These slides are from the What’s Changing with ConnectCarolina Finance webinar in December 2018.  For more information, you can watch the webinar or go to the upgrade webpage.

Type: Slideshow / Presentation Categories: Last Updated: December 5, 2018

This session will cover a wide range of topics to help Student Originators manage the life cycle of student employees. We will cover Position Management, Pre-hire and Hiring process, Job Changes, Short Work Breaks, Managing Expected End Dates/Terminations as well as some helpful pro tips to making these HR processes run smoothly. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: HR/Payroll Last Updated: October 23, 2018

The GradStar session will cover an introduction to the system, the latest updates and enhancements, and how GradStar awards affect a student’s financial aid. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Student Admin Last Updated: October 23, 2018

1) There are many reports other than Financial Reports in Infoporte. This session will have a brief survey of the non-finance reporting areas in Infoporte and what you can do with them. 2) Are you getting a Recharge out of Infoporte? An overview of defining, selling, and reporting in Infoporte Cores, and how we make it easy for you to place an order that will feed into the Peoplesoft/ConnectCarolina system. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Reporting Last Updated: October 23, 2018

The Office of Institutional Research and Assessment (OIRA), the Center for Faculty Excellence (CFE), and Information Technology Services (ITS) have collaborated on the development of information-driven resources in an effort to improve the quality of instruction and inclusiveness in the classroom. Using SAS Visual Analytics, IR has created an interactive dashboard for course instructors to access longitudinal information on student demographics and grade distributions for all courses they have taught since 2010. The institutional goals of this resource are to 1) increase faculty awareness about student diversity; 2) provide instructors with information they can use to improve student learning; and 3) to encourage a systematic approach to improving teaching and learning. In this presentation we will discuss the roles of IR, CFE, and ITS on the project, piloting and provisioning the dashboard, and what is coming next for this partnership. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Reporting Last Updated: October 23, 2018

Opportunity for Procurement Services to share an overview of P-Card basics including recent program updates, policy changes, best practices, and resources with Connect Carolina users. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Finance Last Updated: October 23, 2018

The Research Administration Service Request (RASR) tool is a workflow tool developed by the Office of Research Information Systems to aid processing units in the receiving and processing of all types of transactions including but not limited to Vouchers, Journals, Travel, and Requisitions. In this presentation/demonstration, attendees would learn (1) how a client could use the RASR tool to submit (and later view) a request to a processing unit, (2) how an administrator would review/approve transactions at a pre-audit level, (3) how a processor would take information from RASR and enter the transaction/request in UNC FInance Systems and, (4) how the system communicates to UNC Finance Systems to automatically complete the request notifying the client of process completion. This tool provides increased transparency to clients, a worklist of action items to the processing unit, and valuable metrics to the leadership of the processing unit. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Finance, Research Last Updated: October 23, 2018

In this presentation, attendees will receive tools and ideas used by the Vice Chancellor for Research’s Research Administration Service Center to provide customers with accurate and understandable reports from raw data exported from UNC Finance Systems (InfoPorte). These tools should provide (1) an increase in transparency by allowing Researchers to make informed financial decisions, (2) a reduction in reporting errors by eliminating and/or reducing manual entry and, (3) a reduction in the time taken to generate reports by increasing automation through the use of formulas. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Reporting, Research Last Updated: October 23, 2018

Designed and developed exclusively for higher education admissions Slate handles online applications, online reading, and online decisions ensuring that every aspect of the admissions process benefit. With a few easy steps you can review and manage all interactions, communications, applications, test scores, relationships, and materials, in one comprehensive area. More than 1 billion email and text messages are sent through Slate each year. Plan and organize travel, schedule events with customizable templates, and automate communications and reminders to prospective students, registrants, and affiliates. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Student Admin Last Updated: October 26, 2018

InfoPorte Student Reports is the go-to tool for campus users for gathering student data. But learning to use the tool can be over-whelming. Not to worry! This session will cover how to pull data from the three main InfoPorte Student Records reports: Term Enrollment, Degree Candidates, and Degree Recipients. I will explain all of the fields and buttons on the screen, as well as “Best Practice” methods for getting all necessary data. From deciding which data fields to select to exporting the results, I’ll provide a step-by-step process that’s easy to follow. If you’ve never tried to use InfoPorte or even if you have, but gave up, have no fear! I’m here to help. “You got this”!

Type: Slideshow / Presentation Categories: Student Admin Last Updated: October 23, 2018