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This Quick Reference Card provides a brief overview of budget inquiries available in ConnectCarolina. Content includes how to confirm the available balance, determine if funds are available before requesting budget transfers, verify if funds were moved, investigate a budget check exception.

Type: Quick Reference Categories: Finance Last Updated: June 18, 2014

For FY 2015: A matrix of budget definitions and rulesets by fund type. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.

Type: Quick Reference Categories: Finance Last Updated: June 30, 2014

For UNCCH: A matrix of budget definitions and rulesets by fund type for FY 2018. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.

Type: Quick Reference Categories: Finance Last Updated: July 12, 2017

For UNCGA: A matrix of budget definitions and rulesets by fund type. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.

Type: Quick Reference Categories: Finance Last Updated: June 5, 2015

This reference card, translated into Burmese, 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.

Type: Quick Reference Categories: Finance, General, HR/Payroll Last Updated: October 11, 2016

The goal of this session is to facilitate a meaningful group discussion for Business Managers and/or their designees on current topics of interest at the University. These topics could include but not limited to changes in PCARD use, Closing of Imprest Checking accounts and use of BofA Reloadable Cards, OSR Prior Approval Request Forms, Research Recharge Center Compliance, Research Admin Training for Staff, Navigating OIC, closeout of projects, and RAM Tracker Transparency project. We will pole participants either prior to or at the beginning of the session to determine what topics people would like to discuss.

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

BuyCarolina went live on August 17 and we decided to check in with some of you who used the tool to make purchases as well as the Business Systems Help Desk to find out how it’s going. Here’s what we found out. What We Heard I like comparing prices and having fewer purchase requisitions- instead of 5 individual purchase requisitions, it’s nice to process and approve just one. Robin Council, Accountant, School of Law I find myself explaining to users that the ConnectCarolina aspect of things hasn’t changed. The only change has been how the catalog looks and the way you maneuver. I usually describe it as a ‘Retail Shopping experience”; You get a cart, place items in this cart, wait in line (the transfer out process of BuyCarolina ), then place the credit card in the machine for purchasing (ConnectCarolina requisition process) so you can leave with the product. Susse Toro, Technology Support Analyst, Business Systems Help Desk (BSHD) I was very excited to hear about being able to search for a product and have multiple results, from various vendors, come back to compare pricing. This is another terrific feature for us. I like finding the best deal! Shannon … Continued

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A quick reference that addresses commonly asked questions and provides top tips for using BuyCarolina.

Type: Quick Reference Categories: Finance Last Updated: August 20, 2020

Email Communication  Send Date: August 17 2020 From: ConnectCarolina Communications To:  Employees with access to BuyCarolina in ConnectCarolina Subject: BuyCarolina is Live   Note: You’re receiving this message because you have access to BuyCarolina in ConnectCarolina. BuyCarolina was successfully launched over the weekend and is now ready for use in ConnectCarolina for your purchasing needs. As we told you in previous messages, the new system replaced ePro for online purchasing through ConnectCarolina. Before you log in to BuyCarolina for the first time, you may want to clear your browser’s cache. You can find instructions for clearing your browser’s cache at help.unc.edu. If you weren’t able to watch the webinar on Thursday or want a refresher on using the system, you can watch the recording on CCinfo.unc.edu. We will be posting the Understanding the BuyCarolina Guide on the BuyCarolina page on CCinfo.unc.edu in the next few days and an updated online training will be released soon. If you have any questions or concerns with the new system, contact the Business Systems Help Desk at (919) 962-HELP, option 2. The Purchasing Services and ConnectCarolina Teams View the email in its original format – BuyCarolina is Live       

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Email Communications Date: January 14, 2021 From: ConnectCarolina Communications To: BuyCarolina Users Subject: BuyCarolina New Look and Help Additions   You are receiving this email because you have access to BuyCarolina in ConnectCarolina . On the evening of January 15, 2021, Coupa (the provider that hosts our BuyCarolina application) will be upgrading the site to give it a new look. A summary of the changes is below: A new announcements carousel will replace the previous announcements section, bringing more room to the home page and making it easier to navigate with less scrolling. The carousel feature will have new announcements badges to showcase new information, so you can quickly read through updates. If you need to pause the carousel feature to study a post, click on the carousel and it will pause. The “Recent Activity” and “To Do” sections will be grouped and expanded. This can be minimized by clicking on the carrots next to each section so that the home page space is larger for search returns. If you click the help link at the top right of your screen, you’ll get BuyCarolina Purchasing specific Help details, instead of the generic Coupa help information. If you have any questions, … Continued

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Good news! If part of your job includes using ePro to purchase supplies for your department, you can look forward to the introduction of an enhanced purchasing solution that will bring significant improvements to your buying process. For example, if there are two or more suppliers that carry the same product, you will be able to easily compare the pricing from the different suppliers before you add an item to your shopping cart. Stay tuned for more information in the next edition of the ConnectCarolina newsletter and be on the lookout for communications from finance.unc.edu.

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This Quick Reference identifies the following for each transaction type: Whether campus approval is required Whether self approval is allowed    

Type: Quick Reference Categories: Finance Last Updated: September 15, 2014

This PowerPoint presentation accompanies the Campus Budget class. Includes information about budget control, budget checking, and how to enter budget journals and transfers.

Type: Slideshow / Presentation Categories: Finance Last Updated: May 20, 2019

This guide accompanies the Campus Budgets class. Includes information about budget control and budget checking, entering budget journals and transfers, and how to find your available balances.

Type: Guide Categories: Finance Last Updated: July 6, 2020

Are you responsible for reviewing the charges that have gone to your department’s suspense account? Then maybe you’ve noticed the Current Suspense Charges report has a better look and feel. The changes to the report were made, in large part, because you asked for them. For example, in response to campus feedback, the current suspense amount is now shown in separate columns for Earnings, Deductions and Taxes so that you can clearly identify the payroll charges outstanding on suspense. Additionally, a new Fiscal Year filter on the Department and School reports lets you see outstanding suspense charges for a specific year or leave it blank to see suspense on all years. With the addition of this new filter, you can focus on clearing the current fiscal year suspense charges and potentially decrease the number of PAAT (Payroll Accounting Adjustment Tool) actions on old suspense (anything before fiscal year 2018)

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 Last month we promised you more information about a new tile-based design for ConnectCarolina. Here’s the latest information we can share. First of all, it’s important to know you will still have access to everything you have now, your favorites will still be there and the updated look reduces accessibility barriers that make it difficult for many people with disabilities to use ConnectCarolina. For students, it also means it will be easier on the eyes when they’re using ConnectCarolina on their phones. Want to know more? The design is evolving, but we’ll give you info as decisions are made and work in ConnectCarolina progresses. How Do You Use ConnectCarolina? The reason we can’t paint a complete picture is that we’re still out there talking to ConnectCarolina users across campus. We’re talking to students who use ConnectCarolina to register for classes and check grades. We’re meeting with employees who work in ConnectCarolina everyday and those who only go into ConnectCarolina to check their pay stub. What we hear from them guides us in making the updated ConnectCarolina work better for you. A few weeks ago, we met with students and student administration staff and what we learned actually changed the design direction for the ConnectCarolina student pages. We’ve had … Continued

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This quick reference contains the following key information for processing campus journals: Transaction description and source code Attachment requirements Approval requirements      

Type: Quick Reference Categories: Finance Last Updated: December 9, 2016

This quick reference provides the chartfields available to select for each campus journal type, such as a Billing journal type, Correcting journal type, and so on.    

Type: Quick Reference Categories: Finance Last Updated: May 18, 2020

Full webinar presentation from 12/14/16 on Enhancements to the Correcting JE process.

Type: Webinar Categories: Finance Last Updated: December 15, 2016

This quick reference identifies the allowable debit and credit account pairings for the Billing campus journal type.    

Type: Quick Reference Categories: Finance Last Updated: September 27, 2021

This PowerPoint Presentation accompanies the Campus Journals class. This class covers: The Campus Journal process Campus Journal transaction types, approval requirements, and attachment requirements How to enter a Campus Journal How to enter a Correcting Campus Journal How to edit and delete a Campus Journal Other transaction types including Settlement Journals, Cash Advance Journals, OSR Residual Transfer, and Interunit Journals.      

Type: Slideshow / Presentation Categories: Finance Last Updated: May 20, 2019

This Student Guide accompanies the Campus Journals class. This class covers: The Campus Journal process Campus Journal transaction types, approval requirements, and attachment requirements How to enter a Campus Journal How to enter a Correcting Campus Journal How to edit and delete a Campus Journal Other transaction types including Settlement Journals, Cash Advance Journals, OSR Residual Transfer, and Interunit Journals.  

Type: Guide Categories: Finance Last Updated: July 28, 2021

A webinar about changes to the Campus Vendor Request system coming early 2016. Includes information about the new Affiliate vendor class as well as information on what changes can be made to each vendor class.

Type: Webinar Categories: Finance Last Updated: December 16, 2015

This Quick Reference Card contains the top 10 tips for entering campus vouchers, including entering invoice numbers, choosing the vendor’s location, adding notes & instructions or supporting documentation, using Speed Charts, UNC Item ID, and Category as well as information on troubleshooting errors and analyzing approvals.

Type: Quick Reference Categories: Finance Last Updated: March 10, 2015

The ConnectCarolina Design Elements survey was only open for a few days but we received more than 700 responses from across campus. We asked you to choose among several options for background color, tile color and icon design. Thank you for sharing your opinions. Winning Design Elements Background: Blue Sky (winner), Carolina Blue (close second place) Tile Color: White (winner by a landslide) Icon design: Light and Dark Blues (winner), Multicolored (close second place)

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We’re about halfway through the 2020-2021 performance review period and we want to share a few tips for managers as you work through the performance reviews, development plans and goal setting for your EHRA non-faculty employees. Managers have already assigned over 21,000 goals to employees in Carolina Talent. Quick Tips for Managers:  If your employee already signed their performance plan but you need to make a change, you can do that at any time . To make a change or track progress for a goal, follow this path: Performance > Goals. To make a change or track progress for a development plan, follow this path:  Performance > Development Plans.  Your employee will receive an email notification anytime  a change is made. If you need to make a change to a performance plan you submitted before your employee signs it, you have a couple of options: Submit a help ticket to have the performance plan re-opened at help.unc.edu > search Carolina Talent > choose the Carolina Talent request, complete the fields, and submit your ticket. Wait for your employee to sign the plan and then make changes through the menu option (see tip number 1 for steps). Again, your employee will receive an email notification anytime a change has been made. If you want to see the status of tasks for your team, you can run a report from the Carolina Talent menu by … Continued

Type: Categories: Last Updated: July 21, 2021

We’re about halfway through the 2020-2021 performance review period and we want to share a few tips for managers as you work through the performance reviews, development plans and goal setting for your EHRA non-faculty employees. Managers have already assigned over 21,000 goals to employees in Carolina Talent. Quick Tips for Managers:  If your employee already signed their performance plan but you need to make a change, you can do that at any time . To make a change or track progress for a goal, follow this path: Performance > Goals. To make a change or track progress for a development plan, follow this path:  Performance > Development Plans.  Your employee will receive an email notification anytime  a change is made. If you need to make a change to a performance plan you submitted before your employee signs it, you have a couple of options: Submit a help ticket to have the performance plan re-opened at help.unc.edu > search Carolina Talent > choose the Carolina Talent request, complete the fields, and submit your ticket. Wait for your employee to sign the plan and then make changes through the menu option (see tip number 1 for steps). Again, your employee will receive an email notification anytime a change has been made. If you want to see the status of tasks for your team, you can run a report from the Carolina Talent menu by … Continued

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Release Notes   Send Date: October 30, 2020 From: Information Technology Services To:  LMS Admins, Instructors Subject:  Carolina Talent – Release Notes /  Changes Coming October 30, 2020

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Performance appraisal season is coming around again. The fundamentals are still the same—performance reviews, performance plans, and for SHRA employees, competency assessments. What’s different is that this year, Carolina Talent provides the start of a new, better way of getting them done. You’ll find the links to Carolina Talent performance management in ConnectCarolina. There’s a Carolina Talent Performance tile on your Self Service home page and managers and HR personnel will also have performance management links in their WorkCenters. Here are a few of the things we think you’ll like: Carolina Talent provides a central place to quickly access goals and development plans, making it a little easier to keep the performance conversation going all year long. Managers and employees can update progress on goals and development plans at any time. Entering goals is quicker, because managers can assign a goal to multiple team members and copy them from year to year. Managers can link any training in Carolina Talent to an employee’s development plan. Approvals will be online. No more printing or emailing forms. What’s changing for SHRA and EHRA-Non-Faculty employees this performance plan period? Your managers will still use the PDF form to complete 2020-2021 performance appraisals and, … Continued

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A quick reference for cash advances with account codes, scenarios, and naming conventions.

Type: Quick Reference Categories: Finance Last Updated: May 23, 2018