Resources

As part of the Fall 2018 census activities, there will be an outage of the Student Administration component of ConnectCarolina on Wednesday, September 5th, starting at 5:00pm and ending around 12:00am. Census is the official date the University reports enrollment.  Faculty, students and staff will NOT be able to access any ConnectCarolina Student Administration functionality.  Finance functions are NOT affected by this outage, but the ePAR hire form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID. During the September 5th outage, these ConnectCarolina applications may experience limited or no functionality: Student Administration Third-Party Proxy Access ePAR hire form TouchNet (students and third-party proxies cannot pay bills; applicants cannot pay enrollment deposits) Some Guest ID and Onyen update services PID Create UNC Directory (lookups available but not updates) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS)

The OSR Contract Closeout Report, found in InfoPorte on the OSR Financial Reporting Tab, is used to facilitate Award/Contract closeout systematically. This report will serve as a tool to ensure all OSR close out processing, status validation, and other reconciliation processes have been completed successfully.

This reference card explains the billing areas that send charges to the Customer Billing Management (CBM) and Bill Presentation system, as well as what the process for reconciling looks like. Includes charts to explain the fields on the forms.

Don’t forget: 2-Step Verification is required for students to access and pay bills in ConnectCarolina. How to Register for 2-Step Verification Visit onyen.unc.edu and click on “2-Step Verification for Duo.” The registration process takes just 10 minutes. You need to have your mobile device and PID available. We recommend downloading the DUO Security app from your phone’s app store for the smoothest 2-Step experience. Set Up an Authorized User If your parents, guardians or another party pay your bills, they must be set up as Authorized User to access Student Financials. This keeps your banking information safe. Authorized Users do not need to set-up 2-Step Verification; however, they cannot use student Onyen credentials to access ConnectCarolina. For step-by-step instructions on how to set up Authorized Users, visit: ccinfo.unc.edu/give-proxyauthorized-users-access-information-2/. Need Assistance? If you need assistance, please do not hesitate to visit help.unc.edu to chat with a support representative or call the ITS Service Desk at 919-962-HELP.

  Students, As a reminder, 2-Step Verification is required for portions of ConnectCarolina, including Student Bill Pay. We encourage you to take time now to configure 2-Step to ensure that you will not encounter any payment issues once fall semester bills are released.   Register for 2-Step Verification Visit onyen.unc.edu and click on “Register & Manage 2-Step Verification.” The registration process takes just 10 minutes. You will need to have your mobile device and PID available. We recommend downloading the DUO Security app from your phone’s app store for the smoothest 2-Step experience.   Set Up an Authorized User If your parents, guardians or another party pay your bills, they must be set up as Authorized User to access Student Financials. This keeps your banking information safe. Authorized Users do not need to set-up 2-Step Verification; however, they cannot use student Onyen credentials to access ConnectCarolina. For step-by-step instructions on how to set up Authorized Users, visit: https://ccinfo.unc.edu/give-proxyauthorized-users-access-information-2/.   Need Assistance? If you need assistance, please do not hesitate to visit help.unc.edu to chat with a support representative or call the ITS Service Desk at 919-962-HELP.  

When it comes to reports that show how an employee is funded, it’s not one-size-fits-all.  ConnectCarolina and InfoPorte have a variety of reports that show funding information at each step in the payroll process.  Each report gives a unique view of the information.  With all of these different reports, how do you know which report to use and when?  In this recorded webinar, we talk about which reports are best at each stage of the payroll funding process and why.  You can also find the slides and the quick reference card for understanding reports related to employee funding on CCinfo.unc.edu.

When it comes to reports that show how an employee is funded, it’s not one-size-fits-all.  ConnectCarolina and InfoPorte have a variety of reports that show funding information at each step in the payroll process.  Each report gives a unique view of the information.  With all of these different reports, how do you know which report to use and when?  These slides accompany the recorded webinar and the quick reference card for understanding reports related to employee funding.

The chart on this page shows, at a high level, how the payroll process works and where in the process reports pull information from.  The table on the back explains the reports listed on this page and when it’s helpful to use each one.

This reference explains how to use InfoPorte to do a quick balance and end date check for your projects, find budget balances with or without cost share, look up details about your grant.

This webinar covers the steps for processing a change order request for a purchase order. The changes you can make include: reducing the quantity or amount on a PO line, reducing a PO line and requesting chartfield changes for all invoices going forward, increasing the quantity on a PO line, increasing a PO line and requesting chartfield changes for all invoices going forward, and liquidating the total PO amount.