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Don’t forget: 2-Step Verification is required for students to access and pay bills in ConnectCarolina. How to Register for 2-Step Verification Visit onyen.unc.edu and click on “2-Step Verification for Duo.” The registration process takes just 10 minutes. You need to have your mobile device and PID available. We recommend downloading the DUO Security app from your phone’s app store for the smoothest 2-Step experience. Set Up an Authorized User If your parents, guardians or another party pay your bills, they must be set up as Authorized User to access Student Financials. This keeps your banking information safe. Authorized Users do not need to set-up 2-Step Verification; however, they cannot use student Onyen credentials to access ConnectCarolina. For step-by-step instructions on how to set up Authorized Users, visit: ccinfo.unc.edu/give-proxyauthorized-users-access-information-2/. Need Assistance? If you need assistance, please do not hesitate to visit help.unc.edu to chat with a support representative or call the ITS Service Desk at 919-962-HELP.

  Students, As a reminder, 2-Step Verification is required for portions of ConnectCarolina, including Student Bill Pay. We encourage you to take time now to configure 2-Step to ensure that you will not encounter any payment issues once fall semester bills are released.   Register for 2-Step Verification Visit onyen.unc.edu and click on “Register & Manage 2-Step Verification.” The registration process takes just 10 minutes. You will need to have your mobile device and PID available. We recommend downloading the DUO Security app from your phone’s app store for the smoothest 2-Step experience.   Set Up an Authorized User If your parents, guardians or another party pay your bills, they must be set up as Authorized User to access Student Financials. This keeps your banking information safe. Authorized Users do not need to set-up 2-Step Verification; however, they cannot use student Onyen credentials to access ConnectCarolina. For step-by-step instructions on how to set up Authorized Users, visit: https://ccinfo.unc.edu/give-proxyauthorized-users-access-information-2/.   Need Assistance? If you need assistance, please do not hesitate to visit help.unc.edu to chat with a support representative or call the ITS Service Desk at 919-962-HELP.  

There’s some exciting news coming from the Office of Human Resources (OHR). The University is implementing Cornerstone, a talent management system branded “Carolina Talent,” which has tools that support the University’s ability to plan for, attract, develop, engage and retain talented employees. What’s a talent management system? It’s a system that gives us tools to manage our careers at the University, plus it gives managers and HR representatives tools for working with employees through all stages of their careers.   The first part of the Carolina Talent system we’ll start using is “My Learning,” the Learning Management System (LMS), which is targeted to go live this summer. During phase one of the implementation, training offered by the Office of Human Resources’ Organization and Professional Development group and LinkedIn Learning content will be available through My Learning. When it reaches its potential, My Learning will give us a central place for employees to find most of the development opportunities available to them across the University. Things to Note The training history that is currently in ConnectCarolina will be transferred to Carolina Talent. The new LMS does not impact any student-facing systems such as Sakai. Managers will be able to see the training … Read more

There’s some exciting news coming from the Office of Human Resources (OHR). The University is implementing Cornerstone, a talent management system branded “Carolina Talent,” which has tools that support the University’s ability to plan for, attract, develop, engage and retain talented employees. What’s a talent management system? It’s a system that gives us tools to manage our careers at the University, plus it gives managers and HR representatives tools for working with employees through all stages of their careers.   The first part of the Carolina Talent system we’ll start using is “My Learning,” the Learning Management System (LMS), which is targeted to go live this summer. During phase one of the implementation, training offered by the Office of Human Resources’ Organization and Professional Development group and LinkedIn Learning content will be available through My Learning. When it reaches its potential, My Learning will give us a central place for employees to find most of the development opportunities available to them across the University. Things to Note The training history that is currently in ConnectCarolina will be transferred to Carolina Talent. The new LMS does not impact any student-facing systems such as Sakai. Managers will be able to see the training … Read more

Formal Notice Send Date: November 11, 2022 A Message from the Division of Human Resources and Equal Opportunity and Compliance Hello Tar Heels, At times, staff and faculty need to submit forms that pertain to leave programs such as Family Medical Leave (FMLA), Paid Parental Leave, etc. Starting Monday, Nov. 14, 2022, active employees will be able to submit leave forms and attachments online through ConnectCarolina using the following path: SelfService > My Benefits > Leave > Submit a Leave Document. HR Reps will also be able to submit leave forms and attachments online for employees in their respective school or division. About the new process The only thing changing about leave is how employees will submit their forms. With this new process, leave forms and attachments will no longer be accepted via email. Instead, employees will use ConnectCarolina to submit attachments like: • Leave request forms. • Medical certifications. • Return-to-work forms. • Additional leave-related documents. This new online process applies to leave requests related to: • Personal or family medical situations (FMLA). • Paid Parental Leave. • Voluntary Shared Leave (requests and donations). • Military leave. Once processed, employees can view their leave attachments online through ConnectCarolina using … Read more

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.

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.

 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 … Read more

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 … Read more

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 … Read more

Beginning August 2021, changes will be made to the timing and method of some student award payments to ensure the University is compliant with federal and state regulations. Starting in 2020, a workgroup including members from The Graduate School, Office of Scholarships and Student Aid, University Finance (Accounts Payable, Cashier, Payroll), the Chancellor’s Office, Office of Sponsored Research and Information Technology Services took a comprehensive look at how financial aid payments are made, and they identified some changes that need to be made to ensure compliance. Tracking the payments Students at Carolina are involved in many types of activities and receive opportunities and payments from a variety of sources including federal or state aid, scholarships, training grants and awards. Most of these payments are considered financial aid, and as such, the sum of these payments should not exceed the cost of attendance for that student. If the financial aid a student receives exceeds their cost of attendance, the University is out of compliance. What’s considered financial aid? Any money paid to support a student’s academic progress is considered financial aid unless it is compensation for work performed, like being a teaching assistant or reimbursement of expenses for travel performed on behalf of the University. For example, … Read more

Beginning August 2021, changes will be made to the timing and method of some student award payments to ensure the University is compliant with federal and state regulations. Starting in 2020, a workgroup including members from The Graduate School, Office of Scholarships and Student Aid, University Finance (Accounts Payable, Cashier, Payroll), the Chancellor’s Office, Office of Sponsored Research and Information Technology Services took a comprehensive look at how financial aid payments are made, and they identified some changes that need to be made to ensure compliance. Tracking the payments Students at Carolina are involved in many types of activities and receive opportunities and payments from a variety of sources including federal or state aid, scholarships, training grants and awards. Most of these payments are considered financial aid, and as such, the sum of these payments should not exceed the cost of attendance for that student. If the financial aid a student receives exceeds their cost of attendance, the University is out of compliance. What’s considered financial aid? Any money paid to support a student’s academic progress is considered financial aid unless it is compensation for work performed, like being a teaching assistant or reimbursement of expenses for travel performed on behalf of the University. For example, if a … Read more

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 … Read more

Email Communication Send Date: June 6, 2020 From: ConnectCarolina Communications on behalf of Payroll Services To: HR Representatives Subject: New Payroll Reports 6.4.2020 Hello, Starting Friday, June 5, the HR Reps Dashboard will have two new reports to help you catch any problems with payroll before payroll is confirmed – while there is still time to fix any issues. The two new reports are the Payroll Prelim Report and the Payroll Wage Change Report, and they’re meant to be used together. The Payroll Prelim Report is similar to the report of the same name in InfoPorte. One advantage to using the Payroll Prelim Report on the HR Dashboard is that data is visible on the report in real time. Because it is real time, if there is no information on the payroll in process, that means payroll is currently running so please rerun in an hour. (Keep in mind, if you continue to use the InfoPorte Payroll Prelim Report, the information may not match since InfoPorte is a day behind ConnectCarolina). The new Payroll Prelim Report will also include TIM details that aren’t included in the InfoPorte report. The Payroll Wage Change Report can be used to quickly identify changes in employees’ gross wages between payrolls. For detailed instructions on … Read more

Student guide for the foundational ConnectCarolina HR course.

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

Campus billing areas, like Student Stores, EHS, Friday Center and the Carolina Inn, use the Customer Billing Management (CBM) system to charge campus customers, and the campus financial staff use CBM to review those charges. Come to this session to ask a panel questions about CBM, Bill Presentation, or about billing processes to include enhancement recommendations or how-to questions. Representatives from ITS-Enterprise Applications and Finance & Operation Service Center of Excellence are participating. To just view the slides from this presentation, click here.

Campus billing areas, like Student Stores, EHS, Friday Center and the Carolina Inn, use the Customer Billing Management (CBM) system to charge campus customers, and the campus financial staff use CBM to review those charges. Come to this session to ask a panel questions about CBM, Bill Presentation, or about billing processes to include enhancement recommendations or how-to questions. Representatives from ITS-Enterprise Applications and Finance & Operation Service Center of Excellence are participating. To view the live recording of this presentation, click here.

Email Communications – Send Date: 09 13 2021 From: Vicki Bradley, Ph.D. Associate Vice Chancellor, Human Resources and Equal Opportunity and Compliance Subject: Full Position Management Project Update To: Various Audiences. Scroll to find the email version appropriate to your role: HR Officers, Finance Leads, Funding Swap Originators, PeopleAdmin Users, HR Representatives and Student Originators and ePAR Approvers HR Officer With the Oct. 11 go-live date for the changes related to Full Position Management and online SHRA position descriptions only a month away, we are beginning our broader communications and wanted to make you aware that in the next day or so we will be sending communications to these groups: Finance Leads HR representatives and Student Originators Budget approvers and HR approvers Basic originators PeopleAdmin users Because of the number of changes, we felt that sending targeted communications to each group would be the best way to specify the changes each group can expect and to highlight the resources available. Another round of email messages will be sent to the above groups approximately one week before the Oct. 11 go-live date. If you’d like to read these targeted communications, the text for each can be found on the Full Position Management … Read more

The full position management project was successfully launched on October 11, in large part, because so many people did their part to prepare ahead of time.  Now, every employee has a position in our HR system, including some who weren’t previously in positions, like faculty.  Departments, Schools/Divisions, and the System Office can now see the organizational structure based on position numbers, whether or not there is a person in the position. Here’s a behind the scenes look at the work “by-the-numbers” with a special thanks to HR Representatives and HR Business Analysts and PeopleAdmin Applications Specialists whose work was the foundation of a successful launch. 18,482 Positions created for active employees who didn’t previously have a position. 32,111 Existing SHRA positions moved from paper forms into ConnectCarolina. 18,209 Updates to existing employee job information 24,848 Changes to the “Reports to” field so that every position is reported in organization structure, even if it’s vacant. 5,400,000 Dollars that would have gone into suspense without the work done by HR Representatives ahead of go-live.  In the end, only $105,276 went into suspense when HR Reps updated the information for 712 out of 732 compensated employee appointments. 10.5 Hours worked by each of … Read more

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.

In early spring 2022, a group led  by Mechelle Clayton, Interim AVC of Enterprise Applications, met to discuss ways to simplify the access request process. They started by asking for feedback from campus users, central offices, ARCs, and others so they could understand the pain points and used that feedback to identify requirements and set priorities for changes to the current process and tools. Some of the pain points raised are: Security Roles: There are too many security roles, and descriptions are unclear. Combine roles into groups for easier selection and maintenance. Manual Processes: Current processes are manual. Paper forms and keying data into the system is time-consuming and often lead to errors and missing or conflicting information. Automating assignment of security access for new employees, employee terminations, and employee transfers into new positions would speed up the processes and result in cleaner role assignments. Documentation and Training: There is confusion about how to sign up for training and where to find help documentation. Navigation and Tracking: Access Resource Coordinators (ARCs)across Finance, HR/Payroll, Student Administration, and departments use different approaches for managing access requests. It’s difficult to track when an employee has completed the mandatory training, and it isn’t easy … Read more

In early spring 2022, a group led by Mechelle Clayton, Interim AVC of Enterprise Applications, met to discuss ways to simplify the access request process. They started by asking for feedback from campus users, central offices, ARCs, and others so they could understand the pain points and used that feedback to identify requirements and set priorities for changes to the current process and tools. Some of the pain points raised are: Security Roles: There are too many security roles, and descriptions are unclear. Combine roles into groups for easier selection and maintenance. Manual Processes: Current processes are manual. Paper forms and keying data into the system is time-consuming and often lead to errors and missing or conflicting information. Automating the assignment of security access for new employees, employee terminations, and employee transfers into new positions would speed up the processes and result in cleaner role assignments. Documentation and Training: There is confusion about how to sign up for training and where to find help documentation. Navigation and Tracking: Access Resource Coordinators (ARCs)across Finance, HR/Payroll, Student Administration, and departments use different approaches for managing access requests. It’s difficult to track when an employee has completed the mandatory training, and it isn’t easy … Read more

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.

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 … Read more

There’s a new retroactive payroll distribution program launching for payrolls beginning with the B16 payroll (pay day February 12, 2021).  This program distributes retro pay, primarily retroactive salary changes, to the latest funding sources on record for that previous cycle and is intended to reduce the number of PAATs campus users need to submit. Please find more details below.  This info will be posted to CCINFO in the coming weeks. Retroactive Pay Distribution Process Currently when an employee receives retroactive pay in a payroll, the pay is distributed to the employee’s current funding sources. Due to this functionality department users need to submit PAAT actions after payroll distribution is complete to move the retro pay to the correct funding sources that were in place during the retroactive work period. We are implementing a custom program to be used during payroll distribution that will identify most retroactive payments and distribute the pay to the funding sources in place during the retroactive work period. The intent of this program is to: Reduce the number of PAAT actions needed when employees receive retroactive pay, like during the Annual Raise Process / Legislative Increase. This program is not a replacement for PAAT but should significantly … Read more

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 … Read more

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.

[ Click to view a PDF version of this page Student Processing Tips and Reminders ] Student Processing Tips and Reminders Student Employment Website: As a reminder, the Student Employment Website was created to answer many questions related to hiring and updating student jobs. Payroll Guide Available: New student employees should complete payroll documentation through ConnectCarolina Self Service. Note: access to Self Service is not available until the hire effective date has been reached and the Hire ePAR has fully executed.  The Payroll Guide for UNC-CH Employees is available to inform employees of Self-Service options in ConnectCarolina. This guide was primarily designed to help orient new employees but also provides valuable information for existing employees. The guide contains an easy-to-follow checklist to ensure employees are taxed as expect ed and receive their first paycheck via direct deposit. Student FICA Exemption: To be exempt from having FICA taxes withheld on payroll wages, student employees must be enrolled at least half-time in coursework during the compensated pay period. Additional details. Hire Effective Date Changes Changing a Hire Date: In the event you need to change the effective date of an employee’s hire, please submit a ServiceNow/HELP ticket.  The effective date cannot be adjusted … Read more

Believe it or not, the HR/Payroll Reporting Dashboard has more than 30 queries for use by HR representatives, including the two new reports we told you about earlier this summer, Payroll Prelim Report and Payroll Wage Change report. That can be a lot of scrolling to find the report you need, and with the possibility of additional queries down the line, the ConnectCarolina HR team created a way to make it easier for you to quickly find the report you need without scrolling. The changes, which will appear later this month, include: Reports reorganized into functional categories such as Data Clean-up, Operations and, Payroll to name a few. See the screenshot below to get an idea of what reports would fall within each category. Reports are alphabetized within each category for quick access. Report categories can be displayed or hidden to keep your screen uncluttered. As a reminder, you can navigate to the dashboard two ways from the Admin WorkCenter Home Page: 1) HR WorkCenter Tile > Reports/Queries folder > HR/Payroll Reporting Dashboard 2) Reporting Tile > HR/Payroll Reporting Dashboard Making ConnectCarolina work better for you is important to us so feel free to send your ideas for either new … Read more