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In 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. To just view the slides from this presentation, click here.

Type: Webinar Categories: Reporting Last Updated: October 24, 2018

1) 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. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Reporting Last Updated: October 23, 2018

The 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. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Reporting Last Updated: October 23, 2018

In 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. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Reporting, Research Last Updated: October 23, 2018

Come join us to learn some tips and tricks for using and navigating through InfoPorte.

Type: Slideshow / Presentation Categories: Reporting Last Updated: October 23, 2018

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 everyday. 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.

Type: Slideshow / Presentation Categories: Reporting Last Updated: October 23, 2018

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. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Reporting Last Updated: October 23, 2018

When it comes to reports that show how an employee is funded, it’s not one-size-fits-all.  ConnectCarolina and InfoPorte have a variety of reports that show funding information at each step in the payroll process.  Each report gives a unique view of the information.  With all of these different reports, how do you know which report to use and when?  In this recorded webinar, we talk about which reports are best at each stage of the payroll funding process and why.  You can also find the slides and the quick reference card for understanding reports related to employee funding on CCinfo.unc.edu.

Type: Webinar Categories: Finance, HR/Payroll, Reporting Last Updated: June 27, 2018

When it comes to reports that show how an employee is funded, it’s not one-size-fits-all.  ConnectCarolina and InfoPorte have a variety of reports that show funding information at each step in the payroll process.  Each report gives a unique view of the information.  With all of these different reports, how do you know which report to use and when?  These slides accompany the recorded webinar and the quick reference card for understanding reports related to employee funding.

Type: Slideshow / Presentation Categories: Finance, HR/Payroll, Reporting Last Updated: June 27, 2018

The chart on this page shows, at a high level, how the payroll process works and where in the process reports pull information from.  The table on the back explains the reports listed on this page and when it’s helpful to use each one.

Type: Quick Reference Categories: Finance, HR/Payroll, Reporting Last Updated: June 25, 2018