Skip to main content

In early spring 2022, a group led  by Mechelle Clayton, Interim AVC of Enterprise Applications, met to discuss ways to simplify the access request process. They started by asking for feedback from campus users, central offices, ARCs, and others so they could understand the pain points and used that feedback to identify requirements and set priorities for changes to the current process and tools. Some of the pain points raised are: Security Roles: There are too many security roles, and descriptions are unclear. Combine roles into groups for easier selection and maintenance. Manual Processes: Current processes are manual. Paper forms and keying data into the system is time-consuming and often lead to errors and missing or conflicting information. Automating assignment of security access for new employees, employee terminations, and employee transfers into new positions would speed up the processes and result in cleaner role assignments. Documentation and Training: There is confusion about how to sign up for training and where to find help documentation. Navigation and Tracking: Access Resource Coordinators (ARCs)across Finance, HR/Payroll, Student Administration, and departments use different approaches for managing access requests. It’s difficult to track when an employee has completed the mandatory training, and it isn’t easy … Continued

Type: Categories: General, HR/Payroll, Student Admin Last Updated: May 11, 2022

This webinar explains the changes that are coming to the timing of when vouchers and purchase requisitions, including eProcurement orders, are budget checked and when they show up in InfoPorte.

Type: Webinar Categories: Finance, Reporting Last Updated: January 24, 2018

This self-paced course shows how to use the transactions and ledge rollups tabs in InfoPorte for reconciliation.

Type: Computer-Based Training Categories: Finance, Reporting Last Updated: January 16, 2018

This self-paced course covers how to use the monthly management reports in InfoPorte for reconciliation.

Type: Computer-Based Training Categories: Finance, Reporting Last Updated: January 16, 2018

This self-paced course explains the reconciliation process in InfoPorte.  It covers when and what to reconcile, based on your expenses and revenue.

Type: Computer-Based Training Categories: Finance, Reporting Last Updated: January 16, 2018

Principal investigators (PIs) will automatically have access to the PI Dashboard in InfoPorte, as long as they are the lead PI for at least one sponsored project. Research administrators can have access to see the same view as the PIs that he or she supports. When you are setting up a research administrator’s access to dashboards, you need to grant access for each PI individually. Follow these steps to grant a research administrator access to a PI’s dashboard:

Type: Quick Reference Categories: General, Research Last Updated: September 6, 2017

Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). This document summarizes the changes in ConnectCarolina and InfoPorte.

Type: Quick Reference Categories: Finance, Reporting Last Updated: May 23, 2017

This is a guide to the changes and fixes for InfoPorte release 7.0

Type: Quick Reference Categories: Reporting Last Updated: May 11, 2017

Slides from the 4.26.17 HR User Group Meeting.

Type: Slideshow / Presentation Categories: HR/Payroll Last Updated: April 26, 2017

Information on the new Affiliates Report in Infoporte

Type: Webinar Categories: HR/Payroll Last Updated: February 24, 2017