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A step-by-step guide to running the Deposit Status Report and the DCT Receipt Report.
This self-paced course covers how to access and run the following PAAT reports: Review Pending Transactions; Current Suspense Charges; and Labor Expense Summary.
The procedure explain at a high level the factors that comprise the F&A formula allocation equation, demonstrates how to run the F&A Formula Allocation Report, and interpret the results of the report.
The OSR Contract Closeout Report, found in InfoPorte on the OSR Financial Reporting Tab, is used to facilitate Award/Contract closeout systematically. This report will serve as a tool to ensure all OSR close out processing, status validation, and other reconciliation processes have been completed successfully.
The Salary Funding Report shows the funding sources for an employee’s salary, per job at UNC-Chapel Hill and UNC-General Administration. It is a funding based report and does not display all job data activity. This report shows how much of an employee’s salary is allocated to each funding source. You can run the report to see what is currently being used to fund an employee as well as enter a specific date range to see what has historically been used. You can filter by selecting an employee’s Home (Job) department as well as a Funding department. You can narrow your search results by applying specific fund, source, and/or project ID numbers as well by employee type, position number, or employee PID number.
The Salary Funding Report is now live in InfoPorte. The Salary Funding Report shows the funding sources for an employee’s salary, per job at UNC-Chapel Hill and UNC- General Administration. This report shows how much of an employee’s salary is allocated to various funding sources. It is a funding report and does not display all job data activity. Both HR and Finance staff (with enhanced financial reporting access) will have access to this report to help make many business decisions such as identifying funding for the Annual Raise Process (ARP). You can also use the report to assist with reconciliation. The report answers important questions about where funding for an employee started and if an employee is currently being funded correctly. This report also allows users to determine if funding needs to be switched for an employee if a funding source or research project is ending soon. To run the Salary Funding Report, choose this menu option in InfoPorte: HR > Payroll > Salary Funding. Here you can either show current funding sources, by selecting Current Funding, or show past funding sources by entering a date range for the report using the Date From and Date Thru Fields. You can … Read more
This document shows you how to schedule queries in the RPT reporting environment.
If you’re searching for information about a position, you can use the “Summary of ePARs by Position” query on the HR/Payroll Reporting Dashboard to find the numbers for all ePARs that have executed related to that position. Once you have the ePAR numbers, you can search for the ePARs to review what actions have been taken on the position.
This mini-guide shows how to see organizational charts in ConnectCarolina, explains the information you can see, and how to use information in the org charts. Note: Access to see organizational charts in ConnectCarolina is limited to those with HR Representative access in ConectCarolina.
This document explains how to see training records in Manager WorkCenter, and how to run reports.
This quick reference card explains how you can use the SelfService option in ConnectCarolina to see the overall performance and competency ratings that your manager has entered into ConnectCarolina starting with 2016-2017.
Email Communication Send Date: September 17, 2021 From: UNC Human Resources To: ConnectCarolina HR/Payroll Users Subject: News Click to view ConnectCarolina HR/Payroll Update – September 2021 The links in this email were active on the send date. Topics Carolina Talent Performance Full Position Management ConnectCarolina Tips Auto-terminations & In-flight ePARs Viewing In-flight ePARs Submitting ePARs
Release Notes Send Date: October 29, 2020 From: Information Technology Services To: ServiceNow Fulfillers Subject: ServiceNow Release Notes – October 29, 2020
This quick reference card explains how to split your paycheck between multiple accounts.
This quick reference card explains how to set up your direct deposit accounts for your paycheck.
As we begin the year, we want to hear from you. Thinking through your experience working in ConnectCarolina, do you have any tips or tricks for working in ConnectCarolina that you think others will benefit from knowing? Please complete a one-question survey and share your tip and what area your tip applies to: Finance, Student Admin, HR/Payroll or General. If you include your name and contact information with the tip, we’ll enter you in a drawing for a small ConnectCarolina prize and if we use the tip in an upcoming newsletter, we’ll credit it to you.
On December 15, Dave Turner, of the HR Information Management team, shared some big news at the HR User Group meeting—Classification and Compensation in the Office of Human Resources is updating how we document permanent SHRA position descriptions. With these changes, you’ll update descriptions for SHRA positions the same way you do EHRA Non-Faculty positions. What You’ll See in January As part of this update, beginning in January 2021, you’ll see some changes to the Add/Update Position ePAR in ConnectCarolina including: No Paper Forms or Physical Signatures. When you create or update an SHRA Permanent position, you’ll enter the position description using the Add/Update Position ePAR instead of by filling out a paper form. The ePAR will then be routed electronically for approval. New Look for the Add/Update Position ePAR. Eventually, all ePARs will have this new look. For now the Add/Update Position ePAR will look different from other ePARs because it’s built on an updated version of the software used to create the ePARs. No More Funding Grid on the Position ePAR. The Position ePAR won’t have the funding grid included because the ePAR won’t be routed to budget approvers any longer. Be on the lookout for more information … Read more
On December 15, Dave Turner, of the HR Information Management team, shared some big news at the HR User Group meeting—Classification and Compensation in the Office of Human Resources is updating how we document permanent SHRA position descriptions. With these changes, you’ll update descriptions for SHRA positions the same way you do EHRA Non-Faculty positions. What You’ll See in January As part of this update, beginning in January 2021, you’ll see some changes to the Add/Update Position ePAR in ConnectCarolina including: No Paper Forms or Physical Signatures. When you create or update an SHRA Permanent position, you’ll enter the position description using the Add/Update Position ePAR instead of by filling out a paper form. The ePAR will then be routed electronically for approval. New Look for the Add/Update Position ePAR. Eventually, all ePARs will have this new look. For now the Add/Update Position ePAR will look different from other ePARs because it’s built on an updated version of the software used to create the ePARs. No More Funding Grid on the Position ePAR. The Position ePAR won’t have the funding grid included because the ePAR won’t be routed to budget approvers any longer. Be on the lookout for more information … Read more
This QRC defines the temporary employment statuses for SHRA Student Summer Employment as well as providing requirements for hire.
What’s on my new Home page? What changes are in store for students? Is it true that the Faculty Portal is not changing? What’s this about the Log In page changing? What happened to all of the links that used to be on the Log In page? Where can I find the recorded webinars for HR, Finance and Student Admin users? I need to catch up on newsletter articles about the Makeover. Where can I find them? FYI Your Favorites will still be there. You’ll have access to the same pages you do now
On October 19, you will notice a change to the Single Sign-On (SSO) page you use when logging into applications such as ConnectCarolina. The updated SSO page will initially only show an Onyen (or UNC Guest ID) field and a Next button. After you enter your Onyen and click the Next button, the system will show the password field. If you are using LastPass or another password manager, the SSO page will remember your Onyen after you log in the first time. Why are we changing? We are changing the SSO process to enable the University’s Carolina Key project, which faculty and staff will be eligible for in 2023. When used along with your Onyen, Carolina Key eliminates the need to use your password with many of the University’s systems. Carolina Key is a critical part of UNC’s strategy to address cybersecurity challenges and improve the security of our digital resources. We expect Carolina Key to significantly reduce the number of successful phishing attempts. Read more about Carolina Key
Save a few clicks here and a few there and they start to add up. ConnectCarolina Finance, HR and Student Administration WorkCenters now give you an easy way to move from one page to another. If you are still using Main Menu Navigation to access, for example, Finance screens, give the Finance WorkCenter a try. Things to Know You don’t have to close a screen to move to another, for example, from Campus Voucher to ePRO Purchase Order Requisition. Click on any link in the WorkCenter and the information will display to the right side. The Finance WorkCenter has more links to pages that you use most, including a UNC Favorites list.
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 just view the slides from this presentation, click here.
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.
Geared toward the Graduate School program users, this presentation demonstrates how to use and navigate around in the Slate tool.
Webinar demonstrating a basic navigation through the new student admissions tool, Slate.
Webinar presentation on Slate Reader admissions tool.
This webinar shows how to navigate around Slate to review applications.
Webinar demonstrating how to run queries in Slate.
Webinar demonstrating how to navigate around Slate to review applicants.