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This Student Guide accompanies the Campus Journals class. This class covers: The Campus Journal process Campus Journal transaction types, approval requirements, and attachment requirements How to enter a Campus Journal How to enter a Correcting Campus Journal How to edit and delete a Campus Journal Other transaction types including Settlement Journals, Cash Advance Journals, OSR Residual Transfer, and Interunit Journals.  

This Quick Reference Card contains the top 10 tips for entering campus vouchers, including entering invoice numbers, choosing the vendor’s location, adding notes & instructions or supporting documentation, using Speed Charts, UNC Item ID, and Category as well as information on troubleshooting errors and analyzing approvals.

Performance appraisal season is coming around again. The fundamentals are still the same—performance reviews, performance plans, and for SHRA employees, competency assessments. What’s different is that this year, Carolina Talent provides the start of a new, better way of getting them done. You’ll find the links to Carolina Talent performance management in ConnectCarolina. There’s a Carolina Talent Performance tile on your Self Service home page and managers and HR personnel will also have performance management links in their WorkCenters. Here are a few of the things we think you’ll like: Carolina Talent provides a central place to quickly access goals and development plans, making it a little easier to keep the performance conversation going all year long. Managers and employees can update progress on goals and development plans at any time. Entering goals is quicker, because managers can assign a goal to multiple team members and copy them from year to year. Managers can link any training in Carolina Talent to an employee’s development plan. Approvals will be online. No more printing or emailing forms. What’s changing for SHRA and EHRA-Non-Faculty employees this performance plan period? Your managers will still use the PDF form to complete 2020-2021 performance appraisals and, … Read more

Confused about Cash Advances – When you can use one? How to submit one? Why was my journal denied? Come learn about the Cash Advance policy, procedure, and what you need to get your reconciling journal entry approved the first time you submit it. To view the live recording of this presentation, click here.

Confused about Cash Advances – When you can use one? How to submit one? Why was my journal denied? Come learn about the Cash Advance policy, procedure, and what you need to get your reconciling journal entry approved the first time you submit it. To just view the slides from this presentation, click here.

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

Hello, We are sending this message to let you know about changes to pages you may have access to in ConnectCarolina. Please read this information carefully. Information Technology Enterprise Applications takes its responsibility for securing our employees’ sensitive information (including social security numbers) very seriously. The changes we are making this week will tighten security by limiting the number of places where a social security number (SSN) is displayed and reducing the number of individuals who can see them. To secure this information, many organizations have already abandoned processes that require the use of social security number. Even Medicare is removing the SSN from Medicare insurance cards. Beginning on Thursday, November 1 after 5:00 pm, the following changes will be in place on the UNC Campus > Independent Contractor pages: You will no longer see the Social Security # search field on the Find an Existing Value tab. You will no longer see the SSN field in the Search Results. The Social Security # field on the Independent Contractor form will be fully masked; you will only see asterisks in this field. If you are adding a new independent contractor, after you enter the Social Security Number in the Social Security # field and tab out of the field, the entire Social Security Number will … Read more

Hello, We are sending this message to let you know about changes to pages you may have access to in ConnectCarolina. Please read this information carefully. As we have shared previously, Information Technology Enterprise Applications takes its responsibility for securing our employees’ sensitive information (including social security numbers) very seriously. The changes we are making this week will continue to tighten security by limiting the number of places where a social security number (SSN) is displayed and reducing the number of individuals who can see them. Beginning on Monday, December 17 after 5:00pm, the following changes will be in place on the UNC Campus > Campus Supplier pages: You will no longer see the TIN or PID search field on the Find an Existing Value tab. If there’s a Tax Identification Number (TIN) in the TIN or PID field, the Search Results will be fully masked, you will only see asterisks in this field. If there’s a TIN in the TIN or PID field on the Supplier Data form, it will be fully masked (you will only see asterisks in this field). If there’s a PID in this field, you will see the last 4-digits, as you do in the system today. If you are adding a new supplier and the supplier type is Other Supplier and you know the … Read more

Hello, You are receiving this email because you have access to the “Hire” or “Affiliate” ePAR in ConnectCarolina and today we are restricting access to the Social Security Number (SSN). Information Technology Enterprise Applications takes its responsibility for securing our employees’ sensitive information (including social security numbers) very seriously. The changes we are making this week will tighten security by limiting the number of places where a social security number (SSN) is displayed and reducing the number of individuals who can see them. To secure this information, many organizations have already abandoned processes that require the use of social security number. Even Medicare is removing the SSN from Medicare insurance cards. Beginning on Thursday, October 11 after 5:00 pm, you will no longer be able to see or search the National ID/SSN field on the Hire or Affiliate ePAR. This change applies to: the search fields on the Step 0 of 5: Candidate Search page and the results screen on the Hire ePAR, the Step 0 of 5: Identity Information page on the Hire ePAR, the Affiliate Lookup page and the search results screen on the Affiliate ePAR, and the Add or Update an Affiliate page on the Affiliate ePAR. The best way to search for a … Read more

Hello, We are sending this message to let you know about some changes to pages you may have access to in ConnectCarolina. These changes will occur in two phases over the next few weeks. Our highest priority is securing our employees’ sensitive information, such as social security numbers. These changes will help tighten security by limiting the number of places you can see any part of a social security number, as well as who can see them. Phase 1: Beginning this Friday, September 21, the following changes will be in place: You’ll need to go to Workforce Administration > PID Search Match or Workforce Administration > Find Existing PID pages to look up employees and students. You’ll no longer have access to the Search/Match page in ConnectCarolina. On the Add/Update a Person page, you’ll no longer see the National ID field. If you need to look up employees or students, you’ll need to use the Workforce Administration > Find Existing PID page. Phase 2: Beginning on Friday, September 28, the following changes will be in place: You’ll no longer be able to see the information in the National ID/SSN fieldon any Student Administration pages in ConnectCarolina. If you believe you have a business need to see part or all of this field, you’ll … Read more

As part of the continuing effort to keep sensitive information safe, changes are being made to how W9 attachments work in ConnectCarolina.  The changes will be effective Friday, August 4. Changes include: You will be the only person who can see W9s attached to the independent contractor requests that you have not submitted. You will no longer be able to open a W9 attached to an independent contractor request once the request is fully approved by Disbursement Services. You can see the attachments while the request is in the approval process. If the request is denied, you will be able to open the W9 attachment. If you have not submitted the request for approval, you will be able to delete attachments. A new “On Hold” status identifies independent contractor requests that have been saved but not submitted for approval. A new On Hold field on the Independent Contractor search screen lets you find requests that have been saved but not submitted for approval: You can also see whether the request is on hold at the top of the first page of the request: If you have questions about these changes, contact the Help Desk at 919-962-HELP or at help.unc.edu.

Email Communication Send Date: April 14, 2020 From: ConnectCarolina Communications To: Employees with access to the Departmental Workflow page in ConnectCarolina Subject: Changes to Departmental Workflow page Hello, You are receiving this email because you have access to the Departmental Workflow page in ConnectCarolina. As you may have heard, a new Travel & Expense system (also known as Concur) is launching later this year. This new system will make it easier for employees to reconcile their travel and business entertainment expenses, both out-of-pocket and on the new Travel & Expense Card. To get ready for this change, we are updating ConnectCarolina to let you specify travel and expense approvers in the same place that you specify other types of approvers. Instead of managing travel approvers in the FRED system, you’ll manage them in ConnectCarolina on the Departmental Workflow page. You don’t need to set up travel and expense approvers in ConnectCarolina until your unit is onboarded into Concur. In the meantime we want to show you the new fields and explain how they’ll be used. Join us for a webinar on Wednesday, April 22 at 2:00 p.m. to hear about the new fields and how they’ll be used. We look forward to talking to … Read more

This quick reference guide describes how suppliers are classified and provides the appropriate procedures for requesting changes to a supplier’s information.

Payroll Lockouts, TIM Term Payout Deadlines, School/Division Deadlines, Central Office Approval Deadlines. If these dates on the University’s Payroll Calendar are important to your work, read on. Did you know that you can pull the Payroll Deadline calendar into your Outlook calendar and view it side-by-side or as an overlay on your personal calendar? A key benefit to combining your calendars is staying up-to-date. If a deadline changes, it is automatically updated on your calendar, so you will always see the most current payroll deadline dates.  

Dear Faculty Member, We are pleased to announce that beginning Thursday, September 20, you will see a new home screen in ConnectCarolina called the Faculty Portal. You may have received an email earlier this year about the Faculty Portal, but you weren’t able to receive it because you have access to options that weren’t available on the Faculty Portal. More options have been added to the Faculty Portal, so now all faculty members can have the Faculty Portal as their home page in ConnectCarolina. If you typically use “Main Menu” to get to pages in ConnectCarolina, you can use the Navigator button (the one that looks like a compass in the top right-hand corner of the page) to see the menu options you have access to in ConnectCarolina. Any “favorites” you have added in ConnectCarolina will be on the new Faculty Portal as well. What is the Faculty Portal? The faculty portal, created with input from faculty members across campus and the Faculty Information Technology Advisory Committee (FITAC), puts the teaching and research information faculty use most on the first screen you see in ConnectCarolina. On one page, called the Faculty Portal, you can see: your teaching schedules which students have incompletes in … Read more

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

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.

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

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        

Email Communication Send Date: July 17, 2022 From: UNC Human Resources To: ConnectCarolina HR/Payroll Users Subject: New Click to view ConnectCarolina HR/Payroll Update – July 2022   Topics HR User Group Meeting Post-July 1 Actions New Hires Direct Deposit/Address Updates Manual Check Requests Performance Management HR/Payroll Dashboard Reports ePAR Originators and Approvers Terminating Jobs  Reminders Future of Work/Flexible Work Location SHRA Permanent Employees – Temp Salary Adjustment Process Change EHRA Student Reminders TIM Tip for SHRA Students Student Processing Tips and Reminders    

Heads up! As part of the Summer II census activities, there will be an outage affecting the Student Administration component of ConnectCarolina on Wednesday, June. 26, beginning at 5:00 pm and ending at approximately 12:00 am. Census is the official University enrollment reporting date. Faculty, students and staff will NOT be able to access ConnectCarolina Student Center during this time. The Finance component is NOT affected by this outage, however, the ePAR hire form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID. Click here to see a complete list of other areas that are affected.

ConnectCarolina is scheduled for an important required system upgrade during the last weekend in October 2016 and will not be available during that time.  You will not be able to sign in to ConnectCarolina during these times: 5:00 p.m. on Friday, October 28 through 8:00 a.m. on Monday, October 31 Employees will still be able to access the benefits enrollment portal during this outage. This includes ConnectCarolina for Student Administration, Finance, HR/Payroll administrative and self-service applications. Self-Service Functions Faculty, staff and student employees will not be able to use the Self-Service functions such as View Paycheck during the outage. The TIM system will be available, but users will not be able to access it via the link to TIM at the top of the Self Service menu in ConnectCarolina. For employees and managers who access the link to TIM in ConnectCarolina, you will go to https://unctim.unc.edu/employee during the outage. ePro Ordering Please note that ePro orders cannot be placed or modified during this outage since they are part of the ConnectCarolina Finance system. Special Note for Airgas Orders: More information will be coming soon. Related Systems That Will Be Affected Reporting InfoPorte and SAS Visual Analytics reports will be available with … Read more

There will be a ConnectCarolina maintenance outage on Saturday, January 6, beginning at 5:00 a.m. and ending at approximately 12:00 p.m. The outage impacts the Student Administration component of ConnectCarolina and the ePAR hire form for HR/Payroll as well as some services related to Onyen, PID and Guest ID.   The Finance component is NOT affected by this outage. During the January 6 outage, the following functions may experience limited and/or no functionality: The following ConnectCarolina applications, including: 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) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS)

There will be a ConnectCarolina maintenance outage on Saturday, Dec. 3, beginning at 6:00am and ending at approximately 12:00pm. This affects the Student Administration component of ConnectCarolina and the ePAR hire form for HR/Payroll as well as some services related to Onyen, PID and Guest ID.   The Finance component is NOT affected by this outage. During the Dec. 3 outage, the following functions may experience limited and/or no functionality: The following ConnectCarolina applications, including: 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 admissions (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS)   Questions/Problems: Help Desk: 919-962-HELP or help.unc.edu For the most up-to-date system status, please go to https://status.its.unc.edu/ We appreciate your cooperation.

There will be a ConnectCarolina and ITSApps maintenance outage on Saturday,May 20, beginning at 6:00am and ending at approximately 12:00pm. This affects the Student Administration component of ConnectCarolina and the ePAR hire form for HR/Payroll as well as some services related to Onyen, PID and Guest ID.   The Finance component is NOT affected by this outage. During the May 20 outage, the following functions may experience limited and/or no functionality: The following ConnectCarolina applications, including: 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 admissions (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS) WebTravel VISP Pcard UAS Finan$eer CBM and Bill Presentation Historical HR Actions Affiliate Request PID Inquiry Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS) Energy Services Applications(CHW2, EDS, ESBillingWeb, ESDashboard) EHS Applications(EHS, LabSafetyPlan, LabRadWorker, SelfStudy, HazMatPickup, HMP, etc.) ITS Training(ITSSelfStudy) ConnectCarolina CBT TouchNet SAI PIM PrintStop Requests CCAdmin (Carolina Copy administration) Onyen and Guest ID creation Emergency Contact updates Alert Carolina updates Online Directory updates Questions/Problems: Help Desk: 919-962-HELP or … Read more

The ConnectCarolina User Conference is seeking proposals for talks, workshops, and panel discussions on how people work in ConnectCarolina, InfoPorte and the other systems integrated with ConnectCarolina. Here’s a chance for you and your colleagues to showcase your work experience, and share ideas or approaches to your day-day work. If you have an idea in mind, please don’t be shy, submit today! Go to the ConnectCarolina User Conference webpage and click the orange Call for Proposals button. From there, you will find tips for writing your proposal, ideas for different types of presentations, and contact info for questions. If you’d like to present but aren’t sure how to proceed, we want to hear from you!  Contact info for the track chairs for Finance, HR/Payroll, Student Administration, Research and Reporting is on the conference website. (There is also a General Interest track). The Call for Proposals will be open for about 3 weeks. We’ll send you reminders, but don’t wait, submit today – The call for proposals is open now! ConnectCarolina User Conference October 18, 2018, 8:30 am – 4:30 pm Location: Student Union Registration opens in mid-September

This quick reference card shows how to correct chartfield strings on approved deposits and provides guidelines for adding electronic attachments.

The Curriculum Inventory Management system, aka “CIM” (pronounced “Kim”), is the University’s new tool for submitting and reviewing course proposals. CIM integrates with both the University Catalog and ConnectCarolina. This session will take a closer look at the course form, workflow, and the approval process. We will discuss new features available in CIM including request rollbacks, reporting, and course number changes. Additionally, this session will highlight advanced features that will be available in future years, including parallel workflows and voting tools for department-level curriculum committees. Learn more about CIM so that you can promote this new tool to your faculty and staff. To just view the slides from this presentation, click here.

The Curriculum Inventory Management system, aka “CIM” (pronounced “Kim”), is the University’s new tool for submitting and reviewing course proposals. CIM integrates with both the University Catalog and ConnectCarolina. This session will take a closer look at the course form, workflow, and the approval process. We will discuss new features available in CIM including request rollbacks, reporting, and course number changes. Additionally, this session will highlight advanced features that will be available in future years, including parallel workflows and voting tools for department-level curriculum committees. Learn more about CIM so that you can promote this new tool to your faculty and staff. To view the live recording of this presentation, click here.