Training

Training

If you do not see what you are looking for, please refer to the Training Contact sheet (XLS). Please contact This e-mail address is being protected from spam bots, you need JavaScript enabled to view it   if you have any questions about offered trainings, or would like to suggest a training topic.

You may also want to the visit Human Resource's Training and Talent Development Website. 

 

Accounting

UNC-Chapel Hill Accounting 101 Module 
Financial Environment at UNC Chapel Hill
Classroom Training
Flexible Routing of Electronic Documents (FRED)Manual (PDF)
CBT (WMV)
Investment ManagementInformation
Online Journal Entry Subsystem Manual(PDF) 
Online Journal Entry System - Correcting EntriesCBT (WMV)
Online Journal Entry System - Print Plan DepositCBT (WMV)
Online Journal Entry System - Department One Card DepositCBT (WMV)
UNC Account Request System Manual (PDF)
CBT (WMV)

     Required Documentation Table

Instructional Guide (PDF)
Unit Accounting System (UAS) UAS Manual (PDF)

2003 Web-based Training Modules:

     Financial Resources, UNC-Chapel Hill  

     Introduction to Accounting, UNC-Chapel Hill

     Funds Management, UNC-Chapel Hill

 

Module

Module

Module

Budgeting

Online Budget Transfer InstructionsInstruction Manual (PDF)
Budget Management System(BMS) Classroom Training
State and F&A Budget 
Manual is given out in class
Classroom Training
Funds ManagementModule

Credit Card Merchant/PCI Data Security Training

PCI Data Security

User Guide (PDF)
Module

eProcurement

ePro Purchasing from Vendor Catalogs

Classroom Training

Manual

ePro Approving Vendor Catalog Orders and Small Order Process Documents

Manual 

ePro Vendor Catalog Training - Lesson 1: Getting Started 

CBT 

ePro Vendor Catalog Training - Lesson 2: Placing Orders CBT 
ePro Vendor Catalog Training - Lesson 3: Changing Accounts/Object CodesCBT 
ePro Vendor Catalog Training - Lesson 4: Adding Comments CBT 
ePro Vendor Catalog Training - Lesson 5: Adding Approvers/Reviewers CBT 
ePro Vendor Catalog Training - Lesson 6: Entering Receipts CBT 
ePro Vendor Catalog Training - Lesson 7: Approving Vendor Catalog Orders CBT 
ePro Small Order Process 

Classroom Training

Manual

ePro Small Order Process -- Lesson 1 - Entering DocumentsCBT  
ePro Small Order Process -- Lesson 2 - Copying DocumentsCBT 
ePro Small Order Process -- Lesson 3 - Generating S NumbersCBT
ePro Small Order Process -- Lesson 4 - Approving DocumentsCBT 
  

In-Depth

Print training material for classClassroom Training

Insurance

Graduate Health Insurance ManualInstruction Manual (PDF)

Internal Controls

Internal Controls Module

How-To Brochures

How-To:
   Applicability of 4% Withholding
   Buy Goods
   Buy Furniture
   Buy Services
   Check Account BBA
   Dual Employment Payments
   Guide to Systems and Access
   Independent Contractors
   Moving Expenses
   Payments to Individuals
   Surplus Property
   Transfer Equipment
   Travel
   Use ePro and eCommerce
   Web Receiving
   Web Requisitions




How-To Brochures

Payroll

Accessing your Electronic Pay StubInformation 

Procurement

Click here for eProcurement training information  

P-Card (new system)

Classroom Training   Manual (PDF) 
CBT (System Training)
P-Card FAQ's

P-Card Initial Cardholder Presentation (required for first time Cardholder)CBT 
Online Check Request SystemManual (PDF)
CBT
Online Check Request- Stipends onlyCBT
Online Check Request - Reports onlyCBT
Web Receiving CBT 
Web Requisitioning CBT 
Web Vendor CreateManual (PDF)
CBT

Reporting

Finance Data Warehouse Reports Classroom Training
Manual (PDF)
Finance Data Warehouse Reports GeneratorClassroom Training
Manual (PDF)
FDW Generator- Windows XP Service Pack 2Instructional Guide (PDF)
FDW Generator-Basic Pivot TablesInstructional Guide (PDF)
FDW Generator-Filtering ConceptsInstructional Guide(PDF)
FDW Generator-SL Fund Type RulesInstructional Guide (PDF)
FDW Generator-GL Fund Type RulesInstructional Guide (PDF)
FRSClassroom Training
Manual (PDF)
FRS Quick Reference GuideInstructional Guide
FRS Screen Guide Screen Guide  (PDF)
How to Read Monthly FBM ReportsModule
How to Use Finan$eerModule
E-PrintManual
In-DepthClassroom Training

SAUR

Starlight  - Through Connect Carolina Web Page

Surplus Property 

Surplus Property Management System (SPMS)Manual (PDF)
CBT

Time Information Management (TIM)

TIM Overview - All UsersCBT
Time Stamp - SPA Student and Temp EmployeesManual
CBT
Time Stamp - SPA Non-Exempt EmployeesManual
CBT
Manual Time Entry-SPA Non-Exempt EmployeesManual
CBT
SPA Exempt EmployeesManual
CBT
EPA Permanent EmployeesManual
CBT
TIM Managers and TIM Administrators - ManualPart 1
Part 2
TIM Managers - CBT Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Request Time Off - SPA Students & Temps, and SPA Non-Exempt. CBT
Manual for Mac Users - SPA Students & Temps, SPA Non-Exempt, SPA Exempt, and EPAManual
Manual for Teletime users - SPA Students & Temps, and SPA Non-Exempt Employees Manual 

Manual for Badge Terminal Users - SPA Students & Temps, and SPA Non-Exempt Employees 

Manual 
TIM Administrator TrainingClassroom Training

Time Information Management (TIM) Non-Java User Manuals

 
     SPA Student and Temp Employees (Non Java)
Manual
     SPA Non-Exempt Employees Time Stamp (Non Java)
Manual
     SPA Non-Exempt Employees Manual Time Entry (Non Java)Manual
     SPA Exempt Employees (Non Java)Manual
     EPA Permanent Employees (Non Java)Manual

Travel

Central Airfare Billing (CABS)Manual (PDF)
CBT
Web Travel- ManualManual (PDF)
Web Travel- Full VersionCBT
Web Travel- Reimbursement onlyCBT
Web Travel- Registration onlyCBT
Web Travel- Approving onlyCBT
Web Travel- Deleting onlyCBT
Web Vendor CreateManual (PDF)
CBT
TravelinkTravelink Online Demo

Treasury

Risk ManagementInformation
 

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