This quick reference accompanies the Useful Reports and Queries for Research Administrators presentation. This reference provides a list of reports discussed in the presentation, and where and how to access them.
This is a recording of a presentation made at the 2016 OSR Symposium. The presentation provides key information needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.
This reference card explains how to enroll in training offered by the Office of Human Resources, how to cancel a course you’ve registered for, and how to see your training summary. Your training summary may include training that is managed by your school or division as well.
This guide covers what data can be accessed in Finan$eer, how Finan$eer differs from the Finance Legacy Data Warehouse, and how to access and search for transactions in Finan$eer.
This self-paced course explains the difference between deleting and inactivating a GradStar award. It also covers the steps you’ll need to take to change a student’s estimated billing units and funding percentage and how to split a student’s award between two departments.
This self-paced course covers the steps you’ll need to take to gain access to GradStar and the different types of financial aid awards. You’ll learn how to view a student’s record in GradStar, mark a student as eligible to receive an award and enter multiple types of awards in the system.
This SAS documentation gives general information about how to use and navigate the SAS Web Studio reporting tool,
This self-paced course describes how billing areas use Bill Presentation to charge campus customers. It also covers how to use search parameters to run reports, how to understand and work with reports and how to view contact information for each billing area.
This brief guide includes details on how to fill in the fields of the Chartfield Checker tool and how to troubleshoot error messages.
This self-paced course explains when transactions feed in to CBM, the reconciliation timeline, how to navigate to CBM, how to modify current charges, and how to work with chartfield strings in CBM.
Student guide for the Using the ImageNow Client class.
This quick reference card provides step by step instructions to register your cell phone without installing the app for 2-Step Verification. These instructions are recommended for use after reading the Getting Started with 2-Step Verification reference card.
This quick reference card provides step by step instructions to register your landline phone for 2-Step Verification. These instructions are recommended for use after reading the Getting Started with 2-Step Verification reference card.
This quick reference card provides step by step instructions to register your smartphone and install the app for 2-Step Verification. These instructions are recommended for use after reading the Getting Started with 2-Step Verification reference card.
This quick reference card provides step by step instructions to register your tablet and install the app for 2-Step Verification. These instructions are recommended for use after reading the Getting Started with 2-Step Verification reference card.
General information about how to view current, future, and some historical employment transcation information (Job Data) for a specific employee.
This document explains the Fiscal Year and Budget Period filters to select to see 2015, 2016, and 2017 budget amounts and balances. It also explains the specific budget journals entered for 2016 budgets.
This self-paced course will help you understand the difference between cost codes in ConnectCarolina and cost codes in InfoPorte. You’ll learn how to find the ledger balances for a ConnectCarolina program or cost code, find the accounts that make up the ledger balances, find the transactions that make up the ledger balances for each account, and look up a ConnectCarolina cost code.
Steps to view information on an employee’s paycheck.
Explains how to navigate to and display an employee’s paycheck.
A brief guide to viewing voucher statuses for campus vouchers and purchase order vouchers.
This brief self-paced training course explains how to access and view your pay stub in ConnectCarolina.
A quick reference on using query to identify your department’s vouchers that are held up with errors.
A series of tables listing the voucher statuses, styles, and origins for Accounts Payable.
If you order from ePro (such as Staples or Fisher Scientific), create purchase requisitions, or submit vouchers, we have some information you need to know. Effective February 1, 2018, purchase requisitions, vouchers and ePro orders will not be deducted from your budget or show up as expenses until the voucher, ePro purchase or purchase requisition has been completely approved. This change applies to • campus vouchers, • eProcurement orders, and • purchase requisitions. Why are we making this change? Currently, when you submit a voucher, the funds are reserved as soon as the voucher passes budget check. But sometimes the voucher or purchase requisition isn’t approved by your department, school/division, the Budget Office or OSR. When that occurs, it can require a lot of work and time to release the reserved funds. We are making this change to eliminate the work and delays associated with reversing these transactions and to ensure funds are encumbered correctly Join the Webinar to Learn More Want to know more about the changes and how they will affect your business operations? Join us for a webinar on Wednesday, January 24 at 9:30 am. (Originally scheduled for January 18th but rescheduled due to weather.) We’ll walk through the current process, show you what the future … Continued
Starting November 3, when working off-campus, you’ll need to sign in to a Virtual Private Network (VPN) before accessing Customer Billing Management (CBM), Bill Presentation and most other Web applications. In early December, WebTravel and PCard will also require VPN when working off-campus. This change is part of an ongoing effort to increase the security of Carolina’s information technology resources. Installing VPN If you access ConnectCarolina from off-campus, then you already use VPN. If you need to install it, go to https://help.unc.edu/help/vpn-installation-and-clients/. You’ll also need to use 2-Step Verification (Duo) to access VPN. If you have any questions about how to get up and running with the VPN software, contact the Service Desk by calling 919-962-HELP or emailing email@example.com. You can also contact your local IT support for assistance. Applications That Will Require VPN CBM, Bill Presentation, UAS, Finan$eer, Laundry, PIM, SAI, BAA, Carolina Managed Print Services, Energy applications, EHS applications, Web Travel (December), PCard (December).
Over the last year, the ConnectCarolina team has made a few changes to the way salary projections are calculated in ConnectCarolina. The result is that projections are more accurate and you can rely on the amounts being correct regardless of the funding source or what employee group you’re looking at. The Understanding Salary Projections document explains how projections are calculated, but maybe you still have questions? Join us for a live webinar on Wednesday, April 11 at 10:00am, where we’ll take a deep dive into how salary projections are calculated. Be sure to mark your calendar and bring your questions. You can join the webinar on Thursday, April 12 by clicking the link: https://www.anymeeting.com/135-982-522 or from the link on the home page of CCinfo.unc.edu.
Hello, If you’ve been at the University for a while, you may remember seeing communications about the reporting tool, WebFOCUS, being replaced with other reports, mostly in InfoPorte. The time has come to turn off WebFOCUS for Student Administration information completely. Our team has worked with individuals across campus to identify other reports you can use and in some cases, we’ve created new reports. Effective Tuesday, August 14, 2018, WebFOCUS for Student Administration will no longer be available for use. If you run into issues, you can submit a help request to the ConnectCarolina Campus Solutions team at help.unc.edu or by calling (919) 962-HELP. Thank you for your understanding, The ConnectCarolina and InfoPorte team Information | ccinfo.unc.edu Questions | firstname.lastname@example.org Training | email@example.com Subscribe | ConnectCarolina Newsletter Help | help.unc.edu | 962-HELP
Webinar from the HR User Group Meeting on 12/7/16. This video covers: short work breaks, student stats, legislative increases, ARP and Bonuses update, FLSA status change, DUO registration, phishing emails, and improvements to CCinfo.
This self-paced course covers how to create a travel authorization, create an airfare request, work with WebTravel documents, and create a travel reimbursement.