The Ad-Hoc Queries (RPT) link for HR/Payroll in ConnectCarolina will be unavailable this Saturday, April 8, from 4:00 pm to 8:00 pm so that we can make some improvements to how you access the reporting environment. The Changes You’ll Notice After 8:00 pm on Saturday, you’ll need fewer clicks to get to the queries in the reporting (also called the “RPT”) environment.  Instead of the RPT Ad-Hoc Queries link under the HR/Payroll option on the ConnectCarolina home page, you’ll see a link called Ad-Hoc Query Viewer (RPT) and it will take you straight to the Query Viewer page.  Similarly, if you also have access to Query Manager, you’ll see a new Ad-Hoc Query Manager (RPT) link which takes you straight to the Query Manager page. Clicking the link will no longer open the reporting environment in a new window or tab, and you’ll no longer see the Oracle logo—you’ll see the query option along with the other options you have in ConnectCarolina. After 8:00 pm on Saturday, you’ll also be able to access the query options from the Main Menu (the blue bar near the top of the screen). So the two ways you’ll be able to access the query … Continued

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This self-paced course covers how to perform project budget overview inquiries on grants and contracts to analyze expenses.

Type: Computer-Based Training Categories: Finance, Research Last Updated: October 1, 2014

Student guide to the course.

Type: Quick Reference Categories: Finance, Reporting Last Updated: May 13, 2015

A step-by-step guide to running the Deposit Status Report and the DCT Receipt Report.

Type: Quick Reference Categories: Finance Last Updated: October 21, 2014

This self-paced course covers how to access and run the following PAAT reports: Review Pending Transactions; Current Suspense Charges; and Labor Expense Summary.

Type: Computer-Based Training Categories: Finance, HR/Payroll Last Updated: February 1, 2016

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.

Type: Guide Categories: Finance, Reporting Last Updated: September 20, 2016

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.

Type: Guide Categories: Finance, Research Last Updated: July 25, 2018

This document is a step by step guide to running the payroll accounting report.

Type: Guide Categories: Finance, HR/Payroll, Reporting Last Updated: July 12, 2016

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.

Type: Guide Categories: Finance, HR/Payroll Last Updated: January 31, 2017

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 … Continued

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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.

Type: Guide Categories: HR/Payroll Last Updated: March 6, 2018

This document explains how to see training records in Manager WorkCenter, and how to run reports.

Type: Quick Reference Categories: HR/Payroll Last Updated: June 30, 2017

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.

Type: Quick Reference Categories: HR/Payroll Last Updated: March 29, 2018

This QRC defines the temporary employment statuses for SHRA Student Summer Employment as well as providing requirements for hire.

Type: Quick Reference Categories: HR/Payroll Last Updated: October 27, 2017

Geared toward the Graduate School program users, this presentation demonstrates how to use and navigate around in the Slate tool.

Type: Webinar Categories: Student Admin Last Updated: September 6, 2017

Webinar demonstrating a basic navigation through the new student admissions tool, Slate.

Type: Webinar Categories: Student Admin Last Updated: September 6, 2017

Webinar presentation on Slate Reader admissions tool.

Type: Webinar Categories: Student Admin Last Updated: September 9, 2016

This webinar shows how to navigate around Slate to review applications.

Type: Webinar Categories: Student Admin Last Updated: August 29, 2016

Webinar demonstrating how to run queries in Slate.

Type: Webinar Categories: Student Admin Last Updated: September 6, 2017

Webinar demonstrating how to navigate around Slate to review applicants.

Type: Webinar Categories: Student Admin Last Updated: September 6, 2017

This document covers the steps for how to navigate in SLATE, including logging in, finding your applicants, navigating the student record, retrieving queries and reports and accessing the reader, for application evaluation.

Type: Quick Reference Categories: Student Admin Last Updated: November 3, 2016

This document covers the process fee waiver process in Slate.

Type: Quick Reference Categories: Student Admin Last Updated: November 7, 2016

This document provides information on how to run the four basic queries that have been created to cover a large percentage of the most used queries.  Queries included are General Admissions Report, General Admissions Report, more filters, General Admissions Report, Simplified, and General Admissions Reports, Simplified, more filters.

Type: Quick Reference Categories: Student Admin Last Updated: November 4, 2016

This document covers how to quickly create a communication in Slate.

Type: Quick Reference Categories: Student Admin Last Updated: November 4, 2016

This document covers how to run a query in SLATE and export it as a Deliver Mailing.

Type: Quick Reference Categories: Student Admin Last Updated: November 7, 2016

This document covers how to process applications with North Carolina residency determination.

Type: Quick Reference Categories: Student Admin Last Updated: November 7, 2016

This document covers how to remove a fee waiver from a School of Medicine application in Slate.

Type: Quick Reference Categories: Student Admin Last Updated: November 7, 2016

This document covers how to send a one-time message using the upload spreadsheet function in Slate.

Type: Quick Reference Categories: Student Admin Last Updated: November 7, 2016

This document covers how to write a new query in Slate.

Type: Quick Reference Categories: Student Admin Last Updated: November 7, 2016

This document covers how to move around in Slate Reader to review Graduate School applications.

Type: Quick Reference Categories: Student Admin Last Updated: November 7, 2016