Course Descriptions
Different training is required for different positions. You can use the button below to determine the courses you will need.
What Training Do I Need?
The tables within the tabs and buttons below include brief descriptions of the ConnectCarolina training sessions available for ConnectCarolina and InfoPorte.
| Course Name | Type | Course Description | |
|---|---|---|---|
| ConnectCarolina 101: Getting Started and Accessing ConnectCarolina | Online Training | This self-paced course explains what ConnectCarolina is, how to sign on and off and manage your session, how employee roles determine system access and how to secure your session. | Start the Course |
| Registering for Office of Human Resources Classes | Online Training | This self-paced course explains how to view, register and cancel enrollment for training classes offered through the Office of Human Resources. | Start the Course |
For access to any HR systems at the University, you must complete the FERPA training in addition to any other required training. You can find instructions for completing the training on the Registrar’s site.
| Course Name | Type | Course Description | |
|---|---|---|---|
| ConnectCarolina Actions for HR Representatives | Classroom | This instructor-led course explains how to perform all types of complex actions in ConnectCarolina, including hiring faculty and staff, and performing status change actions such as leave and terminations. It also introduces participants to the available reporting options and explains the approvals process. | Register for the Course |
| Person Update | Classroom | This instructor-led course explains how to update an employee's name, address, address type, military history, phone and email information. | Register for the Course |
| Course Name | Type | Course Description | |
|---|---|---|---|
| HR Approvals 1: Understanding Workflow and Viewing and Approving an ePAR | Online Training | This self-paced course introduces the approval process in ConnectCarolina. It covers topics such as how to access ePAR forms and how to review and take action on ePARs. | Start the Course |
| HR Approvals 2: Approving the Position ePAR Form | Online Training | This self-paced course describes the information to review when approving the Position ePAR form. It also covers how to approve, recycle and deny a request. | Start the Course |
| HR Approvals 3: Approving the Lump Sum ePAR Form | Online Training | This self-paced course describes the information to review when approving the Lump Sum ePAR form. It also covers how to approve, recycle and deny a request. | Start the Course |
| HR Approvals 4: Approving the Hire ePAR Form | Online Training | This self-paced course describes the information to review when approving the Hire ePAR form. It also covers how to approve, recycle and deny a request. | Start the Course |
| Course Name | Type | Course Description | |
|---|---|---|---|
| HR Overview | Online Training | This self-paced course explains the ConnectCarolina terms of Person, Job code, Position and Job record, as well as the relationship between them. It also covers the ePAR forms used to submit HR actions. | Start the Course |
| Basic Originators 1: Understanding Employee Funding | Online Training | This self-paced course explains how to make fund appointments and positions, make changes to funding sources, and resolve potential errors. | Start the Course |
| Basic Originators 2: Entering Funding Swaps | Online Training | This self-paced course describes the uses of a funding swap and explains how to use the Funding ePAR form to change how a position or appointment is funded. | Start the Course |
| Basic Originators 3: Adding or Updating Affiliates | Online Training | This self-paced course explains what an affiliate is, how to complete the Add or Update an Affiliate ePAR form, and the process for requesting a PID for an affiliate. | Start the Course |
| Basic Originators 4: Making Lump Sum Payments | Online Training | This self-paced course defines and covers the uses of lump sum payments. It also describes the information needed to enter and fund a lump sum payment. | Start the Course |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Adjusting Funding Sources for Past Pay Periods Using PAAT | Online Training | This self-paced course explains when to use PAAT and the difference between a PAAT adjustment and a Funding Swap ePAR. It also covers the steps needed to create, manage and submit a PAAT adjustment. | Start the Course |
| Approving PAAT Actions | Online Training | This self-paced course explains the information you need to review when approving a PAAT adjustment. It also includes the step-by-step instructions to approve or recycle an adjustment and the approval route an adjustment follows. | Start the Course |
| Running Reports In PAAT | Online Training | This self-paced course describes how to access and run the following PAAT reports: Review pending transactions, Current suspense charges, and Labor expense summary. | Start the Course |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Learning Management | Classroom | This instructor-led course explains how to use the ConnectCarolina learning management system to manage training. Topics covered include how to create course groups, courses, and sessions and how to upload training records. | Register for the Course |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Chartfields 101 - Understanding ConnectCarolina Chartfields | Online Training | This self-paced course explains the chartfield structure in ConnectCarolina, including a thorough description and examples of each chartfield. | Start the Course |
| Requesting New Chartfield Values | Online Training | This self-paced course covers how to request new chartfield values, request a new source, delete a source request and deactivate a source. | Start the Course |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Understanding Budgeting in ConnectCarolina | Online Training | This self-paced course explains the benefits of budgeting in ConnectCarolina, explains how budgeting works, reviews budget checking, and explains how this functionality impacts managing budgets at the University. | Start the Course |
| Managing Budgets & Creating Budget Journals | Classroom | This course gives an introduction to how budgeting works in ConnectCarolina and shows how to create budget journals and budget transfers. It also explains how to budget pre-check transactions (such as purchase requests) and how to resolve budget errors. | Register for Finance Training |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Running a Project Budget Overview Inquiry | Online Training | This self-paced course covers how to perform project budget overview inquiries on grants and contracts to analyze expenses. | Start the Course |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Creating Journal Entries | Classroom | This course provides an overview of the campus journal process, demonstrates how to create journal entries according to the transaction type, explains how to identify and resolve journal edit and budget checking errors, and how to monitor journal status. | Register for Finance Training |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Approving Financial Transactions | Online Training | This self-paced course covers how to view a financial transaction that needs approval, the differences between a reviewer and an approver, and the actions that an approver can take. | Start the Course |
| Approving Chartfield Value Requests | Online Training | This self-paced course explains the request and approval process for new chartfield values. | Start the Course |
| Approving Campus Journals | Online Training | This self-paced course explains who can approve campus journals, how to navigate to the campus journals approval page, and what information to review when approving campus journals. | Start the Course |
| Approving Budget Transactions | Online Training | This self-paced course describes what information to review when approving a budget transaction and how to make an approval action. | Start the Course |
| Approving Campus Vouchers | Online Training | This self-paced course covers the uses of campus vouchers, the different approval levels, and the requirements for each approval level. | Start the Course |
| Approving Requisitions | Online Training | This self-paced course describes the information to review when approving a vendor catalog requisition and a non-vendor catalog requisition. | Start the Course |
| Approving Independent Contractors | Online Training | This self-paced course explains how an individual qualifies as an independent contractor, the approval levels, and the requirements to approve or deny an independent contractor in the predetermination process. | Start the Course |
| Approving P-Card Transactions | Online Training | This self-paced course explains how approvers can use the P-Card system to modify existing line level detail and charge a transaction to a different chartfield string besides the card's default string. It also covers how to approve, reject and save transactions. | Start the Course |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Making University Deposits | Classroom | This course covers the high-level concepts and ConnectCarolina tasks necessary to process incoming payments at the department or school level. | Register for Finance Training |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Creating Campus Vouchers | Classroom | This course explains how to create, maintain and monitor the campus vouchers that are used to pay invoices. | Register for Finance Training |
| Managing Petty Cash in ConnectCarolina | Recorded Webinar | This webinar explains how to create a campus voucher to replenish petty cash. | Start the Webinar |
| Keeping Sensitive Information in Mind When Working with Attachments | Online Training | This self-paced course focuses on working with attachments in ConnectCarolina. You will learn about the kinds of sensitive information you may encounter when attaching documents in ConnectCarolina and why it's important to keep that information safe. You'll also learn about ways to remove or permanently obscure sensitive information from a document before attaching it to ConnectCarolina. | Start the Course |
| Working with P-Card Transactions | Online Training | This self-paced course covers how to sign in to the P-Card system, view general information about the P-Cards in your area, view charges and export transaction details to Excel. | Start the Course |
| Using the Customer Billing Management (CBM) System | Online Training | This self-paced course describes how billing areas use CBM to charge campus customers and explains the reconciliation timeline. It also covers how to modify current charges, how to create and modify Favorite chartfield strings, and how to view and change default chartfield strings for your department. | Start the Course |
| Using the Bill Presentation System | Online Training | 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. | Start the Course |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Creating Purchase Requisitions and Receiving | Classroom | This course explains how to create purchase requisitions for goods or services that require a purchase order. Purchase requistions are required for purchasing goods and services over $5,000. Topics include creating purchase requisitons, managing requisitons, processing change orders, and receiving. | Register for Finance Training |
| Requesting Suppliers and Independent Contractors | Classroom | This course covers the processes and tasks necessary to request a new supplier or independent contractor, or make changes to existing suppliers and independent contractors. | Register for Finance Training |
| Course Name | Type | Course Description | |
|---|---|---|---|
| WebTravel for Travel Administrators | Online Training | This self-paced course provides the information needed by travel administrators to create travel authorization for pre-payment of travel expenses, create an airfare request, approve/modify/reject a Web Travel document, and request reimbursement of travel expenses. | Start the Course |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Managing Assets for Campus Departments | Online Training | This self-paced course describes how to identify what assets are tracked in the system, record an asset's move from one physical location to another, look up assets in your department and create and print a report listing the assets in your department. | Start the Course |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Student Originators 1: Introduction to Student Actions and ePAR forms | Online Training | This self-paced course covers the basics about student positions in ConnectCarolina and describes the HR actions that student originators can enter into the system. | Start the Course |
| Student Originators 2: Creating Student Positions | Online Training | This self-paced course describes how ConnectCarolina stores information about jobs in the SPA and EPA job families. It also covers how to create student positions using the Add/Update Position ePAR form. | Start the Course |
| Student Originators 3: Hiring an SPA Student | Online Training | This self-paced course covers the SPA job family in greater detail and explains the process of using the Hire an Employee ePAR form to hire an SPA student. | Start the Course |
| Student Originators 4: Hiring an EPA Student | Online Training | This self-paced course covers the EPA job family in greater detail and explains the process of using the Hire an Employee ePAR form to hire an EPA student. | Start the Course |
| Student Originators 5: Hiring a Student Into a Secondary Job | Online Training | This self-paced course explains how to hire an existing student employee into a new secondary job, designate the new job as a secondary job, and add funding for the secondary job. | Start the Course |
| Student Originators 6: Transferring an SPA Student | Online Training | This self-paced course describes the process to transfer an SPA student and use the Hire an Employee ePAR form to enter an SPA student transfer in ConnectCarolina. | Start the Course |
| Student Originators 7: Updating Job Records | Online Training | This self-paced course explains how to use the Edit Existing Job ePAR form to update an employee's job code, title, compensation, and TIM supervisor. | Start the Course |
| Student Originators 8: Change of Student Employment Status | Online Training | This self-paced course explains when to use the Change Employment Status ePAR form and how to submit a student employee termination. | Start the Course |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Working with GSHIP | Online Training | This self-paced course covers how to navigate to the GSHIP enrollment page, enroll a graduate student in the program and review the Monthly Statistics for GSHIP enrollment. | Start the Course |
| Using GradStar to View and Enter Student Awards | Online Training | This self-paced course covers the steps you'll need to take to access GradStar and the different types of financial aid awards. You'll learn how to access a student's record in GradStar, mark a student as eligible to receive an award, and enter multiple types of awards in the system. | Start the Course |
| Using GradStar to Make Award Adjustments and Splits | Online Training | 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. | Start the Course |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Financial Reporting with InfoPorte 1: Getting Started with InfoPorte | Online Training | Discover how to get started using InfoPorte for financial reporting in this self-paced course. | Start the Course |
| Financial Reporting with InfoPorte 2: Using Search Filter for Main Ledgers & Transaction Tabs | Online Training | Generate financial reports using search filters on the Main Ledgers and Transaction tabs in InfoPorte in this self-paced course.. | Start the Course |
| Financial Reporting with InfoPorte 3: Viewing Main Ledger Reports & Month-end Balances | Online Training | Understand how to run Main Ledger and month-end financial reports in InfoPorte in this self-paced course. | Start the Course |
| Financial Reporting with InfoPorte 4: Understanding the Anatomy of a Transaction | Online Training | Examine how financial transactions are processed and classified in InfoPorte in this self-paced course. | Start the Course |
| Financial Reporting with InfoPorte 5: Viewing Transactions | Online Training | Learn how to view financial transactions in InfoPorte in this self-paced course. | Start the Course |
| Financial Reporting with InfoPorte 6: Reconciling Transactions in InfoPorte | Online Training | Find out how to reconcile financial transactions in InfoPorte in this self-paced course. | Start the Course |
| HR and Payroll Reporting with InfoPorte | Classroom | This class is a deep dive into the HR areas of InfoPorte exploring Employee, Positions, Payroll and Reporting features. | Register for the Course |
| SAS Financial Reports - Now part of TarHeel reports | Online Training | Online learning is under development. In the meantime, click the View Video button to watch the training video, TarHeel Reports - Getting Started. For additional information, email fa_sce_training@unc.edu. | View |
| Introduction to InfoPorte | Online Training | This self-paced course explains how InfoPorte works, commonly performed tasks in InfoPorte, how to navigate in the system, and how to perform a transaction in InfoPorte. | Start the Course |
| Queries for Cleaning Up Transactions | Online Training | This self-paced course explains how to run queries in ConnectCarolina to identify "in-flight" transactions that need attention before month-end and year-end close. The queries cover how to see the status of in-flight purchase requisitions, vouchers, GL journals, budget journals and more. | Start the Course |
| Finance Reports 1: Understanding Ledgers | Online Training | This self-paced course covers the difference between 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. | Start the Course |
| Finance Reports 2: Finding Budget Balances | Online Training | This self-paced course explains how to use the InfoPorte Ledger Rollups tab to find your department or project budget balances. It also explains how to interpret the Ledger Rollups search results. | Start the Course |
| Finance Reports 3: Finding Transactions - Part 1 | Online Training | This self-paced course explains how to enter the correct filters in the InfoPorte Transactions tab to search for revenue and expense transactions | Start the Course |
| Finance Reports 4: Finding Transactions - Part 2 | Online Training | This self-paced course explains how to view and interpret search results on the InfoPorte Transactions tab. Download the Reconciling quick reference guide from the ccinfo site to help you with the content of this course. | Start the Course |
| Reconciling Transactions Part 1 | Online Training | This self-paced course explains the reconciliation process in InfoPorte. It covers what to reconcile and when to reconcile, based upon your expenses and revenue. | Start the Course |
| Reconciling Transactions Part 2 | Online Training | This self-paced course shows how to use the monthly management reports in InfoPorte for reconciliation. | Start the Course |
| Reconciling Transactions Part 3 | Online Training | This self-paced course shows how to use the transactions and ledger rollups tabs in InfoPorte for reconciliation. | Start the Course |
| Payroll Reports | Online Training | This self-paced course explains how to search for detailed payroll information in the system. It also explains how to view and verify specific information on an individual paycheck, and how to download payroll reports into Excel. | Start the Course |
| Student | Online Training | This self-paced course describes the information you can find in the Student application. It also shows how to run various reports, such as Term Enrollment, Degree Candidates and Degree Recipients, as well as SAS Visual Analytics reports. | Start the Course |
| Student Reports in InfoPorte | Online Training | This high-level course, hosted on YouTube, explains how to use the search filters on InfoPorte. It also shows how to export reports to Excel and how to log onto SAS Visual Analytics. | Start the Course |
| Viewing ConnectCarolina Cost Codes in InfoPorte | Online Training | 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. | Start the Course |
| Course Name | Type | Course Description | |
|---|---|---|---|
| Using the InfoPorte Inbox Application | Online Training | This self-paced course explains the uses of the Inbox within InfoPorte and how to view and process Inbox requests. It also covers how to view, create and edit route lists and calendars. | Start the Course |
| Submitting HR Requests | Online Training | This self-paced course covers how to save, submit, share and cancel an HR request. It also describes the way to specify how a position will be funded. | Start the Course |
| Submitting Finance Requests (Such as OSR Budget Revisions) | Online Training | This self-paced course explains how to enter and submit a finance request in InfoPorte. | Start the Course |
| Reservations & Data Dictionary | Online Training | This self-paced course describes how to reserve resources and IT equipment. It also covers how to look up field and report descriptions in the data dictionary. | Start the Course |
| Using the InfoPorte Faculty Dashboard | Online Training | This self-paced course explains the uses of the Faculty Dashboard and covers how to submit an HR- or Finance-related request. | Start the Course |
| Using the InfoPorte Faculty (Self Service) Application | Online Training | This self-paced course explains the uses of the Faculty Application. It also shows how to view your faculty profile and access external single sign-on systems. | Start the Course |
| Using the InfoPorte Faculty Administration Review Application | Online Training | This self-paced course describes how to initiate requests for faculty reviews. It also covers how to manage, track and approve requests for faculty reviews. | Start the Course |