This reference card explains the billing areas that send charges to the Customer Billing Management (CBM) and Bill Presentation system, as well as what the process for reconciling looks like. Includes charts to explain the fields on the forms.

Type: Quick Reference Categories: Finance Last Updated: June 30, 2017

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

This reference explains how to use InfoPorte to do a quick balance and end date check for your projects, find budget balances with or without cost share, look up details about your grant.

Type: Quick Reference Categories: Research Last Updated: May 29, 2018

This reference card explains how to enroll in training offered by the Office of Human Resources, how to cancel a course you’ve registered for, and how to see your training summary.  Your training summary may include training that is managed by your school or division as well.

Type: Quick Reference Categories: HR/Payroll Last Updated: April 12, 2018

This quick reference card explains how you can use the SelfService option in ConnectCarolina to see the overall performance and competency ratings that your manager has entered into ConnectCarolina starting with 2016-2017.

Type: Quick Reference Categories: HR/Payroll Last Updated: March 29, 2018

As a manager you can use this quick-reference card to enter your employees’ performance ratings in ConnectCarolina for 2017-2018

Type: Quick Reference Categories: HR/Payroll Last Updated: March 29, 2018

This quick reference card details how you change the pay terms date when you’re creating a campus voucher.

Type: Quick Reference Categories: Finance Last Updated: December 11, 2017

This reference card shows the information displayed in the fields for transactions in the Expense ledger, the Budget ledger, and the Recognized Revenue Ledger, as well as for payroll transactions.

Type: Quick Reference Categories: Finance Last Updated: December 1, 2017

This quick reference card explains the differences in timing when transactions show up in the Commitment Control (KK) ledgers and the GL Actuals ledger.

Type: Quick Reference Categories: Last Updated: November 16, 2017

This quick reference card shows when in the process transactions are entered into the Commitment Control (KK) Ledgers and the GL Actuals Ledger.

Type: Quick Reference Categories: Finance Last Updated: March 22, 2018