Resources
This quick reference card provides step by step instructions to register your smartphone and install 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 tablet and install the app for 2-Step Verification. These instructions are recommended for use after reading the Getting Started with 2-Step Verification reference card.
General information about how to view current, future, and some historical employment transcation information (Job Data) for a specific employee.
This document explains the Fiscal Year and Budget Period filters to select to see 2015, 2016, and 2017 budget amounts and balances. It also explains the specific budget journals entered for 2016 budgets.
This self-paced course will help you understand the difference between cost codes in ConnectCarolina and cost codes in InfoPorte. You’ll learn how to find the ledger balances for a ConnectCarolina program or cost code, find the accounts that make up the ledger balances, find the transactions that make up the ledger balances for each account, and look up a ConnectCarolina cost code.
Steps to view information on an employee’s paycheck.
Explains how to navigate to and display an employee’s paycheck.
To see a report that’s older than one day in Report Manager, you first need to save the report search results You don’t need to follow these steps for reports created after 3/22/21, but if you need to view a report created before 3/22/21, we suggest you follow these steps to save your Report Manager search: Enter the number of days you want to search back in Report Manager. Click Refresh. Report Manager displays all reports run in that timeframe. Click the link for the name of the report to view the older report. Result: Report Manager shows a new pop-up message box, asking if you want to save the search parameters. Click the Yes button in the message box. 5. Click Save at the bottom of the Report Manager screen. 6. Click the link for the name of the report.
A brief guide to viewing voucher statuses for campus vouchers and purchase order vouchers.
This brief self-paced training course explains how to access and view your pay stub in ConnectCarolina.
This webinar explains the changes to Campus Vouchers effective 2/21/20 to prepare for the Supplier Portal.
A quick reference on using query to identify your department’s vouchers that are held up with errors.
A series of tables listing the voucher statuses, styles, and origins for Accounts Payable.
If you order from ePro (such as Staples or Fisher Scientific), create purchase requisitions, or submit vouchers, we have some information you need to know. Effective February 1, 2018, purchase requisitions, vouchers and ePro orders will not be deducted from your budget or show up as expenses until the voucher, ePro purchase or purchase requisition has been completely approved. This change applies to • campus vouchers, • eProcurement orders, and • purchase requisitions. Why are we making this change? Currently, when you submit a voucher, the funds are reserved as soon as the voucher passes budget check. But sometimes the voucher or purchase requisition isn’t approved by your department, school/division, the Budget Office or OSR. When that occurs, it can require a lot of work and time to release the reserved funds. We are making this change to eliminate the work and delays associated with reversing these transactions and to ensure funds are encumbered correctly Join the Webinar to Learn More Want to know more about the changes and how they will affect your business operations? Join us for a webinar on Wednesday, January 24 at 9:30 am. (Originally scheduled for January 18th but rescheduled due to weather.) We’ll walk through the current process, show you what the future … Read more
Starting November 3, when working off-campus, you’ll need to sign in to a Virtual Private Network (VPN) before accessing Customer Billing Management (CBM), Bill Presentation and most other Web applications. In early December, WebTravel and PCard will also require VPN when working off-campus. This change is part of an ongoing effort to increase the security of Carolina’s information technology resources. Installing VPN If you access ConnectCarolina from off-campus, then you already use VPN. If you need to install it, go to https://help.unc.edu/help/vpn-installation-and-clients/. You’ll also need to use 2-Step Verification (Duo) to access VPN. If you have any questions about how to get up and running with the VPN software, contact the Service Desk by calling 919-962-HELP or emailing help@unc.edu. You can also contact your local IT support for assistance. Applications That Will Require VPN CBM, Bill Presentation, UAS, Finan$eer, Laundry, PIM, SAI, BAA, Carolina Managed Print Services, Energy applications, EHS applications, Web Travel (December), PCard (December).
Over the last year, the ConnectCarolina team has made a few changes to the way salary projections are calculated in ConnectCarolina. The result is that projections are more accurate and you can rely on the amounts being correct regardless of the funding source or what employee group you’re looking at. The Understanding Salary Projections document explains how projections are calculated, but maybe you still have questions? Join us for a live webinar on Wednesday, April 11 at 10:00am, where we’ll take a deep dive into how salary projections are calculated. Be sure to mark your calendar and bring your questions. You can join the webinar on Thursday, April 12 by clicking the link: https://www.anymeeting.com/135-982-522 or from the link on the home page of CCinfo.unc.edu.
Hello, If you’ve been at the University for a while, you may remember seeing communications about the reporting tool, WebFOCUS, being replaced with other reports, mostly in InfoPorte. The time has come to turn off WebFOCUS for Student Administration information completely. Our team has worked with individuals across campus to identify other reports you can use and in some cases, we’ve created new reports. Effective Tuesday, August 14, 2018, WebFOCUS for Student Administration will no longer be available for use. If you run into issues, you can submit a help request to the ConnectCarolina Campus Solutions team at help.unc.edu or by calling (919) 962-HELP. Thank you for your understanding, The ConnectCarolina and InfoPorte team Information | ccinfo.unc.edu Questions | cc_communications@unc.edu Training | connectcarolina_training@unc.edu Subscribe | ConnectCarolina Newsletter Help | help.unc.edu | 962-HELP
Webinar from the HR User Group Meeting on 12/7/16. This video covers: short work breaks, student stats, legislative increases, ARP and Bonuses update, FLSA status change, DUO registration, phishing emails, and improvements to CCinfo.
This self-paced course covers how to create a travel authorization, create an airfare request, work with WebTravel documents, and create a travel reimbursement.
As part of the Spring 2019 census activities, there will be an outage of the Student Administration component of ConnectCarolina on Wednesday, January 23, 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 any ConnectCarolina Student Administration functionality. 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 January 23 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) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS)
“I like it a lot! Very modern, looks like a tablet.” “It’s easy to miss the little arrow to change to different homepages.” “After login, the homepage look puts me at ease. “I’d like to be able to favorite a page from the WorkCenter.” “I like it! It’s uncluttered.”
This quick reference card explains the differences in timing when transactions show up in the Commitment Control (KK) ledgers and the GL Actuals ledger.
General information about and instructions to fix common budget errors and warnings when working with ePAR forms.
This guide explains what cash advances are used for at the University, as well as how to create a campus voucher for a cash advance and how to settle a cash advance.
This self-paced course covers how to navigate to the GSHIP enrollment page, enroll a graduate student in the program and review the Monthly Statistics for GSHIP enrollment.
If you feel stressed when your Department needs to submit an Independent Contractor approval request, this presentation will provide helpful and valuable information based on the guidelines and procedures necessary to do it correctly. It is an excellent opportunity to develop a more efficient and smooth process that will benefit you and the University. As the Department Representatives (Finance Accountants or Managers) you will get a brief description of the process on “how to” submit a request on Connect Carolina. You will also receive information about what documents need to be submitted to get the Foreign Independent Contractor approvals. We’ll provide you with the links to the latest version of required forms and provide hints about the data and sources requested in each form. To just view the slides from this presentation, click here.
If you feel stressed when your Department needs to submit an Independent Contractor approval request, this presentation will provide helpful and valuable information based on the guidelines and procedures necessary to do it correctly. It is an excellent opportunity to develop a more efficient and smooth process that will benefit you and the University. As the Department Representatives (Finance Accountants or Managers) you will get a brief description of the process on “how to” submit a request on Connect Carolina. You will also receive information about what documents need to be submitted to get the Foreign Independent Contractor approvals. We’ll provide you with the links to the latest version of required forms and provide hints about the data and sources requested in each form. To view the live recording of this presentation, click here.
This self-paced course covers how to sign in to the P-card system, view information about P-cards in your area, view charges and export transaction detail to Excel, add or modify line level detail, and understand the approval process.
This guide covers working with travel vouchers, reviewing travel reimbursement vouchers, and running inquiries on payments.
This summer, a big focus of the ConnectCarolina team is improving system performance. System performance refers to how fast a screen displays, data is returned, or a query or process runs. You can play a critical role in this effort. We’ve heard from you that system performance for some functionality is so poor that sometimes makes it difficult for you to get your work done. Alas, performance tends to be patchy—some things work acceptably and others are painfully slow. We have monitoring tools to help us investigate issues, but the first step in improving system performance is to get your feedback about the things you do in ConnectCarolina and InfoPorte that are really slow. A quick way to provide feedback is via this brief survey that id open today until Aug. 5 (NOTE: the survey is now closed). Please take 5 to 10 minutes to complete the survey which asks which parts of ConnectCarolina you use and the experiences you have had with system performance. The more specific information you can give, the more helpful it will be in resolving the performance issues. We will make good use of this information as we develop a plan to improve system performance. … Read more