Training and Development
A talented team of professionals from the Continuous Improvement and Staff Development team at the Service Center of Excellence offers training programs that foster career development, continuously nurture achievement and encourage success for UNC’s finance professionals.
This is the primary source for Finance training.
Other Finance Training
- Chartfield Structure 101 User Guide
- Chartfield String
- MOU Financial Leads and ConnectCarolina Liaisons
- Accounts to Object Codes List
Upcoming CPE Opportunities
Workshop: Team Motivation Strategies that Work!
Tuesday, October 3, 1:00 – 5:00 p.m. (Register)
Professional Ethics and Conduct Webcast
(will fulfill annual two-hour Ethics CPE requirement)
- Wednesday, November 15, 2:00 p.m.
Links for CPAs
Customer Billing Management
- Customer Billing Management Manual
- Customer Billing Management CBT
- Correcting Posted CBM Charges Instructions
eProcurement training information can be found on the ConnectCarolina User Information site.
- P-card Purchases: Adding, Deleting, and Changing Line Level Details
- P-Card (system training) Manual
- P-Card (system training) CBT
- P-Card Initial Cardholder Presentation (required for first time Cardholder) CBT
- P-Card Classroom Training Registration
- More P-Card training and resources are available on the ConnectCarolina User Information site.
Students and Temporary Employees
SHRA Non-Exempt (Time Capture)
SHRA Non-Exempt (Manual Time Entry)
SHRA and EHRA Exempt
TIM Access – Other Devices
Managers and TIM Administrators
“Core” Computer-Based Trainings
Additional Computer-Based Trainings
TIM Administrator Only CBTs
- Historical Corrections (CBT)
- Termination – Paying Out and Docking Accruals (CBT)
- Termination – Removing Accrual Balances (CBT)
TIM Upgrade Reference Cards
- SHRA Student and Temporary Employee Reference Card
- SHRA Non-Exempt Employee (Time Capture) Reference Card
- SHRA Non-Exempt Employee (Manual Entry) Reference Card
- EHRA SHRA Exempt Employee Reference Card
- TIM Managers and TIM Administrators Reference Card
- TIM Managers and TIM Administrators Mapping – Old to New
Contact the Continuous Improvement and Staff Development Team
Finance and Administration
SCE Continuous Improvement and Staff Development: CB #1930
Chapel Hill, NC 27599-1930