for the exception and the approval must be documented on the form generated by the EPA Supplemental Pay Request module. The proper approvals must be obtained prior to the time the effort that exceeds 33.33% is performed and must be monitored by the College. It is the responsibility of the faculty member and the college or unit to correct payroll payments made to the faculty member if there have been changes in the expected or reported effort for which the faculty member received payment.
Exceptions beyond the 33.33% cannot be granted for a 9-month faculty member who receives summer salary from sponsored projects. A 9-month faculty member’s allowable summer salary from sponsored projects is calculated on the summer earnings maximum, which is 33.33% (based on 1.0 FTE equivalent) of a faculty member’s nine-month base salary from all sources of funds.
Non-sponsored (non-Ledger 5) funds may be used to cover salary for any portion of the summer term, including the 10% of total effort not allowed on sponsored projects. No payment from any source of funds is allowable for time off for personal activities. Other restricted funds (e.g., gifts and endowments) may be used, but are subject to the guidelines and restrictions of the funding sources, as well as Dean or Department Head (not the Department Head’s designee) approval, depending on who has authority over the source of funds.
Examples of the 33.33% summer-earnings maximum and portion allowable on sponsored projects:
- Example A: Professor A’s academic year salary is $72,000. She teaches one overload class in the fall and earns $5,000 and serves as the temporary Associate Chair for the department for the Spring Semester, and earns $2,500. The maximum additional amount she can earn during the summer months through the NCSU Payroll is $23,997.60 (33.33% of her $72,000 base salary). The portion of the $23,997.60 that can be paid from sponsored project sources is $21,597.84 (which is 90% of 23,997.60). The compensation earned for the overload payment and the temporary associate chair stipend (for less than one year) is not included in this calculation of base salary. Please note that consulting services outside of the University and the compensation earned from those services would have no impact on the 33.33% limit.
- Example B: Professor B’s academic year salary is $60,000. In addition, he is in Year 2 of a 3-year appointment as the Graduate Coordinator for his department for which he earns $5,000 per year which would be included in his base salary. The maximum he can earn during the summer months through the NCSU Payroll is an additional $21,664.50 (33.33% of his $65,000 base salary). The portion of the $21,664.50 that can be paid from sponsored project sources is $19,498.05 (90% of $21,664.50).
B. Effort Certification
Effort expended during the academic term does not satisfy a commitment related to the receipt of summer salary. In other words, one cannot count any effort expended during the prior or subsequent academic year to fulfill one’s summer commitment. Summer effort certification via TEARS will be the formal documentation of all summer term effort as prescribed in federal OMB Circular A-21. [See REG 10.05.15: TEARS (The Employee Activity Reporting System.]
Summer effort reports in the TEARS system account for 100% of the “total effort expended” during the summer. The “100% effort” noted in the TEARS system is a reflection of the total time worked by an employee during the summer months. Effort – for TEARS Effort Reporting always totals to 100%, even if only part of the summer is worked and compensated.
- Example C: Professor C works a total of 59 days (i.e. 90%) on sponsored projects during the summer term. The Professor’s TEARS effort report will reflect 100%.
- Example D: Professor D works a total of 20 days (i.e. approximately 30%) on sponsored projects. The Professor works another 20 days teaching summer courses. The Professor’s TEARS effort report will reflect a total of 100% effort, 50% expended on sponsored projects and 50% on teaching summer courses, even though he has only worked 40 of 66 possible weekdays during the summer.
IV. Approvals, Documentation and Payment Processing Deadline
A. Approval and Documentation
The EPA Supplemental Pay Request module in PeopleSoft must be used for requesting, authorizing, and documenting summer salary and supplemental pay actions, but the information contained in that system does not feed to payroll. The manner in which the payment is made depends on the anticipated duration of the services be being performed. (See below, sec. VI: Payment Instructions for 9-Month Faculty Summer Session Instruction, DELTA and Supplemental Pay, C. Supplemental Pay)
Instructions for using this module can be found at: http://www.ncsu.edu/human_resources/pdfs/EPASuppPay.pdf.
A Security Access Request (SAR) request must be completed to gain access to the EPA Supplemental Pay Request module.
B. Payment Processing Deadline
All summer salary must have been remitted no later than September 30 (refer to the monthly payroll schedule for deadlines for data entry into the HR System “Time & Labor” module). Failure to pay by this deadline results in inaccurate TEARS effort reports being generated for the summer term. Exceptions for payment after September 30 must be approved by the Dean/Vice Chancellor and documented on the form generated by the EPA Supplemental Pay Request module within the HR System. The College and the faculty member are responsible for ensuring that effort is captured through either the TEARS system or via an After the Fact memorandum.
NOTE: A total lump sum payment at the conclusion of the entire summer term is discouraged because of the unfavorable tax withholding effect for the employee.
V. Payment Instructions for 9-Month Faculty Salary Paid from Sources other than Summer Instruction
Payment Calculation for Summer Term Pay
A payment may be processed in the month for which a faculty member is expending effort. Note, however, that to meet payroll lockout deadlines, processing such a payment within the same month as the effort is being expended could result in payment being processed before all effort is completed. If the actual effort differs from the effort submitted for payment, it is the faculty member’s responsibility to work through their department and/or college office to correct the overpayment and note the changes on the Additional Compensation Approval Form generated by the EPA Supplemental Pay Request module.
Each summer month is considered to have 22 weekdays, or a total of 66 weekdays for Summer 2012 (May 16, 2012 through August 15, 2012). The maximum number of days that can be charged to a sponsored project during the summer term, without a properly-approved exception, is 59 (90% of 66 = 59.4 weekdays, therefore 59 is a result of rounding to the nearest whole number of weekdays.
Although the actual number of weekdays varies from month to month; the average is approximately 22. For ease and consistency of calculation, therefore, all summer months are deemed to contain 22 total weekdays. Other methodologies (i.e. percent of effort) will in effect arrive at the same result. For assistance in calculating allowable summer salary payment from a sponsored project please refer to the ‘Summer Salary Calculation’ template found at: http://cng.ncsu.edu/summer-salary/
- Example E: A faculty member may request pay for the full 11 weekdays in May, for 22 weekdays in June, for 22 weekdays in July and for 4 weekdays in the month of August for a total of 59 weekdays (maximum allowed on sponsored projects without an approved exception) paid from sponsored projects during the summer term. The faculty member has the option of utilizing the remaining weekdays in the summer term for other activities which may, or may not, be compensated by the University.
- Example F: Professor F has a base salary of $65,000 and takes a week (5 weekdays) for personal time off from the funded work commitment during the month of June; 2 weekdays in July were dedicated to administrative duties. Effort and pay attributable to sponsored projects funding sources may not exceed 90% effort and $19,498.05 in pay. Using the Summer Salary Calculation template, you can determine the monthly salary amounts from sponsored project sources by month and in total. The total amount earned during the summer term from sponsored project sources equals $19,366.75, which is within the $19,498.05 maximum amount allowed from sponsored project sources for the summer term.
The number of weekdays per month and the earnings codes to be used for summer term pay are shown in the following table:
Summer Research Earnings Codes
EPA 9mo Summ Res 5/16-6/30
EPA 9mo Summ Res 5/16-6/30
EPA 9mo Summ Res 7/1-8/15
EPA 9mo Summ Res 7/1-8/15
If a faculty member receives summer salary payment from earnings code 601or 602 the remaining effort for the summer term, subject to effort reporting, is reflected on the faculty member’s effort report. The earnings codes subject to effort reporting during the summer term are as follows:
|EPA 9 month Summer Administration|
|EPA Summer Instruction|
Currently, a faculty member who does not receive pay from earnings codes 601 or 602 paid from a sponsored project, but (a) does receive pay classified with earnings code 617 from a sponsored project, (b) that is paid summer salary from a sponsored project after Sept 30, will NOT receive an effort report for the summer term. Please complete an ‘After the Fact Summer Effort’ confirmation memorandum for the employee’s effort expended on sponsored project activities when either of these situations exist. The ‘After the Fact Summer Effort’ confirmation memorandum can be found at: http://cng.ncsu.edu/forms/.
- Example G: Professor G has a base salary of $100,000 and commits (and works) the 90% maximum summer effort as Director of a Research Institute funded in total by a sponsored project. The $26,997.30 summer salary earned by Professor G is paid using earnings code 617 “EPA 9 Month Summer Administration.” Professor G receives no other pay from sponsored projects, therefore he did not receive summer salary pay classified with earnings codes 601 or 602 and will NOT receive a Summer TEARS effort report. In order to certify Professor G’s effort on the sponsored project for work performed as Director of the Research Institute an “After the Fact Summer Effort” confirmation memorandum must be completed.
VI. Payment Instructions for 9-Month Faculty Summer Session Instruction, DELTA and Supplemental Pay
A. Summer Session Payments
For instructions for making Summer Session payments for instruction refer to: http://www.ncsu.edu/human_resources/pdfs/SummSess.pdf
For instructions for making DELTA payment please refer to: http://cng.ncsu.edu/summer-salary/
C. Supplemental Pay
There are three variations of supplemental payments:
- Short-duration supplemental payments for duties of 3 months or less,
- Medium-duration supplemental payments for duties of more than 3 months but less than 12 months, and
- Long-term supplemental payments for duties of 12 months or more
Long-term supplemental payments – those with anticipated duration of 12 months or more – are included as “base pay” for calculation of summer pay rates.
Short- and medium-duration supplemental payments (less than 12 months) are not considered part of base pay for calculations of summer pay rates.
There are two process steps for short- and medium-duration supplemental payments:
(1) Approval Steps
(2) Payment Steps
APPROVAL STEPS: Short and medium duration supplemental pay actions (anticipated duration of less than 12 months) are processed through the EPA Supplemental Pay Request Module (aka the EPA Additional Compensation Form) within the HR System.
Navigation: HR System > Time and Labor > EPA Supplemental Pay Request.
PAYMENT STEPS: Once entered and approved via the EPA Supplemental Pay Request Module,
- Short duration, DELTA, and Engineering Online payments are accomplished via entry on a timesheet. The navigation is:
HR System > Manager Self Service > Time Management > Report Time > Timesheet
- Medium duration payments must be entered into the HR System as ongoing salary supplements via a Job Action by an authorized Update User. The navigation is:
HR System > Workforce Administration > Job Data > Work Location Panel > Action/Reason
Then: Pay Rate Change (in 1st dropdown field) & Temporary Supplement (in 2nd dropdown)
Then, enter the amount as an annualized amount on the Compensation tab, selecting the correct Rate Code.
NOTE: New Rate Codes for medium-duration supplemental payments will be available as of Friday, May 4, 2012. The correct codes to use for each type of supplement are described at:
Please contact your HRIM Specialist to recode any existing Salary Supplements in the HR System with the new rate codes, in order to designate that they carry a medium duration of more than 3 but less than 12 months.
- Why is the Summer Salary and Supplemental Pay for Nine-Month Faculty regulation (REG 05.20.35) necessary?Federal audit activity at other research institutions has prompted us to evaluate the current practice of allowing faculty to charge 100 percent of three months of summer salary to federal grants. Yale University recently announced a $7.6 million settlement with the Justice Department for, among other issues, allegations that summer salary was charged 100 percent when actual effort was spent during the academic year, or on unrelated grants, or not directly related to grant activity. NC State University needs to ensure that our policies protect faculty members and the institution. We believe this Standard Operating Procedure will clarify summer salary and supplemental pay charging parameters for faculty, and help us to remain compliant with current federal regulations, while protecting the faculty.
- How will the transition from our current practice to REG 05.20.35 occur?The new regulation will take effect May 1, 2012 and thus will affect salary charges to grants starting with the summer term of 2012. If you were planning to charge more than 90% of summer salary to sponsored projects in the summer term then you may request an exception through your Dean’s office prior to the effort in excess of 90% being expended. The exception approval and rationale must be noted on the EPA Supplemental Pay Request form.
- May I consult during the summer?Consulting is permitted subject to the same University policies in effect during the academic year.
- If I consult for 5 days total during the summer, how does this impact my summer salary?External consulting time is not University effort, thus when calculating your percent effort expended during the Academic or summer term, the time you spend consulting is neither part of the denominator (i.e. the total time you spent on university activities) or the numerator (i.e., the time you spent on a particular activity).
- I’ve already submitted sponsored proposals that include 3 months of summer salary. Given this new regulation, what do I do about this?You can decrease your committed effort to 75 percent of that proposed without reporting it to your sponsor. The change from a full 3 months to 90% of 3 months is well within that parameter, but we would encourage you to contact your College Research Office or the Office Contracts and Grants who will then determine if it is necessary to inform your sponsor.
- I’ve regularly taken three months of summer term salary. If REG 05.20.35 limits me to 90% of 3 months, how will I be able to obtain the additional 10% of salary?Each college or department has local conditions that may allow certain solutions to this issue. Consult with your Department Head or Dean’s office about how you might earn the 10% on other sources of funds prior to expending the additional 10% effort.
- Is there any case in which a faculty member can take three months of summer term salary from sponsored projects? Confirmation that salary received during the summer term reflected only sponsored project activity will be obtained at the end of the summer term via the TEARS effort reporting process.
- If payments for sponsored programs are maxed at 90%, is it then necessary for other work to remain at 10% or can a faculty member go over 100% with appropriate approval? A 9-month faculty member can earn a maximum of ‘90% of 33.33%’– or 30% — of their ‘Academic Year base salary’ on sponsored projects. The other ‘10% of 33.33%’ — or 3.33% — can be taken as time without pay or can be funded from non-Ledger-5 sources.
In exceptional circumstances, a Dean or Vice Chancellor may authorize (note: authorization may not be further delegated) effort and pay — from non-Ledger-5 sources only — beyond the 33.33%. Be cautious, however, if the individual is receiving any summer funding from a sponsored project, because adding additional pay (which carries additional effort) beyond 33.33% has the effect of REDUCING the proportion of the individual’s ‘total summer effort’ that is now attributable to the sponsored project(s). Depending on the commitment articulated in the agreement with the Project Sponsor, the effort attributable to – and paid by– the sponsored project may now fall below the promised commitment and be out of compliance with the terms of the agreement. For that reason, it is strongly recommended that individuals with sponsored funding during the summer not exceed the 33.33%.
- May I use the hours I work beyond 40 hours each week (evenings and weekends) for administrative tasks or writing proposals?The University and federal agencies consider effort, not time. If an investigator’s effort on University activities is typically more than 40 hours per week, or includes evenings and/or weekends, then “all hours worked” constitutes 100 percent effort. Thus, one cannot use time above 40 hours per week for tasks unrelated to the sponsored project paying the summer salary.
- What is meant by the statement “effort expended during the academic term does not satisfy a commitment related to the receipt of summer salary?” Summer research pay is specifically for work performed during the defined summer term. In other words, a faculty member cannot perform their “summer” commitments in advance (or after) the summer term.
- Do I have to be physically at the University during the summer? Faculty are generally expected to be at the University for the period of summer salary support, with exceptions for travel to conferences, meetings with collaborators, or off-campus work (say at a data collection site or research institute elsewhere) that are directly related to the sponsored project that is providing summer salary support.
- Can I go to a conference while I am being paid from a sponsored project? Yes, if the conference is related to the sponsored project; you must certify that the effort (time spent) at the conference is relevant to the sponsored project.
- How is effort reporting handled for the summer term? Effort reporting is required only if you receive compensation from a sponsored project for sponsored research, (i.e. earnings code 601, 602 and/or 617). If you receive earnings from either one of these earnings code you will see all University effort, subject to TEARS, (i.e. earning codes 601, 602, 617, 650 and 995) expended during the summer term on your effort report. This modification was made to give faculty members, who are certifying their summer research pay, an accurate depiction of their total summer effort.
- Can I distribute my effort over the summer even though I specify the calendar dates for various sponsored projects to pay my summer salary?
Summer salary payment may be processed in the month for which a faculty member is expending effort during the summer term, from May 16 to August 15. Summer salary paid should be as closely matched as possible to the month the effort is expended. For instance, if an investigator has 1 month of summer salary support from each of two sponsored projects for a total of 2 months, the investigator would be expected to spend a total of four to five weeks of work on each sponsored project over the summer (2 months total). This leaves 1 month for administrative work unrelated to the sponsored project, research unrelated to the grants charged for summer salary, vacations, and writing proposals. The funded research weeks can be distributed throughout the summer, with the caveat that it would not be appropriate to take a two-week vacation in July if summer salary is paid for the entire month of July.
- If I receive three months of summer salary from sponsored projects can I write proposals or do administrative work? No. If an investigator receives three months of summer salary (i.e. 100% effort) from sponsored projects, the funding agencies do not allow for time to write proposals, work on other research, or do significant administrative work beyond brief consultation with graduate students, handling an occasional non-project-related phone call or email, or attending a short, rare administrative meeting.
- Are research efforts paid on state appropriations included in the term “non-instructional” salary? Yes.
- Is a part-time, non-tenure-track (NTT) faculty member limited in the summer to 33.33% of their total prior academic year’s earnings? No. Assuming the individual was not paid from any sponsored projects during the academic year, the 33.33% limit is calculated on the full-time equivalent academic year ‘base salary’ of a faculty member.
Example: A part-time NTT faculty member taught only one class in only one semester — which carried the standard single-course FTE of .25 — and was paid $5,000 total. That would equate to a fulltime equivalent of $40,000 if they’d taught the equivalent 1.00 FTE load of 8 courses (4 in Fall and 4 in Spring). If they work full time in the summer, as long as their total Summer pay doesn’t exceed 33.33% of the FT equivalent ( $13,332 in this example), they’d be fine. Beyond that, the Dean/VC can authorize additional effort/pay with appropriate justification, such as if they are teaching large-enrollment summer classes, including online.
- Why would the PRR and SOP not also have a paragraph that addresses supplemental pay for 12-month faculty. It would be identical to the section for 9-month faculty earning supplemental pay in contract with the only difference being the contract period would be 12 months? The immediate need is for a PRR and SOP is to articulate rules for Academic Year Faculty. A separate — or a more comprehensive single — PRR addressing all sorts of supplemental pay questions, is a next step but could not be vetted in time for this summer’s needs.
- Payments for work performed during the contract period are sometimes paid in the summer months. For instance, work performed in April and work performed in the first half of May might be paid at the end of May. The system must be able to calculate percentages based on when the work was performed regardless of when paid. Further, end users of the system must be prevented from entering work performed dates that cross between in-contract and out-of-contract. Currently, work performed dates are sometimes entered as May 1 – June 30, making it impossible to determine how much is for summer salary. How should campus manage this issue within the EPA Supplemental Pay Request module?
This issue is addressed in the Instructions for Using EPA Supplemental Pay Request (http://www.ncsu.edu/human_resources/pdfs/EPASuppPay.pdf). Users are instructed to enter the requests in a manner that avoids crossing between AY in-contract periods (such as before May 15) and out-of-contract (after May 15) periods.
NOTE: In the past the percentages were calculated by the EPA Supplemental Pay Request module based on the Paid Date rather than the Work End Date. This problem has been corrected and they now calculate correctly based on the work end date.
- There are potential modifications to the EPA Supplemental Pay Request module that would make a big difference in decreasing errors and increasing efficiency. When can campus expect these helpful modifications? The EPA Supplemental Pay Request module meets many of the basic needs for tracking supplemental pay, but has known significant limitations. Correcting limitations like those noted above will require considerable investment of resources from both functional subject matter experts and IT programmers. All available functional and IT programming capacity is committed to the PeopleSoft HR System v. 9.1 implementation, which will go live in October, 2012. Review and consideration of enhancements – or an alternative — to the EPA Additional Pay System are among the items in the queue for future programming needs after the PS 9.1 go-live.
- If base pay for these purposes is to include the “true” base salary plus supplements of one year or more, will the HR system contain a mechanism track the expected length of supplements, and will the EPA Supplemental Pay Request module be programmed to only include the appropriate supplements? As noted earlier, HR is in the process of adding new Rate Codes to the HR system for medium-duration salary supplements that carry an anticipation duration of less than 12 months. These should be available by Friday, May 4th. At the present time, because changes cannot be made to the HR System (which is in upgrade lockout), these amounts will appear as part of the Annualized Salary used in the EPA Supplemental Pay Request module, even though that should not be the case. This problem will be fixed with the 9.1 upgrade. In the meantime, medium-duration supplements will need to be subtracted manually by units that must calculate an individual’s base pay. Do not subtract long-term supplements; those are considered part of base pay for this purpose. Please contact your HRIM Specialist if you need to recode any existing Salary Supplements in the HR System with the new rate codes to designate that they carry an anticipated duration of more than 3 months and less than 12 months.
- Although the calculations are based on 1.0 FTE equivalent, the EPA Supplemental Pay Request module does not convert to 1.0 equivalent, creating a need to manually calculate for all faculty with less than 1.0 FTE. Will the system be reprogrammed to prevent calculation errors? This issue has recently been fixed and should no longer be a problem.
- If there are to be two separate calculations (one for sponsored programs at 90% and another for the full 33.33%), then the system will need to be reprogrammed to show the two separate percentages. Isn’t the 90% of the 33.33% in fact 30%? This fix will be requested for implementation after the 9.1 upgrade
- Although the EPA Supplemental Pay Request module currently includes a field for the description of the work performed, it does not retain that information beyond the printing of that form, making it difficult to know details about what work was performed for the various payments that are often from different sources. When will this issue be corrected within the EPA Supplemental Pay Request module? This fix has been requested for the 9.1 upgrade. In the meantime, units will need to print each action and maintain the records manually. Please communicate with the home college/division if you are paying an individual whose home unit is other than your own so they are aware you are taking actions on a person in their area.
- The EPA Supplemental Pay Request module is not currently conducive to allowing and documenting changes. For instance, you cannot delete a payment. Correct, changes cannot be documented, however, they can be noted as deleted by changing the Status from a P (Pending) to a D (Deleted).
- It would be helpful to be able to identify the hiring department for each payment in the EPA Supplemental Pay Request module so that you know whom to call with questions. This would be helpful since payments for a faculty member often cross colleges/divisions, yet questions tend to be referred to the home unit, is this feature currently available? While the department paying the service for Pending and New Additional Compensation Requests is identified on the Additional Compensation Approval Form, it is correct that it is not identified for those payment already made. This change will be considered after the 9.1 upgrade. Please communicate with the home college/division if you are paying an individual whose home unit is other than your own so they are aware that you are taking actions on a person in their area.
- Problems with earnings codes would be reduced if the EPA Supplemental Pay Request module included definitions of codes and only included allowed legitimate codes. This control enhancement will be considered after the 9.1 upgrade.
- Can the EPA Supplemental Pay Request Module be reprogrammed for electronic approvals (similar to the Conflict of Interest process)? This workflow enhancement will be considered after the 9.1 upgrade.
- Why is the EPA Supplemental Pay Request module sometimes referred to as the EPA Additional Pay Form? They are one and the same. When you access the module in the HR System, you navigate to the EPA Supplemental Pay Request module. When you get there, however, the form that prints out when you enter your transactions displays older language (EPA Additional Pay Form). The inconsistent use of terms will be corrected after the 9.1 upgrade, and references using the older terminology will be eliminated.
- If I have questions regarding REG 05.20.35, who should I first contact? Please contact your Department Head or Dean’s Office.