We are going to examine the current process of overpayments for the University and discuss process improvements. We plan to take a holistic point of view on how over payments work in the system, ranging from a practical approach to ultimately a preventative approach. This presentation will include some of the following: practical steps to take (where and how to complete necessary steps in resolving over payments, targeted for beginner HR reps), to proactive/reactive approaches (including examples and resources), and implications of over payments (looking at how it affects other areas and departments across campus). To just view the slides from this presentation, click here.

Type: Webinar Categories: HR/Payroll Last Updated: October 24, 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 just view the slides from this presentation, click here.

Type: Webinar Categories: Finance Last Updated: October 24, 2018

Are you mystified by data? You don’t have to be! And you don’t have to be an analytics wizard to realize value from data. We generate and interact with multitudes of data everday. There are very simple ways to gain insights into that data with tools that you work with on a daily basis. It doesn’t have to be hard to be valuable.

Type: Webinar Categories: Reporting Last Updated: October 24, 2018

Does the thought of all that paperwork necessary to request a foreign vendor ID and to pay a foreign vendor leave you feeling stressed out? This presentation offers some practical “do’s” and “don’ts” with respect to setting up as well as paying foreign vendors. There will be a brief overview of the required documents. We will also discuss some of the common issues which frequently arise when trying to set up or pay a foreign vendor. Departmental representatives, such as accounting technicians and managers, who are tasked with setting up and/or paying foreign vendors will find this session useful. Those who are new to foreign vendors may benefit from this session by learning some recommended best practices thus developing good habits early on. More experienced staff may develop a deeper understanding of the processes and procedures surrounding setting up and paying foreign vendors. To just view the slides from this presentation, click here.

Type: Webinar Categories: Finance Last Updated: October 24, 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 just view the slides from this presentation, click here.

Type: Webinar Categories: HR/Payroll Last Updated: October 24, 2018

If you feel stressed when your Department needs to submit an Independent Contractor approval request, this presentation will provide helpful and valuable information based on the guidelines and procedures necessary to do it correctly. It is an excellent opportunity to develop a more efficient and smooth process that will benefit you and the University. As the Department Representatives (Finance Accountants or Managers) you will get a brief description of the process on “how to” submit a request on Connect Carolina. You will also receive information about what documents need to be submitted to get the Foreign Independent Contractor approvals. We’ll provide you with the links to the latest version of required forms and provide hints about the data and sources requested in each form. To just view the slides from this presentation, click here.

Type: Webinar Categories: Finance Last Updated: October 24, 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 just view the slides from this presentation, click here.

Type: Webinar Categories: Reporting Last Updated: October 24, 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 just view the slides from this presentation, click here.

Type: Webinar Categories: Reporting Last Updated: October 24, 2018

Confused about Cash Advances – When you can use one? How to submit one? Why was my journal denied? Come learn about the Cash Advance policy, procedure, and what you need to get your reconciling journal entry approved the first time you submit it. To just view the slides from this presentation, click here.

Type: Webinar Categories: Finance Last Updated: October 24, 2018

Campus billing areas, like Student Stores, EHS, Friday Center and the Carolina Inn, use the Customer Billing Management (CBM) system to charge campus customers, and the campus financial staff use CBM to review those charges. Come to this session to ask a panel questions about CBM, Bill Presentation, or about billing processes to include enhancement recommendations or how-to questions. Representatives from ITS-Enterprise Applications and Finance & Operation Service Center of Excellence are participating. To just view the slides from this presentation, click here.

Type: Webinar Categories: Finance Last Updated: October 24, 2018