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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

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

This self-paced course explains when to use PAAT and the difference between a PAAT adjustment and a Funding Swap ePAR. It also covers the steps you’ll need to take to create, manage and submit a PAAT adjustment.

This Computer-Based Training describes how to fund appointments and positions, make changes to the sources their funding comes from, and resolve errors that can occur when submitting changes to funding.

This Computer-Based Training course describes the uses of a funding swap and explains how to use the funding swap ePAR form to change how a position or appointment is funded, and how to use the funding swap ePAR form to enter retroactive funding swaps.

Email Communication Send Date: May 1, 2020 From: ConnectCarolina Communications To: Employees with PAAT access Subject: CDME Earn Codes in PAAT As you’re probably aware by now, there are new earn codes and account numbers for premium pay to eligible Communicable Disease Mandatory Employees who are working on-site. Much like longevity, the transactions generated during the payroll process (per the affected hours coded in TIM) will be distributed to the employee’s regular chartfield string, but the account number will be systematically overridden by the new CDME account number for posting.  However, manual entries to those expenses, whether by a Lump Sum payment (CDME OnSite Premium) or a re-distribution via a PAAT action will require you to enter the appropriate CDME account number in the chartfield string, just like you do for manual longevity lump sums or redistributions. In other words, when doing PAAT re-distributions for the CDME premium pay (MOR, MR8, MR9, MOO, MO8, MO9), or Longevity (PRL, LON), your new line should use the appropriate override account number in BOTH the override account and account fields.  Your old CDME Premium Pay or Longevity funding line should be adjusted down to $0.00 as well. See the example provided below. The new account numbers for the … Read more

Beginning Monday, Oct. 5, 2015, users of ePAR forms will notice changes to the funding grid that will make it possible to enter funding information either as percentages or dollar amounts. This brief webinar reviews the changes.

Explains changes to the funding grid in ePAR forms that make it possible to enter funding information either as percentages or dollar amounts.

This handout explain the new ability to use percentages or dollar amounts when entering information on the funding grid in an ePAR.

  ConnectCarolina process improvements continue when a much anticipated Graduate Student Hub launches this summer. If you are a Student Services Manager, you’ll soon see a Graduate Student Hub tile on your ConnectCarolina Admin homepage. “Hub” really says it all. Student academic information, funding information, frequently used ConnectCarolina queries and reports that reside on multiple in ConnectCarolina will now be accessible from one place. One of the most exciting features for student services managers is the Graduate Student Tracking page. It’s easy to search by student or by program and plan and find comprehensive information about students in seven key areas: Student Profile Information: photo, PID, address, program, emergency contact, and an optional area for departments to designate the academic advisor or mentor and an option to add notes about interactions with the student Degree Progress: program details, leave history and key milestones Achievements: memberships, licenses and certifications, student presentations, and so on. Courses Taken: information on completed classes such as hours, course names, and instructors ·Courses Taught: information on classes taught such as section number and enrollment Funding: stipends, tuition awards and other information from GradStar and GSHIP, and other funding Alumni Info: email addresses and employment information for alumni   What started out as a … Read more

ConnectCarolina process improvements continue when a much anticipated Graduate Student Hub launches this summer. If you are a Student Services Manager, you’ll soon see a Graduate Student Hub tile on your ConnectCarolina Admin homepage. “Hub” really says it all. Student academic information, funding information, frequently used ConnectCarolina queries and reports that reside on multiple pages within ConnectCarolina will now be accessible from one place. One of the most exciting features for student services managers is the Graduate Student Tracking page. It’s easy to search by student or by program and plan and find comprehensive information about students in seven key areas: Student Profile Information: photo, PID, address, program, emergency contact, and an optional area for departments to designate the academic advisor or mentor and an option to add notes about interactions with the student Degree Progress: program details, leave history and key milestones Achievements: memberships, licenses and certifications, student presentations, and so on Courses Taken: information on completed classes such as hours, course names, and instructors Courses Taught: information on classes taught such as section number and enrollment Funding: stipends, tuition awards and other information from GradStar and GSHIP, and other funding Alumni Info: email addresses and employment information for … Read more

This Quick Reference introduces the ConnectCarolina process of employee funding. Provides an overview of how to enter initial funding, perform a budget check, and enter funding source changes.

Email Communication Send Date: 4/22/2021 From: UNC Human Resources To: ConnectCarolina HR/Payroll Users Subject: News Click to view HR/Payroll Update – April, 2021 Topics HR/Payroll Reporting Dashboard New Action Reason – Not Employment Authorized   New Background Check Process   Full Position Management  ConnectCarolina Tips ePAR Approvers EHRA Students Teaching in Summer Updates Payroll – Date Change on Biweekly B26 Fiscal Year (FY) 2022 Funding-related Personnel Actions Reminders Relocation Compensation Policy Carolina Talent – Performance Management        

Email Communication Send Date: April 14, 2022 From: UNC Human Resources To: ConnectCarolina HR/Payroll Users Subject: New Click to view ConnectCarolina HR/Payroll Update – April 2022   Topics Unpaid Volunteer, Intern, and Visiting Scholar Request Form PeopleAdmin Updates Online Position Description Training Materials Org Chart Viewer HR Payroll Dashboards System Updates Reset ONYEN Password Duo Prompt Update ConnectCarolina Tip – EHRA Students Teaching in Summer Reminders Fiscal Year (FY) 2023 Funding -related Personnel Actions Performance Management Payroll Prelim Reports    

Email Communication Send Date: February 13, 2023 From: UNC Human Resources To: ConnectCarolina HR/Payroll Users Subject: News Click to view ConnectCarolina HR/Payroll Update – February 2023   Topics   News Fiscal Year (FY) 2024 Funding-related Personnel Actions EHRA Non-Faculty Bonus Program Auditing, Business, & Finance (ABF) SHRA to EHRA Conversion Performance Management Unpaid, Volunteer, Intern, and Visiting Scholar Request Form Saved Searches in ConnectCarolina Position ePARs – Updates to Job Code HR/Payroll Dashboard Reports Reminders Funding Contingency Auditing, Business, & Finace (ABF) SHRA to EHRA Conversion

Email Communication Send Date: 3/11/2022 From: UNC Human Resources To: ConnectCarolina HR/Payroll Users Subject: News Click to view ConnectCarolina HR/Payroll Update – March 2022 Topics Fiscal Year 2023 Funding-related Personnel Actions Total Rewards Performance Management Supervisors/Reporting Relationships Updates to Position ePARs New HR/Payroll Dashboard Reports Tips: Position & Edit Existing Job ePARs Primary Faculty Indicator  

Email Communication Send Date: 5/26/2020 From: UNC Human Resources To: ConnectCarolina HR/Payroll Users Subject: News Click to view ConnectCarolina HR/Payroll Update – May 2020 Topics Phone Number in HELP Ticket SSN and Name Changes 2021 Funding Sources Updates to PAAT Reminders Temporary Suspension of Non-Essential HR Administrative Leave CDME Onsite Premium Pay Reduced Hours and Compensation Non-student Temporary Employee Terminations Mobile Device Stipend EHRA Students Teaching in Summer

Answers to your most common and in-depth Employee Funding FAQs are now available on ccinfo.unc.edu. Chris Lawless, the person on the other end of your most complex help tickets related to employee funding, hopes these answers will help you as you work through the complexities of paying employees. We hope you’ll explore the FAQ and have an “aha” moment. The FAQs are on a new Employee Funding home page which collects, in one place, all the training materials related to fund swaps, the Payroll Accounting Adjustment Tool (PAAT), payroll deadlines, and more. You may want to bookmark this new page if you work with employee funding, but don’t worry, Chris Lawless and the rest of the Commitment Accounting team are still just a help ticket away if you need them.

Student guide to the course on Entering a Retroactive Funding Swap.

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

This is a procedure containing the steps for running the Funding End Date Notification Report, a report that shows current and future payroll suspense charges based on current funding. The procedure also describes the information found on the report results, including the reason for the suspense, the employee name, and the amount in suspense.

Slides from the Funding Swaps and Lump Sum Payments class

Step-by-step instructions on how to enter funding changes for an existing position or appointment using the Funding Swap ePAR form.

Student guide for the Funding Swaps course.

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

ConnectCarolina keeps moving forward!  The ConnectCarolina HR/Payroll system is moving to an upgraded software version in March. You may remember that the Student Administration application made the move in October, 2017, and the Finance upgrade will likely occur before the end of 2018. There are important security, accessibility and functional reasons for the upgrade but the look of the screens will be very similar to what you see now. You need to know… ConnectCarolina Outage:  Friday, March 2, 5:00 pm until Monday, March 5, 7:00 am During the weekend transition, all ConnectCarolina systems will be unavailable.  Listing all of the specific system impacts here would require you to scroll (a lot). Your best bet for all things related to the HR/Payroll upgrade is to visit the HR/Payroll Upgrade page on CCinfo. You cannot access W-2 forms during the outage.  We realize that the ConnectCarolina outage occurs during tax preparation season so if you need the online version of your W-2 or your paystubs, please download them before 5:00 pm on Friday, March 2. You will notice a few changes… The HR/Payroll screens sport a slightly different look: muted colors, longer description fields, wider layout and some alignment changes. There are some changes that are specific … Read more

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

Have you heard that a redesigned PI Dashboard is rolling out in September? Based on feedback and requests from principal investigators across campus, the new dashboard provides a snapshot of grant funding and expenses, including salary projections at both the award level and the project level. The information on the dashboard is pulled directly from ConnectCarolina and RAMSeS

When it comes to reports that show how an employee is funded, it’s not one-size-fits-all.  ConnectCarolina and InfoPorte have a variety of reports that show funding information at each step in the payroll process.  Each report gives a unique view of the information.  With all of these different reports, how do you know which report to use and when?  These slides accompany the recorded webinar and the quick reference card for understanding reports related to employee funding.