Resources

HR Payroll Quick Reference Cards (QRC) Click on the link in the Description.  This document as of November 16, 2022

This user guide will show employees how to submit and view leave attachments in ConnectCarolina. This includes leave request forms, medical certifications, and more. The UNC Leave Administration team created this online submission format to make leave submissions simpler and more consistent. Click the title slide to view the Employee User Guide

In early spring 2022, a group led  by Mechelle Clayton, Interim AVC of Enterprise Applications, met to discuss ways to simplify the access request process. They started by asking for feedback from campus users, central offices, ARCs, and others so they could understand the pain points and used that feedback to identify requirements and set priorities for changes to the current process and tools. Some of the pain points raised are: Security Roles: There are too many security roles, and descriptions are unclear. Combine roles into groups for easier selection and maintenance. Manual Processes: Current processes are manual. Paper forms and keying data into the system is time-consuming and often lead to errors and missing or conflicting information. Automating assignment of security access for new employees, employee terminations, and employee transfers into new positions would speed up the processes and result in cleaner role assignments. Documentation and Training: There is confusion about how to sign up for training and where to find help documentation. Navigation and Tracking: Access Resource Coordinators (ARCs)across Finance, HR/Payroll, Student Administration, and departments use different approaches for managing access requests. It’s difficult to track when an employee has completed the mandatory training, and it isn’t easy … Read more

This reference card details the steps to submit an invoice against a purchase order in the Vendor Invoice Submission Page.

This guide is used in the Creating Campus Vouchers class. This guide explains how to use the Campus Voucher option in ConnectCarolina to make payments (including to independent contractors), to enter credits, to replenish petty cash, to have checks cut, and to make cash advances.  The guide also explains how to create reusable templates for campus vouchers along with how to use those templates to create campus vouchers and how to modify the templates.  It also explains how to use the Voucher Inquiry option to see completed and in-process vouchers. This guide also touches briefly on how to find vouchers in InfoPorte reports. CampusVoucherStudentGuide 02 2022

Double-Check Your Home Address for Tax Forms Your home address (not your mailing address) is where the University sends your printed tax forms (1098-T and W-2).  Please take a minute to double-check your home address in the campus directory and update it if needed.  To do that, sign in to ConnectCarolina and from the Self Service (employees) or the Student home page, click the Personal Information tile, and then the Addresses option on the left side of the Personal Information screen. Verify that your home address is correct and click the red pencil icon next to your home address if you need to make changes. If you make changes, be sure to click OK at the bottom of the Edit Address page, and then Save. Please update your home address prior to winter break to guarantee your tax forms are delivered to your desired address. Opt Out of Printed Tax Forms  You can choose to opt out of printed W-2 and 1098-T forms and get them electronically only. Opt out of printed 1098-Ts: The IRS requires the University to issue Form 1098-T, “Tuition Payments Statement,” to each student by January 31. The 1098-T form helps you determine whether you are … Read more

Double-Check Your Home Address Your home address is where the University sends your benefits correspondence and printed tax forms. Please take a minute to double-check your home address in the campus directory and update it if needed. Sign in to ConnectCarolina and click the drop-down arrow in the top blue header to select the Self Service home page. From there, click the Personal Information tile, and then the Addresses option on the left side of the Personal Information screen. Verify that your home address is correct and click the red pencil icon next to your home address if you need to make changes. If you make changes, be sure to click OK at the bottom of the Edit Address page, and then Save. Be sure to update your home address before winter break to make sure your tax forms are delivered to the correct address. Opt Out of a Printed a W-2 You can opt out of receiving a paper W-2 form and instead download an electronic copy from the ConnectCarolina Self-Service menu when W-2s are released. To double-check that you’ve made a selection, log in to ConnectCarolina and from the Self Service home page in ConnectCarolina, click the My Pay … Read more

Originators All hires require a position Position ePAR must fully execute before corresponding Hire ePAR begins All PeopleAdmin recruitments require a position Position ePAR must fully execute before PeopleAdmin posting begins All fund swaps require a position *NEW* links to View and Update Position ePARs Approvers Check to make sure all hires have a position Check to make sure all fund swaps have a position Review HR Worklist for Position ePARs daily and take action *NEW* links to View, Update and Approve Position ePARs HOW TO: Clean Up Expired Job End Dates  

This webinar covers topics such as how students receive money, accounts allowed and not allowed, and some scenarios of student awards paid by voucher. Due to a technical issue, this recording ends in the middle of the last slide. You can also find the slides for the webinar  and the answers to the questions that were asked during the webinar posted on CCinfo.unc.edu as well.

We’re about halfway through the 2020-2021 performance review period and we want to share a few tips for managers as you work through the performance reviews, development plans and goal setting for your EHRA non-faculty employees. Managers have already assigned over 21,000 goals to employees in Carolina Talent. Quick Tips for Managers:  If your employee already signed their performance plan but you need to make a change, you can do that at any time . To make a change or track progress for a goal, follow this path: Performance > Goals. To make a change or track progress for a development plan, follow this path:  Performance > Development Plans.  Your employee will receive an email notification anytime  a change is made. If you need to make a change to a performance plan you submitted before your employee signs it, you have a couple of options: Submit a help ticket to have the performance plan re-opened at help.unc.edu > search Carolina Talent > choose the Carolina Talent request, complete the fields, and submit your ticket. Wait for your employee to sign the plan and then make changes through the menu option (see tip number 1 for steps). Again, your employee will receive an email notification anytime a change has been made. If you want to see the status of tasks for your team, you can run a report from the Carolina Talent menu by … Read more