Training and Development
A talented team of professionals from the Continuous Improvement, Staff Development and Engagement team at the Service Center of Excellence offers training programs that foster career development, continuously nurture achievement and encourage success for UNC-Chapel Hill’s finance professionals.
Available Training
ConnectCarolina User Information Site
This is the primary source for Finance training.
Other Finance Training
ConnectCarolina Financials
- Chartfield Structure 101 User Guide
- Chartfield String
- Campus Unit (CU) Finance Leads and ConnectCarolina Liaisons
- Accounts to Object Codes List
Internal Controls
Continuing Professional Education (CPE) classes provide faculty and staff who hold a Certified Public Accountant (CPA) license the opportunity to earn CPE credits in topics related to advanced level University financial management. Classes are held throughout the year and as space allows are also open to CPAs from the surrounding community and other universities.
Upcoming CPE Opportunities
How to Run Successful and Productive Meetings presented by Holly Sullenger
- Date and Time: November 1, 2018, 1:00 p.m. to 5:00 p.m.
- CPE Credits: Four (4) CPE credits will be offered to North Carolina CPAs
- Cost: $25.
- Location: Service Center of Excellence Eno Conference Room
Check the NC Office of the State Controller site for upcoming CPE opportunities.
To be notified when CPE events are scheduled, email fa_sce_training@unc.edu.
Links for CPAs
Bill Presentation
- Bill Presentation Manual
- Bill Presentation CBT (see Making Payments section)
Customer Billing Management
- Customer Billing Management Manual
- Customer Billing Management CBT (see Making Payments section)
- Correcting Posted CBM Charges Instructions
Purchasing
Information on eProcurement and eProcurement vendors can be found on the eProcurement site. eProcurement training information can be found on the ConnectCarolina User Information site.
Purchasing Card (P-Card)
Computer-Based Trainings(CBTs)
The CBTs may display more clearly in the Mozilla Firefox browser than in Internet Explorer or Chrome.
- Initial P-Card Accountholder Training CBT (Accountholders ONLY – 25 min)
- Reconciling P-Card Transactions and Uploading Receipts CBT (ALL WORKS USERS – 25 min)
- Approving P-Card Transactions CBT (Approvers ONLY – 15 min)
Other Guides
Quick Reference Cards (QRCs)
- P-Card Reconciling Transactions QRC
- P-Card Approving Transactions QRC
- P-Card Uploading Receipts QRC
- P-Card Running Reports QRC
“Getting to Know Works” Webinar
Surplus Property
Employees
Students and Temporary Employees
- Computer-Based Training (CBT – 15 minutes)
- SHRA Temporary Employee TIM Pay Code Access Quick Reference Card
- Manual
SHRA Non-Exempt (Time Capture)
SHRA Non-Exempt (Manual Time Entry)
SHRA and EHRA Exempt
TIM Access – Other Devices
Managers and TIM Administrators
- TIM Managers and TIM Administrators Manual
- Classroom Training for New TIM Administrators (Note: This is for TIM Administrators only, not TIM Managers)
- TIM Manager Access: What Managers Need to Know
Core Computer-Based Trainings
Advanced Computer-Based Trainings
Contact the Continuous Improvement and Staff Development Team
UNC-Chapel Hill
Finance and Operations
SCE Continuous Improvement and Staff Development: CB #1930
Chapel Hill, NC 27599-1930
Email: fa_sce_training@unc.edu
Phone: 919-962-6458