Keyword: Transfer

Transfer vs. Terminations Transfers_vs_Terminations_20201104  Knowing when to transfer an employee versus when to terminate an employee is an important distinction in ConnectCarolina with pay, benefits, and potential compliance implications. Transfer: If an employee is moving from one job/position to another within the same department or to a new department without a break in service, the receiving department should submit a Transfer action via the Hire an Employee ePAR. Things to keep in mind with transfers: If the employee should be paid out leave, enter the Applied Termination Codes into TIM based on the effective date of the transfer and based on deadlines on the Payroll calendar. TIM information is fed over in real time so closely monitor leave accruals and leave payouts. If the employee is moving from SHRA to EHRA OR from EHRA to SHRA, both departments should closely monitor employee pay and information in TIM and submit a Service Request for any needed pay corrections when reviewing preliminary payroll. The receiving department HR Rep should first double check the end dates for the employee in the current (or exiting) department before submitting the hire/transfer ePAR. If the transfer is for a student job and the current department needs … Read more

This is a checklist for campus of Fiscal Year-End actions for 2016.

Part of a series of self-paced course covering fundamental actions for student originators.

Summary and detailed description of the new reports released on June 15, 2015, specifically focusing on reports for fiscal year-end. Also includes summaries of new reports coming soon.

Each financial transaction goes through a series of steps from start to finish. Understanding what those steps are for each transaction is helpful in understanding how ConnectCarolina works and in understanding the financial information you see in InfoPorte.

Insert for the Chartfield Structure Booklet.

The University’s chartfields are changing with the transition to ConnectCarolina. This document will help you understand the new chartfield structure.  Also see the Chartfield Structure Insert.

This Student Guide accompanies the Campus Journals class. This class covers: The Campus Journal process Campus Journal transaction types, approval requirements, and attachment requirements How to enter a Campus Journal How to enter a Correcting Campus Journal How to edit and delete a Campus Journal Other transaction types including Settlement Journals, Cash Advance Journals, OSR Residual Transfer, and Interunit Journals.  

This PowerPoint Presentation accompanies the Campus Journals class. This class covers: The Campus Journal process Campus Journal transaction types, approval requirements, and attachment requirements How to enter a Campus Journal How to enter a Correcting Campus Journal How to edit and delete a Campus Journal Other transaction types including Settlement Journals, Cash Advance Journals, OSR Residual Transfer, and Interunit Journals.      

This guide accompanies the Campus Budgets class. Includes information about budget control and budget checking, entering budget journals and transfers, and how to find your available balances.