Resources

As part of a continuing effort to increase accessibility and improve usability, Duo is releasing an updated version of its Web-based prompt. The latest version will have a different look and some changes in functionality, so the change, starting May 10, will be noticeable to faculty, staff, and students. Duo is one of the multi-factor authentication tools that the University uses to keep UNC’s systems safe and stay ahead of security threats. If you work with administrative systems at the University, you use Duo every day. You could use Duo to access tax and student financials information, or because you work with Qualtrics or another service behind Duo. The new Duo prompt speeds up the authentication process by automatically sending to the last authentication method you used (“Send me a Push,” “Call me”…). This is a continuation of Duo’s efforts to increase accessibility and improve usability, which started last year with the mobile app update. What will the change look like? Currently, when you need to verify with Duo, the prompt displays within a UNC page. With the new prompt, it will be clear that you’re going to a page hosted by Duo with a duosecurity.com URL. Other changes are … Read more

Do you work with faculty? Maybe you’re the “go-to” person in your department for ConnectCarolina questions?  Here’s something you, and they, may find helpful: ConnectCarolina Faculty Portal Start of Semester Guide. It’s packed with useful information including how faculty can find their schedules and class rosters and, how to email one or all of the students in a class. Click on the image to download the guide.

Email Communication Send Date: November 12, 2020 From: ConnectCarolina Communications To:  Access Request Coordinators Subject:  Updated Student Administration Access Form Hello Access Request Coordinators, Granting access in the Student Administration area has traditionally been a pain point for ARCs. Many of you have asked us to make the form match the Access Request Tool so that you don’t have to translate between the two. If these statements hit close to home for you, you’ll like the update we have for you today. Starting tomorrow, Friday, November 13, we’ll have an updated ConnectCarolina and Related Applications Access Request Form for Student Administration posted on CCinfo.unc.edu. One of the important new roles you’ll notice on the form is a new Student Services Manager Role. Student Services Manager Role The new Student Services Manager (SSM) role is a combined role that grants basic access to Student Records, Cashiers, Financial Aid, and Admissions (for Graduate SSMs only). What this means is that when someone needs SSM access, they will use the ConnectCarolina Campus User section to request it. They won’t need to check any of the boxes in the other sections for SSM access. When you are entering the request into the Access Request Tool, you’ll need to enter Undergraduate or Graduate in the Data Level … Read more

–Date Change Due to Snow Days– As part of the Spring 2018 census activities, there will be an outage of the Student Administration component of ConnectCarolina on TUESDAY, January 30th, starting at 5:00 pm and ending around 12:00 am. Census is the official date the University reports enrollment. The original date for the Census was January 25th but it was postponed due to lost snow days during the week of January 15th. 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 Hire ePAR form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID. You can find the list of affected ConnectCarolina applications on ccinfo.unc.edu.

Hello Access Request Coordinators, We have some updates for you regarding: changes we’ve made to the Student Administration access form a reminder about the forms needed for a P-Card access request, and information about a session for you at ConnectCarolina User Conference. UPDATED: Student Administration Access Form We’ve made these changes to the Student Administration ConnectCarolina and Related Applications Access Form: Changed the form so it is now an Adobe PDF with fillable fields. If you have linked to the form from your website, you’ll want to update the link as it has changed. Removed the options for access to undergraduate applications. If someone in your department has a need to have access to those applications, contact Undergraduate Admissions. In the Student Records section: added a new question about whether the person has had ConnectCarolina access before, removed the options for access to the Course Request Approver System (CRAS), and created an area for “Other Information for Student Records access” that you can use to enter any special information that may be necessary to expedite the access request process. You can find the new form on CCinfo.unc.edu. Click Get Access > Access Request Forms and download the current form. REMINDER: P-Card Access Requests When … Read more

Three recent enhancements mean salary projections are now more accurate, especially for faculty, post-doc trainees and clinical fellows: Job end date is no longer used in calculating salary projections for faculty including fixed term faculty. Job end date is no longer used in calculating projections for post-doc trainees and clinical fellows paid by stipend (accounts 568770 or 568780). Salary projections on the PI Dashboard are now grouped based on when the employee will be paid (check date), not the dates the employee works (payroll period) on the monthly breakdown section of the report. Want to Know More?  Look for a webinar that explains salary projections and gives you a chance to ask questions  in early February.  You can also learn more about how the salary projections are calculated changes by reading the Salary Projections Reference Card.  

Email Communication Send Date: October 25, 20221 From: ConnectCarolina Communications To: Users who can create or update vouchers Subject:  Updates to Campus Voucher   You are receiving this message because you can create or update Vouchers in ConnectCarolina. A new search option has been added to the Campus Voucher Search page. This new field (Created By) will allow users to search for vouchers by the User ID that created the voucher. In addition, a reminder message has been added to the voucher attachment page, to remind users to redact sensitive information or HIPAA data. For questions or more information, contact Janet Rupert at jrupert@email.unc.edu.   View the email in its original format – Updates to Campus Voucher The links in this email were active on the send date.

This webinar covers updates on the following topics related to Data Collect Batches or DCB.  Fiscal year end, journal header, new DCB source requests, archive journal errors, OSR project close out, DCB contact information

Email Communication Send Date: July 23, 2021 From: ConnectCarolina Communications To: Access Resource Coordinators Subject: Updates to Finance Access Form with New Travel Options Hello Access Request Coordinators, We have updates for you about changes to the Finance ConnectCarolina and Related Applications Finance access form regarding: Travel and Expense Card Concur Travel System Web Travel   Travel and Expense Card We have added a new Section to request a Travel and Expense (T&E) Card.  The T&E Card Application needs to be included with every request for a new T&E Card.  The T&E Card Application does not include the Accountholder Agreement Form; this is different from the P-Card application. Concur Travel System The Concur Travel System section has been added to request any special access needed in the Concur Travel System.  User access is automatically created and does not need to be requested.  You only need to use this section if someone needs access beyond the typical user access. Use the space on the form to list the access that they need. Web Travel The Web Travel section has been updated to reflect that after August 3, Web Travel will only be used for Student and Guest travel.  Faculty and staff … Read more

Email Communication Send Date: October 21, 2021 From: ConnectCarolina Communications on behalf of Janet Rupert To: Users who can create or update Independent Contractors Subject: Updates to Independent Contractor forms   You are receiving this message because you can create or update Independent Contractors in ConnectCarolina. In order to streamline the Independent Contractor process, a new shortened checklist is being added for another type of service: Community Collaborators. More information will be shared in the coming days on this new service. Additional questions are also being added on the Independent Contractor checklist and the One Week Speaker Form. These changes are planned to go into production on November 1, 2021. In order to allow time for approvals of the in-flight independent contractor requests, please do not submit any new independent contractor requests after October 26, 2021. Please ensure that departmental approvals are completed by October 26, for any in-flight requests. Independent contractor request submission may resume on November 1, 2021. For questions or more information, contact Janet Rupert at jrupert@email.unc.edu.   View the email in its original format – Updates to Independent Contractor forms

Double-Check Your Home Address for Tax Forms Your home address (not your mailing address) is where the University sends your printed tax forms (1098-T and W-2).  Please take a minute to double-check your home address in the campus directory and update it if needed.  To do that, sign in to ConnectCarolina and from the Self Service (employees) or the Student home page, 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. Please update your home address prior to winter break to guarantee your tax forms are delivered to your desired address. Opt Out of Printed Tax Forms  You can choose to opt out of printed W-2 and 1098-T forms and get them electronically only. Opt out of printed 1098-Ts: The IRS requires the University to issue Form 1098-T, “Tuition Payments Statement,” to each student by January 31. The 1098-T form helps you determine whether you are … Read more

Updating Supplier Addresses Just Got a Little Easier.  We heard you. You told us that updating suppliers’ addresses is sometimes frustrating because there isn’t enough address detail on one page to identify which supplier’s address you want to change. Sound familiar? We are happy to report that starting Thursday evening, February 14, you will see a second column with more address information displayed in the Address History section of the page. Thank you for letting us know how to make your work in ConnectCarolina a little easier. The ConnectCarolina Team TODAY   THURSDAY EVENING, FEBRUARY 14   Information | ccinfo.unc.edu Questions | cc_communications@unc.edu Training | connectcarolina_training@unc.edu Subscribe | ConnectCarolina Newsletter Help | help.unc.edu | 962-HELP  

Welcome to the upgraded ConnectCarolina finance system and thank you for your patience during the outage. Time to dive right into ConnectCarolina and get started. Although most changes were behind the scenes, you will notice some changes to screen fields and layout. You’ll first notice the change to the Finance Workcenter. It has more links to pages you use most. If you haven’t used the WorkCenter before, give it a try. It saves you time because you can quickly switch from link to link without using the breadcrumbs. Keep in mind, when you see changes to a screen layout it doesn’t necessarily mean that any of the functionality has changed. For Questions or Problems Contact the Service Desk at 919-962-HELP orhelp.unc.edu if you have any issues viewing the Finance pages or have questions about changes. Other Resources for the Finance Upgrade Frequently Asked Questions: https://ccinfo.unc.edu/finance_upgrade_faqs/ Webinar: What’s Changing in ConnectCarolina? If you didn’t get a chance to join the live webinar on December 5 or you’d like a quick reminder of the changes, you can watch the recording or download the slides. Webinar Recording Webinar Slides Training Guides Check https://ccinfo.unc.edu/ under Finance for updated documentation. 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  

The PowerPoint presentation identifies some key information areas needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.

This quick reference accompanies the Useful Reports and Queries for Research Administrators presentation. This reference provides a list of reports discussed in the presentation, and where and how to access them.

This is a recording of a presentation made at the 2016 OSR Symposium. The presentation provides key information needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.

This reference card explains how to enroll in training offered by the Office of Human Resources, how to cancel a course you’ve registered for, and how to see your training summary.  Your training summary may include training that is managed by your school or division as well.

This guide covers what data can be accessed in Finan$eer, how Finan$eer differs from the Finance Legacy Data Warehouse, and how to access and search for transactions in Finan$eer.

This self-paced course explains the difference between deleting and inactivating a GradStar award. It also covers the steps you’ll need to take to change a student’s estimated billing units and funding percentage and how to split a student’s award between two departments.

This self-paced course covers the steps you’ll need to take to gain access to GradStar and the different types of financial aid awards. You’ll learn how to view a student’s record in GradStar, mark a student as eligible to receive an award and enter multiple types of awards in the system.

This SAS documentation gives general information about how to use and navigate the SAS Web Studio reporting tool,

This self-paced course describes how billing areas use Bill Presentation to charge campus customers. It also covers how to use search parameters to run reports, how to understand and work with reports and how to view contact information for each billing area.

This reference card explains how to use the Campus Journal Chartfield Matrix.

This brief guide includes details on how to fill in the fields of the Chartfield Checker tool and how to troubleshoot error messages.

This self-paced course explains when transactions feed in to CBM, the reconciliation timeline, how to navigate to CBM, how to modify current charges, and how to work with chartfield strings in CBM.

Student guide for the Using the ImageNow Client class.

This reference card details the steps to submit an invoice against a purchase order in the Vendor Invoice Submission Page.

Email Communication Send Date: July 27, 2020 From: ConnectCarolina Communications on behalf of Becky Arnold To: Employees with access to the Vendor Catalog page in ConnectCarolina Subject:  Vendor Catalog Access Note: You’re receiving this message because you have access to the Vendor Catalog page in ConnectCarolina. BuyCarolina, a new purchasing solution that is coming to the University in mid-August, 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. In order to provide licenses for necessary users, we are removing access from anyone who hasn’t placed an order in the past fiscal year. Since you haven’t placed an order in the past year, your access will be removed on July 27, 2020. 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 find in the future that you have a need to place orders, you can request the Vendor Catalog … Read more

This quick reference card provides step by step instructions to register your cell phone without installing the app for 2-Step Verification.  These instructions are recommended for use after reading the Getting Started with 2-Step Verification reference card.

This quick reference card provides step by step instructions to register your landline phone for 2-Step Verification. These instructions are recommended for use after reading the Getting Started with 2-Step Verification reference card.