This reference card contains 13 tips for managing student hires, including working with expected job end dates, the importance of entering actions on time, using positions correctly, and taking care to choose the correct person when entering the hire.  This reference card also contains a table of job codes for managing student hires.

Type: Quick Reference Categories: HR/Payroll Last Updated: March 1, 2014

Good morning, You’re receiving this message because you have used the Surplus Property Management system in the last year. We wanted to let you know that, starting 5:00 pm today, November 26, the Surplus Property Management System is being made more secure by the addition of 2-Step Verification (Duo), and you will need to go through 2-Step to get to the Surplus Property management system. If you have access to more than the Self Service menu in ConnectCarolina, you’re already using 2-Step Verification (Duo). With this method, you use a phone or other device to verify that “you’re you” before you see sensitive information or access certain applications. If you’re already using 2-Step Verification (Duo) for ConnectCarolina, you don’t need to take any action. If not, go to https://its.unc.edu/2-step/ to learn more and to see instructions for how to sign up. As always, we appreciate your understanding as we work to make the University’s systems even more secure. If you have any questions about this change, contact the Service Desk by submitting a help request at help.unc.edu or calling 919- 962-HELP. Sincerely, The ConnectCarolina Team   Information | ccinfo.unc.edu Questions | cc_communications@unc.edu Training | connectcarolina_training@unc.edu Subscribe | ConnectCarolina Newsletter Help | help.unc.edu | 962-HELP      

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This presentation is an overview of the 2-Step Authentication and why it is so important in our environment.

Type: Webinar Categories: General Last Updated: October 24, 2018

On October 5, UNC-Chapel Hill implemented 2-Step Verification, a process designed to secure and safeguard personal information and vital University data and credentials. At a time when phishing scams are becoming ever more frequent on our campus, this enhancement is part of our ongoing work to ensure that personal and University information remains secured and protected. Watch a quick video to learn about 2-Step Verification What is 2-Step Verification? Also called 2-Factor or Multi-Factor authentication, 2-Step Verification adds a second layer of security to account access – and is being used by banks, stores and other places where people have online accounts. In order to authenticate and sign in, people have to provide something they know (e.g., their Onyen and password) and use something they have (a mobile device or landline phone). Whenever people sign in, a special access code is sent to their mobile device or landline phone before they can complete signing in to their account. With two different authentication methods, people can protect their log-ins from remote attackers exploiting stolen or weak credentials. UNC-Chapel Hill’s service is powered by Duo Security, a proven solution in multi-factor authentication. Duo works with many universities around the country –- including … Continued

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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.

Type: Categories: Last Updated: July 19, 2018

  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.  

Type: Categories: Last Updated: July 17, 2018

During the 2016-2017 academic year, ConnectCarolina support staff shifted their focus from post-go-live stabilization support for finance, human resources and payroll applications to enhancing functionality, providing new reporting capabilities, and improving the usability of the system. Both campus and central administrative users benefited from the team’s efforts. This report highlights some of the most significant improvements and successes.

Type: Quick Reference Categories: Finance, General, HR/Payroll, Reporting, Research, Student Admin Last Updated: August 22, 2017

Your tax year 2017 W-2 form is now available for viewing via the SelfService menu on the ConnectCarolina home page. An advantage of accessing your W-2 form online is that you can print and use it sooner than the paper version issued in late January by Payroll Services. In late January 2018, all employees will also receive a printed W-2 for tax year 2017.  For details, see the Jan. 12 memo from Payroll Services. Remember that 2-Step Verification is required for online W-2 access.

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This recorded webinar captured a Finance User Group meeting. This meeting covered 7 key concepts: Most transactions go through 5 basic steps. Vouchers manage payments in ConnectCarolina. Information about budgets is tracked separately from information about actual transactions. Once a transaction is budget-checked, you see it in InfoPorte. Unposted GL journals are deleted at month end. Our new accounting method is called the accrual method. Unposted vouchers are rolled forward at the end of the month.

Type: Webinar Categories: Finance Last Updated: March 1, 2015

These slides were used withe the “7 Key Concepts” webinar. The webinar covers these concepts: Most transactions go through 5 basic steps. Vouchers manage payments in ConnectCarolina. Information about budgets is tracked separately from information about actual transactions. Once a transaction is budget-checked, you see it in InfoPorte. Unposted GL journals are deleted at month end. Our new accounting method is called the accrual method. Unposted vouchers are rolled forward at the end of the month.

Type: Slideshow / Presentation Categories: Finance Last Updated: February 20, 2015

Starting on April 11, you will see a new layout when you type connectcarolina.unc.edu into your browser. You’ll see the same links you’re used to seeing plus a few extra, and we think the page will be easier to use for those new to ConnectCarolina and for students’ family members who only occasionally log in to ConnectCarolina. There is no downtime or outage associated with this update. The Changes We‘ve simplified the page layout and made it is easier to navigate. The links work the same as they do now. Only the look is different. Looking for the InfoPorte link? It’s in ConnectCarolina under Enterprise Reporting on the left . For Students The first column is for students and their proxy users. Like today, students will click the big green button to get to the ConnectCarolina Student Center, and once in ConnectCarolina, everything will work the same as it does now. Parents or others can pay bills or see student info by clicking the blue buttons in the lower left.  (As always, students first need to give them access.) Click the first link under the green button, Useful Links for Students to go to a friendlier version of the page … Continued

Type: Categories: Last Updated: April 3, 2018

The Faculty Portal, a new ConnectCarolina home page for faculty members, is currently being rolled out, school by school.  The Faculty Portal combines the teaching and research information faculty members use most onto the first page they see when they log in. From one page, faculty members can: access their teaching schedules (which means fewer clicks to print class rosters, email students, create academic progress reports, and enter grades) see the students who have incompletes in their classes see financial information about their contracts and grants (on the new “PI Dashboard”) see approval notifications from research applications such as RAMSeS and ecrt find charging instructions for their salary (that is, funding sources for their salary) access the most commonly-used links for teaching and research as well as as place faculty can add their own links to make the Faculty Portal even more useful. Do You Work With Faculty? Do you work with faculty? If so, you may be asked how the Faculty Portal works, and we want to make sure you have resources to answer that question. A quick-start guide, available on CCinfo.unc.edu, details how to use the Faculty Portal.  A Faculty page on CCinfo.unc.edu contains links to other documents faculty may find useful. One thing … Continued

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If you use InfoPorte to do any of your work, you’ll notice that it looks a bit different when you log in on Wednesday, August 14. During the system maintenance on Tuesday, August 13, the team is updating the background color and updating the buttons on the top right. The SAS reports in InfoPorte are getting a facelift too and will have consistent colors across reports, in all areas (Finance, HR, and Student Administration). Though the system and the reports will look different, everything will work the same way it does today, except the Access Request Tool that Access Request Coordinators (ARCs) use. If you’re an ARC, you’ve probably been waiting for this change. When we announced it earlier this summer, many of you wanted to know when the change was coming because it’ll make entering access requests easier. The upgraded access tool will be available for all ARCs beginning on Friday, August 16. For a sneak peek at the upgraded tool, join us for a webinar on Tuesday, August 13 at 2:30 pm. You can join the webinar using this link: https://unc.zoom.us/j/876159375. If you’re not able to join the live webinar, you can watch the recording when it’s posted on CCinfo.unc.edu. … Continued

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Currently, managers complete performance plans and evaluations outside of ConnectCarolina, then enter overall performance and competency ratings in the system. Starting in April, a pilot group made up of the Office of Human Resources (OHR) and select departments across campus will use ConnectCarolina for the full process for SHRA employees. Managers and employees in the pilot group will follow the traditional assessment process but will complete the forms in ConnectCarolina instead of using paper forms. These forms include performance plans, off-cycle reviews, an employee self-assessment, and evaluations. Staff participating in the pilot are testing the appraisal process from end-to-end with the goal of the rest of campus using it next year. Representatives from the Employee and Management Relations division of OHR are demonstrating the new process to the pilot groups throughout March.

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When you go to connectcarolina.unc.edu on May 20, expect to see one “smart” green button instead of separate green buttons for students and staff. The log-in will take you to a default home page based on your role at UNC. You may also wonder what happened to the more than 20 links you see on the current Log in page. We’re trying to declutter the screen. Many links were already on the Useful Links for Students page. Others are moving to a new Help page in ConnectCarolina. The decision about what links and buttons would stay on the Log In page was driven partly by how frequently they were used (such as the heavily-used link to Sakai) and partly by whether the link needs to be accessed by people who don’t have an Onyen or Guest ID (such as the “Pay Student Bills” link). The page is still under construction and there may be some changes to what is shown here, but you can visit ConnectCarolina Makeover – A Simplified Log In Page to see the new Help page and the retitled Useful Links for Students page. The new title is Links for Students, Parents & Proxies.

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Attention Undergraduate Faculty: The Academic Progress Reporting period is now open for Spring 2017. The Academic Progress Report (APR) system in ConnectCarolina gives instructors the opportunity to provide feedback to students in their courses who are performing well and to students exhibiting signs of academic distress. Academic Progress Reports are intended to encourage students to reflect on their academic performance and take action in a timely manner. Undergraduate faculty is encouraged to take advantage of this opportunity to provide students with early feedback on their academic progress in your course. This is especially important for students early in their undergraduate career. For more information, visit http://studentsuccess.unc.edu/for-faculty/. For streamlined access to your class roster, photo roster, and academic progress reports, select “Student Administration” from the left menu, and click on “My Schedule.”

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When you see term codes used across ConnectCarolina and InfoPorte, have you ever wondered what the four-digit code associated with each semester is or how it’s determined? For example, did you know that the last number in the term code 1959 refers to the Term (9=Fall)? Check out this new one-pager to create and decode term codes quickly and accurately. Thank you to Beth Tanner, Business Systems Analyst in the Registrar’s Office for sharing this information!

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Starting a new position is stressful and learning a new system at the same time can be all the more overwhelming. Join Cortney Alston of UNC-Chapel Hill’s Finance & Operations team as she provides insight on how to get the most out of onboarding new employees to PeopleSoft. New employee orientation often includes training on the organization’s policies and procedures as well as PeopleSoft. This session describes how the Finance & Operations team leverages best practices and current trends to increase engagement, retention, and improvement of PeopleSoft orientation training for staff in new Finance roles. To just view the slides from this presentation, click here.

Type: Webinar Categories: Finance, General Last Updated: November 9, 2018

Starting a new position is stressful and learning a new system at the same time can be all the more overwhelming. Join Cortney Alston of UNC-Chapel Hill’s Finance & Operations team as she provides insight on how to get the most out of onboarding new employees to PeopleSoft. New employee orientation often includes training on the organization’s policies and procedures as well as PeopleSoft. This session describes how the Finance & Operations team leverages best practices and current trends to increase engagement, retention, and improvement of PeopleSoft orientation training for staff in new Finance roles. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Finance Last Updated: October 23, 2018

This guide provides detailed information on being an Access Request Coordinator (ARC). ARCs enter requests for access to ConnectCarolina and some companion systems such as Web Travel and PeopleAdmin. The guide includes step-by-step instructions for: entering and submitting access requests, retracting and deleting requests. sharing a request. working with file attachments in the access requests. generating reports on access requests. checking the status of a request.

Type: Guide Categories: Finance, General, HR/Payroll, Reporting, Research, Student Admin Last Updated: July 28, 2016

Information | ccinfo.unc.edu Questions | cc_communications@unc.edu Training | connectcarolina_training@unc.edu Subscribe | ConnectCarolina Newsletter Help | help.unc.edu | 962-HELP  

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Welcome Back Faculty! As you settle back into the swing of things, we’d like to share a quick refresher for accessing your Schedule and Class Roster in ConnectCarolina. For additional information on emailing students from the Faculty Center check out the Start of Semester Quick Start Guide on ccinfo.unc.edu/faculty/.   Please contact help.unc.edu or 919-962-HELP if you have issues accessing your class information. Thank you, The ConnectCarolina Team Information | ccinfo.unc.edu Questions | cc_communications@unc.edu Training | connectcarolina_training@unc.edu Subscribe | ConnectCarolina Newsletter Help | help.unc.edu | 962-HELP  

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This Quick Reference Card provides instructions for accessing PO invoices in ConnectCarolina in order to view or print as needed.

Type: Quick Reference Categories: Finance Last Updated: September 14, 2016

Form that must be completed and sent to jkledoux@email.unc.edu prior to changing the Account number on an Accounts Payable voucher that has already posted to the general ledger.

Type: Form Categories: Finance Last Updated: December 14, 2016

This quick reference guide lists account codes for budgeting on State child accounts.

Type: Quick Reference Categories: Finance Last Updated: May 20, 2019

This spreadsheet shows how object codes from the legacy system mapped to the ConnectCarolina account codes.  The spreadsheet has three tabs: UNCCH Accounts, which lists the general ledger accounts that were loaded into ConnectCarolina for UNC-Chapel Hill. UNCGA Account, which lists all the general ledger accounts that were loaded into ConnectCarolina for UNC General Administration. All FRS Object Codes, which lists every object code and the  ConnectCarolina account it mapped to.   .

Type: Spreadsheet Categories: Finance Last Updated: November 8, 2018

To:         University Business Managers Research Administration Support Group (RASG) MOU Financial Leads Accounting personnel who use InfoPorte From:   Walter Miller, Interim Payroll Director Subject:  Accurate Salary Projections in InfoPorte As of May 12, you can expect salary and fringe benefit projections to be more accurate in InfoPorte.  The long-awaited changes that will be put in place on Friday complete a series of changes and fixes that have been implemented over the last few weeks.  The biggest improvements you’ll notice are: Contract and grant (OSR) fund projections will be calculated with Project ID budget end dates in mind. The projections will be updated every weeknight (except holidays). For example, if you use a Fund Swap ePAR form to move an employee’s funding to a different grant, the projection for the employee will be updated the night the ePAR executes (when it is fully approved). The system will factor in the caps for Social Security and retirement when calculating projections for highly-compensated employees. Projections will take into account Job End dates As in the past, the system calculates projected fringe benefits and taxes based on each person’s employee group (such as EHRA Non-Faculty or SHRA Permanent) and the type of funding … Continued

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When purchasing a piece of equipment that is greater than $ 5,000, you must include asset management information in the purchase requisition for the piece of equipment and any associated coasts, including freight charges, discounts, trade-in values, and installation fees.  This quick reference card lists the steps to add asset management information.

Type: Quick Reference Categories: Finance Last Updated: October 4, 2017

This self-paced course explains when to use PAAT and the difference between a PAAT adjustment and a Funding Swap ePAR. It also covers the steps you’ll need to take to create, manage and submit a PAAT adjustment.

Type: Computer-Based Training Categories: Finance, HR/Payroll Last Updated: December 1, 2015

This Quick Reference Card provides instructions for changing or canceling an existing receipt for goods or services that have not yet been invoiced on a Purchase Order.    

Type: Quick Reference Categories: Finance Last Updated: December 10, 2018