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Recording of training delivered by the HRIM Business Analysts and Background Check Unit Director detailing the changes to background check process for campus originators. The training was recorded on 4/28/2021.

This PowerPoint Presentation accompanies the Banking class. This course covers bank reconciliation, bank transfers, wire transfers, and memo bank balancing.

This Computer-Based Training describes how to fund appointments and positions, make changes to the sources their funding comes from, and resolve errors that can occur when submitting changes to funding.

This Computer-Based Training course describes the uses of a funding swap and explains how to use the funding swap ePAR form to change how a position or appointment is funded, and how to use the funding swap ePAR form to enter retroactive funding swaps.

This Computer-Based Training course explains what an affiliate is and how to complete the Add or Update an Affiliate ePAR form. It also explains the process for requesting a PID for an affiliate and how to use the affiliate ePAR form to add or update affiliates.

This Computer-Based Training course covers the definition and uses of lump sum payments. It also describes the type of information needed to enter and fund a lump sum payment.

 It’s only been three months, but the start of the Fall 2020 semester seems like lightyears ago. The priority, then and now, is to maximize a safe and healthy environment for us to teach, work, learn and live in. Although the decision was made to move learning off-campus early in the Fall semester, the foundation was laid in ConnectCarolina to help staff manage information about COVID-related changes to the academic calendar, class schedules, course details and more.     Last summer, the ConnectCarolina Student Administration team, led by Maribel Carrion, rose to meet the challenge of collecting, coding and providing updated information to students, faculty and staff. That included changes such as:   a compressed academic calendar,   longer instructional days to allow extra time for students to travel between on-campus classes,   reassigning classrooms to meet COVID-19 capacity recommendations, and  the addition of new ways for faculty to deliver instruction.     ConnectCarolina, as the system of record for the University, is the place where all this updated information resides. Did you know that moving the Fall 2021 term start date from August 18 to August 10 led to nearly 11,000 updates to the start dates of classes? It also meant more than 40,000 updates to student records, because each class they registered for had to be updated with the date changes, and each time the mode of instruction changed.    The team is now building on that foundation to prepare for Spring 2021 registration and the start of the semester.  Here’s a behind-the-scenes peek at what the Student Administration team is working on.      Updated the Modes of Instruction & Class Details page  … Read more

This session will cover a wide range of topics to help Student Originators manage the life cycle of student employees. We will cover Position Management, Pre-hire and Hiring process, Job Changes, Short Work Breaks, Managing Expected End Dates/Terminations as well as some helpful pro tips to making these HR processes run smoothly. To just view the slides from this presentation, click here.

This session will cover a wide range of topics to help Student Originators manage the life cycle of student employees. We will cover Position Management, Pre-hire and Hiring process, Job Changes, Short Work Breaks, Managing Expected End Dates/Terminations as well as some helpful pro tips to making these HR processes run smoothly. To view the live recording of this presentation, click here.

This Quick Reference Card provides a brief overview of budget inquiries available in ConnectCarolina. Content includes how to confirm the available balance, determine if funds are available before requesting budget transfers, verify if funds were moved, investigate a budget check exception.

For FY 2015: A matrix of budget definitions and rulesets by fund type. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.

For UNCCH: A matrix of budget definitions and rulesets by fund type for FY 2018. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.

For UNCGA: A matrix of budget definitions and rulesets by fund type. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.

This reference card, translated into Burmese, gives step-by-step instructions for how to find your W-2 in ConnectCarolina with 2-Step Verification.  For more information on how to register your device for 2-Step Verification, visit help.unc.edu/duo.

The goal of this session is to facilitate a meaningful group discussion for Business Managers and/or their designees on current topics of interest at the University. These topics could include but not limited to changes in PCARD use, Closing of Imprest Checking accounts and use of BofA Reloadable Cards, OSR Prior Approval Request Forms, Research Recharge Center Compliance, Research Admin Training for Staff, Navigating OIC, closeout of projects, and RAM Tracker Transparency project. We will pole participants either prior to or at the beginning of the session to determine what topics people would like to discuss.

A quick reference that addresses commonly asked questions and provides top tips for using BuyCarolina.

This Quick Reference identifies the following for each transaction type: Whether campus approval is required Whether self approval is allowed    

This PowerPoint presentation accompanies the Campus Budget class. Includes information about budget control, budget checking, and how to enter budget journals and transfers.

This guide accompanies the Campus Budgets class. Includes information about budget control and budget checking, entering budget journals and transfers, and how to find your available balances.

This quick reference contains the following key information for processing campus journals: Transaction description and source code Attachment requirements Approval requirements