All ConnectCarolina HR/Payroll Roles follow the same approval path:

Stop 1: HR/Payroll functional lead reviews HR System Access form (signed by HR Officer) and specifies security roles needed.
Stop 2: ConnectCarolina Training Team registers person in training, if needed, and verifies that training is complete.
Stop 3: ConnectCarolina Security Team verifies FERPA training and sets up access in ConnectCarolina.

Function to Ask for on the Access Request FormDescription of the RoleTraining Required
HR RepresentativeAllows the user to originate all ePAR forms for all employee types.  It also allows the user to view position and job data.  Note: Each school or division has a limited number of HR Representatives, the HR/Payroll functional lead will ensure the school or division has not exceeded the allowed number before approving.FERPA CBT and ConnectCarolina Actions for HR Representatives classroom class.
Basic OriginatorAllows the user to use ePAR forms to make lump sum payments and change an employee's salary sources using the Funding Swap Form.  Also allows the user to add or update affiliates using the Affiliate ePAR form and the Affiliate Request System.FERPA CBT and Adding or updating Affiliates CBT, plus one of the following:
  • Funding Swaps and Lump Sum Payments classroom class OR
  • All three Funding CBTs:
    • Understanding Employee Funding
    • Entering Funding Swaps
    • Making Lump Sum Payments

Student OriginatorAllows the user to originate actions for EPA and SPA student employees, but no other types of employees.  Types of actions include hiring, creating positions, transferring, and updating jobs.FERPA CBT and all six Student Actions CBTs:
  • Student Originators 1: Introduction to Student Actions and ePAR forms
  • Student Originators 2: Creating Student Positions
  • Student Originators 3: Hiring an SPA Student
  • Student Originators 4: Hiring an EPA Student
  • Student Originators 5: Hiring a Student Into a Secondary Job
  • Student Originators 6: Transferring an SPA Student
  • Student Originators 7: Updating Job Records
  • Student Origninators 8: Change of Student Employment Status

PAAT Basic UserAllows the user to enter PAAT transcations to adjust earnings.  Deductions and taxes follow according to the way you adjust earnings.All 3 PAAT CBTs:
  • Adjusting Funding Sources for Past Pay Periods Using PAAT
  • Approving PAAT Actions
  • Running Reports in PAAT
PAAT Advanced UserAllows the user to enter Basic PAAT transcations to adjust earnings, but also to adjust deductions and taxes as well.All 3 PAAT CBTs:
  • Adjusting Funding Sources for Past Pay Periods Using PAAT
  • Approving PAAT Actions
  • Running Reports in PAAT
PAAT Super UserAllows the user to enter Basic and Advanced PAAT transcations to adjust earnings and deductions and taxes, but also to adjust earnings only (deductions/taxes remain the same).  This role requires approval from Business System Manager.All 3 PAAT CBTs:
  • Adjusting Funding Sources for Past Pay Periods Using PAAT
  • Approving PAAT Actions
  • Running Reports in PAAT
Person UpdateAllows the user to update name, address, address type, military history, phone and email address for a person.  This role does not allow the user to create a new person in the system.  Only HR representatives can be given this role.FERPA CBT and Updating Person Information classroom class
Level 1 Student ApproverAllows the user to approve ePAR forms routed to him or her for approval.  Only actions related to students will be routed to this user.  Schools and divisions can choose whether they want to use level 1 for a department, so if used, this user will be the first level of approval.  This role does not allow the user to originate actions.FERPA CBT and
  • Approving and Viewing HR Actions classroom class OR
  • Understanding Workflow CBT and Viewing and Approving an ePAR CBT
    Level 2 Student ApproverThis role is intended to be at the school or division level, and allows the user to approve ePAR forms that are routed to him or her for approval.  Only actions related to students will be routed to this user, and this user will be the second level of approval (unless the school or division has chosen not to use a level 1 for the department).  This role does not allow the user to originate actionsFERPA CBT and
    • Approving and Viewing HR Actions classroom class OR
    • Understanding Workflow CBT and Viewing and Approving an ePAR CBT
      Level 1 Student ReviewerSets the user up to receive a notification each time an ePAR form for a student is submitted for first-level approval in the departments the user has access to. It also allows the user to view those ePARs. _x000D_
      This role does not allow the user to originate actions or approve and deny actions—they receive an FYI notification only. This role is optional—schools and divisions can choose whether they want to use it for a particular department.
      FERPA CBT and
      • Approving and Viewing HR Actions classroom class OR
      • Understanding Workflow CBT and Viewing and Approving an ePAR CBT
        Level 2 Student ReviewerThis role is intended to be at the school or division level. It sets the user up to be notified when an ePAR form for a student is submitted for second-level approval in the departments the user has access to. It also allows the user to view those ePARs. _x000D_
        This role does not allow the user to originate actions or approve and deny actions—they receive an FYI notification only. This role is optional—schools and divisions can choose whether they want to use it for a particular department.
        FERPA CBT and
        • Approving and Viewing HR Actions classroom class OR
        • Understanding Workflow CBT and Viewing and Approving an ePAR CBT
          Level 1 Budget ApproverAllows the user to approve, recycle, or deny ePAR forms that are routed to him or her for approval. Schools and divisions can choose whether they want to use level 1 for a department, so if used, this user will be the first level of approval. This role does not allow users to originate actions. FERPA CBT and
          • Approving and Viewing HR Actions classroom class OR
          • Understanding Workflow CBT and Viewing and Approving an ePAR CBT
            Level 2 Budget ApproverThis role is intended to be at the school or division level. It allows the user to approve, recycle, or deny ePAR forms that are routed to him or her for approval. This user will be the second level of approval (unless the school or division has chosen not to use a level 1 for the department).  This role does not allow users to originate actions.FERPA CBT and
            • Approving and Viewing HR Actions classroom class OR
            • Understanding Workflow CBT and Viewing and Approving an ePAR CBT
              Level 1 HR ApproverAllows the user to approve, recycle, or deny ePAR forms that are routed to him or her for approval. Schools and divisions can choose whether they want to use level 1 for a department, so if used, this user will be the first level of approval. This role does not allow users to originate actions. FERPA CBT and
              • Approving and Viewing HR Actions classroom class OR
              • Understanding Workflow CBT and Viewing and Approving an ePAR CBT
                Level 2 HR ApproverAllows the user to approve, recycle, or deny ePAR forms that are routed to him or her for approval. This user will be the second level of approval (unless the school or division has chosen not to use a level 1 for the department).  This role does not allow users to originate actions.FERPA CBT and
                • Approving and Viewing HR Actions classroom class OR
                • Understanding Workflow CBT and Viewing and Approving an ePAR CBT
                  Paycheck SupportThis role is granted to a small group of HR Representatives (or Central Office staff).  It grants access to view Self Service paychek data and requires approval by the Payroll office.No training required, however the Viewing Employee Paychecks document is sent by the Business Systems Help Desk after a request for the role is made.
                  CA Payroll ReportsGives acess to the labor distribution accounting reports in ConnectCarolina.  Requires approval from Finance Business Analysis Business Systems Manager (currently Robin Burke)No training required, however this role requires special approval for access.