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

These slides accompany the Understanding Salary Projections webinar that explains the three factors used to calculate salary projections.

Type: Slideshow / Presentation Categories: Finance, HR/Payroll, Reporting Last Updated: April 11, 2018

These slides detail best practices for Student Originators in ConnectCarolina and include information for position overview, pre-hire steps, using the Hire ePAR, job changes and short work breaks, as well as information on fund swaps and expected end dates and terminations.  These slides are from the August 2017 Student Originators Best Practices meeting.

Type: Slideshow / Presentation Categories: HR/Payroll Last Updated: November 6, 2017

These slides are intended for principal investigators and research administrators and can be presented at meetings to introduce the PI Dashboard.

Type: Slideshow / Presentation Categories: Research Last Updated: October 26, 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). These slides were used for a webinar and summarizes the changes in ConnectCarolina and InfoPorte.

Type: Slideshow / Presentation Categories: Finance, Reporting Last Updated: May 19, 2017

Slides from the 4.26.17 HR User Group Meeting.

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

Slides from the State Monthly Management Reports Webinar held 12/15. The State 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: Slideshow / Presentation Categories: Finance, Reporting Last Updated: December 16, 2016

Slides from the HR User Group Meeting on 12/7/16. These slides cover: short work breaks, student stats, legislative increases, ARP and Bonuses update, FLSA status change, DUO registration, phishing emails, and improvements to CCinfo.

Type: Slideshow / Presentation Categories: General, HR/Payroll Last Updated: December 7, 2016

In this webinar, we discuss two new OSR reports for campus users. Learn about the OSR Invoice Listing report that lists all the invoices that have been provided to sponsors. This report helps you with award and contract closeout. We will also discuss the OSR Contract GL Expense and Budget report which shows the balance of a project based on approved, completed transactions.

Type: Slideshow / Presentation Categories: Finance, Reporting, Research Last Updated: November 4, 2016

Slides used in the November 2, 2016 OSR reports webinar. Webinar covers the OSR Invoice Listing report and the OSR GL Expense and Budget report.

Type: Slideshow / Presentation Categories: Finance, Reporting, Research Last Updated: November 2, 2016