Access Roles: HR/Payroll - Campus - ConnectCarolina - ConnectCarolina User Information

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 Form	Description of the Role	Training Required
HR Representative	Allows 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 self-paced online learning and ConnectCarolina Actions for HR Representatives classroom class.
Basic Originator	Allows 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 self-paced online learning and Adding or Updating Affiliates, plus one of the following: Funding Swaps and Lump Sum Payments instructor-led class OR All three Funding self-paced online learnings: Understanding Employee Funding Entering Funding Swaps Making Lump Sum Payments
Student Originator	Allows 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 self-paced online learning and all eight Student Actions self-paced online learnings: 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 Originators 8: Change of Student Employment Status
PAAT Basic User	Allows the user to enter PAAT transcations to adjust earnings. Deductions and taxes follow according to the way you adjust earnings.	Adjusting Funding Sources for Past Pay Periods Using PAAT Approving PAAT Actions Running Reports in PAAT
PAAT Advanced User	Allows the user to enter Basic PAAT transcations to adjust earnings, but also to adjust deductions and taxes as well.	Adjusting Funding Sources for Past Pay Periods Using PAAT Approving PAAT Actions Running Reports in PAAT
PAAT Super User	Allows the user to enter Basic and Advanced PAAT transactions to adjust earnings and deductions and taxes, but also to adjust earnings only (deductions/taxes remain the same). This role is only for Payroll Services, Budget Planning and Analysis, and OSR. This role requires approval from Business System Manager.	Adjusting Funding Sources for Past Pay Periods Using PAAT Approving PAAT Actions Running Reports in PAAT
Person Update	Allows 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 self-paced online learning and Updating Person Information instructor-led class
Level 1 Student Approver	Allows 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 self-paced online learning and Approving and Viewing HR Actions instructor-led class OR Understanding Workflow and Viewing and Approving an ePAR self-paced online learning
Level 2 Student Approver	This 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 actions	FERPA self-paced online learning and Approving and Viewing HR Actions instructor-led class OR Understanding Workflow and Viewing and Approving an ePAR self-paced online learning
Level 1 Student Reviewer	Sets 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 self-paced online learning and Approving and Viewing HR Actions instructor-led class OR Understanding Workflow and Viewing and Approving an ePAR self-paced online learning
Level 2 Student Reviewer	This 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 self-paced online learning and Approving and Viewing HR Actions instructor-led class OR Understanding Workflow and Viewing and Approving an ePAR self-paced online learning
Level 1 Budget Approver	Allows 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 self-paced online learning and Approving and Viewing HR Actions instructor-led class OR Understanding Workflow and Viewing and Approving an ePAR self-paced online learning
Level 2 Budget Approver	This 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 self-paced online learning and Approving and Viewing HR Actions instructor-led class OR Understanding Workflow and Viewing and Approving an ePAR self-paced online learning
Level 1 HR Approver	Allows 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 self-paced online learning and Approving and Viewing HR Actions instructor-led class OR Understanding Workflow and Viewing and Approving an ePAR self-paced online learning
Level 2 HR Approver	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 self-paced online learning and Approving and Viewing HR Actions instructor-led class OR Understanding Workflow and Viewing and Approving an ePAR self-paced online learning
Paycheck Support	This 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.	FERPA self-paced online learning. No additional training is 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 Reports	Gives access to the Funding End Date Notification and UNC Suspense Analysis reports. The Funding End Date Notification report proactively notifies you of employees who have a percentage of payroll expenses that will be charged to suspense if no action is taken to update funding. The UNC Suspense Analysis report is an after-the-fact report that provides detail of why a person’s payroll was charged to suspense.	FERPA self-paced online learning.

Access Roles: HR/Payroll – Campus – ConnectCarolina