Training and Development

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

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

• North Carolina Association of CPAs
• American Institute of CPAs
• North Carolina CPA Board of Examiners
• CPA Uniform Examination

• Buy Furniture
• Subscribe to the Business Managers Office 365 Group
• Surplus Property
• Transfer Equipment
• Understanding BuyCarolina Orders

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 BuyCarolina can be found on the BuyCarolina site. BuyCarolina training information can be found on the ConnectCarolina User Information site.

Surplus Property

• Surplus Property Management System (SPMS) Manual

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)

• Computer-Based Training (CBT – 17 minutes)
• Manual

SHRA Non-Exempt (Manual Time Entry)

• Computer-Based Training (CBT – 17 minutes)
• Manual

SHRA and EHRA Exempt

• Computer-Based Training (CBT – 20 minutes)
• Manual

TIM Access – Other Devices

• Badge Terminal Manual
• TIM TeleTime Manual (NEW!)

TIM Administrators and Manager Instructor-Led Training Resources

• Register for New TIM Administrators Training (Note: This is for TIM Administrators only, not TIM Managers)
• TIM Manual for TIM Managers and Administrators
• TIM Administrator: Conversions
• TIM Internal Audit Memo – Dec. 2011
• Ensuring Timely Payment of Hours Worked
• Employee Payment and Leave Reporting (TIM)
• TIM Manager Access: What Managers Need to Know
• EHRA Leave Payouts QRC
• Alternate Holiday Religious Observance in TIM

Core Computer-Based Trainings

• Navigation (CBT)
• Managing Timecards (CBT)
• Pay Period Close (CBT)

Advanced Computer-Based Trainings

• Comp Time to Overtime (CBT)
• Delegate Authority – Managers Only (CBT)
• Historical Corrections – TIM Administrators Only (CBT)
• Overtime to Comp Time (CBT)
• Running Reports (CBT)

Concur Travel

Please visit the Concur Travel webpage for training and resources.

Travel & Expense Card Training and Resources

Please visit the Travel & Expense Card webpage for training and resources.

Available Classes

• Excel: IF Statements – An Introduction to using IF, IFS, and SumIF in Excel.
• Excel: Pivot Tables – This course is an introduction to Pivot Tables in Excel. Attendees will learn how to format data for a pivot table as well as how to create a pivot table.
• Excel: Charts – This course covers an introduction to creating charts and using the ideas application in Excel. We will then cover how to edit chart areas, manipulate data series in charts, and more. Basic Excel formatting skills are required.
• Excel: Dashboards – This course covers an introduction to creating charts and using the ideas application in Excel. We will then cover how to incorporate pivot tables and pivot charts into a reporting dashboard. Basic Excel formatting skills are required and an understanding of pivot tables recommended.
• Excel: Conditional Formatting – This training is a basic introduction to conditional formatting in Excel.
• Excel: Intro to Formulas – An introduction to creating formulas and utilizing excel functions for calculations and reports. Functions will include Sum, Sumif, Vlookup, and more.
• Excel: PowerPivot – An introduction to PowerPivot that introduces connecting multiple data sets and creating a data model.

Register for Excel Classes