2018 ConnectCarolina User Conference: Session Recordings

Tracey Conrad, Associate Director of Finance, Lineberger Comprehensive Cancer Center

The goal of this session is to facilitate a meaningful group discussion for Business Managers and/or their designees on current topics of interest at the University. These topics could include but not limited to changes in PCARD use, Closing of Imprest Checking accounts and use of BofA Reloadable Cards, OSR Prior Approval Request Forms, Reserach Recharge Center Compliance, Research Admin Training for Staff, Navigating OIC, closeout of projects, and RAM Tracker Transparency project. We will pole participants either prior to or at the beginning of the session to determine what topics people would like to discuss.

This session was not recorded.

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Brett Kenney, University Cash Manager, Accounting Services
Bernice Revelle, Accounting Tech, Accounting ServicesConfused about Cash Advances – When you can use one? How to submit one? Why was my journal denied? Come learn about the Cash Advance policy, procedure, and what you need to get your reconciling journal entry approved the first time you submit it.View the RecordingOpen the Slides

Chris Minter, Business Analyst, ITS-EA

In this session, we’ll look at the common reasons why your finance transactions, such as purchase requisitions, vouchers, and journals get errors. We’ll show you queries to identify those errors and suggestions for fixing the errors.

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Mechelle Clayton, IT Director, UniversityCampus billing areas, like Student Stores, EHS, Friday Center and the Carolina Inn, use the Customer Billing Management (CBM) system to charge campus customers, and the campus financial staff use CBM to review those charges. Come to this session to ask a panel questions about CBM, Bill Presentation, or about billing processes to include enhancement recommendations or how-to questions. Representatives from ITS-Enterprise Applications and Finance & Operation Service Center of Excellence are participating.View the RecordingOpen the Slides

Henry Price Financial Analyst, Budget Planning & Analysis
Carol Tropiano Accountant, Budget Planning and Analysis
Teresa Watson Administrative Assistant, Budget, Planning & AnalysisDo you often wonder how budgets are set up? Have you looked at your personnel budgets and wonder why you over spend or even hope you have enough funds to cover who your department pays? Have you had to pay for an employee from another State Agency? The best question of all, who handles this? This and more can be answered in this session. This round table will offer budget structure, dual employment guidance, position salary and budget connections and an array of other helpful tips!This session was not recorded.Open the Slides

Chris Minter, Business Analyst, ITS-EA

In this session we’ll discuss what ledgers are and the differences between the GL Actuals ledger and the Commitment Control (KK) ledgers. We’ll show you how your finance transactions move through these ledgers and what that means for reporting.

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Amanda Drury, Training Specialist, Continuous Improvement, Staff Development, and Engagement
Alexander Hoppe, CISDE Training Generalist, UNC Finance and OperationsThis workshop is a basic introduction to PivotTables and VLOOKUP functions in Excel. It is intended for employees who have little to no experience creating PivotTables and who are already somewhat comfortable using Microsoft Excel. We will cover: How to format data for a pivot table; How to create a pivot table; Additional PivotTable Features; How to use VLOOKUP.This session was not recorded.

Travis Henderson, Director, Procurement Services & Materials Management, UNC Finance & Operations
Jessica Hwang-Strickland, Director of Procurement Services Operations, Procurement Services Operations
Celeste Nelson, P-Card Project Manager, Purchasing ServicesOpportunity for Procurement Services to share an overview of P-Card basics including recent program updates, policy changes, best practices, and resources with Connect Carolina users.View the RecordingOpen the Slides

Krishna Bheemireddy, Business Systems Manager, ITS – Enterprise Applications
Ann Lehew, Sr Business Analyst, Procurement, UNC-Chapel Hill
Steve Kenny, Business Systems Manager, ITS-EA-Connect Carolina
Priya Hariharan, Business Systems Manager, UNC Chapel Hill ITS
Lawson Evrenidis, Finance Business Analyst, UNC-CH
Kerrie Hawkins, Business Systems Analyst, University of North Carolina Chapel Hill
Crystal Jackson, UNC
Nicole Sebik, Senior Business Analyst, ITS – Enterprise Applications
Robin Burke, Business Systems Manager, ITSThe Finance business analysts spend their days digging deep into the parts of ConnectCarolina they configure and support, so they know the systems better than anyone. Bring your hard questions to this session, and the panel of business analysts will put their heads together to get you answers. Security, Workflow, Purchasing, Payments, Grants, General Ledger, Budgets, Deposits, and more—you have questions, the business analysts have answers!This session was not recorded.

Kathi Wimmer, Associate Dean for Business and Finance, School of Media & Journalism

How many of these questions can you answer? What is a trust fund? Is there more than one kind? Where do we get the money for a trust fund? How is a trust fund different from other types of funds? Does a trust fund use cash,budget,both, or none of these? What is ABC and AB?

This session takes a closer look at trust funds and Tips and Tricks for using and reporting for Trust Funds

Come to this session to find out the answers to the questions above and much more.

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Kangwei Qu, Accounting Tech, UNC-CHJoin us for a presentation to help you understand how to edit/delete campus journals and data collect batches. We will share common and frequently asked questions. This is a great opportunity to pick-up tips and discuss common issues.This session was not recorded.Open the Slides

Yiwen Wang, Accounting Manager, Accounting Services
Cathi James Accountant, Financial Accounting, Accounting ServicesJoin us for a presentation to help you understand cash and fund balance. We will share common and frequently asked questions. This is a great opportunity to pick up tips, explore new ideas, discuss common issues and make contacts for future support. Come ready to ask questions and/or to provide your department’s answers to the cash and fund balance related topics.There were technical difficulties with the recording. We are reaching out to the presenter to see if we can re-record this session. Please check back in two to three weeks.Open the Slides

Jackie Treschl, Senior Training & Documentation Analyst, Information Technology Services – Enterprise Applications

What is a salary projection? What are salary projections used for? Is it different for SHRA and EHRA? What if an employee’s salary is paid from State funds and Grant funds?

These are all important questions and during this session, Jackie will focus on the three factors used in calculating salary projections: Employee Group, Funding Sources and End Dates.

This session content is also available on ccinfo.unc.edu as a recorded webinar hosted in April 2018.

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Jackie Treschl, Senior Training & Documentation Analyst, Information Technology Services – Enterprise ApplicationsIn this session, we’ll take a more in-depth look at how salary projections are calculated and some things you can do if the salary projection for an employee looks too large or too small.This session is most valuable to those who attended or viewed the recorded session: Understanding Salary Projections.There were technical difficulties with the recording. We will be re-recording this session. Please check back in two weeks.Open the Slides

Rachel Lillis CMS, UNC ITS

This session will cover the path that transactions such as campus vouchers, campus/GL journals, budget journals, and purchase requisitions take through the ConnectCarolina system. Understanding the steps that move a transaction from started to completed helps you understand when the transaction shows up in InfoPorte, how and when charges update your budget, and when they are posted to the General Ledger. This session is useful if you’re new to ConnectCarolina and also if you’d like to understand the paths transactions take considering the recent changes to the system.

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Mark Sillman, Associate Director, Purchasing ServiceIt happens. The purchase order is created and then it needs to be changed. What do you do? This session will focus on working with change orders, and how to handle outstanding encumbrances (including PO’s funded with OSR funds and ePro orders).This session was not recorded.

Yamaris Fontanez, Independent Contractor approver, UNC- Chapel Hill
Grace Many Atangana, Vendor Coordinator, UNC-CH
Arun Malik, Accountant, Accounts PayableIf you feel stressed when your Department needs to submit an Independent Contractor approval request, this presentation will provide helpful and valuable information based on the guidelines and procedures necessary to do it correctly. It is an excellent opportunity to develop a more efficient and smooth process that will benefit you and the University. As the Department Representatives (Finance Accountants or Managers) you will get a brief description of the process on “how to” submit a request on Connect Carolina. You will also receive information about what documents need to be submitted to get the Foreign Independent Contractor approvals. We’ll provide you with the links to the latest version of required forms and provide hints about the data and sources requested in each form.View the RecordingOpen the Slides

J Matthew Hawkins, HR Data & Resource Manager, UNC School of Medicine

This session will provide an overview of Advanced Excel techniques to help users answer complex questions you may encounter as an HR Consultant. Some examples of the types of questions we look to solve include:

What is the average pay by job classification for faculty by Department within the School?

Can you give me the top ten individuals that received overload payments in the last fiscal year?

How many faculty are currently funded by 50% on research funds?

This session was not recorded.

Alex Smith, Business Analyst, WSEE
Dave Turner, Sr. HR Business Analyst, WSEE- HR Information MgmtThis session will cover a wide range of topics to help Student Originators manage the life cycle of student employees. We will cover Position Management, Pre-hire and Hiring process, Job Changes, Short Work Breaks, Managing Expected End Dates/Terminations as well as some helpful pro tips to making these HR processes run smoothly.View the RecordingOpen the Slides

Caitlin Webster, Human Resources Business Partner, UNC College of Arts & Sciences
Stephanie Kidd, Payroll Manager, Payroll ServicesWe are going to examine the current process of overpayments for the University and discuss process improvements. We plan to take a holistic point of view on how over payments work in the system, ranging from a practical approach to ultimately a preventative approach. This presentation will include some of the following: practical steps to take (where and how to complete necessary steps in resolving over payments, targeted for beginner HR reps), to proactive/reactive approaches (including examples and resources), and implications of over payments (looking at how it affects other areas and departments across campus).View the RecordingOpen the Slides

Ann Sager, UNC

This session will define RNF, discuss the implications when using RNF, as well as how to process RNF through ePars. Recommended audience: anyone who processes ePar transactions for Postdocs/Clinical Fellows (Hire/Edit Existing Job/Fund Swap); PAAT users who want to understand more about RNF (session will not address PAAT transactions specifically).

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Ann Sager, UNC
Megan Keefe, Sr. Business Analyst & Team Lead, HRIM, UNC
Corrie Mimms, HR Business Analyst, Workforce Strategy, Equity, and Engagement
Pope Tonya, HR Business Analyst, Office of Human Resources, HR Information ManagementHave you ever submitted an ePAR, but have difficulty finding it again? Are you tired of entering the same search criteria over and over because you can’t select from your previous ePAR search results? If so, let the HR Business Analysts share their tips and tricks on searching for ePARs!We’ll have the slides and recording up in two weeks. Please check back then.

Chris Lawless, Business Systems Analyst, ITS-EA-Connect Carolina
Crystal Jackson, UNC
Amanda Riebold, Commitment Accountant, Payroll ServicesPanel Discussion:This session will answer any questions you have about payroll distribution, or redistribution, at UNC. The panel will feature business analysts from the ConnectCarolina Finance team and Payroll Services to provide expert insight and tips.This session was not recorded.

Bill Stockard, Executive Director of Human Capital Management and Shared Services, University
Jessica Fleming, Assistant Dean of Human Resources, UNC-Chapel HillBirds of a Feather: these sessions are more informal and provide an opportunity for attendees with a shared interest to connect with each other. There will be a facilitator but the direction of the discussion is set by the attendees.This session was not recorded.

Pope Tonya, HR Business Analyst, Office of Human Resources, HR Information Management
Caitlin Webster, Human Resources Business Partner, UNC College of Arts & SciencesIn “Tricky Transactions in ConnectCarolina,” we will walk through a few complex HR actions in ConnectCarolina while providing best practices, tips, and tricks for practically entering into the system.We’ll have the slides and recording up in two weeks. Please check back then.

Cortney Alston, Finance Training Specialist, UNC at Chapel Hill

Starting a new position is stressful and learning a new system at the same time can be all the more overwhelming. Join Cortney Alston of UNC-Chapel Hill’s Finance & Operations team as she provides insight on how to get the most out of onboarding new employees to PeopleSoft.

New employee orientation often includes training on the organization’s policies and procedures as well as PeopleSoft. This session describes how the Finance & Operations team leverages best practices and current trends to increase engagement, retention, and improvement of PeopleSoft orientation training for staff in new Finance roles.

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Jackie Treschl, Senior Training & Documentation Analyst, Information Technology Services – Enterprise Applications

This session will allow you to connect with ARCs from across the University, ask questions about the process, or even just pick up tips and tricks for submitting requests.

Birds of a Feather: these sessions are more informal and provide an opportunity for attendees with a shared interest to connect with each other. There will be a facilitator but the direction of the discussion is set by the attendees

This session was not recorded.

Sharron Bouquin, Auxiliary Applications Manager, ITS – Enterprise Applications

Who: Any administrative user who has the need to upload attachments in their work. What: The Document Management team will review some ‘tips and tricks’ that may be helpful in determining what scanner settings to use when creating documents (if you are scanning). We will look at which settings ensure the document is optimized in size and visual clarity. Will also show the same documents, scanned with different settings to demonstrate the options and implications of what might be used. This session should be beneficial regardless of which system you use!

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Scott Jackson, Director of Business Intelligence, UNC ITS

This session provides an overview and background of the development of the Faculty Portal. The Faculty Portal is a comprehensive portal developed specifically for faculty utilizing PeopleSoft’s “Fluid” technology. In addition to the background information a demonstration of the portal will be provided.

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Sharron Bouquin, Auxiliary Applications Manager, ITS – Enterprise Applications

Come to this session to see a preview of the new “look and feel” for ConnectCarolina that is coming your way in December. This session is of interest to anyone works in ConnectCarolina except faculty members, who already have the new look and feel. The coming changes allow the ConnectCarolina team to tailor the home page to groups of users, such as all students or everyone who works with HR content. The changes also pave the way for a more mobile-friendly and easier-to-use navigation in the future.

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Dennis Schmidt, Assistant Vice Chancellor, Information Security and Privacy, University

This presentation is an overview of the 2-Step Authentication and why it is so important in our environment.

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Rachel Serrano, ERDS Manager, ITS-EA ConnectCarolina, Infoporte

Are you mystified by data? You don’t have to be! And you don’t have to be an analytics wizard to realize value from data.

We generate and interact with multitudes of data everday. There are very simple ways to gain insights into that data with tools that you work with on a daily basis. It doesn’t have to be hard to be valuable.

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Bob Poliachik, Applications Specialist, UNC
Daniel Kelo, Applications Specialist, UNC – ITS – ERDS1) There are many reports other than Financial Reports in Infoporte. This session will have a brief survey of the non-finance reporting areas in Infoporte and what you can do with them.2) Are you getting a Recharge out of Infoporte? An overview of defining, selling, and reporting in Infoporte Cores, and how we make it easy for you to place an order that will feed into the Peoplesoft/ConnectCarolina system.View the RecordingOpen the Slides

Robert Ricks, Director of External Reporting, Office of Institutional Research and Assessment (OIRA)
Greg Harris, Applications Analyst, Inst Research and AssessmentThe Office of Institutional Research and Assessment (OIRA), the Center for Faculty Excellence (CFE), and Information Technology Services (ITS) have collaborated on the development of information-driven resources in an effort to improve the quality of instruction and inclusiveness in the classroom. Using SAS Visual Analytics, IR has created an interactive dashboard for course instructors to access longitudinal information on student demographics and grade distributions for all courses they have taught since 2010. The institutional goals of this resource are to 1) increase faculty awareness about student diversity; 2) provide instructors with information they can use to improve student learning; and 3) to encourage a systematic approach to improving teaching and learning. In this presentation we will discuss the roles of IR, CFE, and ITS on the project, piloting and provisioning the dashboard, and what is coming next for this partnership.View the RecordingOpen the Slides

Sally Lakomiak, Business Analyst, University
Keith Jones, Reporting Developer, ITS-Enterprise ApplicationsCome join us to learn some tips and tricks for using and navigating through InfoPorte.There were technical difficulties with the recording. We are reaching out to the presenter to see if we can re-record this session. Please check back in two to three weeks.Open the Slides

Amanda Chang, Assistant Director of Operations, Office of Sponsored Research
Monica Coudurier, Clinical Trials Project Manager, Clinical Trials
Marie Malikowski, Associate Director, Clinical Research Operations, LCCC – Clinical Trials
Christine Nelson, Director, Office of Clinical Trials, Office of Clinical Trials

This panel discussion will focus on the tasks and topics that are most important to you. We’ll send you a questionnaire in late September so that you can work with the panel to set the agenda.

There were technical difficulties with the recording. We are reaching out to the presenter to see if we can re-record this session. Please check back in two to three weeks.

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Ryan Hermreck, Sponsored Projects Accounting Manager, Office of Sponsored Research
Stacy Barca, Assistant Director of Research Administration, Office of Sponsored ResearchThere were technical difficulties with the recording. We are reaching out to the presenter to see if we can re-record this session. Please check back in two to three weeks.Open the Slides

Ross Babinec, University Of North Carolina At Chapel Hill
Yana Biblin, Research Administration Service Center Manager, The University of North Carolina at Chapel Hill
Tonya Watkins, Director for Research Division Financial, VC for ResearchThe Research Administration Service Request (RASR) tool is a workflow tool developed by the Office of Research Information Systems to aid processing units in the receiving and processing of all types of transactions including but not limited to Vouchers, Journals, Travel, and Requisitions. In this presentation/demonstration, attendees would learn (1) how a client could use the RASR tool to submit (and later view) a request to a processing unit, (2) how an administrator would review/approve transactions at a pre-audit level, (3) how a processor would take information from RASR and enter the transaction/request in UNC FInance Systems and, (4) how the system communicates to UNC Finance Systems to automatically complete the request notifying the client of process completion. This tool provides increased transparency to clients, a worklist of action items to the processing unit, and valuable metrics to the leadership of the processing unit.View the RecordingOpen the Slides

Ross Babinec, University Of North Carolina At Chapel Hill
Yana Biblin, Research Administration Service Center Manager, The University of North Carolina at Chapel Hill
Tonya Watkins, Director for Research Division Financial, VC for ResearchIn this presentation, attendees will receive tools and ideas used by the Vice Chancellor for Research’s Research Administration Service Center to provide customers with accurate and understandable reports from raw data exported from UNC Finance Systems (InfoPorte). These tools should provide (1) an increase in transparency by allowing Researchers to make informed financial decisions, (2) a reduction in reporting errors by eliminating and/or reducing manual entry and, (3) a reduction in the time taken to generate reports by increasing automation through the use of formulas.View the RecordingOpen the Slides

Nick Siedentop, Curriculum Director, Office of Undergraduate Curricula
Charlotte Stowe, Lead Curriculum Specialist, Office of the University Registrar

The Curriculum Inventory Management system, aka “CIM” (pronounced “Kim”), is the University’s new tool for submitting and reviewing course proposals. CIM integrates with both the University Catalog and ConnectCarolina. This session will take a closer look at the course form, workflow, and the approval process. We will discuss new features available in CIM including request rollbacks, reporting, and course number changes. Additionally, this session will highlight advanced features that will be available in future years, including parallel workflows and voting tools for department-level curriculum committees. Learn more about CIM so that you can promote this new tool to your faculty and staff.

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Josh Leonard Assistant Director, Processing and Employment Programs, OSSA
Beth Tanner Business Analyst, UNC – Registrar’s OfficeHave you ever wanted to be a data ninja? Would your life be better if you could turn raw info into reports in the blink of an eye? Do you need to build skills in manipulating and analyzing qualitative and quantitative information? Join Beth and Josh for an Excel workshop designed to build some serious spreadsheet muscles in one of the most-used programs in the world: Microsoft Excel!This presentation will cover elements of basic and intermediate system usage as well as a few advanced tricks to make you more productive and your spreadsheets more useful. Tandem demonstrations will teach you how to manipulate real-world data to generate actionable results & usable information based on actual InfoPorte reports. You can even take the spreadsheet home with you as a souvenir!The areas covered in this presentation will be dynamically selected by attendees using real-time polling to maximize the learning potential of this workshop. Areas of learning will be selected from:

Julie Dockens, Manager, Admissions & Financial Aid, ITS-Enterprise Applications

How Student Center and the student experience in ConnectCarolina is changing.

There were technical difficulties with the recording. We are reaching out to the presenter to see if we can re-record this session. Please check back in two to three weeks.

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Jeroen Soeurt, Applications Specialist, Information Technology Services
Beverly Wyrick, Director of Finance and Administration, UNC-Chapel Hill, The Graduate School
Aesha Greene, Senior Assistant Director, UNC-Chapel Hill – Scholarships & Student AidThe GradStar session will cover an introduction to the system, the latest updates and enhancements, and how GradStar awards affect a student’s financial aid.View the RecordingOpen the Slides

Nancy McKinney, Admissions Applications Specialist, ITS-Enterprise Applications

Designed and developed exclusively for higher education admissions Slate handles online applications, online reading, and online decisions ensuring that every aspect of the admissions process benefit.

With a few easy steps you can review and manage all interactions, communications, applications, test scores, relationships, and materials, in one comprehensive area.

More than 1 billion email and text messages are sent through Slate each year.

Plan and organize travel, schedule events with customizable templates, and automate communications and reminders to prospective students, registrants, and affiliates.

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Holly Schmidt, Business Systems Analyst, UNC Student Administrative Business Analyst (SABA) team

This session will cover a wide range of topics to help Student Originators manage the life cycle of student employees. We will cover Position Management, Pre-hire and Hiring process, Job Changes, Short Work Breaks, Managing Expected End Dates/Terminations as well as some helpful pro tips to making these HR processes run smoothly.

There were technical difficulties with the recording. We are reaching out to the presenter to see if we can re-record this session. Please check back in two to three weeks.

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Beth Tanner, Business Analyst, UNC – Registrar’s Office

InfoPorte Student Reports is the go-to tool for campus users for gathering student data. But learning to use the tool can be over-whelming. Not to worry! This session will cover how to pull data from the three main InfoPorte Student Records reports: Term Enrollment, Degree Candidates, and Degree Recipients. I will explain all of the fields and buttons on the screen, as well as “Best Practice” methods for getting all necessary data. From deciding which data fields to select to exporting the results, I’ll provide a step-by-step process that’s easy to follow. If you’ve never tried to use InfoPorte or even if you have, but gave up, have no fear! I’m here to help. “You got this”!

This session was canceled. We are reaching out to the presenter to see if we can record this session. Please check back in two to three weeks.

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