Search Resources

The Teleworking Request Form is now online. To find it, click the new HR eForms tile on the ConnectCarolina Self Service page. 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. Moving the form online will simplify the process and save time. Three significant changes to the current process for submitting a Telework Request Form are: 1) you don’t have to fill out a paper form and several fields are auto-filled, 2) your form will route electronically to your supervisor and will appear on their HR Approvals tile. Your supervisor also receives an email letting them know that there is a form awaiting their approval, and 3) you will receive an email notification letting you know the decision of your request.

On May 20, when students and staff logged in to ConnectCarolina, they found new home pages and a new way to get around in the system.  Even the log in page was new and modern.  The change to ConnectCarolina, dubbed the ConnectCarolina Makeover, was the culmination of months of work by the ConnectCarolina team to upgrade to the newest version of the software behind ConnectCarolina. The feedback we received immediately after the new look went live was that the makeover was well received.  Janet Rupert, Director of Accounts Payable and Travel Services commented “We are running smoothly.  Thank you so much for your time and energy in making this an easy transition.”  Carol McDonnell, Associate Director at the Friday Center for Continuing Education, told the team “…Other navigation screens are definitely different (but better) for the tiles.” However, like most major software upgrades, it wasn’t without a few bumps in the road.  The first few days saw some lagging performance, but the team worked with those who reported slowness and were able to make some changes to improve the performance. We also heard from those of you who use the Worklist tile that it wasn’t intuitive and caused a few … Read more

As of December 14, 2018 TIM Manager access in TIM has been expanded to include SHRA Exempt and EHRA Permanent leave accruing employees. TIM Managers are designated in the TIM Approver field in ConnectCarolina. Following the change to TIM Manager access, HR Representatives may need to update an employee’s TIM Approver field in ConnectCarolina with the correct manager. This sheet provides a quick reference for HR reps who may not be familiar with the process for viewing and updating the TIM Approver field.

  Each year, the ConnectCarolina team sends a survey to everyone who uses ConnectCarolina and InfoPorte. We heard from many of you that you’d like more information on independent contractors, so we talked with Yamaris Fontanez, an Independent Contractor Reviewer in Accounts Payable, to get some tips. We’ll include additional tips in future newsletters, but to get you started, the next time you need to request an Independent Contractor, ask yourself these three questions: 1.     Is the request for a domestic or foreign vendor? If the vendor is domestic, submit the request through ConnectCarolina. For foreign vendors, submit your documents to the independent contractor approver at ic_review@unc.edu. 2.     Is a background check required? Typically, a background check is required and it’s valid for six months. However, the requirement is waived under certain circumstances. Independent Contractor policy information and answers to frequently asked questions. 3.     Does the service fee exceed $10,000? If so, you’ll need to submit these additional documents: Independent Contractor Services Agreement and Statement of Work form Customer Request for a Brand/Vendor-Specific Waiver of Competition form. Sole Source Justification letter. There isn’t a form for this, but it’s necessary to include a justification for why the proposed independent contractor is the best choice or a unique … Read more

Email Communication Send Date: May 9, 2022 From: ConnectCarolina Finance Team To: BuyCarolina Users Did you know: All shopping carts must transfer to ConnectCarolina, where the shopper can enter/modify CFS, Shipping Locations, Budget Check, and gather department approvals (when applicable). Once these are completed, a requisition is created, which generates a Purchase Order. The Purchase Order is sent to the supplier(s) to fulfill. The transfer happens seamlessly when the shopper has an active ConnectCarolina authentication and clicks the “Transfer Cart” button from the BuyCarolina shopping cart. If your order does not transfer to ConnectCarolina, the order has not been created or submitted to the supplier for fulfillment. Shopping Best Practices Ensure you are logged into a newly authenticated session. Close all browser windows and log back into ConnectCarolina and BuyCarolina. ConnectCarolina sessions will expire after 60 minutes of inactivity. A pop-up window is presented to stay connected. If no action is taken, the session is expired. BuyCarolina shopping carts will not transfer to ConnectCarolina, and the order is not placed. Where can I find my requisition: You can check the status of all open requisitions by logging into “Manage Requisitions” within ConnectCarolina Home-> Finance Menu -> eProcurement -> Manage Requisitions. … Read more

To:                         Everyone Who Works with Purchase Requisitions or Vouchers in ConnectCarolina From:                    Martha Pendergrass, Director of Procurement Services Subject:               Two Improvements to Purchasing and Payments (CORRECTED)   Category Codes Reduced by 95% If you enter purchase requisitions or vouchers, you know that you need to enter a category code (also called “commodity code”) for each item you are buying or paying for. These categories are important because they help the University track spending and negotiate better prices, but currently the list is long, so it is difficult to navigate. Starting Monday evening, May 1, choosing a category will get easier. The number of categories is being reduced from approximately 55,000 to around 850.  The category codes that start with “UNC” or “EHS” will stay the same, but the rest of the categories will be rolled up to a higher level (the one that ends in “0000”).  For example, instead of choosing 44121702 for Pen or Pencil Sets, you’ll 44120000 for Office Supplies. If you’ve created “cheat sheets” for yourself or your team, you’ll need to review them and translate them to the new, higher-level category codes.  The documents attached to this email will help you make the transition: UNC’s … Read more

Hello, You are receiving this email because you have access to Student Administration pages in ConnectCarolina and we are making a change to the search feature on all Student Administration pages. Information Technology Services Enterprise Applications takes its responsibility for securing our employees’ sensitive information (including social security numbers) very seriously. 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. In the last few months, we have made multiple changes to restrict access to social security numbers (SSN) in ConnectCarolina. The additional changes we are making this week will further tighten security by reducing the number of places where a social security number can be entered into ConnectCarolina. Beginning on Thursday, November 29 after 5:00 p.m., you will no longer be able to search by social security number on any Student Administration pages in ConnectCarolina. You will still be able to search using other identifiers, such as PID or name, and this change will not change how any of the pages work. If your manager believes you have a business need to search by SSN and you don’t have the ability to do so … Read more

Email Communication Send Date: February 22, 2020 From: ConnectCarolina Communications To: Employees with access to originate or approve HR actions Subject: Upcoming ConnectCarolina Outage Hello, You are receiving this email because you have access to originate or approve HR actions in ConnectCarolina. We want to let you know that ConnectCarolina will be unavailable Saturday, February 22 from 8:00am to 12:00pm. This affects the Finance, HR/Payroll and Student Admin components of ConnectCarolina. You will not have access to ConnectCarolina and any other systems accessed through the Student portal and Faculty/Staff/Affiliates portal during this time. Refer to the Outage page on CCinfo.unc.edu to see a list of other areas and systems that are affected. Sincerely, The ConnectCarolina Team View the email in its original format – Upcoming ConnectCarolina Outage    

The Student Administration application of ConnectCarolina is being upgraded and the upgrade requires an outage of all parts of ConnectCarolina:  Student Administration, Finance, HR/Payroll administrative and self-service applications. The outage will be:  Friday, October 20, 2017 at 5:00 p.m. through  Monday, October 23, 2017 at approximately 7:00 a.m. You will not be able to sign in to ConnectCarolina during these times, including HR, Payroll, Finance, and Student Administration. For more information on how the outage affects reporting and companion systems, visit the student administration upgrade webpage. Benefits Enrollment Still Available The ConnectCarolina outage will occur during the annual benefits enrollment period. Even though ConnectCarolina will not be available for the weekend, you will still be able to enroll in benefits. When you click on the green button to sign into ConnectCarolina, the system will show you a message with an alternate link to access the benefits enrollment website.

Outage Monday, May 22:  As part of the Summer I census activities, there will be an outage affecting the Student Administration component of ConnectCarolina on Monday, May 22nd, from 5:00pm to approximately 12:00am  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. The Finance component is NOT affected by this outage, but the ePAR hire form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID. During the May 22 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) Questions or Problems: Contact the Help 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/.

Email Communication  Send Date: August 7, 2020 From: ConnectCarolina Communications To:  Employees with access to ePro Subject: Upcoming Webinar Introducing BuyCarolina   Note: You’re receiving this message because you have access to eProcurement in ConnectCarolina. BuyCarolina, a new purchasing tool coming to the University on August 17, will improve the University’s purchasing power and your purchasing experience. This new cloud-based solution replaces the current ConnectCarolina eProcurement (ePro) system, and will allow you to comparison shop for most of our suppliers without having to shop each one separately. The good news is not everything is changing. For example, 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. We’ll be holding a webinar at 3 p.m. on Thursday, August 13 to discuss the changes coming with BuyCarolina. We want to be sure you feel comfortable with BuyCarolina and understand the differences between purchasing with BuyCarolina and our current ePro system. Join the Webinar: Introducing BuyCarolina – A New Way to Purchase at UNC Thursday, August 13 at 3:00 p.m. Zoom link: https://unc.zoom.us/j/98750068578. To make the switch to BuyCarolina, there will be an ePro outage beginning on … Read more

The system that maintained security in the legacy data warehouses and for ePrint is being retired around December 14, 2015, and at that time we will no longer have a way to restrict access to information by department. We still need to ensure that sensitive information remains protected, and at the same time, ensure that you have access to the legacy information you need. As the team has delved in to the details of how to provide legacy information securely, we’ve had to make some changes to the plans communicated up to now. Access to ePrint Reports Finance reports from ePrint:  Similar to Finan$eer, access to the Finance legacy data warehouse will be limited to the group of approximately 200 users who have “enhanced reporting access” (which means, among other things, they can run queries in the ConnectCarolina reporting environment). If you are getting access to the new ePrint, we’ll be in touch soon to tell you how to access it. Individuals who are not granted access can contact their MOU lead to explain what is needed. Payroll reports from ePrint: To obtain a payroll report from ePrint, you’ll need to put in a help request (create the online ticket … Read more

Hello Access Request Coordinators, We have some updates for you regarding: changes we’ve made to the Student Administration access form a reminder about the forms needed for a P-Card access request, and information about a session for you at ConnectCarolina User Conference. UPDATED: Student Administration Access Form We’ve made these changes to the Student Administration ConnectCarolina and Related Applications Access Form: Changed the form so it is now an Adobe PDF with fillable fields. If you have linked to the form from your website, you’ll want to update the link as it has changed. Removed the options for access to undergraduate applications. If someone in your department has a need to have access to those applications, contact Undergraduate Admissions. In the Student Records section: added a new question about whether the person has had ConnectCarolina access before, removed the options for access to the Course Request Approver System (CRAS), and created an area for “Other Information for Student Records access” that you can use to enter any special information that may be necessary to expedite the access request process. You can find the new form on CCinfo.unc.edu. Click Get Access > Access Request Forms and download the current form. REMINDER: P-Card Access Requests When … Read more

Email Communication Send Date: October 21, 2021 From: ConnectCarolina Communications on behalf of Janet Rupert To: Users who can create or update Independent Contractors Subject: Updates to Independent Contractor forms   You are receiving this message because you can create or update Independent Contractors in ConnectCarolina. In order to streamline the Independent Contractor process, a new shortened checklist is being added for another type of service: Community Collaborators. More information will be shared in the coming days on this new service. Additional questions are also being added on the Independent Contractor checklist and the One Week Speaker Form. These changes are planned to go into production on November 1, 2021. In order to allow time for approvals of the in-flight independent contractor requests, please do not submit any new independent contractor requests after October 26, 2021. Please ensure that departmental approvals are completed by October 26, for any in-flight requests. Independent contractor request submission may resume on November 1, 2021. For questions or more information, contact Janet Rupert at jrupert@email.unc.edu.   View the email in its original format – Updates to Independent Contractor forms

If you order from ePro (such as Staples or Fisher Scientific), create purchase requisitions, or submit vouchers, we have some information you need to know.  Effective February 1, 2018, purchase requisitions, vouchers and ePro orders will not be deducted from your budget or show up as expenses until the voucher, ePro purchase or purchase requisition has been completely approved.  This change applies to • campus vouchers, • eProcurement orders, and • purchase requisitions. Why are we making this change?  Currently, when you submit a voucher, the funds are reserved as soon as the voucher passes budget check. But sometimes the voucher or purchase requisition isn’t approved by your department, school/division, the Budget Office or OSR.  When that occurs, it can require a lot of work and time to release the reserved funds.  We are making this change to eliminate the work and delays associated with reversing these transactions and to ensure funds are encumbered correctly Join the Webinar to Learn More Want to know more about the changes and how they will affect your business operations?  Join us for a webinar on Wednesday, January 24 at 9:30 am. (Originally scheduled for January 18th but rescheduled due to weather.) We’ll walk through the current process, show you what the future … Read more

If you feel stressed when your Department needs to submit an Independent Contractor approval request, this presentation will provide helpful and valuable information based on the guidelines and procedures necessary to do it correctly. It is an excellent opportunity to develop a more efficient and smooth process that will benefit you and the University. As the Department Representatives (Finance Accountants or Managers) you will get a brief description of the process on “how to” submit a request on Connect Carolina. You will also receive information about what documents need to be submitted to get the Foreign Independent Contractor approvals. We’ll provide you with the links to the latest version of required forms and provide hints about the data and sources requested in each form. To just view the slides from this presentation, click here.

If you feel stressed when your Department needs to submit an Independent Contractor approval request, this presentation will provide helpful and valuable information based on the guidelines and procedures necessary to do it correctly. It is an excellent opportunity to develop a more efficient and smooth process that will benefit you and the University. As the Department Representatives (Finance Accountants or Managers) you will get a brief description of the process on “how to” submit a request on Connect Carolina. You will also receive information about what documents need to be submitted to get the Foreign Independent Contractor approvals. We’ll provide you with the links to the latest version of required forms and provide hints about the data and sources requested in each form. To view the live recording of this presentation, click here.

This self-paced course covers how to sign in to the P-card system, view information about P-cards in your area, view charges and export transaction detail to Excel, add or modify line level detail, and understand the approval process.

This summer, a big focus of the ConnectCarolina team is improving system performance.  System performance refers to how fast a screen displays, data is returned, or a query or process runs.  You can play a critical role in this effort. We’ve heard from you that system performance for some functionality is so poor  that sometimes makes it difficult for you to get your work done.  Alas, performance tends to be patchy—some things work acceptably and others are painfully slow.  We have monitoring tools to help us investigate issues, but the first step in improving system performance is to get your feedback about the things you do in ConnectCarolina and InfoPorte that are really slow. A quick way to provide feedback is via this brief survey that id open today until Aug. 5 (NOTE: the survey is now closed).  Please take 5 to 10 minutes to complete the survey which asks which parts of ConnectCarolina you use and the experiences you have had with system performance.  The more specific information you can give, the more helpful it will be in resolving the performance issues. We will make good use of this information as we develop a plan to improve system performance. … Read more

Once a quarter, the change management team reviews all the feedback you have given on the computer-based training sessions. (These are the sessions available here.) We’ve learned, for example, that you like being able to take training any time and from anywhere and you’d like to see more training delivered this way. But we’ve also learned that there are a few improvements you’d like to see. One request we see often is for a printable version of the training to use for taking notes. We’ve finally found a way to provide those (our development tool doesn’t make it easy). The files aren’t pretty and they tend to be long, but for those of you who like to have a paper copy, they get the job done. Not all computer-based training sessions have them yet—more are being added each week. Other feedback we’ve received is that some of you experience problems with the sound, particularly when accessing a session through VPN. We think we’ve identified a fix, which will be implemented the night of February 17. If you still experience problems with the sound after that, we’d love to hear from you. Send an email to connectcarolina@unc.edu if you are experiencing problems … Read more