Resources

In our February 2020 newsletter, we told about the efforts made to simplify the process for requesting disability accommodations by moving the paper process online in ConnectCarolina. Making this process easier is especially important during these extraordinary times, as we make plans for employees to move back to campus for work. The Roadmap for Fall of 2020 places the safety and well-being of the campus community as its highest priority and recognizes that some employees have health conditions that put them at higher risk if exposed to the COVID-19 virus. So, as we transition back to campus, we want to let you know of an additional accommodation resource that will move online in ConnectCarolina Self Service in early August. The COVID-19 Accommodation Request online form is the first step an employee will take to request accommodations based on their own medical condition that puts them at high risk. Specifically, it will allow employees to seek accommodations if they meet one or more of the following criteria: Are at high risk for contracting COVID-19, based on CDC criteria; Are at high risk of more severe complications if COVID-19 is contracted, based on CDC criteria; or Are otherwise unable to work as assigned due … Read more

  ConnectCarolina process improvements continue when a much anticipated Graduate Student Hub launches this summer. If you are a Student Services Manager, you’ll soon see a Graduate Student Hub tile on your ConnectCarolina Admin homepage. “Hub” really says it all. Student academic information, funding information, frequently used ConnectCarolina queries and reports that reside on multiple in ConnectCarolina will now be accessible from one place. One of the most exciting features for student services managers is the Graduate Student Tracking page. It’s easy to search by student or by program and plan and find comprehensive information about students in seven key areas: Student Profile Information: photo, PID, address, program, emergency contact, and an optional area for departments to designate the academic advisor or mentor and an option to add notes about interactions with the student Degree Progress: program details, leave history and key milestones Achievements: memberships, licenses and certifications, student presentations, and so on. Courses Taken: information on completed classes such as hours, course names, and instructors ·Courses Taught: information on classes taught such as section number and enrollment Funding: stipends, tuition awards and other information from GradStar and GSHIP, and other funding Alumni Info: email addresses and employment information for alumni   What started out as a … Read more

ConnectCarolina process improvements continue when a much anticipated Graduate Student Hub launches this summer. If you are a Student Services Manager, you’ll soon see a Graduate Student Hub tile on your ConnectCarolina Admin homepage. “Hub” really says it all. Student academic information, funding information, frequently used ConnectCarolina queries and reports that reside on multiple pages within ConnectCarolina will now be accessible from one place. One of the most exciting features for student services managers is the Graduate Student Tracking page. It’s easy to search by student or by program and plan and find comprehensive information about students in seven key areas: Student Profile Information: photo, PID, address, program, emergency contact, and an optional area for departments to designate the academic advisor or mentor and an option to add notes about interactions with the student Degree Progress: program details, leave history and key milestones Achievements: memberships, licenses and certifications, student presentations, and so on Courses Taken: information on completed classes such as hours, course names, and instructors Courses Taught: information on classes taught such as section number and enrollment Funding: stipends, tuition awards and other information from GradStar and GSHIP, and other funding Alumni Info: email addresses and employment information for … Read more

This Quick Reference introduces the ConnectCarolina process of employee funding. Provides an overview of how to enter initial funding, perform a budget check, and enter funding source changes.

Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). This document summarizes the changes in ConnectCarolina and InfoPorte.

Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). These slides were used for a webinar and summarizes the changes in ConnectCarolina and InfoPorte.

Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). This webinar discusses the changes in ConnectCarolina and InfoPorte.

Common budget errors and their potential solutions.

This quick reference card shows the navigation path for commonly used pages on the HR side of ConnectCarolina.  

This Excel spreadsheet contains a complete list of the category codes used in ConnectCarolina.

This report shows fund and cash balances, and revenue and expenses, by source. It is based on the GL Actuals ledger.

We are going to examine the current process of overpayments for the University and discuss process improvements. We plan to take a holistic point of view on how over payments work in the system, ranging from a practical approach to ultimately a preventative approach. This presentation will include some of the following: practical steps to take (where and how to complete necessary steps in resolving over payments, targeted for beginner HR reps), to proactive/reactive approaches (including examples and resources), and implications of over payments (looking at how it affects other areas and departments across campus). To just view the slides from this presentation, click here.

We are going to examine the current process of overpayments for the University and discuss process improvements. We plan to take a holistic point of view on how over payments work in the system, ranging from a practical approach to ultimately a preventative approach. This presentation will include some of the following: practical steps to take (where and how to complete necessary steps in resolving over payments, targeted for beginner HR reps), to proactive/reactive approaches (including examples and resources), and implications of over payments (looking at how it affects other areas and departments across campus). To view the live recording of this presentation, click here.

In this session, we’ll look at the common reasons why your finance transactions, such as purchase requisitions, vouchers, and journals get errors. We’ll show you queries to identify those errors and suggestions for fixing the errors. To just view the slides from this presentation, click here.

In this session, we’ll look at the common reasons why your finance transactions, such as purchase requisitions, vouchers, and journals get errors. We’ll show you queries to identify those errors and suggestions for fixing the errors. To view the live recording of this presentation, click here.

We need your feedback! Please take this opportunity to complete the annual ConnectCarolina & InfoPorte 2018 Survey. We’re eager to hear what you think is working, what isn’t, what additional information you need from either system, and what features you hope we’ll develop. Your feedback is valuable for the ConnectCarolina team and will help us prioritize projects to address your top concerns during 2019. The survey will remain open until end-of-business on Wednesday, November 7th. Click to Complete Survey Last year, more than 1,300 faculty and staff members completed the 2017 ConnectCarolina and InfoPorte Feedback Survey. The feedback ranged far and wide, touching on most parts of ConnectCarolina and InfoPorte. You told us about many things you liked, such as getting your tax forms and pay stub from the Self Service menu, eProcurement and vouchers. But you also said there were “too many clicks” in ConnectCarolina and InfoPorte, and “navigating isn’t intuitive.” Others of you said you weren’t confident of the data in InfoPorte, and you needed better grants reporting. Your input helped guide us in prioritizing projects to focus on during 2018. For example, we created a revamped dashboard for principal investigators to pull essential grant information onto one page. We created a faculty portal that lets faculty … Read more

The basics of using the ConnectCarolina system, including logging in, signing out, getting help, searching, using multiple windows, assigning favorites, and navigating.

This self-paced course explains what ConnectCarolina is, how to sign on and off and manage your session, how employee roles determine system access and how to secure your session.

This self-paced course covers topics such as accessing and navigating the system, working with Favorites, using search functions and working in multiple sessions.

Student guide for the foundational ConnectCarolina HR course.

Please Give Us 5 Minutes To Share Your Thoughts This survey is for everyone who uses ConnectCarolina and InfoPorte. It isn’t related to the recent User Conference. Please take this opportunity to let us know how ConnectCarolina and InfoPorte are working for you. It’s only 8 questions and we’re eager to hear your thoughts on what’s working and what isn’t. Thank you to those of you who already completed the annual ConnectCarolina and InfoPorte Survey! Click Here to Complete the Survey Your input is valuable and helps us prioritize projects to address your top concerns. Improvements that originated from past surveys include: Revamped Principal Investigator dashboard to pull essential grant financial information into one page. A new Faculty Portal that lets faculty access teaching and research information from the home page of ConnectCarolina. We know that this has been a busy month so we will keep the survey open through November 7th.  We look forward to hearing from you.

This guide covers how to view your class schedule, download class rosters, create Academic Progress Reports (APRs), and how to email students in a class.

There will be an outage of ConnectCarolina Finance on January 9th, from 12:00-12:30pm EST in order to perform necessary upgrades. This upgrade resolves an issue that some users experienced where attachments were no longer visible when a vendor’s tax ID was changed.

What’s New and What’s Changing Many of the changes coming with the upgrade of ConnectCarolina Finance are behind-the-scenes, but there are a few are new features and changes to the way the pages look. Among the most significant changes are an expanded Finance WorkCenter, different field labels in purchasing, a new layout for the Campus Voucher page, and new features for Budgets. More Links in the Finance WorkCenter If you haven’t used the Finance WorkCenter, give it a try. The WorkCenter lets you move quickly between menu options, and with the upgrade, it will have even more of the links you use most, all in one location.  To find it, click the Finance button on the left side of the home page, and then you’ll see Finance WorkCenter as the first option. At the top of the WorkCenter is a folder with the most commonly used pages. Label changes in Purchasing Perhaps the biggest change you’ll notice on December 10 is in Purchasing.  The term “vendor” is being replaced by “supplier” on all pages.  For example, instead “Vendor Catalog,” you’ll see “Supplier Catalog”.  Although the term is changing on most ConnectCarolina pages, you’ll still see ‘vendor’ in a few places.  For example, query names … Read more

Each financial transaction goes through a series of steps from start to finish. Understanding what those steps are for each transaction is helpful in understanding how ConnectCarolina works and in understanding the financial information you see in InfoPorte.

Have you noticed that unposted vouchers seem to disappear at the end of the month? They don’t really disappear—any vouchers that haven’t been posted get moved to the next month (which is called “voucher roll forward”).

Your available budget balances in InfoPorte fluctuate a lot more throughout the month than they did in FRS. This document explains the reason for this and some key related concepts.

Your 2019 Total Rewards Summary (TRS) is available in ConnectCarolina. The Summary is a 12-month snapshot (Jan 1 – Dec 31, 2019) showing your total compensation, including your salary and taxes, the value of UNC-paid benefits, your accrued sick and vacation days, and the actual amounts you contributed. You’ll be able to find your personalized Summary through the ConnectCarolina Self-Service web page. Self Service > My Benefits tile > My Total Rewards  Visit the Frequently Asked Questions to better understand each component of the Total Rewards Summary, then take a minute to review your information. If you have questions, contact Benefits Services in the Office of Human Resources at benefits@unc.edu.

Have you tried out the searchable online help in ConnectCarolina? It contains information from many of the training materials and other resources in a searchable format. You may notice the Help icon when you’re navigating in certain pages in ConnectCarolina.

Email Communication Send Date: 4/22/2021 From: UNC Human Resources To: ConnectCarolina HR/Payroll Users Subject: News Click to view HR/Payroll Update – April, 2021 Topics HR/Payroll Reporting Dashboard New Action Reason – Not Employment Authorized   New Background Check Process   Full Position Management  ConnectCarolina Tips ePAR Approvers EHRA Students Teaching in Summer Updates Payroll – Date Change on Biweekly B26 Fiscal Year (FY) 2022 Funding-related Personnel Actions Reminders Relocation Compensation Policy Carolina Talent – Performance Management