This is a recording of a presentation made at the 2016 OSR Symposium. The presentation provides key information needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.

Type: Webinar Categories: Finance, HR/Payroll, Reporting, Research Last Updated: August 22, 2016

The PowerPoint presentation identifies some key information areas needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.

Type: Slideshow / Presentation Categories: Finance, Research Last Updated: August 5, 2016

This quick reference accompanies the Useful Reports and Queries for Research Administrators presentation. This reference provides a list of reports discussed in the presentation, and where and how to access them.

Type: Quick Reference Categories: Finance, Research Last Updated: August 5, 2016

These slides detail best practices for Student Originators in ConnectCarolina and include information for position overview, pre-hire steps, using the Hire ePAR, job changes and short work breaks, as well as information on fund swaps and expected end dates and terminations.  These slides are from the August 2016 Student Originators Best Practices meeting.

Type: Slideshow / Presentation Categories: HR/Payroll Last Updated: August 4, 2016

This is a quick reference for helpful links for Student Originators.  It includes links to the monthly payroll calendars, the stipend calculator, the protection of minors policy and information on PID creation for minors.  Additionally, there’s a link to the tips for searching for ePARs.

Type: Quick Reference Categories: HR/Payroll Last Updated: August 4, 2016

This Quick Reference provides instructions for processing airgas cylinder returns in ConnectCarolina.

Type: Quick Reference Categories: Finance Last Updated: August 3, 2016

A quick reference containing checklists on processing requisitions and processing vouchers for month-end and year-end.

Type: Quick Reference Categories: Finance Last Updated: August 2, 2016

This guide provides detailed information on being an Access Request Coordinator (ARC). ARCs enter requests for access to ConnectCarolina and some companion systems such as Web Travel and PeopleAdmin. The guide includes step-by-step instructions for: entering and submitting access requests, retracting and deleting requests. sharing a request. working with file attachments in the access requests. generating reports on access requests. checking the status of a request.

Type: Guide Categories: Finance, General, HR/Payroll, Reporting, Research, Student Admin Last Updated: July 28, 2016

This report shows fund balances by department at different account levels. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: July 20, 2016

This report shows fund, cash, and other balances relevant to foundation reporting. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: July 20, 2016