Resources

When employees need to take a leave of absence to deal with personal matters, they complete leave request forms and submit them for approval. There are different leave types including parental, medical, and military leave. For each leave request type, there may be several forms requiring distinct levels of approval. In the past, those forms were sent as attachments via email. As of November 14,  employees now submit those leave request forms online in ConnectCarolina instead of sending them as attachments. This includes: leave request forms, medical certifications, return-to-work forms, and other leave-related documents. Submit leave request forms in ConnectCarolina using the following path: SelfService > My Benefits > Leave. Employees can find their leave attachments in ConnectCarolina once the forms are processed at:   SelfService > My Benefits > Leave > View My Leave Documents. A more efficient process  Employees used to download leave documentation, get the necessary signatures, and attach the forms to an email to HR leave administrators. The leave administrators manually tracked the forms through the approval process using  spreadsheets . The benefits of the new process  for employees and administrators include: Employees can submit forms online and can check the approval status of their leave submissions … Read more

If you already take advantage of one of the supplemental retirement programs offered as a benefit at UNC, or if you’re interested in participating, you’ll be happy to hear that the enrollment process just got a little easier.  On Thursday, July 2, as part of an ongoing initiative to make benefits enrollment easier for employees by moving forms online, you can make elections for the UNC 403b and UNC 457 plans in ConnectCarolina.    SelfService > My Benefits > Benefits Enrollment > Supplemental Retirement Plans    UNC 403b and UNC 457 through TIAA and Fidelity   Until now, employees downloaded and completed forms for each of four available plans and then sent the completed form to the Benefits Department, where staff keyed the information in manually.  Now, a click in ConnectCarolina takes you to a supplemental retirement planning “hub” with information on all the plan options.   If you select the UNC 403b or UNC 457 plan as a best fit for you, you’ll go on to enter the dollar amounts you want to be deducted from your future paychecks or indicate a one-time deduction amount.  If you’re already enrolled in a UNC-administered plan and you want to change your elections, you’ll make those changes online and get an immediate acknowledgement of your new … Read more

If you already take advantage of one of the supplemental retirement programs offered as a benefit at UNC, or if you’re interested in participating, you’ll be happy to hear that the enrollment process just got a little easier. On Thursday, July 2, as part of an ongoing initiative to make benefits enrollment easier for employees by moving forms online, you can make elections for the UNC 403b and UNC 457 plans in ConnectCarolina. SelfService > My Benefits > Benefits Enrollment > Supplemental Retirement Plans UNC 403b and UNC 457 through TIAA and Fidelity Until now, employees downloaded and completed forms for each of four available plans and then sent the completed form to the Benefits Department, where staff keyed the information in manually. Now, a click in ConnectCarolina takes you to a supplemental retirement planning “hub” with information on all the plan options.  If you select the UNC 403b or UNC 457 plan as a best fit for you, you’ll go on to enter the dollar amounts you want to be deducted from your future paychecks or indicate a one-time deduction amount. If you’re already enrolled in a UNC-administered plan and you want to change your elections, you’ll make those changes online and get an immediate acknowledgement of your new election. … Read more

A purple diamond next to a class title indicated that only reserved seats were available for the class. During Spring 2023 undergraduate registration, students clicked the Class Details link in ConnectCarolina to see if they met the qualifications for one of the reserved seats. Jessica Walker, a junior at the Hussman School of Journalism and Media commented, “During prior registrations, it was frustrating when I received an error message for classes that appeared to be open. It was even more stressful when it was a class that I planned my entire schedule around. For spring classes, I found it easier to plan my schedule with the reserved seat icon indicating which classes were actually available to me.” Before they register, students can see the number of open and reserved seats and what groups the seats are reserved for. Reserve status was designated by colored-coded status icons. · Green oval = Open, · Red square = Closed, · Yellow triangle = Waitlist, and · Purple diamond = Reserve seats only Students clicked the Class Details link to get more information on who the reserved seats are for. For additional information on reserved seat capacity, visit the Undergraduate Registration FAQ page. (Note: … Read more

Email Communication Send Date: October 28 From: ConnectCarolina Communications To: Users who can create or update Independent Contractors in ConnectCarolina Subject: NEW!  Community Collaborator Form   Collaboration Community and Nation Start small and Think Big! You are receiving this message because you can create or update Independent Contractors in ConnectCarolina. Starting November 1, 2021, a new shortened Independent Contractor form will be available to members of the public who serve on committees and advisory boards with the University. This special category of worker is so often used, the Accounts Payable team worked with ITS, OSR and NC TraCS to develop a stream-lined version of the Independent Contractor form so that these collaborators could be enrolled into the Independent Contractor system with less paperwork. Following the successful implementation of our shortened Speaker Checklist form for Independent Contractors; we are delighted to announce another streamlined Independent Contractor process for another type of service: Community Collaborators. Community collaborators are individuals who are paid to review and evaluate a University activity by sharing feedback, suggestions, insights, and concerns based on their perspectives as lay members of communities that may be affected by that University activity (i.e. community advisory board or focus group members).  Most … Read more

Starting May 6, ConnectCarolina lets employees view or print multiple paystubs at the same time. Previously, employees accessed their paystubs through ConnectCarolina by signing on and clicking the drop-down Self-Service option at the top of their home screen.  Once on this screen, employees clicked the My Pay and Taxes tile, followed by the View Paycheck menu option on the left to access their paychecks. Previously employees had to display and print each paycheck one by one Now, employees still access their paychecks through ConnectCarolina, but once on the View Paycheck screen, they can choose to print one, several, or all of their paychecks by selecting the boxes in the Print Column and clicking the Print button. The paychecks selected will pop up in the employee’s browser as a single PDF in a new tab, and this PDF will contain all the stubs that have been selected to view/print. In some cases, like if an employee received a manual check, employees may see more than one tab. Learn more and see screenshots 

It’s frustrating to find that you need information or attachments from a deleted journal knowing you can’t search for it.  Well, you couldn’t until now. Starting July 17, the journal deletion process in ConnectCarolina was enhanced. Now, you can search for general ledger journals that have a status of “Deleted” so that you can retrieve the journals and the attachments. This does not apply to Budget journals. Here’s how it works: When you delete a journal, you’ll see a message that the journal is “logically deleted” in the system which means that the journal is retained in the system for information only but will never be posted in any of the ledgers. Although it’s “logically deleted,” if you need to look it up, you can still search for it on two pages The Campus Journal Validation page The Journal Inquiry page Need more information? Check out the updated Campus Journals Guide on ccinfo.unc.edu with instructions for deleting journals and searching for deleted journals.

  Automating what are currently manual processes to increase efficiency, decrease the likelihood of errors and make things easier for students, faculty and staff continues to be a priority for the ConnectCarolina Student Administration team. This Fall, in collaboration with the Office of the University Registrar and the Enrollment Systems team, they developed an automated way for undergraduate students to request a Pass or Fail grade for a course rather than a letter grade. The new Pass/Fail online form replaces a high-touch process that involved a student downloading a form and then waiting for Student Administration staff to type in the information. Imagine the staff time and work involved in manually processing the 29,000 pass/fail requests undergraduates submitted for the Spring 2020 semester Students can go into their Student Center, select the Pass/Fail Request option, enter the course information, click the Class is Pass/Fail checkbox and Submit. Students can just as easily change back to receiving a letter grade by clicking the REMOVE Pass/Fail from Course checkbox. Best of all, the Student Administration staff is out of the business of typing in the information for the 18,000 pass/fail requests that came in for the Fall 2020 semester. For more information about the process, take a look at the Pass/Fail Detailed … Read more

Email Communication Send Date: November, 2021 From: UNC Human Resources To: ConnectCarolina HR/Payroll Users Subject: News Click to view ConnectCarolina HR/Payroll Update – November 2021 The links in this email were active on the send date. Topics Full Position Managemen Updates EHRA Non-Faculty Leave Payouts 2021 University Printed Calendar Clarification HR/Payroll Reporting Dashboard Update Reminders Payroll Schedules Overpayment Recovery  

Have you ever received a “phishy” email asking you to confirm or verify your account? Phishing scams have increased significantly in the past year, says Lyndon Joyce, ITS User Support and Engagement lead. Phishing is when people attempt to gather personal information such as usernames, passwords, bank account or credit card information through malicious email links or attachments. Usually, messages follow a standard framework that can be easy to spot. Be alert for the following features of a typical phishing email: Random capitalization: Official emails from the University will never use all capital letters for the University’s name.  Urgent subject lines: Phishing emails try to create a sense of fear and urgency, while official emails from the University typically do not. Bad grammar, awkward phrasing or out of context sentences Bad links: Hover your mouse over a link to see the target destination. If you see a long, strange link that does not look familiar, it’s probably a phishing link. ITS works hard to eliminate the impact to the University and potentially sensitive data of phishing emails. Once someone reports a suspicious email, the team springs into action within 15 minutes. Unsafe links are blocked to prevent on-campus users from … Read more

Lists General Administration’s Project Types with corresponding revenue accounts for contracts and grants.

Lists Office of Sponsored Research Project ID Prefixes, Funds, and Source codes.

The budget balances on these reports are based on approved, finalized, posted transactions to the GL Actuals ledger through a specific fiscal year and period Two reports: One version of this report lets you search on project ID, the other on contract number Each report displays OSR expenditures grouped by type of expense

Shows all invoices that have been processed through the ConnectCarolina billing system for OSR for a given project, contract, sponsor, or principal investigator Based on actual, posted transactions to the general ledger Shows all invoices created in the system since go-live on October 1, 2014 Invoices prior to October 1, 2014 were billed from other systems, so you’ll need to check with OSR on those if you have questions This is a SAS Web Report Studio report in InfoPorte located on the OSR Campus Reports tab

In this webinar, we discuss two new OSR reports for campus users. Learn about the OSR Invoice Listing report that lists all the invoices that have been provided to sponsors. This report helps you with award and contract closeout. We will also discuss the OSR Contract GL Expense and Budget report which shows the balance of a project based on approved, completed transactions.

This report shows all payments received from sponsors since go-live on 10/1/2014.

This webinar PPT demonstrates the OSR Payments Report, which shows all sponsor payment activity since go-live.

This webinar demonstrates the OSR Payments Report, which shows all sponsor payment activity since go-live.

Slides used in the November 2, 2016 OSR reports webinar. Webinar covers the OSR Invoice Listing report and the OSR GL Expense and Budget report.

This document shows the process for fixing project or grant-related campus journals with budget errors that route to OSR for approval.

Describes the Office of Sponsored Research process, ConnectCarolina navigation, job name, and performer for generating awards/grants to cash.

Memo to University Research Administrators describing upcoming changes to the way subcontract invoices are processed for payment.

Opportunity for Procurement Services to share an overview of P-Card basics including recent program updates, policy changes, best practices, and resources with Connect Carolina users. To view the live recording of this presentation, click here.

Opportunity for Procurement Services to share an overview of P-Card basics including recent program updates, policy changes, best practices, and resources with Connect Carolina users. To just view the slides from this presentation, click here.

Beginning August 16, the University’s P-Card system will be replaced with Works, a system that offers greater flexibility and an upgraded reconciliation tool. A few key enhancements provided by Works: The ability to split the way transactions are funded by percentage or dollar amount Electronic receipt capture and retention Greater reporting capabilities Need More Information The Finance website will have updates and links to all training, resource and policy documents. P-Card users will receive an email with detailed information about the new systems and training opportunities, including a webinar on August 1. For more information about roles, training and policy changes, review the finance memo sent July 10.

PAAT adjustments can route to three different levels for final approval. The route an adjustment takes depends on which fund types are changed on the adjustment. This table is a quick reference for which levels are required for each fund type changed in a PAAT adjustment.

Webinar held to introduce PAAT the day before it went live. Provides an overview of the tool and best practices.

Q&A document generated from discussion during the October 2015 PAAT webinar.

A guide to using the Payroll Accounting Adjustment Tool (PAAT), including how to enter and manage payroll adjustment and how to run PAAT reports.

This is a recording of a webinar on the Payroll Accounting Report.