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On September 9, several enhancements were made to Research Administration Management (RAM) Reports to save you time and effort in managing financials for sponsored projects. The enhancements include: New Accounts Receivable (AR) Views with access to the AR reports are available from the Awards Summary page. A new Award “AR” tab includes links to your project invoices. The RAMSeS Billing tab has links that take you directly to attachments. There are direct links to the Voucher Summary Page in ConnectCarolina. The header view Award and Project Summary pages have formatting changes, including moving the award/project title to a separate line. You can now see Account category subtotals in the Financial Information layout. For more information, visit the Research Administration RAM Reports web page and click the Updates and the Reference Guide tabs.  

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You are receiving this message because you have access to the Payroll Accounting Adjustment Tool (PAAT) in ConnectCarolina. We are sending this message to let you know about enhancements to PAAT. Beginning on Thursday, January 31 after 7:00p.m., the following changes will be in place for PAAT: There is a new Pending GL status on the Pay Periods selection page. When you see this status, you won’t be able to select the paycheck for an adjustment. As soon as the original distribution of the paycheck has been sent to the General Ledger, the status will change to blank, allowing you to select the paycheck for an adjustment. Currently, if an employee is on disability, you can’t see the employee at all in PAAT. Going forward, you’ll be able to see the employee and pay periods in which the employee wasn’t on disability. Pay periods in which the employee was on disability still won’t show in PAAT. If you believe an adjustment needs to be made to a pay period you can’t see, you’ll need to submit a help request. ConnectCarolina PAAT Administrators will now be able to recycle fully-approved PAAT transactions if an error is found and the action can be caught in time before the PAAT distribution. … Continued

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Over the last several months, more than 1,600 faculty members started using the new Faculty Portal in ConnectCarolina. The Faculty Portal is a new home page that makes it easier to find teaching and research information.

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Student guide for the Entering a Petty Cash Voucher to Replenish Funds class.

Type: Guide Categories: Finance Last Updated: February 1, 2018

Student guide to the course on Entering a Retroactive Funding Swap.

Type: Guide Categories: Finance Last Updated: May 18, 2015

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 guide covers fiscal year 2017-18 annual salary increases.

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

Slides from the Entering Source Chartfield Value Requests class.

Type: Slideshow / Presentation Categories: Finance Last Updated: October 1, 2014

A quick guide that explains how to choose the correct effective date on an ePAR.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: June 7, 2016

Guide to EPA Student Short Work Break.

Type: Quick Reference Categories: HR/Payroll Last Updated: June 9, 2016

Introduces the electronic Personnel Action Request (ePAR), the form used to enter all HR actions in ConnectCarolina.

Type: Quick Reference Categories: HR/Payroll Last Updated: December 15, 2016

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

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

This fall, there’ll be a few changes to how students register for Spring 2022 classes. Here’s why: in October 2019, the Office of the University Registrar teamed up with Operational Excellence to investigate ways to improve the registration experience for undergraduate students at Carolina. One main concern students raised was not having a “level playing field” when registering for their first-choice classes. The changes to the process will give each student better access to the courses he or she needs to graduate on time.  Three key changes are: Students will register in two waves so that all students have better access to the classes they need to graduate.  During Wave 1, undergraduates can register for up to 12 credit hours. During Wave 2 undergraduates can register for up to 17 credit hours, including up to 4 waitlisted credit hours. After Wave 2 ends, students can then register for up to 18 credit hours during the open enrollment period.   Registration appointments are scheduled every 3 hours from 7:00 a.m. to 4:00 p.m. Once an appointment time starts, it stays open, and the student can register at any time until the end of a given wave.  Longer appointment times with fewer students should reduce the stress some students feel around getting online first, so they can be … Continued

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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 is the Power Point presentation for the F&A Formula Allocation Report. The webinar explains the following: the components of F&A budget, the formula allocation, how to run the F&A Formula Allocation Report, and how to look up budget journals on the InfoPorte Transactions tab.

Type: Slideshow / Presentation Categories: Finance Last Updated: September 21, 2016

This is the recording for the live F&A Formula Allocation Report webinar. The webinar explains the following: the components of F&A budget, the formula allocation, how to run the F&A Formula Allocation Report, and how to look up budget journals on the InfoPorte Transactions tab.  

Type: Webinar Categories: Finance Last Updated: September 21, 2016

Email Communication Send Date: 5/27/2020 From: ConnectCarolina Communications To: Faculty teaching Maymester 2020 Subject: It’s Time to Enter Maymester Grades Maymester grade rosters will be available Thursday, May 28. Dear Faculty, Looking for your grade rosters or instructions for entering grades? Check out the graphic below to find your grade rosters in ConnectCarolina. For more detail, check out the Entering Grades from the Faculty Portal video for instructions on finding grade rosters and entering grades. You can enter grades two ways—type them in, or upload them from Sakai or another program. For detailed instructions for entering grades go to the Uploading Grades Into ConnectCarolina  page on the Office of the University Registrar’s website. If you have a question about grades, contact the records team at registrar@unc.edu. If you have any issues using ConnectCarolina, your best bet is to call (919) 962-HELP or submit a help ticket at help.unc.edu. Thank you, The ConnectCarolina Team View the email in its original format – It’s Time to Enter Maymester Grades  

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This session provides an overview and background of the development of the Faculty Portal. The Faculty Portal is a comprehensive portal developed specifically for faculty utilizing PeopleSoft’s “Fluid” technology. In addition to the background information a demonstration of the portal will be provided. To just view the slides from this presentation, click here.

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

This session provides an overview and background of the development of the Faculty Portal. The Faculty Portal is a comprehensive portal developed specifically for faculty utilizing PeopleSoft’s “Fluid” technology. In addition to the background information a demonstration of the portal will be provided. To view the live recording of this presentation, click here.

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

As part of the Fall 2018 census activities, there will be an outage of the Student Administration component of ConnectCarolina on Wednesday, September 5th, starting at 5:00pm and ending around 12:00am. Census is the official date the University reports enrollment.  Faculty, students and staff will NOT be able to access any ConnectCarolina Student Administration functionality.  Finance functions are NOT affected by this outage, but the ePAR hire form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID. During the September 5th outage, these ConnectCarolina applications may experience limited or no functionality: Student Administration Third-Party Proxy Access ePAR hire form TouchNet (students and third-party proxies cannot pay bills; applicants cannot pay enrollment deposits) Some Guest ID and Onyen update services PID Create UNC Directory (lookups available but not updates) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS)

Type: Categories: Last Updated: August 27, 2018

Do you often wonder how budgets are set up? Have you looked at your personnel budgets and wonder why you over spend or even hope you have enough funds to cover who your department pays? Have you had to pay for an employee from another State Agency? The best question of all, who handles this? This and more can be answered in this session. This round table will offer budget structure, dual employment guidance, position salary and budget connections and an array of other helpful tips!

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

A comprehensive list of available finance reports and queries on a searchable web page.

Type: Web page Categories: Finance, Reporting Last Updated: April 1, 2016

This self-paced course covers the difference between the Commitment Control and GL Actuals ledgers. It shows which ledger the InfoPorte Ledger Rollups report is based on and the uses of this report. It also explains which reports are based on the GL Actuals ledger and the uses of those reports.

Type: Categories: Finance Last Updated: June 1, 2017

This self-paced course covers how to use the InfoPorte Ledger Rollups tab to find your department or project budget balances; enter the correct fiscal year, budget period and accounting period filters; enter the correct chartfield filters for each fund group; and interpret the Ledger Rollups search results.

Type: Categories: Finance Last Updated: June 1, 2017

This self-paced course covers how to use the InfoPorte Transactions tab to search for revenue and expense transactions; enter the correct fund, fiscal year, budget period and accounting period filters to find transactions; enter the correct chartfield filters to find transactions; and enter the correct advanced filters to find transactions.

Type: Categories: Finance Last Updated: June 1, 2017

This self-paced course covers how to review the search results on the InfoPorte Transactions tab and identify the key information for expenses, including payroll expenses; budget journals and budget transfers; and deposits and other revenue transactions. It also explains how to identify the types of campus transactions that coincide with the InfoPorte Trans Type field and interpret the positive and negative signs on revenue and expense transactions.

Type: Categories: Finance Last Updated: June 1, 2017

You are receiving this email because you currently have access to ConnectCarolina Finance application. The ConnectCarolina Finance system is being upgraded to the latest software version to include important security, accessibility and functional updates, and we’d like to call your attention to a few things. Upgrading the software requires a ConnectCarolina outage. The outage for the Finance and HR/Payroll applications begins at NOON on Friday, December 7. InfoPorte and SAS Visual Analytics reports will be available during the outage weekend with data current as of Thursday, December 6th. Visit the Finance Upgrade website for additional information on Reporting. The Ad-hoc Queries (RPT) Finance environment will not be available until Tuesday, Dec. 11, 2018 at 7:00 am. You will notice some updates to the screen layout and field labels, as well asnew features and functionality including: You can now copy a budget transfer. You can now resubmit a budget journal or transfer if a change was made after it was submitted for approval. New WorkCenters for Central Office staff. The Recently Ordered screen allows you to see your most recent purchases. ConnectCarolina Outage Times Finance: beginning at NOON on Friday, Dec. 7 until 7:00 am on Monday, Dec. 10. HR / Payroll: Beginning at noon on Friday, Dec. 7 until 7:00 am on Monday, Dec. 10. Student … Continued

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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

Many of the changes coming with the upgrade of ConnectCarolina Finance are behind-the-scenes, but there are a few are new features and changes to the way the pages look. Among the most significant changes are an expanded Finance WorkCenter, different field labels in purchasing, a new layout for the Campus Voucher page, and new features for Budgets. More Links in the Finance WorkCenter If you haven’t used the Finance WorkCenter, give it a try. The WorkCenter lets you move quickly between menu options, and with the upgrade, it will have even more of the links you use most, all in one location.  To find it, click the Finance button on the left side of the home page, and then you’ll see Finance WorkCenter as the first option. At the top of the WorkCenter is a folder with the most commonly used pages. Label changes in Purchasing Perhaps the biggest change you’ll notice on December 10 is in Purchasing.  The term “vendor” is being replaced by “supplier” on all pages.  For example, instead “Vendor Catalog,” you’ll see “Supplier Catalog”.  Although the term is changing on most ConnectCarolina pages, you’ll still see ‘vendor’ in a few places.  For example, query names are staying the same and … Continued

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