View: All Resource – Alphabetical

This quick reference card shows when in the process transactions are entered into the Commitment Control (KK) Ledgers and the GL Actuals Ledger.

This page provides links to instructions on how to order official and unofficial transcripts for current students and alumni.

Transfer vs. Terminations Transfers_vs_Terminations_20201104  Knowing when to transfer an employee versus when to terminate an employee is an important distinction in ConnectCarolina with pay, benefits, and potential compliance implications. Transfer: If an employee is moving from one job/position to another within the same department or to a new department without a break in service, the receiving department should submit a Transfer action via the Hire an Employee ePAR. Things to keep in mind with transfers: If the employee should be paid out leave, enter the Applied Termination Codes into TIM based on the effective date of the transfer and based on deadlines on the Payroll calendar. TIM information is fed over in real time so closely monitor leave accruals and leave payouts. If the employee is moving from SHRA to EHRA OR from EHRA to SHRA, both departments should closely monitor employee pay and information in TIM and submit a Service Request for any needed pay corrections when reviewing preliminary payroll. The receiving department HR Rep should first double check the end dates for the employee in the current (or exiting) department before submitting the hire/transfer ePAR. If the transfer is for a student job and the current department needs … Read more

How many of these questions can you answer? What is a trust fund? Is there more than one kind? Where do we get the money for a trust fund? How is a trust fund different from other types of funds? Does a trust fund use cash,budget,both, or none of these? What is ABC and AB? This session takes a closer look at trust funds and Tips and Tricks for using and reporting for Trust Funds. To just view the slides from this presentation, click here.

How many of these questions can you answer? What is a trust fund? Is there more than one kind? Where do we get the money for a trust fund? How is a trust fund different from other types of funds? Does a trust fund use cash, budget, both, or none of these? What is ABC and AB? This session takes a closer look at trust funds and Tips and Tricks for using and reporting for Trust Funds. To view the live recording of this presentation, click here.

Join us for a presentation to help you understand how to edit/delete campus journals and data collect batches. We will share common and frequently asked questions. This is a great opportunity to pick-up tips and discuss common issues.

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.

The guide for using BuyCarolina to purchase items from companies like Staples and Fisher Scientific.

Join us for a presentation to help you understand cash and fund balance. We will share common and frequently asked questions. This is a great opportunity to pick up tips, explore new ideas, discuss common issues and make contacts for future support. Come ready to ask questions and/or to provide your department’s answers to the cash and fund balance related topics.

Slides from the Understanding Combo Edits class.

Salary projections are estimates of the amount of salary and fringe expenses you can expect to pay for an employee in the future, for a specific time period.  This document explains how salary projections are calculated for employees based on the employee group, funding sources, and end dates.

What is a salary projection? What are salary projections used for? Is it different for SHRA and EHRA? What if an employee’s salary is paid from State funds and Grant funds? These are all important questions and during this session, Jackie will focus on the three factors used in calculating salary projections: Employee Group, Funding Sources and End Dates. To just view the slides from this presentation, click here.

What is a salary projection? What are salary projections used for? Is it different for SHRA and EHRA? What if an employee’s salary is paid from State funds and Grant funds? These are all important questions and during this session, Jackie will focus on the three factors used in calculating salary projections: Employee Group, Funding Sources and End Dates. To view the live recording of this presentation, click here.

In this session, we’ll take a more in-depth look at how salary projections are calculated and some things you can do if the salary projection for an employee looks too large or too small. This session is most valuable to those who attended or viewed the recorded session: Understanding Salary Projections.

This webinar explains the three factors used when salary projections are calculated.

These slides accompany the Understanding Salary Projections webinar that explains the three factors used to calculate salary projections.

This session will cover the path that transactions such as campus vouchers, campus/GL journals, budget journals, and purchase requisitions take through the ConnectCarolina system. Understanding the steps that move a transaction from started to completed helps you understand when the transaction shows up in InfoPorte, how and when charges update your budget, and when they are posted to the General Ledger. This session is useful if you’re new to ConnectCarolina and also if you’d like to understand the paths transactions take considering the recent changes to the system. To view the live recording of this presentation, click here.

This session will cover the path that transactions such as campus vouchers, campus/GL journals, budget journals, and purchase requisitions take through the ConnectCarolina system. Understanding the steps that move a transaction from started to completed helps you understand when the transaction shows up in InfoPorte, how and when charges update your budget, and when they are posted to the General Ledger. This session is useful if you’re new to ConnectCarolina and also if you’d like to understand the paths transactions take considering the recent changes to the system. To just view the slides from this presentation, click here.

This document explains the four components that comprise the amount of F&A budget a department receives each year. It explains in detail the formula allocation component, including the factors used to the calculate the amount, the formula, and several examples.

Double-Check Your Home Address Your home address is where the University sends your benefits correspondence and printed tax forms. Please take a minute to double-check your home address in the campus directory and update it if needed. Sign in to ConnectCarolina and click the drop-down arrow in the top blue header to select the Self Service home page. From there, click the Personal Information tile, and then the Addresses option on the left side of the Personal Information screen. Verify that your home address is correct and click the red pencil icon next to your home address if you need to make changes. If you make changes, be sure to click OK at the bottom of the Edit Address page, and then Save. Be sure to update your home address before winter break to make sure your tax forms are delivered to the correct address. Opt Out of a Printed a W-2 You can opt out of receiving a paper W-2 form and instead download an electronic copy from the ConnectCarolina Self-Service menu when W-2s are released. To double-check that you’ve made a selection, log in to ConnectCarolina and from the Self Service home page in ConnectCarolina, click the My Pay … Read more