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To prepare for the new travel & expense system, Concur, we are making changes to the Departmental Workflow page in ConnectCarolina so you can assign approvers.

You are receiving this message because you have access to the Payroll Accounting Adjustment Tool (PAAT) in ConnectCarolina. We are sending this message to let you know about enhancements to PAAT. Beginning on Thursday, January 31 after 7:00p.m., the following changes will be in place for PAAT: There is a new Pending GL status on the Pay Periods selection page. When you see this status, you won’t be able to select the paycheck for an adjustment. As soon as the original distribution of the paycheck has been sent to the General Ledger, the status will change to blank, allowing you to select the paycheck for an adjustment. Currently, if an employee is on disability, you can’t see the employee at all in PAAT. Going forward, you’ll be able to see the employee and pay periods in which the employee wasn’t on disability. Pay periods in which the employee was on disability still won’t show in PAAT. If you believe an adjustment needs to be made to a pay period you can’t see, you’ll need to submit a help request. ConnectCarolina PAAT Administrators will now be able to recycle fully-approved PAAT transactions if an error is found and the action can be caught in time before the PAAT distribution. … Read more

You are receiving this email because you currently have access to ConnectCarolina Finance application. The ConnectCarolina Finance system is being upgraded to the latest software version to include important security, accessibility and functional updates, and we’d like to call your attention to a few things. Upgrading the software requires a ConnectCarolina outage. The outage for the Finance and HR/Payroll applications begins at NOON on Friday, December 7. InfoPorte and SAS Visual Analytics reports will be available during the outage weekend with data current as of Thursday, December 6th. Visit the Finance Upgrade website for additional information on Reporting. The Ad-hoc Queries (RPT) Finance environment will not be available until Tuesday, Dec. 11, 2018 at 7:00 am. You will notice some updates to the screen layout and field labels, as well asnew features and functionality including: You can now copy a budget transfer. You can now resubmit a budget journal or transfer if a change was made after it was submitted for approval. New WorkCenters for Central Office staff. The Recently Ordered screen allows you to see your most recent purchases. ConnectCarolina Outage Times Finance: beginning at NOON on Friday, Dec. 7 until 7:00 am on Monday, Dec. 10. HR / Payroll: Beginning at noon on Friday, Dec. 7 until 7:00 am on Monday, Dec. 10. Student … Read more

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 are staying the same and … Read more

Hello, We are sending this message as a reminder about changes to pages you may have access to in ConnectCarolina. Please read this information carefully as some of the information has changed from the previous email. 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 5:00pm, the following changes will be in place: Only central administrative office staff in the Registrar’s Office, Admissions, Financial Aid, Student Financial, and the PID Office will be able to see the information in the National ID/SSN field on any Student Administration pages in ConnectCarolina. If you have been using the SSN as an identifier, please work with your manager to determine other identifiers that are less sensitive. On the Workforce Administration > Find Existing PID > PID Fetch page, the following changes will be in place: Only … Read more

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

When entering a Fund Swap ePAR, the first page “Step 1 of 3” includes fields for Begin Date and End Effdt.  These two fields should be left blank!   By leaving them blank, the fund swap can populate all of the existing funding grids for that fiscal year for the requested position or appointment.  You can then insert your new funding grid as needed – usually at the top of the grids, but sometimes in-between existing dates such as for retroactive stipend amount changes. Having the historical information displayed on the fund swaps helps: Confirm the correct position/appointment, department, and employee record number record were chosen.  For example,  if there are no historical grids on your fund swap, then perhaps the combination of position/department or appointment/department/ER# entered is incorrect. Confirm the correct employee group was chosen on the first page.  There are different account numbers for different employee groups, so if you get an error message when submitting it may be a result of a mis-matched account/group.  Having the historical grid and accounts may give you a hint as to what current employee group is assigned for that position or appointment.  Here’s a link to the most commonly used personnel codes … Read more

Just over a year ago, campus life as we knew it changed dramatically when staff, students and faculty were sent home and classes moved online. The good news is that with safety measures in place and far-reaching access to COVID-19 vaccines, the University is planning for a return to in-person, on-campus instruction. Now that we’re back on campus, the ConnectCarolina team, in support of the Registrar’s Office, managed the data collection and coding for class schedules, course details and more to make it easier for faculty to add class information and for students to make scheduling decisions. Modes of instruction Unlike the past year, the default mode — the way a class is delivered — is “In-person” for Fall 2021. A department or school can request an exception to deliver a class remotely or to use a combination of in-person and online. Some exceptions are space constraints due to construction, specific faculty accommodations and Carolina Away or other specialized online degree programs. Instructors use a new page in ConnectCarolina to request one-off exceptions for mode changes, and those requests go to the Senior Associate Deans for approval. New Class Features functionality The Class Features page was introduced for Spring 2021 registration. … Read more

Just over a year ago, campus life as we knew it changed dramatically when staff, students and faculty were sent home and classes moved online. The good news is that with safety measures in place and far-reaching access to COVID-19 vaccines, the University is planning for a return to in-person, on-campus instruction. Now that we’re back on campus, the ConnectCarolina team, in support of the Registrar’s Office, managed the data collection and coding for class schedules, course details and more to make it easier for faculty to add class information and for students to make scheduling decisions. Modes of instruction Unlike the past year, the default mode — the way a class is delivered — is “In-person” for Fall 2021. A department or school can request an exception to deliver a class remotely or to use a combination of in-person and online. Some exceptions are space constraints due to construction, specific faculty accommodations and Carolina Away or other specialized online degree programs. Instructors use a new page in ConnectCarolina to request one-off exceptions for mode changes, and those requests go to the Senior Associate Deans for approval. New Class Features functionality The Class Features page was introduced for Spring 2021 registration. … Read more

If you’re an Access Request Coordinator (ARC), you may experience a sense of dread when you receive an access request form for an employee that requires access to more than one area or system because you know that it means an individual request for each system. Many of you have mentioned that you’d like to be able to submit one request in the Access Request Tool for multiple systems and let the system decide how to route them. New! Main Request & Sub-Requests We have good news for you. Later this summer, we’ll be rolling out a revamped Access Request Tool that will let you submit one request even if the employee needs access to Finance, HR/Payroll, and Student Admin pages. You’ll submit one electronic request, called the main request, and the system will create sub-requests that each go through their separate approval process. Each piece of access will be granted individually, so employees who need access won’t have to wait for all access to be approved before they receive any access. A small pilot group will be working with the new tool in early July. As soon as the pilot is completed, we’ll send you word that the new … Read more

In August, the timing and method of some student award payments were changed to ensure the University remains compliant with federal and state regulations. Following that successful launch, the team is working on Phase 2, which includes: 1.    More Efficient Way to Request Increases to Cost of Attendance In some cases when a student receives a new award, the student’s cost of Attendance (COA) can be increased and that means the new award doesn’t affect the student’s other financial aid. Currently, to request an increase, the awarding department emails the Office of Scholarships and Financial Aid who manually adjusts the student’s COA if appropriate. Starting later this year, departments will be able to request a COA increase online and, if appropriate, the request will automatically increase the COA in the Financial Aid system. 2.    Capturing Non-Monetary Awards and Pre-Paid Awards Students may be given non-monetary awards, such as computers and supplies, or pre-paid awards like gift cards. These should be considered financial aid but currently aren’t. The system will soon allow departments to enter this information and report it to Financial Aid. 3.    Down the Road: Enhanced Reporting Because all departmental student awards are now moving through the same process, it’s a good opportunity to enhance reporting for schools, … 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 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

HR / Payroll ConnectCarolina Update March 21, 2019 New! ConnectCarolina Makeover Coming in May: Have you heard that ConnectCarolina is getting a makeover? Besides looking better, the new look will reduce clicks and give you more options for navigating. Please see the attached ConnectCarolina Makeover Video for a sneak peek of what’s to come! The best way to stay up-to-date is to sign up for the ConnectCarolina newsletter at ccinfo.unc.edu/newsletter and to visit ccinfo.unc.edu.   Reminder! SHRA Annual Performance Data Entry and Supervisory Relationships: Similar to last year, the annual performance review ratings for permanent SHRA employees will be entered into ConnectCarolina by each employee’s manager. In preparation, we are asking all departments to ensure the correct reporting relationship is reflected in ConnectCarolina no later than March 28. This is extremely important because the supervisor reflected in the system will have the ability to enter the employee’s annual ratings.   To access a list of employees and their supervisors, department reps may export the Supervisor data via InfoPorte. For instructions on how to update an employee’s supervisor, please refer to the attached document. Employee and Management Relations will also be sending each division’s Performance Management points of contact a list of … Read more

Part of a series of self-paced courses on ePAR approvals and workflow.

Part of a series of self-paced courses on ePAR approvals and workflow.

Part of a series of self-paced courses on ePAR approvals and workflow.

Part of a series of self-paced courses on ePAR approvals and workflow.

Student Guide for the HR Approvals and Workflow course.

Be on the lookout later this month for two new tiles on your Self Service home page. The HR eForms tile will appear for all active employees and the HR Approvals tile will appear for all active employees plus affiliates and contingent workers just in case they need to be part of an approval chain. Going forward, these tiles will be the home for some HR forms that are changing from paper to electronic versions. Moving the submission and approval process for HR forms online will save time, simplify the approval process and help managers, supervisors and central office staff stay on-top-of any approval actions that require their attention. At first the only HR eForm you’ll see is the Telework Request Form, but we’re working with other groups on campus to identify HR forms that are good candidates to move to an online process. Teleworking is not a new concept at the University, but it’s one that is getting more attention as we navigate the work and life changes brought on by COVID-19. Streamlining the request process is just another way the University is working with employees to balance individual needs for flexible work arrangements with the broader needs of … Read more

Email Communication Send Date: April 12, 2021 From: ConnectCarolina Communications To: HR Approvers Subject: HR ePAR approval browser issue You are receiving this email because you approve HR ePARs using the Worklist in the ConnectCarolina Admin WorkCenter It has come to our attention that having a browser version open more than once or having multiple tabs of the same browser open at one time results in ePAR approval problems. In some cases, approvers have been able to approve the same ePAR multiple times, which can result in an action executing more than once or cause the ePAR to stop in workflow. To avoid potential problems: Open one ePAR at a time to review for approval (per browser). Once approved, close the browser tab and select another ePAR from the worklist or, if you are unable to approve the ePAR for any reason, simply close the browser tab and move to another ePAR from the Worklist. If you need to have multiple ePARs open at the same time, open different browsers and work one ePAR at a time from each browser Worklist. Recommended browsers to use: Chrome, Firefox, and Edge (Internet Explorer is not supported). [Note: IE and Edge share the … Read more

Originators All hires require a position Position ePAR must fully execute before corresponding Hire ePAR begins All PeopleAdmin recruitments require a position Position ePAR must fully execute before PeopleAdmin posting begins All fund swaps require a position *NEW* links to View and Update Position ePARs Approvers Check to make sure all hires have a position Check to make sure all fund swaps have a position Review HR Worklist for Position ePARs daily and take action *NEW* links to View, Update and Approve Position ePARs HOW TO: Clean Up Expired Job End Dates  

Email Communication  Send Date: August 11, 2020 From: ConnectCarolina Communications To:  Employees with access to ePro Subject: ePro Requisitions on Thursday August 13   Note: You are receiving this message because you have access to ePro in ConnectCarolina. Hello, We have an important update about ePro requisitions as we prepare to make the switch to BuyCarolina. As of 5:00 p.m. on Thursday, August 13, any ePro requisitions in ConnectCarolina that are not fully approved and with valid budget status will be canceled. If you have a requisition that is canceled and you still need it, you’ll need to recreate it in BuyCarolina. You can use the Manage Requisitions page to find the details of any canceled requisition by setting the Request state filter to “Canceled.” As a reminder, there will be an ePro outage beginning Thursday, August 13 at 5:00 p.m. and lasting through Monday, August 17 at 8:00 a.m., after which BuyCarolina will be live and available for use. For the latest information and additional details about the change, including a link to this week’s webinar, visit the BuyCarolina website. Thank you, The ConnectCarolina Team View the email in its original format – Important Update about ePro Requisitions on Thursday, August 13   

ConnectCarolina is scheduled for important upgrades this weekend, and you will not be able to sign into ConnectCarolina from 8:00 a.m.to noon on Saturday, 2/18. Student Administration, Finance, HR/Payroll administrative and self-service applications are affected by this upgrade. Details are below. Self-Service Functions that Will Not Be Available: Student Stores textbook ordering Some Guest ID and Onyen updates services UNC online applications for enrollment (such as Summer School, Nursing, Part-time Studies, etc.) Friday Center applications (CPPSReg, PDEPReg, CEU, FCCPS) TouchNet (students and third party proxies cannot pay bills; applicants cannot pay enrollment deposits) Third Party Proxy Access You will be able to look up via the UNC Directory, but any recent updates will not be reflected. Student Administration Functions that Will Not Be Available: PID Creation HR/Payroll Functions Affected: ePAR hire form Questions/Problems: To submit a help request, call 919-962-HELP or submit a request at http://help.unc.edu. For details on ConnectCarolina outages, please go to https://ccinfo.unc.edu/resources/system-status/ We appreciate your cooperation during this important system upgrade.  

ITSApps is scheduled for important upgrades this weekend, and you will not be able to sign into ITSApps from 8:00 a.m.to 11:00 a.m. on Saturday, 3/4. Student Administration, Finance, HR/Payroll administrative and self-service applications are affected by this upgrade. Details are below.   Self-Service Functions that Will Not Be Available: 2-Step Verification Registration Some Guest ID and Onyen updates services UNC online applications for enrollment (such as Summer School, Nursing, Dental Assisting Certificate, CORE, Part-time Studies, etc.) Friday Center applications (CPPSReg, PDEPReg, CEU, FCCPS) Search via the UNC Directory Customer Billing Management (CBM)· University Bill Presentation Laundry Services requests Web Travel UAS PCARD VISP Fina$eer UNC Directory EHS One Card Telecom Requests PS HCM links to Historical Job, Position, and Benefits Actions PS HCM link to Payroll Action History PS HCM link to reprint W2’s prior to 2014. ePaystub for Paystubs prior to Oct. 2014 Questions/Problems: To submit a help request, call 919-962-HELP or submit a request at http://help.unc.edu. For details on additional outages, please go to https://ccinfo.unc.edu/resources/system-status/ We appreciate your cooperation during this important system upgrade.  

The new InfoPorte 7.0 release includes enhancements and bug fixes for Cores, finance and HR InfoPorte users. These changes will be available on Saturday, May 13, 2017. For more information, see the release notes for InfoPorte 7.0 here. As a reminder: to implement the InfoPorte 7.0 release, there will be a brief outage of InfoPorte beginning at 6:00pm on Friday, May 12, and running to 9:00pm on Friday, May 12.  We appreciate your cooperation as we continue to improve InfoPorte.

Hello, You are receiving this message because you have access to the F&A Formula Allocation Report in InfoPorte, and we want to make you aware of upcoming changes. After 5:00pm on Thursday, November 1, these changes will be in place: The report will pull information from the same source as other Finance SAS reports instead of from the Finance DataMart, which is being decommissioned. The report will look a bit different. You will still access the report by going to Finance > Financial Reporting > Cash/Bal tab, but when the report starts, you’ll see that it is a SAS Visual Analytics report. The filters will work a little differently. In the updated report, all searches will be like a “contains” search, which means that if you type part of the information you’re looking for, all results that include what you typed will be returned (see the screenshot below). You can find the updated guide for running the report on CCinfo.unc.edu by searching for “F&A Formula Allocation Report.” The F&A Formula Allocation Report is the first of four reports that will be changed. Before the end of November we plan to make the same changes to the OSR Payments Report, the OSR Invoice Listing Report, and … Read more

Hello, You are receiving this message because you have access to the OSR Invoice Listing, OSR Payments, and OSR Contract Closeout reports in InfoPorte, and we want to make you aware of upcoming changes. After 5:00pm on Thursday, December 13, these changes will be in place: These reports will pull information from the same source as other Finance SAS reports instead of from the Finance DataMart, which is being decommissioned. The reports will look a bit different. You will still access these report by going to Finance > OSR Financial Reporting, but when the report starts, you’ll see that it is a SAS Visual Analytics report. The filters will work a little differently. In the updated reports, all searches will be like a “contains” search, which means that if you type part of the information you’re looking for, all results that include what you typed will be returned. You can find the updated guide for running the report on CCinfo.unc.edu by searching for the reports by name: OSR Invoice Listing Report, OSR Payments Report, or OSR Contract Closeout Report. We appreciate your understanding as we work to improve our reporting. If you have any questions about these changes, you can submit a help request at help.unc.edu. … Read more

In these budget-conscious times, getting the best deal on purchases for your department is more important than ever. If you currently use ePro to make purchases for your department, you’ll soon be introduced to a new tool called BuyCarolina. It’s a lot like ePro but with some cool functionality that benefits you and the University. The major difference between the two systems is that instead of shopping each catalog one by one, with BuyCarolina, you can search for a product across multiple catalogs at a time for the majority of suppliers. You can compare the pricing from different suppliers before you add an item to your shopping cart. You’ll also be able to add items from multiple suppliers to your cart instead of buying from each supplier separately. It’s like a shopping mall with BuyCarolina as your personal shopper. Things That Aren’t Changing The good news is not everything is changing; you don’t have to learn a whole new system. The beginning and the end of your ordering process isn’t changing. You’ll still start with ConnectCarolina to get to BuyCarolina and you’ll complete the purchase with the same ConnectCarolina check-out and approval processes you use now.    For more information on how it works, go … Read more

This is a quick reminder that, in this unique and unprecedented year, the Fiscal Year-End dates are different compared to previous years. Friday, May 29 marks the approval deadline for several key financial transactions, including all voucher and requisition entry. These need to be complete by 5 p.m., May 29 – no exceptions. You can enter campus vouchers after May 29, but they will be held and processed after July in fiscal year 2020-2021. In addition, be sure to check daily to make sure vouchers, travel reimbursements and journal entries are through your department’s workflow and are free of errors. The complete list of important fiscal year end deadlines for May and June is available in the memo you received on April 28. You can find the memo and the fiscal year-end checklist on the Month-End and Year-End Resources page in the featured resources section of ccinfo.unc.edu. Please remember to set a reminder for the Friday, May 29 fiscal-year-end deadlines.