View: All Resource – Alphabetical

Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). This webinar discusses the changes in ConnectCarolina and InfoPorte.

Common budget errors and their potential solutions.

This quick reference card shows the navigation path for commonly used pages on the HR side of ConnectCarolina.  

This Excel spreadsheet contains a complete list of the category codes used in ConnectCarolina.

This report shows fund and cash balances, and revenue and expenses, by source. It is based on the GL Actuals ledger.

We are going to examine the current process of overpayments for the University and discuss process improvements. We plan to take a holistic point of view on how over payments work in the system, ranging from a practical approach to ultimately a preventative approach. This presentation will include some of the following: practical steps to take (where and how to complete necessary steps in resolving over payments, targeted for beginner HR reps), to proactive/reactive approaches (including examples and resources), and implications of over payments (looking at how it affects other areas and departments across campus). To just view the slides from this presentation, click here.

We are going to examine the current process of overpayments for the University and discuss process improvements. We plan to take a holistic point of view on how over payments work in the system, ranging from a practical approach to ultimately a preventative approach. This presentation will include some of the following: practical steps to take (where and how to complete necessary steps in resolving over payments, targeted for beginner HR reps), to proactive/reactive approaches (including examples and resources), and implications of over payments (looking at how it affects other areas and departments across campus). To view the live recording of this presentation, click here.

In this session, we’ll look at the common reasons why your finance transactions, such as purchase requisitions, vouchers, and journals get errors. We’ll show you queries to identify those errors and suggestions for fixing the errors. To just view the slides from this presentation, click here.

In this session, we’ll look at the common reasons why your finance transactions, such as purchase requisitions, vouchers, and journals get errors. We’ll show you queries to identify those errors and suggestions for fixing the errors. To view the live recording of this presentation, click here.

The basics of using the ConnectCarolina system, including logging in, signing out, getting help, searching, using multiple windows, assigning favorites, and navigating.

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.

This self-paced course covers topics such as accessing and navigating the system, working with Favorites, using search functions and working in multiple sessions.

Student guide for the foundational ConnectCarolina HR course.

This guide covers how to view your class schedule, download class rosters, create Academic Progress Reports (APRs), and how to email students in a class.

What’s New and What’s Changing Many of the changes coming with the upgrade of ConnectCarolina Finance are behind-the-scenes, but there are a few are new features and changes to the way the pages look. Among the most significant changes are an expanded Finance WorkCenter, different field labels in purchasing, a new layout for the Campus Voucher page, and new features for Budgets. More Links in the Finance WorkCenter If you haven’t used the Finance WorkCenter, give it a try. The WorkCenter lets you move quickly between menu options, and with the upgrade, it will have even more of the links you use most, all in one location.  To find it, click the Finance button on the left side of the home page, and then you’ll see Finance WorkCenter as the first option. At the top of the WorkCenter is a folder with the most commonly used pages. Label changes in Purchasing Perhaps the biggest change you’ll notice on December 10 is in Purchasing.  The term “vendor” is being replaced by “supplier” on all pages.  For example, instead “Vendor Catalog,” you’ll see “Supplier Catalog”.  Although the term is changing on most ConnectCarolina pages, you’ll still see ‘vendor’ in a few places.  For example, query names … Read more

Each financial transaction goes through a series of steps from start to finish. Understanding what those steps are for each transaction is helpful in understanding how ConnectCarolina works and in understanding the financial information you see in InfoPorte.

Have you noticed that unposted vouchers seem to disappear at the end of the month? They don’t really disappear—any vouchers that haven’t been posted get moved to the next month (which is called “voucher roll forward”).

Your available budget balances in InfoPorte fluctuate a lot more throughout the month than they did in FRS. This document explains the reason for this and some key related concepts.

ConnectCarolina is moving to a more modern look on Monday, May 20. Faculty were first to get this new look with the Faculty Portal but now students and staff will also see modern tile-based screens that keep the most-used features easily available. What’s New for Faculty? Starting May 20, Faculty members will also have access to additional home pages depending on how they use ConnectCarolina. For example, they’ll have access to a Self Service home page to quickly access paycheck and benefits information.  It’s a simple click on a drop-down arrow to switch from one home page to another, and it’s easy to change which page they see first. Available ConnectCarolina Home Pages Faculty Portal (All Faculty) SelfService (All Faculty) This home page is available to all employees, prior employees and affiliates.  It will include links to see paychecks and to commonly used sites such as TIM. Admin WorkCenter (All Faculty) This home page includes tiles tied to the administrative work faculty do in ConnectCarolina. For example, a faculty member who is an advisor will have a tile for the Student Administration WorkCenter. Student (Faculty who are current or former UNC students) The student home page includes tiles and links to Student Center, financial information (amount due, financial aid), enrollment date and time, class schedule and … Read more

Online and searchable version of ConnectCarolina training manuals.