Resources

The guide for using BuyCarolina to purchase items from companies like Staples and Fisher Scientific.

Join us for a presentation to help you understand cash and fund balance. We will share common and frequently asked questions. This is a great opportunity to pick up tips, explore new ideas, discuss common issues and make contacts for future support. Come ready to ask questions and/or to provide your department’s answers to the cash and fund balance related topics.

Slides from the Understanding Combo Edits class.

Salary projections are estimates of the amount of salary and fringe expenses you can expect to pay for an employee in the future, for a specific time period.  This document explains how salary projections are calculated for employees based on the employee group, funding sources, and end dates.

What is a salary projection? What are salary projections used for? Is it different for SHRA and EHRA? What if an employee’s salary is paid from State funds and Grant funds? These are all important questions and during this session, Jackie will focus on the three factors used in calculating salary projections: Employee Group, Funding Sources and End Dates. To just view the slides from this presentation, click here.

What is a salary projection? What are salary projections used for? Is it different for SHRA and EHRA? What if an employee’s salary is paid from State funds and Grant funds? These are all important questions and during this session, Jackie will focus on the three factors used in calculating salary projections: Employee Group, Funding Sources and End Dates. To view the live recording of this presentation, click here.

In this session, we’ll take a more in-depth look at how salary projections are calculated and some things you can do if the salary projection for an employee looks too large or too small. This session is most valuable to those who attended or viewed the recorded session: Understanding Salary Projections.

This webinar explains the three factors used when salary projections are calculated.

These slides accompany the Understanding Salary Projections webinar that explains the three factors used to calculate salary projections.

This session will cover the path that transactions such as campus vouchers, campus/GL journals, budget journals, and purchase requisitions take through the ConnectCarolina system. Understanding the steps that move a transaction from started to completed helps you understand when the transaction shows up in InfoPorte, how and when charges update your budget, and when they are posted to the General Ledger. This session is useful if you’re new to ConnectCarolina and also if you’d like to understand the paths transactions take considering the recent changes to the system. To view the live recording of this presentation, click here.

This session will cover the path that transactions such as campus vouchers, campus/GL journals, budget journals, and purchase requisitions take through the ConnectCarolina system. Understanding the steps that move a transaction from started to completed helps you understand when the transaction shows up in InfoPorte, how and when charges update your budget, and when they are posted to the General Ledger. This session is useful if you’re new to ConnectCarolina and also if you’d like to understand the paths transactions take considering the recent changes to the system. To just view the slides from this presentation, click here.

This document explains the four components that comprise the amount of F&A budget a department receives each year. It explains in detail the formula allocation component, including the factors used to the calculate the amount, the formula, and several examples.

As part of the Summer II 2018 census activities, there will be an outage of the Student Administration component of ConnectCarolina on Thursday, June 28, starting at 5:00 pm and ending around 12:00 am. Census is the official date that the University reports enrollment.   Faculty, students and staff will NOT be able to access ConnectCarolina Student Center during this time. 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 June 28th 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) UNC Online Applications for enrollment (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU) If you have questions or problems … Contact the Service Desk at 919-962-HELP or help.unc.edu. To see the most up-to-date system status, go to https://status.its.unc.edu/.

As part of the Summer II census activities, there will be an outage of the Student Administration component of ConnectCarolina on Thursday, June 29th, 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 ConnectCarolina Student Center during this time. 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 June 29th 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) UNC Online Applications for enrollment (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS) If you have questions or problems … Contact the Service Desk at 919-962-HELP or help.unc.edu. To see the most up-to-date system status, go to https://status.its.unc.edu/.

As part of the Fall 2017 census activities, there will be an outage of ConnectCarolina Student Administration applications on Wednesday, September 6th, starting at 5:00pm and ending around 12:00am. Census is mandated as the official date the University counts student enrollment to report to UNC General Administration. Faculty, students and staff will NOT be able to access ConnectCarolina Student Center during this time. The ePAR hire form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID.  Finance functions are NOT affected by this event. During the September 6th 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) UNC Online Applications for enrollment (Summer School, Nursing, Part-time Studies, and so on) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS)   If you have questions or problems … Contact the Service Desk at 919-962-HELP or help.unc.edu. To see the most up-to-date system status, go to https://status.its.unc.edu/.

Email Communication Send Date:  June 17, 2021 From: ConnectCarolina Communications To: BuyCarolina Users Subject: Upcoming changes to BuyCarolina page. Dear BuyCarolina Users We are excited to announce upcoming changes to the BuyCarolina Home Page that will make providing important information quicker and easier. What’s New or Changed: 1. Supplier Spotlight is a recently added section and has been moved up on the page. This section provides important supplier-specific information. 2. Order Status is a new section that provides information to track the status of your Supplier Orders. 3. Alerts is a new section (top right) that provides any known technical issues or upcoming maintenance notifications you should be aware of. 4. Announcement Carousel will continue to contain basic BuyCarolina process information. Be sure to scroll through the messages and click on them for more details on each. New messages will always be listed first and be tagged “New”. 5. The Recent Activity and To Do sections were removed because they were not relevant to the UNC purchasing process. Status of requisitions can be found in Connect Carolina under Manage Requisitions. A sample of the new look and feel is below: If you have any questions, please reach out to Jennifer … Read more

To: MOU Leads, business managers, RASG, Res_Info, InfoPorte Finance Users Send Date: Thursday, August 9, 2018 Subject: Upcoming changes to InfoPorte Finance reports Here are the financial report changes you will see in InfoPorte on Monday, August 13. As we’ve said in previous communications, there isn’t much you need to do before the changes go into the system. This email has updates on the following topics:

Hello, You are receiving this email because you have access to Student Administration pages in ConnectCarolina and we are making a change to the search feature on all Student Administration pages. Information Technology Services Enterprise Applications takes its responsibility for securing our employees’ sensitive information (including social security numbers) very seriously. To secure this information, many organizations have already abandoned processes that require the use of social security number. Even Medicare is removing the SSN from Medicare insurance cards. In the last few months, we have made multiple changes to restrict access to social security numbers (SSN) in ConnectCarolina. The additional changes we are making this week will further tighten security by reducing the number of places where a social security number can be entered into ConnectCarolina. Beginning on Thursday, November 29 after 5:00 p.m., you will no longer be able to search by social security number on any Student Administration pages in ConnectCarolina. You will still be able to search using other identifiers, such as PID or name, and this change will not change how any of the pages work. If your manager believes you have a business need to search by SSN and you don’t have the ability to do so … Read more

As with the previous upgrades of Student Administration and Human Resources applications, the move to the latest version of the Finance software requires a ConnectCarolina outage. There are some differences between this outage and the last two: The outage is longer because there are more updates to apply to the Finance application. The Finance and HR/Payroll systems will be offline during business hours on Friday, December 7 beginning at noon. The outage for ConnectCarolina Student Administration applications that Faculty & Students need to enter and view final grades will be unavailable the night of Saturday, Dec. 8, from 10:00 pm until 8:00 am the next morning. We recognize that faculty may be entering final grades over the weekend so the ConnectCarolina team worked hard to minimize the impact to the ConnectCarolina Student Administration application.  For more details on the outage, visit the Finance Upgrade webpage.

Email Communication Send Date: February 22, 2020 From: ConnectCarolina Communications To: Employees with access to originate or approve HR actions Subject: Upcoming ConnectCarolina Outage Hello, You are receiving this email because you have access to originate or approve HR actions in ConnectCarolina. We want to let you know that ConnectCarolina will be unavailable Saturday, February 22 from 8:00am to 12:00pm. This affects the Finance, HR/Payroll and Student Admin components of ConnectCarolina. You will not have access to ConnectCarolina and any other systems accessed through the Student portal and Faculty/Staff/Affiliates portal during this time. Refer to the Outage page on CCinfo.unc.edu to see a list of other areas and systems that are affected. Sincerely, The ConnectCarolina Team View the email in its original format – Upcoming ConnectCarolina Outage    

The Student Administration application of ConnectCarolina is being upgraded and the upgrade requires an outage of all parts of ConnectCarolina:  Student Administration, Finance, HR/Payroll administrative and self-service applications. The outage will be:  Friday, October 20, 2017 at 5:00 p.m. through  Monday, October 23, 2017 at approximately 7:00 a.m. You will not be able to sign in to ConnectCarolina during these times, including HR, Payroll, Finance, and Student Administration. For more information on how the outage affects reporting and companion systems, visit the student administration upgrade webpage. Benefits Enrollment Still Available The ConnectCarolina outage will occur during the annual benefits enrollment period. Even though ConnectCarolina will not be available for the weekend, you will still be able to enroll in benefits. When you click on the green button to sign into ConnectCarolina, the system will show you a message with an alternate link to access the benefits enrollment website.

Outage Monday, May 22:  As part of the Summer I census activities, there will be an outage affecting the Student Administration component of ConnectCarolina on Monday, May 22nd, from 5:00pm to approximately 12:00am  Census is the official date the  University reports enrollment. 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, but the ePAR hire form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID. During the May 22 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) UNC Online Applications for enrollment (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS) Questions or Problems: Contact the Help Desk at 919-962-HELP or help.unc.edu. To see the most up-to-date system status, go to https://status.its.unc.edu/.

Email Communication  Send Date: August 7, 2020 From: ConnectCarolina Communications To:  Employees with access to ePro Subject: Upcoming Webinar Introducing BuyCarolina   Note: You’re receiving this message because you have access to eProcurement in ConnectCarolina. BuyCarolina, a new purchasing tool coming to the University on August 17, will improve the University’s purchasing power and your purchasing experience. This new cloud-based solution replaces the current ConnectCarolina eProcurement (ePro) system, and will allow you to comparison shop for most of our suppliers without having to shop each one separately. The good news is not everything is changing. For example, you’ll still start with ConnectCarolina to get to BuyCarolina, and you’ll complete the purchase with the same ConnectCarolina check-out and approval processes you use now. We’ll be holding a webinar at 3 p.m. on Thursday, August 13 to discuss the changes coming with BuyCarolina. We want to be sure you feel comfortable with BuyCarolina and understand the differences between purchasing with BuyCarolina and our current ePro system. Join the Webinar: Introducing BuyCarolina – A New Way to Purchase at UNC Thursday, August 13 at 3:00 p.m. Zoom link: https://unc.zoom.us/j/98750068578. To make the switch to BuyCarolina, there will be an ePro outage beginning on … Read more

Learn About a New Page to Look Up Journals and Their Attachments Join a short webinar on Monday, October 28 at 11:00 a.m. to learn about a new page in ConnectCarolina that lets you search for any journals you have access to, even ones that have posted to the General Ledger. If you can’t make the live session, we will be recording it and posting it on CCinfo.unc.edu.   Have Questions About Reports Related to Purchasing Process? Have you ever felt unsure about how to find information about a purchase order? Join us for a webinar on Wednesday, October 30 at 11:00 where we’ll talk about useful reports that you can run during the purchasing process. Technical staff and staff from the Purchasing Office will be available to answer your questions. Click here to join the webinar.  

Email Communication  Send Date: August 13, 2020 From: ConnectCarolina Communications To:  Employees with Vendor Catalog View Only page in ConnectCarolina Subject:Update About Your Vendor Catalog View Only Access Note: You’re receiving this message because you have access to the Vendor Catalog View Only page in ConnectCarolina. BuyCarolina, a new purchasing solution that is coming to the University on August 17, will improve the University’s purchasing power as well as the end-user experience. This new cloud-based solution replaces the current ConnectCarolina eProcurement system. It will allow purchasers to comparison shop across the majority of suppliers and make smarter purchasing decisions without having to search each supplier separately. The new software is licensed based, and we have a limited number of licenses. The vendor does not provide a solution for only viewing the catalogs, each user requires a license. As a result, you won’t have the View Only option once BuyCarolina goes live. If you currently have access to use the Inquiry options in ConnectCarolina, you’ll keep the ability to review requisitions placed by others. If you have a need to place orders, you can work with your Access Request Coordinator to request the BuyCarolina role through the access request process. Thank you, The ConnectCarolina Team View … Read more

Have you created a bookmark for the searchable online help? The online help is a set of step-by-step instructions for using ConnectCarolina that’s available by from the Help link inside ConnectCarolina and also from the Search ConnectCarolina Help options on the ccinfo.unc.edu website. The link (or URL) for help changed recently, so if you bookmarked it, please update your bookmark.

The system that maintained security in the legacy data warehouses and for ePrint is being retired around December 14, 2015, and at that time we will no longer have a way to restrict access to information by department. We still need to ensure that sensitive information remains protected, and at the same time, ensure that you have access to the legacy information you need. As the team has delved in to the details of how to provide legacy information securely, we’ve had to make some changes to the plans communicated up to now. Access to ePrint Reports Finance reports from ePrint:  Similar to Finan$eer, access to the Finance legacy data warehouse will be limited to the group of approximately 200 users who have “enhanced reporting access” (which means, among other things, they can run queries in the ConnectCarolina reporting environment). If you are getting access to the new ePrint, we’ll be in touch soon to tell you how to access it. Individuals who are not granted access can contact their MOU lead to explain what is needed. Payroll reports from ePrint: To obtain a payroll report from ePrint, you’ll need to put in a help request (create the online ticket … 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

In an ongoing effort to strengthen the security of the University’s data and systems, ITS is moving web applications to a new platform. This means that the links that lead to applications like Customer Billing Management (CBM) and Bill Presentation are changing.  You won’t notice a change if you use the menus or the links under the blue Finance button on the home page of ConnectCarolina. Keep in Mind:  If you bookmarked some of the pages outside of ConnectCarolina, you need to delete those bookmarks and recreate them. Here are the new links you can use: For this application … Use this new link … CBM https://billing.itsapps.unc.edu/cbm Bill Presentation https://billing.itsapps.unc.edu/bp Carolina Managed Print Services (only available outside of ConnectCarolina) https://cmps.itsapps.unc.edu/CCInvoice/userLogin.jsp Request a print job from PrintStop https://www.myorderdesk.com/uncc Order business cards, letterhead, or envelopes from PrintStop https://www.myorderdesk.com/uncch      

If you reconcile your department’s accounts each month or know someone who does, take a look at the redesigned online training.  The online training has been divided into three parts and now has information about using the Monthly Management Reports (these are the reports that give you a static snapshot of a month’s transactions and balances). You can access the training at ccinfo.unc.edu > Training > Computer-Based Training (onyen and password required).  Scroll down to InfoPorte Reporting to see the titles or click the links below: Reconciling Transactions in InfoPorte Part 1: Overview  Reconciling Transactions in InfoPorte Part 2: Using the Monthly Management Reports Reconciling Transactions in InfoPorte Part 3: Using the Transactions and Ledger Rollup Tabs