Search Resources

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 … Read more

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.

There’s good news for you if part of your job includes scheduling classroom or event space. After a diverse group of campus partners participated in a software selection process, coming this summer, CollegeNET’s 25Live software will become the new tool for classroom and event scheduling. Currently, there are different scheduling tools for UNC Classroom scheduling and UNC Carolina Union Event scheduling. Specifically, the Office of the University Registrar schedules classes using Ad Astra and the UNC Carolina Union staff uses the EMS scheduling tool. With 25Live, schedulers can go to one source and see the real-time availability of key spaces on campus. Among the benefits the University will see are: More efficient and transparent use of key University space resources Access to real-time availability reporting of campus spaces Ability to account for students, faculty, and staff quickly and precisely during a campus emergency Centralized support for campus partners Earlier this year, a project team with members from the Carolina Union, the University Registrar, and ITS began working closely with CollegeNET to get the software “UNC ready.” When configuring a system that will be used across campus, it’s important to get input from those who will be using the software. With that in mind, earlier this week, the project … Read more

Starting on April 11, you will see a new layout when you type connectcarolina.unc.edu into your browser. You’ll see the same links you’re used to seeing plus a few extra, and we think the page will be easier to use for those new to ConnectCarolina and for students’ family members who only occasionally log in to ConnectCarolina. There is no downtime or outage associated with this update. The Changes We‘ve simplified the page layout and made it is easier to navigate. The links work the same as they do now. Only the look is different. Looking for the InfoPorte link? It’s in ConnectCarolina under Enterprise Reporting on the left . For Students The first column is for students and their proxy users. Like today, students will click the big green button to get to the ConnectCarolina Student Center, and once in ConnectCarolina, everything will work the same as it does now. Parents or others can pay bills or see student info by clicking the blue buttons in the lower left.  (As always, students first need to give them access.) Click the first link under the green button, Useful Links for Students to go to a friendlier version of the page … 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.

Did you know that UNC-Chapel Hill conducts an average of 8,300 background checks a year? You may be surprised by that number until you consider that background checks are required for Faculty, permanent and temporary employees, UNC independent contractors, unpaid volunteers, interns, and visiting scholars, just to name a few. So, what goes on behind the background check curtain? There are several types of background checks with components that vary based on the type of appointment and what the role requires. Currently, campus background check initiators that submit background check requests must know all the different packages and components when they’re submitting requests for background checks. So, what goes on behind the background check curtain? There are several types of background checks with components that vary based on the type of appointment and what the role requires.  Currently, campus background check initiators that submit background check requests must know all the different packages and components when they’re submitting requests for background checks. Things are changing on May 10, 2021. As part of the Provost’s Operational Excellence initiative to improve the Hiring and Onboarding experience, the Background Check unit is implementing a new process for requesting and managing background checks. The … Read more

When you go to connectcarolina.unc.edu on May 20, expect to see one “smart” green button instead of separate green buttons for students and staff. The log-in will take you to a default home page based on your role at UNC. You may also wonder what happened to the more than 20 links you see on the current Log in page. We’re trying to declutter the screen. Many links were already on the Useful Links for Students page. Others are moving to a new Help page in ConnectCarolina. The decision about what links and buttons would stay on the Log In page was driven partly by how frequently they were used (such as the heavily-used link to Sakai) and partly by whether the link needs to be accessed by people who don’t have an Onyen or Guest ID (such as the “Pay Student Bills” link). The page is still under construction and there may be some changes to what is shown here, but you can visit ConnectCarolina Makeover – A Simplified Log In Page to see the new Help page and the retitled Useful Links for Students page. The new title is Links for Students, Parents & Proxies.

Faculty-student communication is key to an undergraduate’s success. One communication tool faculty can use is the Academic Progress Report (APR) system in ConnectCarolina. Recent system enhancements give instructors more opportunities to provide feedback to students on their performance. Newly available this Spring, instructors can provide report comments for students multiple times between the second and eleventh week of the Fall and Spring semesters. Previously, instructors could submit feedback once per student each semester. APRs are visible to students and to student support staff. The primary goals of APRs are to: provide feedback to students who are performing well and to students who may benefit from additional support. refer students to essential campus resources provide academic advisors and student support staff with actionable data so they can reach out to students sooner, improve support services, and reinforce positive feedback. The APR process starts when the instructor enters an APR in ConnectCarolina. This causes several things to happen, all designed to encourage the student to take action and help staff provide the best possible support: When an instructor submits an APR for a student, the system sends them an email the next day. Each APR comment is added to ConnectCarolina Advisor Notes where academic advisors can read them. Reports are also shared with other campus partners who collaborate to provide coordinated student support including reaching out to students and/or referring students to resources and services on campus. Instructors can submit two progress … Read more

Faculty-student communication is key to an undergraduate’s success. One communication tool faculty can use is the Academic Progress Report (APR) system in ConnectCarolina. Recent system enhancements give instructors more opportunities to provide feedback to students on their performance.  Newly available this Spring, instructors can provide report comments for students multiple times between the second and eleventh week of the Fall and Spring semesters. Previously, instructors could submit feedback once per student each semester. APRs are visible to students and to student support staff. The primary goals of APRs are to: provide feedback to students who are performing well and to students who may benefit from additional support. refer students to essential campus resources provide academic advisors and student support staff with actionable data so they can reach out to students sooner, improve support services, and reinforce positive feedback. The APR process starts when the instructor enters an APR in ConnectCarolina. This causes several things to happen, all designed to encourage the student to take action and help staff provide the best possible support: When an instructor submits an APR for a student, the system sends them an email the next day. Each APR comment is added to ConnectCarolina Advisor Notes where academic advisors can read them. Reports are also shared with other campus partners who collaborate to provide coordinated student support including reaching out to … Read more

Starting a new position is stressful and learning a new system at the same time can be all the more overwhelming. Join Cortney Alston of UNC-Chapel Hill’s Finance & Operations team as she provides insight on how to get the most out of onboarding new employees to PeopleSoft. New employee orientation often includes training on the organization’s policies and procedures as well as PeopleSoft. This session describes how the Finance & Operations team leverages best practices and current trends to increase engagement, retention, and improvement of PeopleSoft orientation training for staff in new Finance roles. To just view the slides from this presentation, click here.

Starting a new position is stressful and learning a new system at the same time can be all the more overwhelming. Join Cortney Alston of UNC-Chapel Hill’s Finance & Operations team as she provides insight on how to get the most out of onboarding new employees to PeopleSoft. New employee orientation often includes training on the organization’s policies and procedures as well as PeopleSoft. This session describes how the Finance & Operations team leverages best practices and current trends to increase engagement, retention, and improvement of PeopleSoft orientation training for staff in new Finance roles. To view the live recording of this presentation, click here.

The Affiliates Report shows information on all active affiliates or affiliates who were terminated within the last year

Information on the new Affiliates Report in Infoporte

Do you remember accepting the Terms of Use agreement when you first received access to work in ConnectCarolina, InfoPorte or Tarheel Reports?  It may be a long time since you checked that box, and yet, the Terms of Use should be foremost in your mind every time you log into an administrative system.  That’s why, beginning February 15, 2022, you’ll have to agree to the Terms of Use annually.  This means that managers who need to enter performance ratings, staff who need to purchase through BuyCarolina or submit HR actions, faculty members who need to enter grades — everyone who has access to more than just the Self Service options must agree to the Terms of Use policy. You don’t have to complete the Terms of Use Agreement if you only use ConnectCarolina Self Service to get information or transact business about you. (e.g., reviewing your paystub, student registration, seeing or modifying your UNC Directory entry, etc.) Two Important Dates Beginning January 28,  if you haven’t accepted the Terms of Use within the past year, you’ll see a banner message in ConnectCarolina that reminds you to accept the Terms of Use.  Once you agree to the Terms of Use, the message … Read more

“If I attend UNC, what Financial Aid package will I receive?” It’s a question that’s always remained unanswered for students and their families for a week, month or more after they receive their admission offer. That’s about to change thanks to a process improvement project led by The Office of Scholarships and Student Aid in collaboration with ITS Enterprise Applications. One of the primary objectives of the project is to make financial aid package information available to prospective students at the same time as they are offered admission. An equally important objective is to automate the processes for packaging financial aid as much as possible. Getting information to prospective students earlier, combined with automating routine work, will give the Enrollment and Scholarships and Student Aid staff more time to focus on their core mission: to help advise students and families so they can have a full Carolina experience and successfully complete graduation. The significant benefits of this project for the University were noted by Rachelle Feldman, Interim Vice Provost of Enrollment and Undergraduate Admissions and Associate Provost for Scholarships and Student Aid: “I think this will be one of the most important and transformative technology projects, affecting students and student aid, that we … Read more

“If I attend UNC, what Financial Aid package will I receive?”  It’s a question that’s always remained unanswered for students and their families for a week, month or more after they receive their admission offer. That’s about to change thanks to a process improvement project led by The Office of Scholarships and Student Aid in collaboration with ITS Enterprise Applications.  One of the primary objectives of the project is to make financial aid package information available to prospective students at the same time as they are offered admission.  An equally important objective is to automate the processes for packaging financial aid as much as possible. Getting information for prospective students earlier, combined with automating routine work, will give the Enrollment and Scholarships and Student Aid staff more time to  focus on their core mission: to help advise students and families so they can have a full Carolina experience and successfully complete graduation. The significant benefits of this project for the University were noted by Rachelle Feldman, Interim Vice Provost of Enrollment and Undergraduate Admissions and Associate Provost for Scholarships and Student Aid: “I think this will be one of the most important and transformative technology projects, affecting students and student … Read more

Email Communication Send Date: January 19, 2022 From: ConnectCarolina Communications To: Faculty and Staff Who Use ConnectCarolina, InfoPorte or TarHeel Reports to do their work. Subject: Annual Terms of Use for Administrative Systems You are receiving this message because you have access to an administrative, reporting or faculty role in ConnectCarolina, InfoPorte or Tarheel Reports. Terms of Use for Administrative Systems Do you remember agreeing to the Terms of Use agreement? Currently all faculty and staff who use ConnectCarolina, InfoPorte or Tarheel Reports to do any part of their work agree to it when they first receive system access. Starting in February 2022, you will need to accept Terms of Use annually. Reviewing and accepting Terms of Use is required for anyone who: has an administrative, reporting or faculty role in the system (that is, more access than the self-service options like displaying a pay stub, signing up for a class) and hasn’t agreed to the Terms of Use in the past year. WHY? The policy explains your responsibility for using the systems appropriately to ensure proper protection and use of all information stored within the systems. Requiring review of the policy annually is to serve as reminder of your responsibilities and … Read more

This webinar teaches how associated budgets work, when it applies, and how it affects your available balance.

Most appointees or candidates being considered for a UNC role go through a background check process before they start their new job or appointment. So, what goes on behind the background check curtain? Did you know that there are several types of background check packages with varying components based on the type of candidate or appointee and their role requirements? How do you know where the candidate or appointee is in the process? As part of the Provost’s Operational Excellence initiative to improve the Hiring and Onboarding experience, the Background Check Office will soon be implementing a new way to request background checks, which will provide the following benefits: Improved experience for candidates and appointees Streamlined process for managing background checks within ConnectCarolina Increased visibility into the progress of a background check Fewer manual steps Fewer unnecessary background checks and better match of background check packages to appointees and candidates Look for more information about the new background check process in the coming months. What’s the Difference? Appointee versus Candidate The University background check policy covers paid as well as unpaid appointments. The term “candidate” refers to individuals who are being considered for a paid appointment, including permanent and temporary positions. The term “appointee” refers to individuals who … Read more

This Computer-Based Training course explains what an affiliate is and how to complete the Add or Update an Affiliate ePAR form. It also explains the process for requesting a PID for an affiliate and how to use the affiliate ePAR form to add or update affiliates.

Did you know that any time we make changes to ConnectCarolina, we go through multiple rounds of testing with groups all across campus? This Finance upgrade is no different. Testing started in July and is continuing through the end of this month.  More than 100 people tested over 5 months. The first testers were staff in ITS-Enterprise Applications. They test to identify bugs and make note of any changes to how the system works or looks. Robin Burke, Business Systems Manager, noticed a new feature, the ability to copy budget transfers, while she was testing and thinks that “campus is really going to like this feature. They’ve been asking for this for a while since they can already copy budget journals.” The second group of testers came from the Finance Central Administrative Offices and the Office of Sponsored Research. They tested to ensure the work they do every day such as entering and approving transactions, running queries, and making sure that the information was recorded correctly in ConnectCarolina and InfoPorte is working properly. Testers from campus schools and divisions participated too. Finance Liaisons, staff nominated by campus finance leads, were up next. By this time, most of the bugs had been worked out, but having the people who … Read more

It’s only been three months, but the start of the Fall 2020 semester seems like light years ago. The priority, then and now, is to maximize a safe and healthy environment for us to teach, work, learn and live in. Although the decision was made to move learning off-campus early in the Fall semester, the foundation was laid in ConnectCarolina to help staff manage information about COVID-related changes to the academic calendar, class schedules, course details and more.   Last summer, the ConnectCarolina Student Administration team, led by Maribel Carrion, rose to meet the challenge of collecting, coding and providing updated information to students, faculty and staff as conditions changed. That included: a compressed academic calendar, longer instructional days to allow extra time for students to travel between on-campus classes,   reassigning classrooms to meet COVID-19 capacity recommendations, and the addition of new ways for faculty to deliver instruction. ConnectCarolina, as the system of record for the University, is the place where all this updated information resides. Did you know that moving the Fall 2021 term start date from August 18 to August 10 led to nearly 11,000 updates to the start dates of classes? It also meant making more than 40,000 updates to student records, because each class they registered for had to be updated with the date changes and each time the mode of instruction changed. The team is now building on that foundation to prepare for Spring 2021 registration and the start of the semester. Here’s a behind-the-scenes peek at what the Student … Read more

 It’s only been three months, but the start of the Fall 2020 semester seems like lightyears ago. The priority, then and now, is to maximize a safe and healthy environment for us to teach, work, learn and live in. Although the decision was made to move learning off-campus early in the Fall semester, the foundation was laid in ConnectCarolina to help staff manage information about COVID-related changes to the academic calendar, class schedules, course details and more.     Last summer, the ConnectCarolina Student Administration team, led by Maribel Carrion, rose to meet the challenge of collecting, coding and providing updated information to students, faculty and staff. That included changes such as:   a compressed academic calendar,   longer instructional days to allow extra time for students to travel between on-campus classes,   reassigning classrooms to meet COVID-19 capacity recommendations, and  the addition of new ways for faculty to deliver instruction.     ConnectCarolina, as the system of record for the University, is the place where all this updated information resides. Did you know that moving the Fall 2021 term start date from August 18 to August 10 led to nearly 11,000 updates to the start dates of classes? It also meant more than 40,000 updates to student records, because each class they registered for had to be updated with the date changes, and each time the mode of instruction changed.    The team is now building on that foundation to prepare for Spring 2021 registration and the start of the semester.  Here’s a behind-the-scenes peek at what the Student Administration team is working on.      Updated the Modes of Instruction & Class Details page  … Read more

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.

 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

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.

Email Communication Send Date: May 1, 2020 From: ConnectCarolina Communications To: Employees with PAAT access Subject: CDME Earn Codes in PAAT As you’re probably aware by now, there are new earn codes and account numbers for premium pay to eligible Communicable Disease Mandatory Employees who are working on-site. Much like longevity, the transactions generated during the payroll process (per the affected hours coded in TIM) will be distributed to the employee’s regular chartfield string, but the account number will be systematically overridden by the new CDME account number for posting.  However, manual entries to those expenses, whether by a Lump Sum payment (CDME OnSite Premium) or a re-distribution via a PAAT action will require you to enter the appropriate CDME account number in the chartfield string, just like you do for manual longevity lump sums or redistributions. In other words, when doing PAAT re-distributions for the CDME premium pay (MOR, MR8, MR9, MOO, MO8, MO9), or Longevity (PRL, LON), your new line should use the appropriate override account number in BOTH the override account and account fields.  Your old CDME Premium Pay or Longevity funding line should be adjusted down to $0.00 as well. See the example provided below. The new account numbers for the … Read more

As part of the Spring 2018 census activities, there will be an outage of the Student Administration component of ConnectCarolina on Tuesday, January 30th, starting at 5:00 pm and ending around 12:00 am. Census is the official date the University reports enrollment. Faculty, students and staff will not be able to access ConnectCarolina Student Center during this time. Finance functions are not affected by this outage, but the Hire ePAR form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID. List of affected ConnectCarolina applications  During the January 30th outage, these ConnectCarolina applications may experience limited or no functionality: Student Administration Third-Party Proxy Access ePAR hire form TouchNet (students and third-party proxies cannot pay bills; applicants cannot pay enrollment deposits) Some Guest ID and Onyen update services PID Create UNC Directory (lookups available but not updates) UNC Online applications for enrollment (Summer School, Nursing, Part-time Studies, etc.) Friday Center applications (CPPSReg, PDEPReg, CEU, FCCPS)   If you have questions or problems … Contact the Service Desk at 919-962-HELP or help.unc.edu. To see the most up-to-date system status, go to https://status.its.unc.edu/.  

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