Resources

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

As a manager you can use this quick-reference card to enter your employees’ performance ratings in ConnectCarolina for 2017-2018

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

Slides from the Entering Source Chartfield Value Requests class.

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

Guide to EPA Student Short Work Break.

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

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.

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.

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 … Read more

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

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.

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.  

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  

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.

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.

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)

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!

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

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.

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.

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.

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.

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 … Read more

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.

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 … Read more

This document is the Student Guide for the Financial Reporting with InfoPorte class. It covers finding budget balances and transactions for all major fund types, finding grant detail information, and the reconciling process.

Slides for the Financial Reporting with InfoPorte class.

This content now in the Financial Reporting and Reconciliation document.

This guide covers how to understand fund balances, how to find different fund balances using reports, and how to understand the search results in reports.