ConnectCarolina Training Course Descriptions

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The tables below give a brief description of the ConnectCarolina training sessions that will be provided to ConnectCarolina users on campus. Click on the course name to review a brief outline of what the course covers.

FinanceHR/PayrollStudent AdministrationReporting and Document ManagementFor All Faculty and Staff

Finance

Course Name
Type
Course Description
Req’d for Access?
Making University DepositsClassroomThis course covers the high-level concepts and ConnectCarolina tasks necessary to process incoming payments at the department or school level.Yes
Making University Deposits for Accounts Receivable and Billing UsersClassroomThis course covers the high-level concepts and ConnectCarolina tasks necessary to process incoming payments for customers that have been invoiced using the ConnectCarolina system.Yes
Managing Budgets & Creating Budget JournalsClassroomThis course gives an introduction to how budgeting works in ConnectCarolina and shows how to create budget journals and budget transfers. It also explains how to budget pre-check transactions (such as purchase requests), and how to resolve budget errors.Yes
Accounts Receivable/Billing for Units Other than Sponsored ResearchClassroomThis course covers accounts receivable and billing for units other than the Office of Sponsored Research. (Only a few units will use ConnectCarolina AR/Billing at Go Live.)Yes
Administering Approval Workflow and ApproversClassroomThis short course explains the general workflow for approvals, and how to assign approvers and specify which types of transactions require approval.Yes
Finance Train-the-Trainer CourseClassroomThis course provides campus instructors with training delivery skills and tools to teach: • Ordering and receiving goods or services that require a purchase order • Using campus vouchers to pay vendors (SOP documents, check requests) • Requesting new vendors (formerly done in WebVendor) • Making salary source changes • Making journal entriesNo
Creating Campus Vouchers (replaces check requests, SOP documents, and InDEPTh payment requests)Classroom – Campus Trainer DeliveredThis course explains how to create, maintain and monitor campus vouchers which are used to pay invoices. Campus vouchers replace check requests, SOP documents and InDEPTh payment requests.Yes
Creating Journal EntriesClassroom – Campus Trainer DeliveredThis course, which is taught by campus trainers, provides an overview of the campus journal process, demonstrates how to create journal entries and correcting journal entries according to the transaction type, explains how to identify and resolve journal edit and budget checking errors, and how to monitor journal status.Yes
Creating Purchase Requisitions and ReceivingClassroom – Campus Trainer DeliveredThis course explains how to create a requisition for goods or services that require a purchase order. Topics include entering commodity codes, charging one or more lines to different chartfields, submitting a requisition for approval, using the Manage Requisition page to work with existing requisitions, the approval process, and receiving.Yes
Requesting New Vendors and Vendor Changes (Replaces Web Vendor)Classroom – Campus Trainer DeliveredThis course covers the processes and tasks necessary to request a new vendor, or to request changes to existing vendors.Yes
Making Salary Source ChangesClassroom – Campus Trainer DeliveredThis course teaches how to use the Add / Update Fund Source ePAR form to change funding for faculty and staff.Yes
Managing Budgets and Creating Budget Journals (if not taught by the Change Management Team for your school/division)Classroom – Campus Trainer DeliveredThis course covers advanced budgeting and financial transactions, such as managing budget attributes, analyzing budgets, viewing with salary source and fringe benefits, defining with program and cost codes, approving financial transactions, and running reports and inquiries.Yes
Intro to the New Version of eProWebinarThis webinar explains how ordering from catalog vendors like Staples and Fisher Scientific is changing as a result of moving to a new version of ePro. The ordering process is very similar, but the look and feel of ePro is changing.No
Managing Petty Cash in ConnectCarolinaWebinarThis webinar explains how to create a campus voucher to replenish petty cash.No
P-Card ChangesWebinarThis webinar covers changes to the P-Card system, including the use of the new chartfields.No
Changes to WebTravelWebinarThis webinar explains changes to the Web Travel system, including key changes to chartfields and approvals. It also explains how the FRED routing tool will continue to route these transactions and explains changes to the CABS system.No
ConnectCarolina 101: Getting Started and Accessing ConnectCarolinaComputer-based trainingThis self-paced course provides an introduction to ConnectCarolina including access and security.No
ConnectCarolina 101: Navigating ConnectCarolinaComputer-based trainingThis self-paced course provides an introduction to ConnectCarolina including navigation, and searching for information.No
Chartfields 101: Understanding ConnectCarolina ChartfieldsComputer-based trainingThis self-paced course explains the chartfield structure in ConnectCarolina, including a thorough description and examples of each chartfield. The course also includes a knowledge check that covers the definitions of the chartfields essential to all finance transactions.No
Requesting New Chartfield ValuesComputer-based trainingThis self-paced course covers how to request new chartfield values or changes to existing values.No
Ordering from the ePro Vendor CatalogsComputer-based trainingThis self-paced course complements the ePro webinar, and explains how to order from the catalogs available in ePro, such as Staples and Fisher Scientific. The new ordering process is very similar to the current one, but the look and feel of ePro is changing.No
Ordering Software from ITS Software Acquisition through eProComputer-based trainingThis self-paced course explains how to order software through ePro. For more information about the ITS Software Acquisition program, refer to http://software.sites.unc.edu/.No
Managing Assets for Campus DepartmentsComputer-based trainingThis self-paced course describes how to enter an asset’s location, including searching for and viewing an asset, updating information, and reporting movement and status.Yes
Approving Finance Transactions (parts 1-7)Computer-based trainingA series of short self-paced courses:
Part 1: Approving Financial Transactions
Part 2: Approving Chartfield Value Requests
Part 3: Approving Campus Journals
Part 4: Approving Budget Transactions
Part 5: Approving Campus Vouchers
Part 6: Approving Requisitions
Part 7: Approving Independent Contractors
Yes
Understanding Budgeting in ConnectCarolinaComputer-based trainingThis self-paced course explains the benefits of budgeting in ConnectCarolina, explains how budgeting works, reviews budget checking, and explains how this functionality impacts managing budgets at the University.No
WebTravel for Travel AdministratorsComputer-based trainingThis self-paced course provides the information necessary for travel administrators to understand and use the Web Travel application to:* Request travel authorization for prepayment of travel expenses such as conference registration fees.* Request purchase of airfare.* Request reimbursement of travel expenses.* Approve or reject travel-related expenditure requests.No
Working with P-Card TransactionsComputer-based trainingThis self-paced course covers how to use the P-Card system to add line level detail to P-Card transactions, and how to submit them for approval. It also covers exporting transactions to Excel and viewing default information.No
Approving P-Card TransactionsComputer-based trainingThis self-paced course covers how approvers can use the P-Card system to modify existing line level detail and charge a transaction to a different chartfield string besides the card’s default string. It also covers how to approve, reject, and save transactions on the approvals tab.No
Approving Finance TransactionsLarge venue demoThis large venue demo complements the approvals computer-based training. It offers a demonstration on how to approve purchase requests, vouchers, journal entries, budget journals, and new vendor requests, and provides an opportunity to ask questions.No
Contracts & Grants for Research AdministratorsLarge venue demoThis presentation explains the interaction between RAMSeS and ConnectCarolina, as well as general information about OSR chartfields, and how to look up project budget information. It also provides an opportunity to ask questions.No

HR/Payroll

Course Name
Type
Course Description
Req’d for Access?
ConnectCarolina Actions for HR RepresentativesClassroomThis multi-part, instructor-led course explains how to perform all types of complex actions in ConnectCarolina, including hiring faculty and staff, and performing status change actions such as leave and terminations. It also introduces participants to the available reporting options and explains the approvals process.Yes
Approving and Viewing HR ActionsClassroomThis instructor-led course provides an overview of the HR/Payroll system and explains how to approve HR actions in ConnectCarolina.Yes
Using the ImageNow Client ClassroomThis course covers the use of the ImageNow client for the high volume document imaging needs of campus libraries and Disbursement Services. Topics include scanning documents, indexing them for storage, searching for documents, and viewing them.Yes
Adding or Updating AffiliatesComputer-based trainingThis self-paced course explains what an affiliate is, explains when to use the affiliate ePAR form, explains the process for requesting a PID for an affiliate, and how to use the affiliate ePAR form to add or update affiliates.Yes
ConnectCarolina 101
Computer-based trainingThis self-paced course provides an introduction to ConnectCarolina, including access and security, navigation, and searching for information.No
Working with GSHIPComputer-based trainingThis self-paced course explains how to enroll graduate students in the Graduate Student Health Insurance Program (GSHIP).Yes
Understanding Funding (Parts 1-3)
Computer-based trainingA series of self-paced courses:
Part 1: Understanding Employee Funding
Part 2: Entering Funding Swaps
Part 3: Making Lump Sum Payments
Yes
Originating Student Actions (Parts 1-6)Computer-based trainingA series of self-paced courses:
Part 1: Introduction to Student Actions and ePAR forms
Part 2: Managing Student Positions
Part 3: Hiring an SPA Student
Part 4: Hiring an EPA Graduate into Multiple Jobs
Part 5: Transferring an SPA Student
Part 6: Updating Jobs
Yes
Understanding Workflow and Viewing and Approving an ePARComputer-based trainingThis self-paced course provides an overview of the HR/Payroll system, and explains how to approve HR actions in ConnectCarolina.Yes

Student Administration

Course Name
Type
Course Description
Req'd for Access?
Working with GradStar (formerly Starlight)Computer-based trainingThis self-paced course is an introduction to GradStar, the system used to pay non-service stipends, tuition, and fee awards to graduate students. Topics include: • In-state and tuition remission policies • Award entry • Researching and problem-solving • ReportsYes

Reporting and Document Management

Course Name
Type
Course Description
Req’d for Access?
Finance Reporting for Business ManagersClassroom TrainingThis class will focus on using PeopleSoft queries to search for and analyze transactions that need attention. We will also explore the Departmental Accounting area of InfoPorte with particular attention to the reconciliation process.No
HR and Payroll Reporting for Business ManagersClassroom TrainingThis class is a deep-dive into the HR areas of InfoPorte, exploring Employee, Positions, Payroll and Reporting features.No
InfoPorte(parts 1-7)Computer-based trainingA series of self-paced courses:
InfoPorte 1: Introduction to InfoPorte
InfoPorte 2: HR Reports
InfoPorte 3: Payroll Reports
InfoPorte 4: Submitting HR Requests
InfoPorte 5: Finance Reports
InfoPorte 6: Submitting Finance Requests (Such as OSR Budget Revisions)
InfoPorte 7: Reservations & Data Dictionary
No
Running a Project Overview Inquiry (formerly Grants Inquiry)Computer-based trainingThis self-paced course covers how to perform inquiries on grants and contracts.No
Budget InquiryComputer-based trainingThis self-paced course shows how to see a snapshot of your budget, compare budgets in different ledgers, and view transactions with errors.No
Reporting with InfoPorteLarge venue demoThis large venue demo complements the reporting computer-based training. It offers demos of the basics of running and retrieving HR/Payroll reports from ConnectCarolina, and provides an opportunity to ask questions.No

For All Faculty and Staff

Course Name
Type
Course Description
Req’d for Access?
Viewing Your Pay Stub in ConnectCarolinaComputer-based trainingThis brief self-paced training course explains how to view your pay stub in ConnectCarolina and explains the small differences with how your pay stub looks.No
Registering for Office of Human Resources ClassesComputer-based trainingThis self-paced course explains how to register for training classes offered through the Office of Human Resources.No