Search Resources

Good morning, You’re receiving this message because you have used the Surplus Property Management system in the last year. We wanted to let you know that, starting 5:00 pm today, November 26, the Surplus Property Management System is being made more secure by the addition of 2-Step Verification (Duo), and you will need to go through 2-Step to get to the Surplus Property management system. If you have access to more than the Self Service menu in ConnectCarolina, you’re already using 2-Step Verification (Duo). With this method, you use a phone or other device to verify that “you’re you” before you see sensitive information or access certain applications. If you’re already using 2-Step Verification (Duo) for ConnectCarolina, you don’t need to take any action. If not, go to https://its.unc.edu/2-step/ to learn more and to see instructions for how to sign up. As always, we appreciate your understanding as we work to make the University’s systems even more secure. If you have any questions about this change, contact the Service Desk by submitting a help request at help.unc.edu or calling 919- 962-HELP. Sincerely, The ConnectCarolina Team   Information | ccinfo.unc.edu Questions | cc_communications@unc.edu Training | connectcarolina_training@unc.edu Subscribe | ConnectCarolina Newsletter Help | help.unc.edu | 962-HELP      

The Faculty Portal, a new ConnectCarolina home page for faculty members, is currently being rolled out, school by school.  The Faculty Portal combines the teaching and research information faculty members use most onto the first page they see when they log in. From one page, faculty members can: access their teaching schedules (which means fewer clicks to print class rosters, email students, create academic progress reports, and enter grades) see the students who have incompletes in their classes see financial information about their contracts and grants (on the new “PI Dashboard”) see approval notifications from research applications such as RAMSeS and ecrt find charging instructions for their salary (that is, funding sources for their salary) access the most commonly-used links for teaching and research as well as as place faculty can add their own links to make the Faculty Portal even more useful. Do You Work With Faculty? Do you work with faculty? If so, you may be asked how the Faculty Portal works, and we want to make sure you have resources to answer that question. A quick-start guide, available on CCinfo.unc.edu, details how to use the Faculty Portal.  A Faculty page on CCinfo.unc.edu contains links to other documents faculty may find useful. One thing … Read more

Formal Notice Send Date: November 11, 2022 A Message from the Division of Human Resources and Equal Opportunity and Compliance Hello Tar Heels, At times, staff and faculty need to submit forms that pertain to leave programs such as Family Medical Leave (FMLA), Paid Parental Leave, etc. Starting Monday, Nov. 14, 2022, active employees will be able to submit leave forms and attachments online through ConnectCarolina using the following path: SelfService > My Benefits > Leave > Submit a Leave Document. HR Reps will also be able to submit leave forms and attachments online for employees in their respective school or division. About the new process The only thing changing about leave is how employees will submit their forms. With this new process, leave forms and attachments will no longer be accepted via email. Instead, employees will use ConnectCarolina to submit attachments like: • Leave request forms. • Medical certifications. • Return-to-work forms. • Additional leave-related documents. This new online process applies to leave requests related to: • Personal or family medical situations (FMLA). • Paid Parental Leave. • Voluntary Shared Leave (requests and donations). • Military leave. Once processed, employees can view their leave attachments online through ConnectCarolina using … Read more

Currently, managers complete performance plans and evaluations outside of ConnectCarolina, then enter overall performance and competency ratings in the system. Starting in April, a pilot group made up of the Office of Human Resources (OHR) and select departments across campus will use ConnectCarolina for the full process for SHRA employees. Managers and employees in the pilot group will follow the traditional assessment process but will complete the forms in ConnectCarolina instead of using paper forms. These forms include performance plans, off-cycle reviews, an employee self-assessment, and evaluations. Staff participating in the pilot are testing the appraisal process from end-to-end with the goal of the rest of campus using it next year. Representatives from the Employee and Management Relations division of OHR are demonstrating the new process to the pilot groups throughout March.

To:         University Business Managers Research Administration Support Group (RASG) MOU Financial Leads Accounting personnel who use InfoPorte From:   Walter Miller, Interim Payroll Director Subject:  Accurate Salary Projections in InfoPorte As of May 12, you can expect salary and fringe benefit projections to be more accurate in InfoPorte.  The long-awaited changes that will be put in place on Friday complete a series of changes and fixes that have been implemented over the last few weeks.  The biggest improvements you’ll notice are: Contract and grant (OSR) fund projections will be calculated with Project ID budget end dates in mind. The projections will be updated every weeknight (except holidays). For example, if you use a Fund Swap ePAR form to move an employee’s funding to a different grant, the projection for the employee will be updated the night the ePAR executes (when it is fully approved). The system will factor in the caps for Social Security and retirement when calculating projections for highly-compensated employees. Projections will take into account Job End dates As in the past, the system calculates projected fringe benefits and taxes based on each person’s employee group (such as EHRA Non-Faculty or SHRA Permanent) and the type of funding … Read more

Email Communication  Send Date: September 27, 2020 From: Information Technology Services & The Office of the University Registrar To:  Employees with current access to schedule classes in Ad Astra Subject:  Ad Astra to 25Live Information You are receiving this message sent on behalf of The Office of the University Registrar and Information Technology Services because you currently have access to schedule classes in Ad Astra. Hello, We are implementing a new classroom scheduling tool called 25Live that will replace Ad Astra. 25Live will be available on Monday, November 2. We want to share some important dates and information about training with you regarding this change. Important Dates This means that you will still be able to work in Ad Astra for Summer Sessions I and II, but all work needs to be completed in Ad Astra by October 29. Since the Registrar’s Scheduling Team will be optimizing in 25Live for Summer 2021 Sessions I and II, you will only be able to make your room assignments (not room preferences). 25Live Training Training is required to use 25Live and you must complete the training before your access is turned on. Multiple training sessions will be offered the last two weeks of … Read more

Email Communication  Send Date: September 16, 2020 From: Information Technology Services To:  25Live Transition Team Subject: Ad Astra to 25Live Information   You are receiving this message sent on behalf of The Office of the University Registrar and Information Technology Services because you currently have access to schedule classes in Ad Astra. Hello, We are implementing a new classroom scheduling tool called 25Live that will replace Ad Astra. 25Live will be available on Monday, November 2. We want to share some important dates and information about training with you regarding this change. Important Dates   This means that you will still be able to work in Ad Astra for Summer Sessions I and II, but all work needs to be completed in Ad Astra by October 29. Since the Registrar’s Scheduling Team will be optimizing in 25Live for Summer 2021 Sessions I and II, you will only be able to make your room assignments (not room preferences). 25Live Training Training is required to use 25Live and you must complete the training before your access is turned on. Multiple training sessions will be offered the last two weeks of October. You only need to attend one session via Zoom. Be on … Read more

Email Communication Send Date: June 30, 2020 From: ConnectCarolina Communications To: Employees with access to enter budget transfers and budget journals in ConnectCarolina. Subject: Changes to the Business Process for Future Dated Budget Journals and Transfers Note: You’re receiving this message because you have access to enter budget transfers and budget journals in ConnectCarolina.   From: Henry Price, Budget Planning & Analysis and The ConnectCarolina Team Effective July 1, 2020, we’re changing the business process if you need to update two budget periods (current and future). You’ll need to submit two budget journals so that the budget period and the fiscal year are the same. Starting July 1, you’ll begin the process by creating a budget journal for the current budget period and submitting it. Once submitted, create a new journal, change the date on it to 7/1 of the future budget period, and then submit it. Note: Budgets that were entered for Budget Period 2021 in Fiscal Year 2020 will be reversed and re-entered to the appropriate fiscal year as part of this go-live. You’ll be able to recognize these budget journals by a mask of FYBP on the Journal ID. Resources. A Quick Reference Slide Deck to walk you through how the new process works is available and posted on CCinfo.unc.edu. We’re … Read more

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

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

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

This self-paced course describes the information to review when approving a budget transaction and how to make an approval action.

This self-paced course explains who can approve campus journals, how to navigate to the campus journal approval page, and what information to review when approving campus journals.

This self-paced course covers the uses of campus vouchers, the different approval levels and the requirements for each approval level.

This self-paced course covers the request and approval process for new chartfield values.

A quick guide about approving Finance transactions, which transactions require approval, the approval workflow, and more.

This self-paced course explains how to view a financial transaction that needs approval, the differences between an approver and a reviewer and the actions that an approver can take.

This PowerPoint presentation accompanied the “Approving Financial Transactions” live demo. This presentation was intended for those who approve financial transactions in ConnectCarolina,including approving journal entries, purchase reqs, budget journals, deposits, independent contractor and vendor requests, and campus vouchers. This approval process is not used for Web Travel requests, which use the FRED approval system.

This self-paced course explains how an individual qualifies as an independent contractor, the approval levels and the requirements to approve or deny an independent contractor in the predetermination process.

This self-paced course covers how approvers can use the P-Card system to modify existing line level detail and charge a transaction to a different chartfield string besides the card’s default string. It also covers how to approve, reject and save transactions.

This self-paced course explains the information you need to review when approving a PAAT adjustment. It also covers the step-by-step instructions to Approve or Recycle an adjustment and the approval route an adjustment follows.

This self-paced course describes the information to review when approving a vendor catalog requisition and a non-vendor catalog requisition.

The fiscal year ends on June 30, 2018 and many around campus have been preparing for upcoming deadlines by closing out transactions, processing requisitions and vouchers and more.

The fiscal year ends on June 30, 2018 and many around campus have been preparing for upcoming deadlines by closing out transactions, processing requisitions and vouchers and more. Remember that there is not one month-end close date for June. It’s actually a series of month-and year-end close dates for different transactions. Vouchers & Journal Entries If you create vouchers and journal entries, June 15th and 22nd are important dates. Make sure that your vouchers and journal entries are error free and fully approved so that they aren’t deleted. All voucher entry (and requisitions and POs) need to be complete by 5 p.m., June 15. Journal entries not approved by departments and the Office of Sponsored Research (when applicable) by the June 22 deadline will be deleted. Find more information by looking at the checklists and reference guides on preparing for the year-end process on the Month-End and Year-End Resources page of ccinfo. Check Out These Checklists Fiscal Year-End Closing Dates and Procedures FYE 2018 Task Checklist for Campus Checklist to Clean Up Requisitions and Vouchers for Month-End and Year-End

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

The goal of this session is to facilitate a meaningful group discussion for Business Managers and/or their designees on current topics of interest at the University. These topics could include but not limited to changes in PCARD use, Closing of Imprest Checking accounts and use of BofA Reloadable Cards, OSR Prior Approval Request Forms, Research Recharge Center Compliance, Research Admin Training for Staff, Navigating OIC, closeout of projects, and RAM Tracker Transparency project. We will pole participants either prior to or at the beginning of the session to determine what topics people would like to discuss.

BuyCarolina went live on August 17 and we decided to check in with some of you who used the tool to make purchases as well as the Business Systems Help Desk to find out how it’s going. Here’s what we found out. What We Heard I like comparing prices and having fewer purchase requisitions- instead of 5 individual purchase requisitions, it’s nice to process and approve just one. Robin Council, Accountant, School of Law I find myself explaining to users that the ConnectCarolina aspect of things hasn’t changed. The only change has been how the catalog looks and the way you maneuver. I usually describe it as a ‘Retail Shopping experience”; You get a cart, place items in this cart, wait in line (the transfer out process of BuyCarolina ), then place the credit card in the machine for purchasing (ConnectCarolina requisition process) so you can leave with the product. Susse Toro, Technology Support Analyst, Business Systems Help Desk (BSHD) I was very excited to hear about being able to search for a product and have multiple results, from various vendors, come back to compare pricing. This is another terrific feature for us. I like finding the best deal! Shannon … Read more

This Quick Reference identifies the following for each transaction type: Whether campus approval is required Whether self approval is allowed    

This quick reference contains the following key information for processing campus journals: Transaction description and source code Attachment requirements Approval requirements      

This PowerPoint Presentation 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.