Skip to main content

This is a checklist for campus of Fiscal Year-End actions for 2016.

Type: Quick Reference Categories: Finance Last Updated: June 29, 2016

Bookmark this page to help you prepare for fiscal year-end (FYE). The dates are accelerated when compared with previous years. Read the “Fiscal Year-End 2020 Closing Dates and Procedures Memo” and “Fiscal Year-End 2020 Task Checklist for Campus” for important 2020 FYE information.

Type: Categories: Last Updated:

These slides show how the Student Center and the student experience in ConnectCarolina is changing.

Type: Slideshow / Presentation Categories: Student Admin Last Updated: October 23, 2018

Hello, We are sending this message as a reminder about changes to pages you may have access to in ConnectCarolina. Please read this information carefully as some of the information has changed from the previous email. Information Technology Enterprise Applications takes its responsibility for securing our employees’ sensitive information (including social security numbers) very seriously. The changes we are making this week will tighten security by limiting the number of places where a social security number (SSN) is displayed and reducing the number of individuals who can see them. To secure this information, many organizations have already abandoned processes that require the use of social security number. Even Medicare is removing the SSN from Medicare insurance cards. Beginning on Thursday, October 11 after 5:00pm, the following changes will be in place: Only central administrative office staff in the Registrar’s Office, Admissions, Financial Aid, Student Financial, and the PID Office will be able to see the information in the National ID/SSN field on any Student Administration pages in ConnectCarolina. If you have been using the SSN as an identifier, please work with your manager to determine other identifiers that are less sensitive. On the Workforce Administration > Find Existing PID > PID Fetch page, the following changes will be in place: Only … Read more

Type: Categories: Last Updated:

ConnectCarolina Unavailable Overnight Dec. 8 ConnectCarolina will be unavailable the night of December 8 from 10:00 pm to 8:00 am for an important upgrade. We recognize that you may be entering grades during this weekend, so the outage for Student Administration component of ConnectCarolina is as brief as we could make it. If you need to work with the Finance or HR components of ConnectCarolina (for example, if you buy things through the ePro vendor catalogs), those components will be down longer. You can find more details here: ccinfo.unc.edu/fin upgrade. Thank you for your patience. Questions? Contact the Service Desk at 919-962-HELP or help.unc.edu if you have questions or concerns. For more information on the outage and changes you can expect (if you work with Finance component­­), go to ccinfo.unc.edu/fin upgrade.   Information | ccinfo.unc.edu Questions | cc_communications@unc.edu Training | connectcarolina_training@unc.edu Subscribe | ConnectCarolina Newsletter Help | help.unc.edu | 962-HELP  

Type: Categories: Last Updated:

StudentFinancial-FormalNotice (1)

Type: Categories: Last Updated: February 6, 2018

This report shows fund, cash, and other balances relevant to foundation reporting. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 17, 2019

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

Type: Categories: Last Updated:

The full position management project was successfully launched on October 11, in large part, because so many people did their part to prepare ahead of time.  Now, every employee has a position in our HR system, including some who weren’t previously in positions, like faculty.  Departments, Schools/Divisions, and the System Office can now see the organizational structure based on position numbers, whether or not there is a person in the position. Here’s a behind the scenes look at the work “by-the-numbers” with a special thanks to HR Representatives and HR Business Analysts and PeopleAdmin Applications Specialists whose work was the foundation of a successful launch. 18,482 Positions created for active employees who didn’t previously have a position. 32,111 Existing SHRA positions moved from paper forms into ConnectCarolina. 18,209 Updates to existing employee job information 24,848 Changes to the “Reports to” field so that every position is reported in organization structure, even if it’s vacant. 5,400,000 Dollars that would have gone into suspense without the work done by HR Representatives ahead of go-live.  In the end, only $105,276 went into suspense when HR Reps updated the information for 712 out of 732 compensated employee appointments. 10.5 Hours worked by each of … Read more

Type: Categories: Last Updated:

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

Type: Categories: Last Updated:

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.

Type: Quick Reference Categories: HR/Payroll, Reporting Last Updated: September 28, 2016

Slides from the Funding Swaps and Lump Sum Payments class

Type: Quick Reference Categories: HR/Payroll Last Updated: October 1, 2014

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

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: July 8, 2014

Student guide for the Funding Swaps course.

Type: Guide Categories: Finance, HR/Payroll Last Updated: July 1, 2014

Insert for the Chartfield Structure Booklet.

Type: Quick Reference Categories: Finance Last Updated: July 10, 2014

Come to this session to see a preview of the new “look and feel” for ConnectCarolina that is coming your way in December. This session is of interest to anyone works in ConnectCarolina except faculty members, who already have the new look and feel. The coming changes allow the ConnectCarolina team to tailor the home page to groups of users, such as all students or everyone who works with HR content. The changes also pave the way for a more mobile-friendly and easier-to-use navigation in the future.

Type: Webinar Categories: Finance, HR/Payroll, Student Admin Last Updated: October 24, 2018

Lists General Administration’s Fund and Source chartfields for contracts and grants.

Type: Quick Reference Categories: Finance Last Updated: June 18, 2014

In this session we discuss the differences between the General Ledger (GL) and the Commitment Control (KK) ledgers. We show when finance transactions are recorded in the various ledgers and how this affects reporting. To just view the slides from this presentation, click here.

Type: Webinar Categories: Finance Last Updated: October 24, 2018

In this session we discuss the differences between the General Ledger (GL) and the Commitment Control (KK) ledgers. We show when finance transactions are recorded in the various ledgers and how this affects reporting. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Finance Last Updated: October 23, 2018

A quick reference to the processes and requirements necessary to gain access to ConnectCarolina.

Type: Quick Reference Categories: General Last Updated: July 20, 2016

The process for getting access to reports in InfoPorte is not one size fits all. Some reports require extra security because they show information for departments outside your own or because they show payroll information. It can be challenging to figure out what you need to do for each type of report. Help is on the way. The pages related to system access on the ccinfo.unc.edu website (https://ccinfo.unc.edu/start-here/access) have been expanded, with more information coming soon. Look for new tables that tell you who to go to for Finance, HR/Payroll, and Student Admin reports. InfoPorte Administrators can grant access to some reports, while others require that you work with your Access Request Coordinator (ARC).   New for InfoPorte Administrators: To reduce confusion on how to get access to reports, we are asking that if a request requires that a help request be submitted, you submit the request. The new pages on ccinfo clarify when a help request is needed. A central place for information Another step we’ve taken is to consolidate information in one place. We’ve moved access-related documents (forms, guides, the list of ARCs and InfoPorte Administrators) from InfoPorte to ccinfo.unc.edu. They’ll be in both places for a few … Read more

Type: Categories: Last Updated:

During these extraordinary times when the UNC community is working, teaching and learning from new places and in new ways, keep in mind that help.unc.edu is a great resource for tips and “how-to” articles covering internet connections, Zoom conferencing tool, VPN and much more. Click the green bar at the top of the help.unc.edu web page as a starting point or, if you have a specific question, type it in the “How can we help you?” field. For ConnectCarolina questions, the Help tile on the ConnectCarolina home pages and the ccinfo.unc.edu website are good places to search for information. As always, if you need to request a service or something isn’t working, go to help.unc.edu and choose either the Something’s Broken button or the Request Service button and, your ticket will be directed to the people who can help.

Type: Categories: Last Updated:

In May 2016, after many years of great service, the mainframe computer was shut down, capping a year-long effort to decommission the legacy systems. This page collects in one place instructions for where to find information from legacy systems, and also how access is given for the legacy systems that are still up and running.

Type: Web page Categories: Finance, HR/Payroll, Reporting, Student Admin Last Updated: June 14, 2016

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

Type: Categories: Last Updated: May 18, 2021

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

Type: Categories: Last Updated:

This quick reference card gives you an overview of important information needed to register your device for 2-Step Verification as well as an overview of how 2-Step Verification works.

Type: Quick Reference Categories: Finance, General, HR/Payroll Last Updated: October 3, 2016

This procedure explains and demonstrates the GL Activity tab in InfoPorte. This tab shows journals for all account types: assets, liabilities, expenses, revenue, and fund balance. This document explains what each line on the tab represents and how it is different from the InfoPorte Transactions tab.

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 29, 2016

This report shows fund balances by department at different account levels. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 17, 2019

Explains the purpose and navigation of the GL Ledger Inquiry page in ConnectCarolina, which shows balances based on the GL Actuals ledger.

Type: Guide Categories: Reporting Last Updated: April 7, 2017

Explains the purpose and navigation of the GL Ledger Inquiry page in ConnectCarolina, which shows balances based on the GL Actuals ledger.

Type: Webinar Categories: Reporting Last Updated: May 25, 2016