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CAS Annual Report 2022-2023 Kick Off

Sent: March 22, 2023 1:56 pm

Hello Everyone,

It’s time to provide information for our online College Annual Report, which includes reporting by faculty for their activities from May 1, 2022-April 30, 2023, the department’s summary of those faculty reports, the diversity survey, position requests, and fund stewardship reporting on private support that your department receives.

The Online Annual Report system is now open for the 2022-23 reporting year for chairs, directors, and managers. Completion of this annual report is essential for College reporting, Dean’s Office decision-making, and stewardship needs throughout the year.

To Do’s & Deadlines:

Timeline & DeadlinesAction ItemLocationResponsible Person
Week of March 20th-24th-Fund Stewardship Guidance provided. Will send out PowerPoint and handout.-PowerPoint, Handout Arts & Sciences Foundation
Thursday, April 6th (5pm)1. Add Faculty Recipients to Stewarded Funds. Also add Students who have benefited from your private funds. See attached “Adding a Recipient” for how to do this.
2. Add Questions for Unit
1. Fund >> Stewardship
2. Admin >> Pages & Questions
1. Manager or Designee
2. Chair/ Manager
Wednesday, April 12th-The annual report system opens to all permanent College faculty. The Dean’s Office will send a separate message to all faculty. Departments may add faculty not included manually.-Entry page at Login- Faculty (permanent, primary job in CAS)
Friday, May 5th (5pm)1. Add Activities to Funds
2. Position Requests are due
1. Fund >> Stewardship
2. Position >> Position Request
1. Manager or Designee
2. Chair/ Manager
Monday, May 22nd (5pm)-Faculty Complete Annual Report-Entry page at Login- Faculty (permanent, primary job in CAS)
Friday, June 23rd (5pm)1. Complete Diversity Survey
2. Complete Departmental Annual Report Summary.
1. Diversity >> Diversity Survey
2. Entry page at Login
1. Chair/ Manager
2. Chair/ Manager


Frequently Asked Questions:

How do I use the annual report system?

  • Please refer to the site “Help” tab >> “Manager/Chair Help” for instructions and information on each section of the annual report.
    Please also refer to the attached documents.

  • Review our Stewardship Help Session. The Arts and Sciences Foundation will provide a brief presentation and answer questions.
  • For Technical/website difficulties with the annual report, please contact OASIS by submitting a Remedy Ticket here.
  • For Fund Stewardship or the process to complete it, please contact the Arts and Sciences Foundation: Joanna Cardwell (; 2-8342) or Meredith Tunney (; 2-8216).
  • For the Position section, please reach out to your Senior Associate Dean.
  • For the Diversity section, please reach out to Karla Slocum (, Senior Associate Dean for Diversity, Equity and Inclusion.
  • For other questions, please contact your Budget Analyst:
DivisionBudget AnalystEmail
Undergraduate EducationKatrina
Fine Arts and HumanitiesCharu V
Social Sciences/Global ProgramsHeather
Natural SciencesLindsay
Other/ GeneralAnne

Do faculty really need to meet the May 22nd faculty deadline? Can they request an extension?

  • The purpose of the faculty deadline is to make sure all faculty have completed their annual report submissions so that Chairs will then have time to subsequently complete their unit portion before June 23rd. If your faculty need extra time, you may extend their deadline later into June, so long as you leave yourself enough time to complete the unit portion by the end of June.

How are joint faculty handled in the annual report system?

  • The affiliation feature now allows administrative managers to affiliate faculty into your dept, rather than asking the faculty to make the affiliation (generally this will only be used for joint faculty).

How do we know if faculty have completed their annual report?

  • The status section indicates whether the faculty member has ‘not logged in’ or shows ‘in progress’ if they have logged in. There is also an option for faculty to indicate that their report is completed.

Thank you for your time and participation.

Anne Belote
Executive Assistant to the Dean
Office of the Dean, College of Arts & Sciences
The University of North Carolina at Chapel Hill
205 South Building – CB #3100
Chapel Hill, NC 27599
o. (919) 962-3082

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