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Good news! If you travel on behalf of the University or incur frequent business meeting expenses, you can look forward to significant improvements to the travel and expense system beginning this summer. For example, if you apply for and receive a UNC Travel and Expense card, you won’t need to pay for most expenses out-of-pocket and wait for reimbursement anymore. Stay tuned for more information in the ConnectCarolina Finance Updates and the April edition of the ConnectCarolina newsletter.

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

Some managers and employees will be working on mid-cycle and probationary performance reviews in Carolina Talent next month. The Office of Human Resources is syncing up SHRA and EHRA review periods. For EHRA employees, that means the 2021-2022 performance period is shortened to July 1, 2021, to March 31, 2022. Going forward, performance periods will be April 1 through March 31 of the following year for all EHRA Non-Faculty and SHRA employees. Mid-cycle and probationary reviews affect: any employee (and their manager) who received a “Not Meeting Expectations” in the last performance year and, SHRA employees (and their managers) in their probationary period. Probationary reviews need to be completed during each quarter during the months of April, July, October, and January. All documentation for mid-cycle and probationary reviews is completed in Carolina Talent Performance. You can find the Carolina Talent Performance tile on your ConnectCarolina Self Service home page. The Process     I. If you are an affected employee, you will receive an email from Carolina Talent to let you know you can complete an optional self-assessment prior to meeting with your manager. You can complete your self-assessment between October 1 and October 15. Your manager receives a task message (email) from Carolina Talent when you … Read more

ConnectCarolina is just one of the systems that Mike Barker oversees in his role as Vice Chancellor for Information Technology and Chief Information Officer. He’s also a ConnectCarolina user and recently, we had a chance to sit down with him and we asked him how and when he uses ConnectCarolina. How Do You Use ConnectCarolina? “I think the last time I used ConnectCarolina was to look at my paystub—to see if the deduction for the “Recreational Membership” to campus recreational/exercise facilities is still being assessed (it was/is). I seem to go in to ConnectCarolina more frequently than one would expect to access my benefits information (this probably says more about my memory than it does anything else). I’ve tended to go directly to TIM for time entry and, on occasions I need to look at some HR or Finance info, to Infoporte. With that said, I find myself going through ConnectCarolina a bit more to get to TIM and Infoporte these days. In a sense, then, I think I’m in some ways very much a “typical” user of ConnectCarolina: the business of the university runs, and I dip into the systems basically as any other employee.   Like most of the campus employees, … Read more

The Monthly Management Reports are a static snapshot of the previous month’s transactions, taken the night that Accounting Services closes the month, to help with your department’s month-end reconciliation.  

Did you know that you can now access your benefits, leave and retirement forms, including Flexible Spending Account (FSA) claim reimbursement forms, directly from ConnectCarolina? With the recent ConnectCarolina Makeover, all of that and more is available through the My Benefits tile on your Self-Service home page in ConnectCarolina. If you need help finding it or want more information about what you can see in My Benefits, check out this handy ConnectCarolina Makeover Update reference.

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.

My Learning went live on July 28, and with a little over a month chalked up, we want to share some usage data, a few tips, and feedback from those who are already using the My Learning tool to manage their LinkedIn Learning, Office of Human Resources, and the Equal Opportunity and Compliance Office learning opportunities. If you haven’t yet used the My Learning tool, you may want to check out the Using My Learning in Carolina Talent webpage to learn more about the how to get started.  What We Know- The Data (July 28 – August 27, 2020)  Total number of people who have logged in: 1,793  Total number of completed online classes (LinkedIn Learning): 331  Total number of completed My Learning: START HERE online training: 620 Total number of completed instructor-led sessions: 242  Tips We Want to Share  When working with menus, remember “hover, hover, click.” In Carolina Talent, instead of clicking each menu choice, you hover over an option to display the next menu and only click on the final choice. Pop-ups: Carolina Talent uses pop-ups frequently. Be sure to accept pop-ups in your browser (you’ll need to do this for each browser you use and for both Carolina Talent and LinkedIn Learning). LinkedIn Learning: There are two ways to access LinkedIn Learning and the difference between the two is the difference between having your course appear on your transcript or not. First activate your LinkedIn Learning account (if you’ve already activated your account, no need to do … Read more

A quick reference guide to using the navigation bar functions in a computer-based training to move throughout a course.

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 Sent February 1, 2023 To: ConnectCarolina administrative users who create purchase requisitions From: Financial Reporting and Management Services Effective immediately, due to the implementation of a new accounting standard GASB 96 – Subscription Based IT Arrangements (SBITAs), two new accounts were set up in PeopleSoft: Account 527261 – Subscription-based software and Account 527262 – Subscription-based infrastructure To ensure proper usage of these accounts, a new category, “UNC00248 – Subscription-based Software/Infrastructure” was established. Selecting this category will prepopulate the account field with 527261 – Subscription-based software. If the requisition is for “Subscription based-infrastructure,” the account should be manually changed to 527262. This new process applies to only new requisitions, users do not need to submit change orders for requisitions already in the system. For further clarification, traditional license software/infrastructure requires a one-time fee to purchase the software/infrastructure, followed by periodic maintenance costs which cover upgrades and patches. If you stop paying for the maintenance, the product will still work but upgrades and patches will not be installed. By comparison, subscription-based software/infrastructure requires an ongoing fee to be able to access and use the product. For questions regarding this process, contact: Karin Pecaut Financial Accountant Financial Reporting and Management Services T: (919) 962-6923 Email: pecaut@email.unc.edu  

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

The new Campus Journal Entry option is now available for use. New enhancements were installed, including the option to enter multiple lines on a correcting journal. Campus users will notice a different look to correcting journal entries. For additional info on the new features, watch the recording of the Campus Journal Entries: Correcting JE Enhancements webinar, available here:  https://youtu.be/it0tBvngvgk 

You’re at your desk, and you’re having issues pulling a report for an upcoming meeting. Who are you going to call for help? Ghostbusters The ITS Service Desk Your coworker who seems tech-savvy Your boss If you answered b, chances are you’ve already worked with the ITS Service Desk. You can call with technical problems, but you can also call if you have a question about how to do something in ConnectCarolina or InfoPorte. There are several ways to submit help requests, but “Calling 962-HELP,” says Theresa Silsby, Director of the Business Systems Service Desk, “is by far the easiest and fastest way to resolve problems.”  You may notice a chat option, but Theresa doesn’t recommend using it for these types of questions since ConnectCarolina work sometimes contains sensitive information. For tips and best practices on contacting the Service Desk, check out the points below. Screenshots are worth a million words. “Screenshots help everyone get on the same page, says Finance lead Joey Ware-Furlow, “and provide evidence if we have to pass along the ticket.” Paint a picture. Details help the Service Desk prepare and saves time. Be available for call backs. Especially for critical tickets, try to stay near … Read more

Open Enrollment is right around the corner! As usual, you will complete your enrollment in ConnectCarolina through the Self Service > My Benefits tile, but this year you will see two new options under Benefits Enrollment: 1. State Enrollment Portal: You will use the State Enrollment Portal for health insurance, dental, vision, flexible spending accounts, and accident plans. 2. UNC System Enrollment Portal: You will use the UNC System Enrollment Portal for group term life, accidental death & dismemberment, cancer, and critical illness plans. Step-by-step instructions for using these portals will be available during the Open Enrollment period, October 10-28, 2022.

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

Hello System Office ARCs, We’d like to make you aware of a new form for requesting HR access called “Request for HR ConnectCarolina Access – UNC System Office.” This new form is specific to your needs in the System Office. Since many of your HR roles are specific to System Office functions and only System Office employees can have access to these functions, we have pulled those roles from the HR Central Office and HR Campus forms and combined them onto one form you can use when requesting HR access. You can find the new form on CCinfo.unc.edu under “Access Request Forms.” This form doesn’t change any of the processes already in place for requesting access, but we hope it will make your job as an ARC a bit easier. Let us know if you have any questions about the new form. Thank you,   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  

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.

For pay dates that occur after October 1, 2017, you will notice a different appearance for your paystub. The payroll data in the improved paystub will be correct, although there will be some appearance differences on your paystub where your earnings, deductions, leave, etc. are displayed.      

Good news for HR Reps. We’ve created a new Working with Payroll help document that provides not only a big picture overview of the processes but also includes payroll term definitions, an overview of the EHRA and SHRA payroll processes, links to payroll calendars and instructions for adding payroll dates to your personal Outlook calendar. The new help document also includes step-by-step directions for dealing with underpayments and overpayments.

Summary and detailed description of the new reports released on June 15, 2015, specifically focusing on reports for fiscal year-end. Also includes summaries of new reports coming soon.

If you manage financial information for sponsored projects, you can look forward to a new tool to help track and report financial information. The new Research Administration Management (RAM) Reports were developed through a partnership with the Office of Sponsored Research (OSR) and Information Technology Services (ITS). The information in the RAM reports is pulled directly from ConnectCarolina and RAMSeS and is one day behind ConnectCarolina. The RAM Reports offer campus and central offices the same view of financial data. Having one report to look at will improve transparency and streamline the processes involved in financial monitoring and reporting for contracts and grants. A few highlights of the RAM Reports: provides intuitive navigation, access to financial information at both the project and award levels, ability to drill into detailed transactions on all expenses, and reports are downloadable to Excel. The RAM Reports will be released to campus on April 7. For more information about the reports and a sneak peek, refer to the March 31, 2020 email from the Office of Sponsored Research.

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

Email Communication  Send Date: October 02, 2020 From: ConnectCarolina To:  BuyCarolina Users Subject: New Search Fields in BuyCarolina   Note: You are receiving this message because you have access to place orders in BuyCarolina. Starting Saturday, October 3, BuyCarolina will have additional search filters when you use the Search. Until now, you could only filter search results by supplier, category and price. Now you’ll be to filter based on criteria specific to the item you’re searching for. For items such as lab supplies that have a lot of choices, the additional filters will help you find a specific item more quickly. How it works First you search for an item using the search bar, like always. If the item you’re searching for has additional filters, they will be listed below the Price Range filter. These filters are dynamic and display categories that apply to the item you’re searching for. For example, if you search for “gloves,” you will see filters such as Brand, Coated, Color, Latex, and so on.     If you have any questions, contact the Business Systems Help Desk at (919) 962-HELP, option 2. Thank you, The ConnectCarolina Team View the email in its original format – New Search Fields in … Read more

A new set of reports for State funds will be available starting January 6th.  The reports will provide a snapshot to help with reconciling your accounts in InfoPorte. These reports are created right after Accounting Services closes a month and are delivered as PDF and Excel (CSV format) files. October and November are currently available, and December will be available once the month is officially closed. To view and download the reports, log into InfoPorte and follow this menu path: Finance > Monthly Reports > use the filters to find the reports for your department. Whether you look at a report right after a month is closed or several months later, the report does not change. To learn more about these reports, check out the guide, webinar slides and webinar recording postings.

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

Email Communication Send Date: October 29, 2020 From: InfoPorte via ConnectCarolina Communications To:  InfoPorte Administrators Subject: New Way to Grant Access in InfoPorte Hello, We have good news for those of you who grant access to InfoPorte. Beginning Friday, October 30, 2020, you’ll be able to grant access to someone by copying the permissions of another person in InfoPorte. To grant access by using the Copy User button, you’ll enter the name or PID of the person you’re copying in the Copy From User field and then click the green Copy User button. The system will display all of the copied roles in the permissions section on the right. As with all other InfoPorte access granted on this tab the permissions will be in place the following day.   Note: You can’t use this feature to grant access to Student functions, Root functions, or any functions that are for all UNCCH access. We hope this new feature makes granting access easier for you. Sincerely, The InfoPorte Team   View the email in its original format – New Way to Grant Access in InfoPorte  

We’ve made it easier to sign up for ConnectCarolina instructor-led training.  You are now able to search for classes, make new registrations and edit or cancel existing registrations from a single website. You no longer need to use the training calendar previously available on CCinfo.  Instead visit the new page, Register for a Class, and click the green button at top to access the training site. In the new site, you are able to search for instructor-led training opportunities and manage your existing registrations.   This new system provides a streamlined process that makes it easier to register for and cancel classes, as well as view your class history.