Resources

This document covers the steps for how to navigate in SLATE, including logging in, finding your applicants, navigating the student record, retrieving queries and reports and accessing the reader, for application evaluation.

This document covers the process fee waiver process in Slate.

This document provides information on how to run the four basic queries that have been created to cover a large percentage of the most used queries.  Queries included are General Admissions Report, General Admissions Report, more filters, General Admissions Report, Simplified, and General Admissions Reports, Simplified, more filters.

This document covers how to quickly create a communication in Slate.

This document covers how to run a query in SLATE and export it as a Deliver Mailing.

This document covers how to process applications with North Carolina residency determination.

This document covers how to remove a fee waiver from a School of Medicine application in Slate.

This document covers how to send a one-time message using the upload spreadsheet function in Slate.

This document covers how to write a new query in Slate.

This document covers how to move around in Slate Reader to review Graduate School applications.

This document covers how to move around in Slate Reader to review School of Medicine applications.

This document covers how to run queries in Slate.

This recorded webinar shows changes that are coming with the Finance upgrade in December 2018.  Click to see the slides from the webinar. For more information about the upgrade, go the upgrade webpage.

Did you notice that in the new year, some InfoPorte reports transitioned to Tar Heel Reports? Reports that were available as SAS VA inside of InfoPorte are being moved to Tableau as Tar Heel Reports. Here are some highlights about the Tar Heel Reports and the benefits to you: Not all reports have transitioned to the new technology. If it was transitioned, you’ll see “Now in Tar Heel Reports” next to the report name. The Tar Heel Reports are the same reports you had access to before with a notable change – security is different. You’ll see information for all departments, not just your own. Don’t worry, it’s easy to filter and save the filters you create. When you click the name of a Tar Heel Report in InfoPorte a new window opens with a Sign in to Tableau Reports button. Some Big Wins for You Downloading is easier and more intuitive. You can even pick specific or all columns to download. There are multiple formats to download to, including Image (png), Data (txt/csv), PDF and PPT. Tar Heel Reports load quickly. It’s a noticeable difference from loading SAS Visual Analytics reports. You can save your filters as Favorites. Filter for the department information you need, save … Read more

Did you notice that in the new year, some Infoporte reports transitioned to Tar Heel Reports? Reports that were available as SAS VA inside of Infoporte are being moved to Tableau as Tar Heel reports. Here are some highlights about the Tar Heel reports and the benefits to you: Not all reports have transitioned to the new technology. If it was transitioned, you’ll see “Now in Tar Heel Reports” next to the report name. The Tar Heel reports are the same reports you had access to before with a notable change – security is different. You’ll see reports for all departments, not just your own. Don’t worry, it’s easy to filter and save your reports. When you click the name of a Tar Heel Report a new window opens with a Sign into Tableau Reports button. Some Big Wins for You Downloading is easier and more intuitive. You can even pick specific or all columns to download. There are multiple formats to download to, including Image (png), Data (txt/csv), PDF and PPT. Tar Heel Reports load quickly. It’s a noticeable difference from loading SAS Visual Analytics reports. You can save your reports as Favorites. Filter for the department data you need, save your … Read more

1) Even if you are requesting something on behalf of someone else, list your name in the Requested for or by field. That way, you receive ticket updates and you can share the information with others as needed. If you enter the other person’s name, only they will receive email updates, although you can still track the request through help.unc.edu under “My Requests.” 2) If you’re submitting an HR-related ticket that concerns another employee, include the employee’s PID and any other useful information (such as position number and employee record) in the Additional Information section for service requests (“Request Service” tickets) or the Please describe your issue below section for incidents (“Something’s Broken” tickets).

Email Communication Send Date: April 17, 2020 From: ConnectCarolina Communications – Chandrika Rao, Associate Controller To: ConnectCarolina Users of Source Create module Subject: Source Create Enhancement in ConnectCarolina You are receiving this email because you have access to the Source Create page in ConnectCarolina. Accounting Services has been working with ITS to enhance the functionality of the ConnectCarolina Source Create module. You may notice updated short descriptions, long descriptions, source titles and the order of display. A new attribute “BUS_UNIT_OWN” has also been added to provide organizational hierarchy and reflect the Business Unit which establishes and owns the chartfield source. If you have any questions, please contact Yiwen Wang at Yiwen_wang@unc.edu. View the email in its original format:  Source Create Enhancement in ConnectCarolina    

This report shows budget balances by source. It is based on the Commitment Control ledgers.

A list of sources with descriptions and how to request a new source.

Source values for state parent, child, and revenue budgets where source is required to be rolled up.

This reference card, translated into Spanish, gives step-by-step instructions for how to find your W-2 in ConnectCarolina with 2-Step Verification.  For more information on how to register your device for 2-Step Verification, visit help.unc.edu/duo.

Email Communication: Send Date: October 30, 2020 From: ConnectCarolina Communications on behalf of: Janet Rupert, Director, Accounts Payable and Vendor Services, Independent Contractor Vendor Managers To: Anyone with Access to Request Suppliers and Independent Contractors in ConnectCarolina Subject:  Speaker Checklist Form Update   Each year, the University brings in quite a number of guest speakers to address students and participate in forums across campus. During remote instruction, hiring guest speakers has become an increasingly popular way to enhance online learning. To help speed up the process of hiring a guest speaker to present to our campus community, the Accounts Payable team has worked with ITS to further enhance and broaden the stream-lined version of the Independent Contractor form, 708.3.1f Speaker Checklist Form (available Monday, October 19). Most significantly, speaking engagements have been lengthened to one week (from one day), and speakers can perform multiple separate speaking engagements during the calendar year. This change to the process is effective October 19, 2020. Departments can opt to use this form for hiring an independent contractor who meets the following requirements: The speaking engagement lasts no more than one week. The honorarium does not exceed $5,000. The speaker is a US person who … Read more

January 7, 2019 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  

Employees in certain SHRA Auditing, Business and Finance (ABF) Professional positions will be offered the opportunity to change employment status from SHRA to EHRA Non-Faculty (EHRA-NF) in spring 2023. To be eligible for this new EHRA-NF classification, the ABF Professional position must be both exempt from the Fair Labor Standards Act (FLSA) and have at least one-third of their job duties reflected as professional accounting duties. As of Sept. 1, 2022, all newly created or vacated  FLSA-exempt positions that meet the new EHRA-NF ABF job classification criteria must be EHRA Non-Faculty, and may no longer be filled as SHRA positions. Any positions already posted and under recruitment as of this date may continue to be filled as SHRA. EHRA ABF Professional job classifications will become part of the EHRA Non-Faculty Instructional, Research and Information Technology (IRIT) category and will be subject to all University policies and procedures applicable to this category of employees. For more information, visit the EHRA Conversion for Auditing, Business, and Finance (ABF) Professionals webpage of the HR at UNC website.

There will be an outage affecting the Student Administration component of ConnectCarolina on Thursday, Jan. 26, beginning at 5:00 pm and ending at approximately 12:00 am as part of the Spring census activities. Census is the official University enrollment reporting date. Faculty, students, and staff will NOT be able to access ConnectCarolina Student Center during this time. The Finance component is NOT affected by this outage.  However, the ePAR hire form for HR/Payroll is impacted, as are some services related to Onyen, PID, and Guest ID. During the Jan. 26 outage, the following functions may experience limited and/or no functionality: The following ConnectCarolina applications, including: O Student Administration o  Third Party Proxy Access o 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) UNC Online Applications for enrollment (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS) Questions/Problems: Help Desk: 919-962-HELP or help.unc.edu For the most up-to-date system status, please go to https://status.its.unc.edu/

Do you work with students? If you do, you may get questions about changes students will see in ConnectCarolina starting December 12. These changes are focused in three places. The Personal Information tile where students can see their Residency Status and create a new Student PIN (details below). The Student Homepage Links tile where the Third-Party Proxy link has been renamed to Share My Student Information. This link will be where students identify additional people they want to be able to access their information and create PINs for them. The Agreements & Confirmations tile where they can click Mandatory Health Insurance to see their billing and waiver status for the Student Blue insurance plan. Starting Spring Semester 2020, students will click Enrollment Confirmation to confirm participation in their classes (details below). PINs Will Better Protect Student Information Beginning in Spring Semester 2020, anyone requesting student information – including the student – will be asked to provide a 4-digit Personal Identification Number (PIN). It’s like 2-Step Verification over the phone. Students can set up PINs starting Thursday, December 12. Students can set up a PIN for themselves so that if they need to call to get information about their enrollment or … Read more

In a few weeks, all faculty, staff and student employees will have positions for their appointments in ConnectCarolina. Why is this important? For seven years (since the ConnectCarolina HR/Payroll go live), the University has been translating our appointments (which don’t have positions) into positions. That’s because those managing finances at the Board of Trustees and at the University System-level think in terms of positions when discussing budgets. The problem is that translating this data is an unstable process that gets increasingly complex as the System Office requests more data. Having all faculty, staff and student employees in positions simplifies this process and brings other benefits like tracking positions without an incumbent and retaining organizational rollups even if positions are empty. Preparing for the change This change is far-reaching, so everyone who works with HR actions (including funding swaps) or posts positions in PeopleAdmin is getting up to speed on what will be different. A new page offers resources to help, including: Brief training “snippets” to explain key changes A list of changes by task For approvers, a list of what to watch for before and after the change takes effect A calendar of important dates Another way to learn more is to attend the HR User Group, which will meet on September 29 at 2:00. Half of the meeting will be dedicated … Read more

The State Monthly Management Reports are a static snapshot of the previous month’s transactions, taken the night that Accounting Services closes the month, to help with your department’s month-end reconciliation.

Slides from the State Monthly Management Reports Webinar held 12/15. The State Monthly Management Reports are a static snapshot of the previous month’s transactions, taken the night that Accounting Services closes the month, to help with your department’s month-end reconciliation.

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.