This reference card contains 13 tips for managing student hires, including working with expected job end dates, the importance of entering actions on time, using positions correctly, and taking care to choose the correct person when entering the hire. This reference card also contains a table of job codes for managing student hires.
On October 5, UNC-Chapel Hill implemented 2-Step Verification, a process designed to secure and safeguard personal information and vital University data and credentials. At a time when phishing scams are becoming ever more frequent on our campus, this enhancement is part of our ongoing work to ensure that personal and University information remains secured and protected. Watch a quick video to learn about 2-Step Verification What is 2-Step Verification? Also called 2-Factor or Multi-Factor authentication, 2-Step Verification adds a second layer of security to account access – and is being used by banks, stores and other places where people have online accounts. In order to authenticate and sign in, people have to provide something they know (e.g., their Onyen and password) and use something they have (a mobile device or landline phone). Whenever people sign in, a special access code is sent to their mobile device or landline phone before they can complete signing in to their account. With two different authentication methods, people can protect their log-ins from remote attackers exploiting stolen or weak credentials. UNC-Chapel Hill’s service is powered by Duo Security, a proven solution in multi-factor authentication. Duo works with many universities around the country –- including … Continued
During the 2016-2017 academic year, ConnectCarolina support staff shifted their focus from post-go-live stabilization support for finance, human resources and payroll applications to enhancing functionality, providing new reporting capabilities, and improving the usability of the system. Both campus and central administrative users benefited from the team’s efforts. This report highlights some of the most significant improvements and successes.
Your tax year 2017 W-2 form is now available for viewing via the SelfService menu on the ConnectCarolina home page. An advantage of accessing your W-2 form online is that you can print and use it sooner than the paper version issued in late January by Payroll Services. In late January 2018, all employees will also receive a printed W-2 for tax year 2017. For details, see the Jan. 12 memo from Payroll Services. Remember that 2-Step Verification is required for online W-2 access.
This recorded webinar captured a Finance User Group meeting. This meeting covered 7 key concepts: Most transactions go through 5 basic steps. Vouchers manage payments in ConnectCarolina. Information about budgets is tracked separately from information about actual transactions. Once a transaction is budget-checked, you see it in InfoPorte. Unposted GL journals are deleted at month end. Our new accounting method is called the accrual method. Unposted vouchers are rolled forward at the end of the month.
These slides were used withe the “7 Key Concepts” webinar. The webinar covers these concepts: Most transactions go through 5 basic steps. Vouchers manage payments in ConnectCarolina. Information about budgets is tracked separately from information about actual transactions. Once a transaction is budget-checked, you see it in InfoPorte. Unposted GL journals are deleted at month end. Our new accounting method is called the accrual method. Unposted vouchers are rolled forward at the end of the month.
The Faculty Portal, a new ConnectCarolina home page for faculty members, is currently being rolled out, school by school. The Faculty Portal combines the teaching and research information faculty members use most onto the first page they see when they log in. From one page, faculty members can: access their teaching schedules (which means fewer clicks to print class rosters, email students, create academic progress reports, and enter grades) see the students who have incompletes in their classes see financial information about their contracts and grants (on the new “PI Dashboard”) see approval notifications from research applications such as RAMSeS and ecrt find charging instructions for their salary (that is, funding sources for their salary) access the most commonly-used links for teaching and research as well as as place faculty can add their own links to make the Faculty Portal even more useful. Do You Work With Faculty? Do you work with faculty? If so, you may be asked how the Faculty Portal works, and we want to make sure you have resources to answer that question. A quick-start guide, available on CCinfo.unc.edu, details how to use the Faculty Portal. A Faculty page on CCinfo.unc.edu contains links to other documents faculty may find useful. One thing … Continued
Attention Undergraduate Faculty: The Academic Progress Reporting period is now open for Spring 2017. The Academic Progress Report (APR) system in ConnectCarolina gives instructors the opportunity to provide feedback to students in their courses who are performing well and to students exhibiting signs of academic distress. Academic Progress Reports are intended to encourage students to reflect on their academic performance and take action in a timely manner. Undergraduate faculty is encouraged to take advantage of this opportunity to provide students with early feedback on their academic progress in your course. This is especially important for students early in their undergraduate career. For more information, visit http://studentsuccess.unc.edu/for-faculty/. For streamlined access to your class roster, photo roster, and academic progress reports, select “Student Administration” from the left menu, and click on “My Schedule.”
This guide provides detailed information on being an Access Request Coordinator (ARC). ARCs enter requests for access to ConnectCarolina and some companion systems such as Web Travel and PeopleAdmin. The guide includes step-by-step instructions for: entering and submitting access requests, retracting and deleting requests. sharing a request. working with file attachments in the access requests. generating reports on access requests. checking the status of a request.
This Quick Reference Card provides instructions for accessing PO invoices in ConnectCarolina in order to view or print as needed.
Form that must be completed and sent to firstname.lastname@example.org prior to changing the Account number on an Accounts Payable voucher that has already posted to the general ledger.
This quick reference guide lists account codes for budgeting on State child accounts.
This spreadsheet shows how object codes from the legacy system mapped to the ConnectCarolina account codes. The spreadsheet has three tabs: UNCCH Accounts, which lists the general ledger accounts that were loaded into ConnectCarolina for UNC-Chapel Hill. UNCGA Account, which lists all the general ledger accounts that were loaded into ConnectCarolina for UNC General Administration. All FRS Object Codes, which lists every object code and the ConnectCarolina account it mapped to. .
To: University Business Managers Research Administration Support Group (RASG) MOU Financial Leads Accounting personnel who use InfoPorte From: Walter Miller, Interim Payroll Director Subject: Accurate Salary Projections in InfoPorte As of May 12, you can expect salary and fringe benefit projections to be more accurate in InfoPorte. The long-awaited changes that will be put in place on Friday complete a series of changes and fixes that have been implemented over the last few weeks. The biggest improvements you’ll notice are: Contract and grant (OSR) fund projections will be calculated with Project ID budget end dates in mind. The projections will be updated every weeknight (except holidays). For example, if you use a Fund Swap ePAR form to move an employee’s funding to a different grant, the projection for the employee will be updated the night the ePAR executes (when it is fully approved). The system will factor in the caps for Social Security and retirement when calculating projections for highly-compensated employees. Projections will take into account Job End dates As in the past, the system calculates projected fringe benefits and taxes based on each person’s employee group (such as EHRA Non-Faculty or SHRA Permanent) and the type of funding … Continued
When purchasing a piece of equipment that is greater than $ 5,000, you must include asset management information in the purchase requisition for the piece of equipment and any associated coasts, including freight charges, discounts, trade-in values, and installation fees. This quick reference card lists the steps to add asset management information.
This self-paced course explains when to use PAAT and the difference between a PAAT adjustment and a Funding Swap ePAR. It also covers the steps you’ll need to take to create, manage and submit a PAAT adjustment.
This Quick Reference Card provides instructions for changing or canceling an existing receipt for goods or services that have not yet been invoiced on a Purchase Order.
The Affiliate Report shows information on all active affiliates or affiliates who were terminated within the last year
Information on the new Affiliates Report in Infoporte
This Quick Reference provides instructions for processing airgas cylinder returns in ConnectCarolina.
New pages on CCInfo.unc.edu now bring together, in one place, all the resources that are useful for a particular part of ConnectCarolina. Do you use ePro or make other types of purchases? There’s a page for you. Are you an HR representative? There’s a page for you too. You submit HR actions for students? Check. Make deposits? Check. On ccinfo, click the HR & Payroll or Finance menu to see all of the new pages. Who knows, you may come across a quick start guide or online training session you never knew about.
This self-paced course describes the information to review when approving a budget transaction and how to make an approval action.
This self-paced course explains who can approve campus journals, how to navigate to the campus journal approval page, and what information to review when approving campus journals.
This self-paced course covers the uses of campus vouchers, the different approval levels and the requirements for each approval level.
This self-paced course covers the request and approval process for new chartfield values.
A quick guide about approving Finance transactions, which transactions require approval, the approval workflow, and more.
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.
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.
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.
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.