Currently, managers complete performance plans and evaluations outside of ConnectCarolina, then enter overall performance and competency ratings in the system. Starting in April, a pilot group made up of the Office of Human Resources (OHR) and select departments across campus will use ConnectCarolina for the full process for SHRA employees. Managers and employees in the pilot group will follow the traditional assessment process but will complete the forms in ConnectCarolina instead of using paper forms. These forms include performance plans, off-cycle reviews, an employee self-assessment, and evaluations. Staff participating in the pilot are testing the appraisal process from end-to-end with the goal of the rest of campus using it next year. Representatives from the Employee and Management Relations division of OHR are demonstrating the new process to the pilot groups throughout March.

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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.

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Three changes have been made for the Campus Vendor Request system. Bio-demo information (such as address) is pulled from the Student Administration part of ConnectCarolina. What this means is that you’ll no longer request changes to bio-demo information for employees, students, or affiliates through the Campus Vendor Request system. If changes are needed, the person being set up as a vendor needs to make the changes through the UNC Directory or through the Self Service option in ConnectCarolina. Or, an HR representative who has access to change bio/demo information can make the change. The address listed as HOME address for tax reporting (W-2, 1099. 1098T) is the only address that will be used in the Campus Vendor Request system. You are able to request a new type of vendor class, called an Affiliate Vendor with PID.  You use this vendor class for all persons who are defined as affiliates in the HR/Payroll system (such as hospital employees). Employee banking information is pulled from the Payroll system, so you may no longer request changes through the Campus Vendor Request system. You can still request changes to banking information for other types of vendors, such as independent contractors, students, and affiliates with … Continued

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Student guide for the foundational ConnectCarolina HR course.

Type: Guide Categories: HR/Payroll Last Updated: June 18, 2015

A guide to common functionality, shortcuts, and navigation in ConnectCarolina.

Type: Quick Reference Categories: HR/Payroll Last Updated: December 14, 2016

This procedure explains and demonstrates the GL Activity tab in InfoPorte. This tab shows journals for all account types: assets, liabilities, expenses, revenue, and fund balance. This document explains what each line on the tab represents and how it is different from the InfoPorte Transactions tab.

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 29, 2016

The curriculum for training newly-hired HR representatives got a revamp and several new faces are teaching the two-day class for new HR representatives. The ConnectCarolina team sends a big thank you to Dina Sikora, Joey Landry, Maura Murphy, Tabitha Massey, and Bill Stockard, who were selected to be a part of the ConnectCarolina HR Train the Trainer program.  They attended a special program to learn about training techniques and develop expertise on the materials. Through December, they’ll be teaching the two-day ConnectCarolina HR Representative Training, a mandatory course for new HR representatives to gain access to ConnectCarolina. The addition of the volunteer trainers is freeing time for the ConnectCarolina training team to design more computer-based training combined with self-paced hands-on practice, reducing in-classroom time for computer-systems training to one day. The new model for training came out of a partnership between the ConnectCarolina Change Management team and the Office of Human Resources to develop a weeklong, immersive process to learn all facets of the HR world at Carolina. Representatives are introduced to staff in the HR central offices, get introductions to HR policies and procedures and receive ConnectCarolina training. The new curriculum provides a common set of information for HR … Continued

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ConnectCarolina keeps moving forward!  The ConnectCarolina HR/Payroll system is moving to an upgraded software version in March. You may remember that the Student Administration application made the move in October, 2017, and the Finance upgrade will likely occur before the end of 2018. There are important security, accessibility and functional reasons for the upgrade but the look of the screens will be very similar to what you see now. You need to know… ConnectCarolina Outage:  Friday, March 2, 5:00 pm until Monday, March 5, 7:00 am During the weekend transition, all ConnectCarolina systems will be unavailable.  Listing all of the specific system impacts here would require you to scroll (a lot). Your best bet for all things related to the HR/Payroll upgrade is to visit the HR/Payroll Upgrade page on CCinfo. You cannot access W-2 forms during the outage.  We realize that the ConnectCarolina outage occurs during tax preparation season so if you need the online version of your W-2 or your paystubs, please download them before 5:00 pm on Friday, March 2. You will notice a few changes… The HR/Payroll screens sport a slightly different look: muted colors, longer description fields, wider layout and some alignment changes. There are some changes that are specific … Continued

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Improved reporting performance that makes data available earlier in the workday has been achieved through recent changes to the process of copying data from the ConnectCarolina transactional system to the data warehouse for InfoPorte and SAS reporting. Additional performance upgrades are expected soon. Ensuring that the prior day’s transactions are available on InfoPorte and SAS reports as early during the work day as possible is a major goal of the Enterprise Reporting and Departmental Systems (ERDS) team. Improvement in When Data are Available in InfoPorte and SAS Due to recent process changes, the prior day’s data are now available earlier. The InfoPorte main reports are usually ready before business hours, typically before 7:30am. Secondary reports such as BMS are usually ready around 8:45am. This is primarily due to improvements in how ConnectCarolina financial transactions are loaded into the data warehouse. The ERDS team collaborated on this behind-the-scenes effort, devoting weeks to ensuring that ConnectCarolina data was accurately represented in the data warehouse. A recent upgrade of the SAS environment has helped to stabilize that environment. Additional load-time improvements are anticipated by the end of March for reports created in SAS Visual Analytics. More work is underway to further improve load … Continued

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This mini-guide shows how to see organizational charts in ConnectCarolina, explains the information you can see, and how to use information in the org charts. Note: Access to see organizational charts in ConnectCarolina is limited to those with HR Representative access in ConectCarolina.

Type: Guide Categories: HR/Payroll Last Updated: March 6, 2018

The system that maintained security in the legacy data warehouses and for ePrint is being retired around December 14, 2015, and at that time we will no longer have a way to restrict access to information by department. We still need to ensure that sensitive information remains protected, and at the same time, ensure that you have access to the legacy information you need. As the team has delved in to the details of how to provide legacy information securely, we’ve had to make some changes to the plans communicated up to now. Access to ePrint Reports Finance reports from ePrint:  Similar to Finan$eer, access to the Finance legacy data warehouse will be limited to the group of approximately 200 users who have “enhanced reporting access” (which means, among other things, they can run queries in the ConnectCarolina reporting environment). If you are getting access to the new ePrint, we’ll be in touch soon to tell you how to access it. Individuals who are not granted access can contact their MOU lead to explain what is needed. Payroll reports from ePrint: To obtain a payroll report from ePrint, you’ll need to put in a help request (create the online ticket … Continued

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