The OSR Contract Closeout Report, found in InfoPorte on the OSR Financial Reporting Tab, is used to facilitate Award/Contract closeout systematically. This report will serve as a tool to ensure all OSR close out processing, status validation, and other reconciliation processes have been completed successfully.

Type: Guide Categories: Finance, Research Last Updated: December 13, 2018

This mini-guide shows how to see organizational charts in ConnectCarolina, explains the information you can see, and how to use information in the org charts. Note: Access to see organizational charts in ConnectCarolina is limited to those with HR Representative access in ConectCarolina.

Type: Guide Categories: HR/Payroll Last Updated: March 6, 2018

This mini-guide explains how to create, use, and modify reusable templates for campus vouchers.  Using a template for campus vouchers that you create on a regular basis can save you time when creating those vouchers.

Type: Guide Categories: Finance Last Updated: December 10, 2018

This guide covers fiscal year 2017-18 annual salary increases.

Type: Guide Categories: HR/Payroll Last Updated: August 21, 2017

This document lists the 20 most frequently used category codes.

Type: Guide Categories: Finance, HR/Payroll Last Updated: April 26, 2017

This document can be used as a quick reference to view select expenses by fund type.

Type: Guide Categories: Finance Last Updated: April 17, 2017

This document provides an overview of journal entries in PeopleSoft.

Type: Guide Categories: Finance Last Updated: April 17, 2017

The Affiliates Report shows information on all active affiliates or affiliates who were terminated within the last year

Type: Guide Categories: HR/Payroll Last Updated: March 12, 2019

The Salary Funding Report shows the funding sources for an employee’s salary, per job at UNC-Chapel Hill and UNC-General Administration. It is a funding based report and does not display all job data activity. This report shows how much of an employee’s salary is allocated to each funding source. You can run the report to see what is currently being used to fund an employee as well as enter a specific date range to see what has historically been used. You can filter by selecting an employee’s Home (Job) department as well as a Funding department. You can narrow your search results by applying specific fund, source, and/or project ID numbers as well by employee type, position number, or employee PID number.

Type: Guide Categories: Finance, HR/Payroll Last Updated: January 31, 2017

The Monthly Management Reports are a static snapshot of the previous month’s transactions, taken the night that Accounting Services closes the month, to help with your department’s month-end reconciliation.  

Type: Guide Categories: Finance, Reporting Last Updated: December 16, 2016