Skip to main content

This self-paced course covers the request and approval process for new chartfield values.

Type: Computer-Based Training Categories: Finance Last Updated: August 1, 2014

A quick guide about approving Finance transactions, which transactions require approval, the approval workflow, and more.

Type: Quick Reference Categories: Finance Last Updated: March 17, 2016

This self-paced course explains how to view a financial transaction that needs approval, the differences between an approver and a reviewer and the actions that an approver can take.

Type: Computer-Based Training Categories: Finance Last Updated: August 1, 2014

This PowerPoint presentation accompanied the “Approving Financial Transactions” live demo. This presentation was intended for those who approve financial transactions in ConnectCarolina,including approving journal entries, purchase reqs, budget journals, deposits, independent contractor and vendor requests, and campus vouchers. This approval process is not used for Web Travel requests, which use the FRED approval system.

Type: Slideshow / Presentation Categories: Finance Last Updated: August 27, 2014

This self-paced course explains how an individual qualifies as an independent contractor, the approval levels and the requirements to approve or deny an independent contractor in the predetermination process.

Type: Computer-Based Training Categories: Finance Last Updated: August 1, 2014

This self-paced course covers how approvers can use the P-Card system to modify existing line level detail and charge a transaction to a different chartfield string besides the card’s default string. It also covers how to approve, reject and save transactions.

Type: Computer-Based Training Categories: Finance Last Updated: October 1, 2014

This self-paced course explains the information you need to review when approving a PAAT adjustment. It also covers the step-by-step instructions to Approve or Recycle an adjustment and the approval route an adjustment follows.

Type: Computer-Based Training Categories: Finance, HR/Payroll Last Updated: January 1, 2016

This self-paced course describes the information to review when approving a vendor catalog requisition and a non-vendor catalog requisition.

Type: Computer-Based Training Categories: Finance Last Updated: August 1, 2014

The fiscal year ends on June 30, 2018 and many around campus have been preparing for upcoming deadlines by closing out transactions, processing requisitions and vouchers and more.

Type: Categories: Last Updated:

The fiscal year ends on June 30, 2018 and many around campus have been preparing for upcoming deadlines by closing out transactions, processing requisitions and vouchers and more. Remember that there is not one month-end close date for June. It’s actually a series of month-and year-end close dates for different transactions. Vouchers & Journal Entries If you create vouchers and journal entries, June 15th and 22nd are important dates. Make sure that your vouchers and journal entries are error free and fully approved so that they aren’t deleted. All voucher entry (and requisitions and POs) need to be complete by 5 p.m., June 15. Journal entries not approved by departments and the Office of Sponsored Research (when applicable) by the June 22 deadline will be deleted. Find more information by looking at the checklists and reference guides on preparing for the year-end process on the Month-End and Year-End Resources page of ccinfo. Check Out These Checklists Fiscal Year-End Closing Dates and Procedures FYE 2018 Task Checklist for Campus Checklist to Clean Up Requisitions and Vouchers for Month-End and Year-End

Type: Categories: Last Updated:

This webinar teaches how associated budgets work, when it applies, and how it affects your available balance.

Type: Webinar Categories: Finance Last Updated: July 30, 2015

Slides to accompany the Associated Budgets webinar.

Type: Slideshow / Presentation Categories: Finance Last Updated: November 3, 2016

ho: Any administrative user who has the need to upload attachments in their work. What: The Document Management team will review some ‘tips and tricks’ that may be helpful in determining what scanner settings to use when creating documents (if you are scanning). We will look at which settings ensure the document is optimized in size and visual clarity. Will also show the same documents, scanned with different settings to demonstrate the options and implications of what might be used. This session should be beneficial regardless of which system you use!

Type: Webinar Categories: General Last Updated: October 24, 2018

Email Communication Send Date: August 16, 2021 From: UNC Human Resources To: ConnectCarolina HR/Payroll Users Subject: News   Click to view ConnectCarolina HR/Payroll Update – August 2021 The links in this email were active on the send date.   Topics Full Position Management New HR/Payroll Dashboard Reports Hire ePAR and Reports To Employees Working Outside NC: Notice of Employee Working Outside NC Hire ePAR for EHRA: Is this the employee’s primary job? Reminders Student Processing Tips and Reminders Important Payroll Reminders

Type: Categories: Last Updated:

Recording of training delivered by the HRIM Business Analysts and Background Check Unit Director detailing the changes to background check process for campus originators. The training was recorded on 4/28/2021.

Type: Webinar Categories: HR/Payroll Last Updated: April 28, 2021

Most appointees or candidates being considered for a UNC role go through a background check process before they start their new job or appointment. So, what goes on behind the background check curtain? Did you know that there are several types of background check packages with varying components based on the type of candidate or appointee and their role requirements? How do you know where the candidate or appointee is in the process? As part of the Provost’s Operational Excellence initiative to improve the Hiring and Onboarding experience, the Background Check Office will soon be implementing a new way to request background checks, which will provide the following benefits: Improved experience for candidates and appointees Streamlined process for managing background checks within ConnectCarolina Increased visibility into the progress of a background check Fewer manual steps Fewer unnecessary background checks and better match of background check packages to appointees and candidates Look for more information about the new background check process in the coming months. What’s the Difference? Appointee versus Candidate The University background check policy covers paid as well as unpaid appointments. The term “candidate” refers to individuals who are being considered for a paid appointment, including permanent and temporary positions. The term “appointee” refers to individuals who … Continued

Type: Categories: Last Updated:

This PowerPoint Presentation accompanies the Banking class. This course covers bank reconciliation, bank transfers, wire transfers, and memo bank balancing.

Type: Slideshow / Presentation Categories: Finance Last Updated: September 1, 2014

This Computer-Based Training describes how to fund appointments and positions, make changes to the sources their funding comes from, and resolve errors that can occur when submitting changes to funding.

Type: Computer-Based Training Categories: Finance, HR/Payroll Last Updated: September 1, 2014

This Computer-Based Training course describes the uses of a funding swap and explains how to use the funding swap ePAR form to change how a position or appointment is funded, and how to use the funding swap ePAR form to enter retroactive funding swaps.

Type: Computer-Based Training Categories: Finance, HR/Payroll Last Updated: September 1, 2014

This Computer-Based Training course explains what an affiliate is and how to complete the Add or Update an Affiliate ePAR form. It also explains the process for requesting a PID for an affiliate and how to use the affiliate ePAR form to add or update affiliates.

Type: Computer-Based Training Categories: Finance, HR/Payroll Last Updated: February 1, 2015

This Computer-Based Training course covers the definition and uses of lump sum payments. It also describes the type of information needed to enter and fund a lump sum payment.

Type: Computer-Based Training Categories: Finance, HR/Payroll Last Updated: September 1, 2014

Did you know that any time we make changes to ConnectCarolina, we go through multiple rounds of testing with groups all across campus? This Finance upgrade is no different. Testing started in July and is continuing through the end of this month.  More than 100 people tested over 5 months. The first testers were staff in ITS-Enterprise Applications. They test to identify bugs and make note of any changes to how the system works or looks. Robin Burke, Business Systems Manager, noticed a new feature, the ability to copy budget transfers, while she was testing and thinks that “campus is really going to like this feature. They’ve been asking for this for a while since they can already copy budget journals.” The second group of testers came from the Finance Central Administrative Offices and the Office of Sponsored Research. They tested to ensure the work they do every day such as entering and approving transactions, running queries, and making sure that the information was recorded correctly in ConnectCarolina and InfoPorte is working properly. Testers from campus schools and divisions participated too. Finance Liaisons, staff nominated by campus finance leads, were up next. By this time, most of the bugs had been worked out, but having the people who … Continued

Type: Categories: Last Updated:

A few weeks ago, over 6,000 seniors turned their tassels and officially became Carolina Alumni. Graduation evokes memories of long nights studying for final exams and grading papers, family celebrations, and of course, cueing the Pomp and Circumstance. However, the campus and central offices work months in advance to support many aspects of graduation.

Type: Categories: Last Updated:

It’s only been three months, but the start of the Fall 2020 semester seems like light years ago. The priority, then and now, is to maximize a safe and healthy environment for us to teach, work, learn and live in. Although the decision was made to move learning off-campus early in the Fall semester, the foundation was laid in ConnectCarolina to help staff manage information about COVID-related changes to the academic calendar, class schedules, course details and more.   Last summer, the ConnectCarolina Student Administration team, led by Maribel Carrion, rose to meet the challenge of collecting, coding and providing updated information to students, faculty and staff as conditions changed. That included: a compressed academic calendar, longer instructional days to allow extra time for students to travel between on-campus classes,   reassigning classrooms to meet COVID-19 capacity recommendations, and the addition of new ways for faculty to deliver instruction. ConnectCarolina, as the system of record for the University, is the place where all this updated information resides. Did you know that moving the Fall 2021 term start date from August 18 to August 10 led to nearly 11,000 updates to the start dates of classes? It also meant making more than 40,000 updates to student records, because each class they registered for had to be updated with the date changes and each time the mode of instruction changed. The team is now building on that foundation to prepare for Spring 2021 registration and the start of the semester. Here’s a behind-the-scenes peek at what the Student … Continued

Type: Categories: Last Updated:

 It’s only been three months, but the start of the Fall 2020 semester seems like lightyears ago. The priority, then and now, is to maximize a safe and healthy environment for us to teach, work, learn and live in. Although the decision was made to move learning off-campus early in the Fall semester, the foundation was laid in ConnectCarolina to help staff manage information about COVID-related changes to the academic calendar, class schedules, course details and more.     Last summer, the ConnectCarolina Student Administration team, led by Maribel Carrion, rose to meet the challenge of collecting, coding and providing updated information to students, faculty and staff. That included changes such as:   a compressed academic calendar,   longer instructional days to allow extra time for students to travel between on-campus classes,   reassigning classrooms to meet COVID-19 capacity recommendations, and  the addition of new ways for faculty to deliver instruction.     ConnectCarolina, as the system of record for the University, is the place where all this updated information resides. Did you know that moving the Fall 2021 term start date from August 18 to August 10 led to nearly 11,000 updates to the start dates of classes? It also meant more than 40,000 updates to student records, because each class they registered for had to be updated with the date changes, and each time the mode of instruction changed.    The team is now building on that foundation to prepare for Spring 2021 registration and the start of the semester.  Here’s a behind-the-scenes peek at what the Student Administration team is working on.      Updated the Modes of Instruction & Class Details page  … Continued

Type: Categories: Student Admin Last Updated: November 16, 2020

Remember to log in to ConnectCarolina between November 2 and November 19 to make your benefits selections. Two things to keep in mind: 1) If you take no action and are currently enrolled in an 80/20 medical plan, you will default into the 70/30 plan and won’t get the smoking attestation discount. 2) You need to choose your flexible spending account elections (Health Care Flexible Spending Account or Dependent Day Care Flexible Spending Account) each year. Self Service > My Benefits > Benefits Enrollment

Type: Categories: Last Updated:

This session will cover a wide range of topics to help Student Originators manage the life cycle of student employees. We will cover Position Management, Pre-hire and Hiring process, Job Changes, Short Work Breaks, Managing Expected End Dates/Terminations as well as some helpful pro tips to making these HR processes run smoothly. To just view the slides from this presentation, click here.

Type: Webinar Categories: HR/Payroll Last Updated: October 24, 2018

This session will cover a wide range of topics to help Student Originators manage the life cycle of student employees. We will cover Position Management, Pre-hire and Hiring process, Job Changes, Short Work Breaks, Managing Expected End Dates/Terminations as well as some helpful pro tips to making these HR processes run smoothly. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: HR/Payroll Last Updated: October 23, 2018

Have you ever seen a different number on an invoice to a sponsor than you see in the OSR Ledger Rollup?  Have you been unable to find charges on reports that you expected to see?  By summer, numbers will match and charges will appear when you expect them to. You may have heard that our financial reports pull numbers from two main sources: the General Ledger (GL) Actuals ledger and the Commitment Control (or “KK”) ledgers.  The GL Actuals Ledger tracks the amounts we have actually spent and received.  The KK ledgers track our budget balances and the commitments we’ve made against our budgets. They also contain details about the purchase requests, vouchers, and other transactions that have been processed, so that’s why they’re a useful place to get reporting information. Soon: All Actuals Will Come From the GL Pulling financial information from the KK ledgers in addition to the GL Actuals ledger has caused confusion and added complexity to our reporting.  The good news is that a project is underway that, once complete, will ensure that all reports take their “actuals” (that is, what is recorded in the book of record)  from the General Ledger.  Only budget-related data, such as … Continued

Type: Categories: Last Updated:

  Did You Know?  If you are in a WorkCenter, you can open a new window in another tab and keep the left navigation bar. Click the Action List, the three vertical dots next to the Home icon, and select New Window from the menu options. Submitted by Deryck Dunn, Procurement Specialist in the School of Pharmacy. “I find this useful to my everyday processing, as I need to access multiple, different functions at the same time.”

Type: Categories: Last Updated: