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These slides accompany the Requesting Suppliers and Independent Contractors training.

Type: Slideshow / Presentation Categories: Finance Last Updated: May 20, 2019

This guide is used for the class called, Requesting Suppliers and Independent Contractors. This guide covers how to: request a new supplier and a new independent contractor request changes to how a supplier or independent contractor is set up work with foreign suppliers and wire transfers complete the New Independent Contractor Predetermination Process

Type: Guide Categories: Finance Last Updated: July 28, 2021

Slides from the Requisitions, Inquiries and Receiving class.

Type: Slideshow / Presentation Categories: Finance Last Updated: November 1, 2014

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: December 10, 2018

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 17, 2019

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: December 13, 2018

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

This document shows you how to schedule queries in the RPT reporting environment.

Type: Guide, Quick Reference Categories: Finance, Reporting Last Updated: April 20, 2020

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 quick reference card explains how to split your paycheck between multiple accounts.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: September 25, 2019

This quick reference card explains how to set up your direct deposit accounts for your paycheck.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: September 25, 2019

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

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.

Type: Webinar Categories: Student Admin Last Updated: October 24, 2018

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.

Type: Slideshow / Presentation Categories: Student Admin Last Updated: October 26, 2018

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