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Work on turning off or transitioning legacy systems for HR/Payroll and Finance is drawing to a close. Work on legacy HR/Payroll systems concluded in December, and only a few details remain to be addressed for legacy Finance systems. Last Friday the original versions of ePrint and Finan$eer were turned off. They were left up and running into January to ease the transition to the new versions. Two action items necessary for being able to shut down Finance Central were recently completed: Fund authorities from FRS are now available in ConnectCarolina for those who have access to the Source Create option, and Notes from FRS budget transactions were made available to the Budget Office as a report. If you need budget notes, contact the Budget Office. FRS and legacy Payroll are still up and running but will be taken down when the mainframe computer is taken down, currently targeted for February 29, 2016. We’ll provide updates on the legacy data warehouses in a future update. As work on this project is approaching the finish line, we want to send a big thank you to all of you who helped out by sending the team information about legacy systems, participating in testing, … Read more

A quick guide for MOU leads to manage and maintain the approval workflow for their school or division.

Starting February 27, anyone who uses the Microsoft Authenticator app to verify their identity will use a new number matching process.  “Number matching” means that when you go through MFA (multifactor) Authentication, you’ll see a number that you will enter in the Authenticator app to complete the authentication process. This is a change from the “push” notifications in the current Microsoft Authenticator app where you just acknowledge that “you are you” by clicking Yes. Microsoft moved to “number matching” as a key security feature to prevent accidental approvals. New screens Here’s a sneak peek at the number matching Microsoft MFA verification process that you’ll see starting February 27. Step 1: You get a two-digit number on the device you’re signing in on, such as your laptop. Step 2: Open the Microsoft Authenticator app (on your phone or other device). Enter the two-digit number.   Things to keep in mind. You may need to update the Microsoft Authenticator app on your device, depending on how long ago it was last updated. You won’t be able to install or use Authenticator on an Apple Watch. Currently there is no companion app for watchOS because it’s not compatible with Authenticator’s security features. We recommend that … Read more

The Office of Institutional Research and Assessment (OIRA), the Center for Faculty Excellence (CFE), and Information Technology Services (ITS) have collaborated on the development of information-driven resources in an effort to improve the quality of instruction and inclusiveness in the classroom. Using SAS Visual Analytics, IR has created an interactive dashboard for course instructors to access longitudinal information on student demographics and grade distributions for all courses they have taught since 2010. The institutional goals of this resource are to 1) increase faculty awareness about student diversity; 2) provide instructors with information they can use to improve student learning; and 3) to encourage a systematic approach to improving teaching and learning. In this presentation we will discuss the roles of IR, CFE, and ITS on the project, piloting and provisioning the dashboard, and what is coming next for this partnership. To view the live recording of this presentation, click here.

The Office of Institutional Research and Assessment (OIRA), the Center for Faculty Excellence (CFE), and Information Technology Services (ITS) have collaborated on the development of information-driven resources in an effort to improve the quality of instruction and inclusiveness in the classroom. Using SAS Visual Analytics, IR has created an interactive dashboard for course instructors to access longitudinal information on student demographics and grade distributions for all courses they have taught since 2010. The institutional goals of this resource are to 1) increase faculty awareness about student diversity; 2) provide instructors with information they can use to improve student learning; and 3) to encourage a systematic approach to improving teaching and learning. In this presentation we will discuss the roles of IR, CFE, and ITS on the project, piloting and provisioning the dashboard, and what is coming next for this partnership. To just view the slides from this presentation, click here.

We’re working to streamline and clarify the process for getting access to ConnectCarolina and InfoPorte. As part of that effort, we have redesigned the form for requesting Finance access, and you can find the new form on Access page on ccinfo.unc.edu.  An updated HR/Payroll form is coming soon, and work is beginning for the Student Admin form as well. Updates to Finance Forms Some of the changes you’ll see on the Finance access forms, especially if you’re an Access Request Coordinator, are: The roles that require training are now marked on the form. You can see what training is required by going to the security role descriptions on ccinfo.unc.edu. A new form allows MOU leads to specify who they would like to give Enhanced Reporting Access to. Enhanced Reporting Access is required for some reports in InfoPorte and for access to the queries in the Reporting environment, among other things. The number of people who have this access is kept small, because staff members who have this access can see information outside their own department. For Access Request Coordinators, the selections on the Finance access form now match the options in the Access Request Tool. Changes on the Way for … Read more

Email Communication Send Date: 1/6/2022 From: ConnectCarolina Finance To: Users who create budget journals or transfers Subject: New Budget Pre-check Requirement   Starting January 7, 2022, a successful budget pre-check will be required prior to submitting budget journals or transfers for approval. A new popup message will appear to remind you to complete a successful budget pre-check. Otherwise, the process remains the same. NOTE: The “Submit for Approval” option isn’t available until the pre-check results in a successful “Checked Only” status. This requirement applies to the FAST and FAST_REV ledger groups for business unit UNCCH Thank you, The ConnectCarolina Finance Team Click to view the email in it’s original format. New Budget Pre-check Requirement Links in the email were active on the date sent

Starting today (December 17, 2020), students have a new Student Requirements Dashboard tile on their ConnectCarolina homepage. Students can see all requirements in one place on the new dashboard including Agreements and Confirmations, Holds and To Dos links from the new Student Requirements Dashboard tile current student homepage. The tile for the University’s COVID-19 Community Standards agreement, which was introduced before the start of the Fall 2020 semester, is also on the new dashboard. Students who are returning to campus in Spring 2021 will again have to pledge to adhere to COVID-19 safety measures like physical distancing, wearing a mask, self-monitoring for COVID-19 symptoms as well as new standards for testing. What’s on the New Dashboard? There are two new tiles for Spring 2021 that are important pieces in the University’s comprehensive approach to mitigate the impact of COVID-19 on campus. Each new tile – explained below – asks students to provide up-to-date information through an online form.   New Tile: Confirm Physical Address and Phone Number for Term Knowing where a student resides and how to contact them is vital if, for example, the University needs to conduct contact tracing to limit the spread of isolated COVID-19 outbreaks. Students and staff … Read more

Starting today, students have a new Student Requirements Dashboard tile on their ConnectCarolina homepage. Students can see all requirements in one place on the new dashboard including Agreements and Confirmations, Holds and To Dos links from the current student homepage. The tile for the University’s COVID-19 Community Standards agreement, which was introduced before the start of the Fall 2020 semester, is also on the new dashboard. Students who are returning to campus in Spring 2021 will again have to pledge to adhere to COVID-19 safety measures like physical distancing, wearing a mask, self-monitoring for COVID-19 symptoms as well as new standards for testing. What’s on the New Dashboard? There are two new tiles for Spring 2021 that are important pieces in the University’s comprehensive approach to mitigate the impact of COVID-19 on campus. Each new tile – explained below – asks students to provide up-to-date information through an online form. New Tile: Confirm Physical Address and Phone Number for Term Knowing where a student resides and how to contact them is vital if, for example, the University needs to conduct contact tracing to limit the spread of isolated COVID-19 outbreaks. Students and staff already provide contact information in ConnectCarolina on the Personal Information tile, so what’s new about this form for students? Currently … Read more

We’ve heard from those of you who submit and approve electronic Personnel Action Requests, ePARs for short, that you would like to be able to see the documents attached to an ePAR even after the ePAR has been fully completed (that is, the ePAR is in “Executed” status). Going to the Job Data or Add/Update Position links has been the only way to see those documents since ConnectCarolina Finance and HR went live in 2014, but not everyone who submits or approves ePARs has access to those links. Now, that’s changed. You can now see the documents attached to ePARs even after the ePAR is complete. They’ll still be available through the Job Data or Add/Update Position links, but you’ll have another way to access them. This improvement doesn’t change anything about how and when you attach documents to ePARs. When you’re attaching documents to ePARs, remember to not attach anything that contains sensitive information, such as social security numbers.

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

Last summer, the Office of Human Resources (OHR) launched Carolina Talent Learning, which gave permanent employees the opportunity to manage LinkedIn Learning, Office of Human Resources, and the Equal Opportunity and Compliance Office learning opportunities. We’re checking back in to tell you that a few other departments and divisions moved their training to Carolina Talent Learning. The benefit to you is that it’s easier for you and your manager to see a more comprehensive snapshot of the training you’ve completed when it’s all in one place. Here’s the latest training now available to you in Carolina Talent Learning: The Digital Accessibility Office (DAO) moved their growing course curriculum to My Learning in February. DAO offers training to help us improve the accessibility of the digital content we create, including websites, PDFs or Word documents, videos, social media, and more.  Inclusiveness and accessibility across all learning, teaching, and working environments is a key priority for the University, and according to Chelsea Porter, Digital Accessibility Consultant, the interest in DAO training is increasing. “We recommend that everyone take Digital Accessibility Awareness course as a jump off point and then you can decide if you need more training.” Chelsea Porter, Digital Accessibility Consultant “We’re really excited … Read more

When employees need to take a leave of absence to deal with personal matters, they complete leave request forms and submit them for approval. There are different leave types including parental, medical, and military leave. For each leave request type, there may be several forms requiring distinct levels of approval. In the past, those forms were sent as attachments via email. As of November 14,  employees now submit those leave request forms online in ConnectCarolina instead of sending them as attachments. This includes: leave request forms, medical certifications, return-to-work forms, and other leave-related documents. Submit leave request forms in ConnectCarolina using the following path: SelfService > My Benefits > Leave. Employees can find their leave attachments in ConnectCarolina once the forms are processed at:   SelfService > My Benefits > Leave > View My Leave Documents. A more efficient process  Employees used to download leave documentation, get the necessary signatures, and attach the forms to an email to HR leave administrators. The leave administrators manually tracked the forms through the approval process using  spreadsheets . The benefits of the new process  for employees and administrators include: Employees can submit forms online and can check the approval status of their leave submissions … Read more

The budget balances on these reports are based on approved, finalized, posted transactions to the GL Actuals ledger through a specific fiscal year and period Two reports: One version of this report lets you search on project ID, the other on contract number Each report displays OSR expenditures grouped by type of expense

In this webinar, we discuss two new OSR reports for campus users. Learn about the OSR Invoice Listing report that lists all the invoices that have been provided to sponsors. This report helps you with award and contract closeout. We will also discuss the OSR Contract GL Expense and Budget report which shows the balance of a project based on approved, completed transactions.

This document shows the process for fixing project or grant-related campus journals with budget errors that route to OSR for approval.

PAAT adjustments can route to three different levels for final approval. The route an adjustment takes depends on which fund types are changed on the adjustment. This table is a quick reference for which levels are required for each fund type changed in a PAAT adjustment.

The Research Administration Service Request (RASR) tool is a workflow tool developed by the Office of Research Information Systems to aid processing units in the receiving and processing of all types of transactions including but not limited to Vouchers, Journals, Travel, and Requisitions. In this presentation/demonstration, attendees would learn (1) how a client could use the RASR tool to submit (and later view) a request to a processing unit, (2) how an administrator would review/approve transactions at a pre-audit level, (3) how a processor would take information from RASR and enter the transaction/request in UNC FInance Systems and, (4) how the system communicates to UNC Finance Systems to automatically complete the request notifying the client of process completion. This tool provides increased transparency to clients, a worklist of action items to the processing unit, and valuable metrics to the leadership of the processing unit. To view the live recording of this presentation, click here.

The Research Administration Service Request (RASR) tool is a workflow tool developed by the Office of Research Information Systems to aid processing units in the receiving and processing of all types of transactions including but not limited to Vouchers, Journals, Travel, and Requisitions. In this presentation/demonstration, attendees would learn (1) how a client could use the RASR tool to submit (and later view) a request to a processing unit, (2) how an administrator would review/approve transactions at a pre-audit level, (3) how a processor would take information from RASR and enter the transaction/request in UNC FInance Systems and, (4) how the system communicates to UNC Finance Systems to automatically complete the request notifying the client of process completion. This tool provides increased transparency to clients, a worklist of action items to the processing unit, and valuable metrics to the leadership of the processing unit. To just view the slides from this presentation, click here.

Hello, As a follow-up to the message below that was sent out last week, we are sending this email to remind you of the changes going into the system this evening. Along with these changes, one additional change will be going into the system at the same time. On the Review Vendor page, you will only be able to search for a vendor using that person’s PID. In the coming weeks, we will be making similar changes to other finance pages in ConnectCarolina and will let you know when those changes are going into the system. Thank you for your continued understanding and flexibility, The ConnectCarolinaTeam   To: Anyone with Access to the Independent Contractor Pages Send Date: Friday, October 26, 2018 Subject: Changes in Access 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 … Read more

Reminder:  A change in the timing of budget-checking on vouchers and purchase requisitions is coming Thursday, February 1.  We’ve received some questions about this change.  Here are the answers. About the Transition to the New Timing The changes will be in effect starting the morning of Thursday, February 1.  This means that vouchers and purchase requisitions created on February 1 or after won’t show as expenses in the Commitment Control ledgers (and won’t show in InfoPorte) until they’re fully approved.  Vouchers and requisitions created before February 1, 2018 will continue on the same path they’re on and will remain in the Commitment Control ledgers the way they do today. Why are we changing the timing of budget checking? The current practice of budget-checking vouchers and requisitions before they are approved reserves funds at the time of creation.  This causes several problems: When approvals are delayed and completed in a different month, transactions in Commitment Control and the General Ledger get out of synch, causing confusion. When vouchers or requisitions are denied, the budget is not always released automatically and sometimes requires time-consuming manual intervention to fix. When the release of funds is delayed, they are not available for other purposes. Changing … Read more

The ConnectCarolina HR team and the UNC Equal Opportunity and Compliance (EOC) Office are making it easier for employees with disabilities to request the accommodations they need to do their jobs. What used to require three paper forms for 1) self-identifying as a person with a disability, 2) requesting an accommodation and, 3) completing a HealthCare Provider Release form, all are now available online in ConnectCarolina. It’s been a multi-phased process improvement effort that started in April 2017, when, for the first time, employees could voluntarily identify as a person with a disability in ConnectCarolina instead of downloading, printing and mailing a form to the EOC Office. Beginning March 1, ConnectCarolina will also become the place to request an accommodation for a disability and the Healthcare Provider Release is now part of the accommodation request. Faster Turnaround for Accommodation Requests If you’re someone who needs an accommodation to do your job, having easier and faster processes to obtain it can mean a lot. The following are a few examples of workplace accommodations that have assisted UNC employees: purchasing or modifying equipment or products, making a workstation accessible, modifying a schedule, allowing leave, modifying methods and providing a service. Moving from paper … Read more

Email Communication Send Date: 2/8/21 From: Walter Miller, Director of Payroll Services To: PAAT Basic and Advanced Users, ePar Complex Originators, Finance Campus Unit Leads, Business Managers Subject: Retroactive Payroll Distribution Program We are excited to announce 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. If you have questions, please contact the Business Systems Help Desk at 962-HELP. 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 … Read more

On December 15, Dave Turner, of the HR Information Management team, shared some big news at the HR User Group meeting—Classification and Compensation in the Office of Human Resources is updating how we document permanent SHRA position descriptions. With these changes, you’ll update descriptions for SHRA positions the same way you do EHRA Non-Faculty positions. What You’ll See in January As part of this update, beginning in January 2021, you’ll see some changes to the Add/Update Position ePAR in ConnectCarolina including: No Paper Forms or Physical Signatures. When you create or update an SHRA Permanent position, you’ll enter the position description using the Add/Update Position ePAR instead of by filling out a paper form. The ePAR will then be routed electronically for approval. New Look for the Add/Update Position ePAR. Eventually, all ePARs will have this new look. For now the Add/Update Position ePAR will look different from other ePARs because it’s built on an updated version of the software used to create the ePARs. No More Funding Grid on the Position ePAR. The Position ePAR won’t have the funding grid included because the ePAR won’t be routed to budget approvers any longer. Be on the lookout for more information … Read more

On December 15, Dave Turner, of the HR Information Management team, shared some big news at the HR User Group meeting—Classification and Compensation in the Office of Human Resources is updating how we document permanent SHRA position descriptions. With these changes, you’ll update descriptions for SHRA positions the same way you do EHRA Non-Faculty positions. What You’ll See in January As part of this update, beginning in January 2021, you’ll see some changes to the Add/Update Position ePAR in ConnectCarolina including: No Paper Forms or Physical Signatures. When you create or update an SHRA Permanent position, you’ll enter the position description using the Add/Update Position ePAR instead of by filling out a paper form. The ePAR will then be routed electronically for approval. New Look for the Add/Update Position ePAR. Eventually, all ePARs will have this new look. For now the Add/Update Position ePAR will look different from other ePARs because it’s built on an updated version of the software used to create the ePARs. No More Funding Grid on the Position ePAR. The Position ePAR won’t have the funding grid included because the ePAR won’t be routed to budget approvers any longer. Be on the lookout for more information … Read more

There will be an outage affecting the Student Administration component of ConnectCarolina on Thursday, Jan. 26, beginning at 5:00 pm and ending at approximately 12:00 am as part of the Spring census activities. 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 impacted, as are some services related to Onyen, PID, and Guest ID. During the Jan. 26 outage, the following functions may experience limited and/or no functionality: The following ConnectCarolina applications, including: O Student Administration o  Third Party Proxy Access o 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) 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/

In a few weeks, all faculty, staff and student employees will have positions for their appointments in ConnectCarolina. Why is this important? For seven years (since the ConnectCarolina HR/Payroll go live), the University has been translating our appointments (which don’t have positions) into positions. That’s because those managing finances at the Board of Trustees and at the University System-level think in terms of positions when discussing budgets. The problem is that translating this data is an unstable process that gets increasingly complex as the System Office requests more data. Having all faculty, staff and student employees in positions simplifies this process and brings other benefits like tracking positions without an incumbent and retaining organizational rollups even if positions are empty. Preparing for the change This change is far-reaching, so everyone who works with HR actions (including funding swaps) or posts positions in PeopleAdmin is getting up to speed on what will be different. A new page offers resources to help, including: Brief training “snippets” to explain key changes A list of changes by task For approvers, a list of what to watch for before and after the change takes effect A calendar of important dates Another way to learn more is to attend the HR User Group, which will meet on September 29 at 2:00. Half of the meeting will be dedicated … Read more

Email Communication Send Date: April 28, 2021 From: ConnectCarolina Communications on behalf of Janet Rupert, Director, and Justin Hanford, Voucher Supervisor, Accounts Payable and Vendor Services To: Campus Voucher Preparers Subject: Student Payments Moving to GradStar   Beginning Aug. 1, 2021, payments for student stipends, scholarships, fellowships, awards or any other payments that directly benefit education-related expenses for undergraduate or graduate students will no longer be paid through Accounts Payable campus vouchers. These payments will be entered in GradStar, the University’s reporting system. This includes chartfield accounts that begin with 568. Award accounts using number 569190 should be entered in GradStar, unless payment is for an award that is also open to faculty, staff or the public outside of the University. Beverly Wyrick, director of finance and administration for the Graduate School, has announced the change in the memo Changes Coming to Student Payments. The upcoming changes will affect student payments previously entered in Accounts Payable campus vouchers as well as all vouchers entered from this point forward. We are sending this now because vouchers created in Accounts Payable for payments due in August 2021 and later will be denied. Therefore, we advise against creating August vouchers for Accounts Payable student payments. Please hold the … Read more

[ 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

There will be an outage affecting the Student Administration component of ConnectCarolina on Wednesday, September 7, beginning at 5:00pm and ending at approximately 12:00am as part of the Fall census activities. 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 impacted, as are some services related to Onyen, PID and Guest ID. During the September 7 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 (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS) Student Stores Textbook Ordering 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/