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Meeting Minutes Archive

You may find previous Managers’ Meeting minutes organized by fiscal year (in reverse chronological order). You may find minutes from the current fiscal year by clicking HERE.


May 10, 2017

April 12, 2017

March 8, 2017

February 8, 2017

January 18, 2017


November 9, 2016 – Topics include University Managers Association, upcoming SACS review, IWL progress, fundmentments, and indirect costs formula.

October 12, 2016 – Topics include: Insurance coverage for departments, merit bonuses, new College reports, retro retirement adjustment, ARP, PAAT actions, funding changes for ePars.

September 14, 2016 – Topics include: Instructional budget allowable expense guidelines and commitment transfers.

August 10, 2016 – Topics include: Undergraduate curriculum revisions and new course approvals; catalog updates and curriculum proposals; schedule planner and reserve capacities; records processes; new/old registration rules for undergrads

July 13, 2016 – Topics include: Worker’s Compensation, EHRA non-faculty reviews, SHRA performance process, FLSA, endowments, ARP

June 8, 2016 – Meeting was canceled in favor of salary savings help sessions.

May 11, 2016 – Topics covered include: cost-share, short work break, associated trust funds.

April 13, 2016 – Topics covered include: course evaluations, post-enrollment requisites checker, online Undergraduate Bulletin and Graduate Record preview, training for How to Set Up and Manage Reserve Capacities for NSO Seat Release.

March 9, 2016 – Topics covered include: Stewardship and departmental funds, wire transfers, fund swaps/PAATs, ECRT, and policy and procedure changes.

February 10, 2016 – Topics covered include: Summer School Funds,  Help Desk feedback, policy and procedure updates, fund swaps, future year budget, mileage changes, and vendor requests.

January 13, 2016 – Topics covered include: Summer School Funds,  Help Desk Feedback, policy and procedure updates, fund swaps, future year budget, mileage change, and vendor requests.

November 11, 2015 – Topics covered include: Annual Enrollment, Phase II Background Checks, legacy system decommissioning, MCD payments, HR policy updates, bonuses, ARP, SAS reports, and Instructional Workload.

October 14, 2015 – Topics covered include: attendance at managers meetings, University Administrative Managers Association, Instructional Workload, OSR Transformation Project, and demonstrations.

September 2, 2015 – Topics covered include: recommendation letters during background check phase II, summer school paychecks, guest IDs for terminated employees, manual paychecks, onyen generation, tax form self-service, faculty searches, commitments transfer, and budget overview snapshot.

August 12, 2015 – Students services managers meeting was canceled.

July 8, 2015 – Topics covered include: returning students from short work break, budget definitions change for FY2015-16, coming permanent tools in ConnectCarolina, and planned increases.

June 10, 2015

Updates for finance staff regarding year-end business.

May 15, 2015
Includes updates for year-end, HR evaluations, changes to course evaluations, and updates to pre-populated distribution lists.

April 8, 2015
Student Services meeting scheduled for April 8, 2015 was cancelled and will not be rescheduled.

March 11, 2015
Various Finance and HR updates related to payroll, ARP, ConnectCarolina, and stewardship.

February 11, 2015
Contracts and Grants Question & Answer Session with staff from the Office of Sponsored Research.

January 21, 2015
Travel reminders, alcohol policy, Uniform Guidance, Deposits, and fund end dates.

November 20, 2014
New HR updates, ARP process, ConnectCarolina Tips/Tricks, encumbrances and more ConnectCarolina updates.

October 8, 2014
Updates recording post go-live training, facilitating deposits, walk-in clinics for Infoporte and ConnectCarolina, CBTs and new hire information.

August 13, 2014
Student Services meeting with updates from OASIS, ConnectCarolina, University Registrar, and Undergraduate Admissions.

September 10, 2014
Important information from the September managers’ meeting, including hiring and employee changes as well as changes and trainings for ConnectCarolina and Infoporte.

July 9, 2014
Minutes for the July managers’ meeting includes updates on the new SHRA Management Program, ARP/Salary increases, deposits and startup commitment allocations and ConnectCarolina.

June 11, 2014 Managers’ Meeting
Topics covered included Chartfields, important cutover dates, cost and program codes, and People Soft trainings.

May 14, 2014 Managers’ Meeting
Topics covered included Sensitive Information Remediation policies, SHRA performance reviews, and budgeting updates.

April 9, 2014 Managers’ Meeting
Student Services meeting regarding Infoporte Reporting for Student Data, independent study registration, two week drop deadline, and classroom scheduling.

March 19, 2014 Managers’ Meeting
Why annual reporting is important for trust fund accounts, reimbursement handling, and salary increase guidelines.

February 26, 2014 Managers’ Meeting
Update on Stewardship Funds and ConnectCarolina financial systems.

January 8, 2014 Managers’ Meeting
Q&A with Financial Services and Human Resources updates.

December 11, 2013 Managers’ Meeting
Student Services meeting about May Graduation and format changes for future meetings.

November 13, 2013 Managers’ Meeting
BMS refresher from Laura Yurco, PeopleSoft update, Finance announcements, and HR announcements.

October 9, 2013 Managers’ Meeting
Guest speakers, Charles Streeter, Chair of the Employee Forum, Steve Lawson, State Employee Association of North Carolina and Finance updates from Sabrina Flowers.

September 11, 2013 Managers’ Meeting
Finance updates from Laura Yurco concerning budget cuts, reallocations and commitment allocations. Lachonya Williams gave updates on HR news including data cleanup, fixed term faculty insurance and InfoPorte.

August 14, 2013 Managers’ Meeting
Student Services meeting about exploring campus resources, State Employees Association of North Carolina and ConnectCarolina.

July 10, 2013 Managers’ Meeting
PeopleSoft updates concerning cost codes, mapping tables and training and HR updates from Laurie Textor.

May 8, 2013 Managers’ Meeting
HR updates from Ashante Diallo regarding SHRA recruitment, EHRA web actions, and background checks. Finance updates from Laura Yurco.

April 10, 2013 Managers’ Meeting
Student Services meeting concerning PeopleSoft 101 Demo, Summer Orientation, Electronic Grade Change Form, Instructor Roles and Teaching Workload in ConnectCarolina, and Enforcing Prerequisites.

March 13, 2013 Managers’ Meeting
Minutes and presention by Ryan Greenway on Stewardship and PeopleSoft updates including budgeting.

February 13, 2013 Managers’ Meeting
Minutes and presentation by Anita Collins on PeopleSoft training. Also presentation by Christian Lincoln on travel services tips.

January 9, 2013 Managers’ Meeting
Minutes and presentation by Christian Lincoln concerning auditing. Also presentation by Steve Lawson on SEANC, PeopleSoft update, Finance and HR Announcements

December 12, 2012 Managers’ Meeting
Student Services meeting concerning May graduation and OBI student records reporting

September 12, 2012 Managers’ Meeting
Topic for this meeting was Non-Personnel Funding Request System.  There were no presentation materials for this meeting.

August 8, 2012 Managers’ Meeting
Student Services meeting concerning Honors Carolina, textbook ordering, ConnectCarolina-scheduling and registration, and updates from the Office of Undergraduate Curricula.

July 19, 2012 Managers’ Meeting
Minutes and presentation by Ed Payne concerning student actions in EPA Web. Also presentation on Dean’s Office Commitments, PeopleSoft update, Finance and HR Announcements.

June 13, 2012 Managers’ Meeting
Minutes and presentation by Vanessa Peoples concerning grant closeout. Also presentation on salary savings and BMS, PeopleSoft and Finance updates.

May 9, 2012 Managers’ Meeting
Minutes and presentation by Jan Pittman on College administrative calendar. Also PeopleSoft update and HR and Finance announcements.

April 11, 2012 Managers’ Meeting
Student Services meeting concerning graduate admissions, summer orientation, ConnectCarolina, and CRAS review.

March 14, 2012 Managers’ Meeting
Presenters: Corrie Mimms and Rudy Jones. Information on PeopleAdmin implementation, EHRA-Non Faculty process, budget planning and Finance and HR updates.

February 8, 2012 Managers’ Meeting
Minutes and Presentation by Del Helton on stewardship. Also review of chart of accounts and new P-card role.

January 11, 2012 Managers’ Meeting
Minutes and Presentation on PeopleSoft including the working groups and new chart of accounts.