The ConnectCarolina training team offers additional courses by request. The buttons below provide course descriptions and details about how to register.

Course Duration
1.5 hours

Eligibility
This course is for staff who have the Access Request Coordinator role. The Access Request Coordinator role is assigned by your school or division’s Vice Chancellor or Dean.

Description

This instructor-led course explains how to enter and submit access requests for student administration, human resources, and finance for ConnectCarolina and related systems. The course also covers the forms to use, the signatures needed, and the approval paths for requests.

Before You Can Be Registered for this Class

  1. Work with your ARC to get access to the ARC role.
  2. Verify that you have access to the ARC role in InfoPorte by clicking the Tools tab and then making sure you have the Access Request tab.
  3. Once you have access to the Access Request tab, email ConnectCarolina Training at connectcarolina_training@unc.edu and indicate you want to take this course.

Course Duration

1.5 hours

Eligibility

This course is for HR Representatives who are being given access to update bio/demo information for employees. If you are an HR representative, follow the steps below to gain the needed access and register for the course.

Description

This course covers how to update name, address, address type, military history, phone and email address for a person. Note: This course does not cover how to create a new person in the system.  New PIDs are generated by central offices.

Before You Can Be Registered for this Class

  1. Complete the FERPA online training.
  2. Complete the Terms of Use Agreement.
  3. Complete and submit the HR System Access form.
  4. The HR/Payroll functional lead reviews the HR System Access form (signed by the HR Officer) and verifies the security roles that are needed.
  5. Once approval has been granted, you will be registered for this class. You will receive a notification letting you know you are registered for the class and that tells you the date and time.
NOTE: Once you have completed the training, the ConnectCarolina Security Team verifies you have taken FERPA training and sets up your access in ConnectCarolina.

Course Duration

2 hours

Eligibility

This course is for employees who have access to the Financial Reporting tab in InfoPorte. If you have been approved by your department head for access to this page, follow the steps below to register for the course.

Description

This course covers how to find fund and cash balances using the Comprehensive Financial Summary Report and the GL Fund Balance Report.

Before You Can Be Registered for this Class

  1. Work with your Infoporte Administrator to gain access. On the InfoPorte Access Form under the Finance section, mark the Financial Reporting checkbox.
  2. Verify that you have access to the Financial Reporting tab in InfoPorte.
  3. Once you have access to the Financial Reporting tab, email ConnectCarolina Training at connectcarolina_training@unc.edu and indicate you want to take this course.