Reminder The ConnectCarolina Finance and HR/Payroll components will be down beginning at NOON on Friday, Dec 7 so that we can begin the Finance software upgrade. When you return to work on Monday, Dec 10, you will be able log in and work in ConnectCarolina. Some important questions you’ve asked us: Why noon? Don’t we usually schedule planned outages after work hours? You’re right. We try our best to limit planned outages to night time or weekends. In this case, there are more updates than we usually have and that takes more time. What about students and faculty who are entering and viewing final grades this weekend? We scheduled the outage for the ConnectCarolina Student Administration component is in as small a window as we could make it. The Student Administration outage is from 10:00 pm on Sat, Dec 8 until 8:00 am on Sun, Dec 9. Can I still get into ConnectCarolina after 12:00 pm on Friday, Dec 7? Yes, until 10:00 pm on Saturday night, you can log into ConnectCarolina and access sites and systems that are outside of ConnectCarolina. For example, the links under Enterprise Reporting, General Links, Teaching Resources and Research Resources will be available. Keep in mind that you will not be able to get to those sites from ConnectCarolina from 10:00 … Continued
Email Communications Send Date: July 12, 2021 From: Janet Rupert, Director, Accounts Payable & Vendor Services To: Staff who create vouchers to pay students Subject: Reminder of Student Payments Moving to GradStar You are receiving this message because you have access to create vouchers in ConnectCarolina. Hello, Do you create vouchers to pay students? If so, we invite you to a webinar to learn more about changes coming to student payments. Reminder: Student Payments Moving to GradStar As a reminder, beginning August 1, 2021, payments that directly benefit education-related expenses for undergraduate or graduate students will no longer be paid through the campus voucher system. To ensure the University remains compliant, the system will prevent you from saving your voucher if you use an account that can only be used in GradStar. Join Us for a Webinar to Learn More Join us for the Changes to Student Payments for Voucher Preparers Webinar on Tuesday, July 20 from 2:00 p.m. – 3:00 p.m. In this session, we plan to: Give a high-level overview of student awards and where each type is entered. Discuss the accounts not allowed to be entered as vouchers. Discuss scenarios of payment types to avoid having them rejected. Let you know where you can go to find help. We will … Continued
Until recently, when employees left the University, the last department they worked in was responsible for paying out unused vacation and bonus leave, even if the employee had only been with the department a short time. That’s recently changed. On July 1, 2018, the University created a central pool to fund the payout of vacation and bonus leave when employees leave the University. Central Leave Pool Balances Payouts The new pool for leave payouts makes it easier for departments to plan expenses because they pay for terminal leave payouts in steady and predictable increments, instead of large, unpredictable payments when employees leave. The central pool also balances the burden of leave payouts across departments. For example, if a long-term employee takes a position in a different department and retires shortly after, the new department no longer has to fund the entire payout. On July 1, 2018, the University created a central pool to fund the payout of vacation and bonus leave when employees leave the University. Beginning with the July 6, 2018 paychecks, 1.2% of each source that funds the pay for SHRA and EHRA Non-Faculty leave-eligible employees will be charged to the central leave pool. The charge will appear on account code … Continued
Hello, As a follow-up to the message below that was sent out last week, we are sending this email to remind you of the changes going into the system this evening. Along with these changes, one additional change will be going into the system at the same time. On the Review Vendor page, you will only be able to search for a vendor using that person’s PID. In the coming weeks, we will be making similar changes to other finance pages in ConnectCarolina and will let you know when those changes are going into the system. Thank you for your continued understanding and flexibility, The ConnectCarolinaTeam To: Anyone with Access to the Independent Contractor Pages Send Date: Friday, October 26, 2018 Subject: Changes in Access Hello, We are sending this message to let you know about changes to pages you may have access to in ConnectCarolina. Please read this information carefully. 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 … Continued
Reminder: A change in the timing of budget-checking on vouchers and purchase requisitions is coming Thursday, February 1. We’ve received some questions about this change. Here are the answers. About the Transition to the New Timing The changes will be in effect starting the morning of Thursday, February 1. This means that vouchers and purchase requisitions created on February 1 or after won’t show as expenses in the Commitment Control ledgers (and won’t show in InfoPorte) until they’re fully approved. Vouchers and requisitions created before February 1, 2018 will continue on the same path they’re on and will remain in the Commitment Control ledgers the way they do today. Why are we changing the timing of budget checking? The current practice of budget-checking vouchers and requisitions before they are approved reserves funds at the time of creation. This causes several problems: When approvals are delayed and completed in a different month, transactions in Commitment Control and the General Ledger get out of synch, causing confusion. When vouchers or requisitions are denied, the budget is not always released automatically and sometimes requires time-consuming manual intervention to fix. When the release of funds is delayed, they are not available for other purposes. Changing … Continued
You can now create templates for the vouchers you create on a regular basis, such as student stipends or recurring payments. Starting with a template means you have fewer fields to fill in when creating these vouchers. One of the best features is that it is easy to create the template because you use the same process you use to create vouchers now. For instructions see Working with Voucher Templates. If you missed it, you can also watch a recorded webinar (held 12/15/17) that covered creating and modifying templates: Creating a Reusable Template for Campus Vouchers Webinar.
General information and tips and tricks for using InfoPorte.
In this presentation, attendees will receive tools and ideas used by the Vice Chancellor for Research’s Research Administration Service Center to provide customers with accurate and understandable reports from raw data exported from UNC Finance Systems (InfoPorte). These tools should provide (1) an increase in transparency by allowing Researchers to make informed financial decisions, (2) a reduction in reporting errors by eliminating and/or reducing manual entry and, (3) a reduction in the time taken to generate reports by increasing automation through the use of formulas. To just view the slides from this presentation, click here.
In this presentation, attendees will receive tools and ideas used by the Vice Chancellor for Research’s Research Administration Service Center to provide customers with accurate and understandable reports from raw data exported from UNC Finance Systems (InfoPorte). These tools should provide (1) an increase in transparency by allowing Researchers to make informed financial decisions, (2) a reduction in reporting errors by eliminating and/or reducing manual entry and, (3) a reduction in the time taken to generate reports by increasing automation through the use of formulas. To view the live recording of this presentation, click here.
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.
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? In this recorded webinar, we talk about which reports are best at each stage of the payroll funding process and why. You can also find the slides and the quick reference card for understanding reports related to employee funding on CCinfo.unc.edu.
The chart on this page shows, at a high level, how the payroll process works and where in the process reports pull information from. The table on the back explains the reports listed on this page and when it’s helpful to use each one.
This quick reference card provides the steps to request changes to a supplier’s address and payment methods.
The ConnectCarolina HR team and the UNC Equal Opportunity and Compliance (EOC) Office are making it easier for employees with disabilities to request the accommodations they need to do their jobs. What used to require three paper forms for 1) self-identifying as a person with a disability, 2) requesting an accommodation and, 3) completing a HealthCare Provider Release form, all are now available online in ConnectCarolina. It’s been a multi-phased process improvement effort that started in April 2017, when, for the first time, employees could voluntarily identify as a person with a disability in ConnectCarolina instead of downloading, printing and mailing a form to the EOC Office. Beginning March 1, ConnectCarolina will also become the place to request an accommodation for a disability and the Healthcare Provider Release is now part of the accommodation request. Faster Turnaround for Accommodation Requests If you’re someone who needs an accommodation to do your job, having easier and faster processes to obtain it can mean a lot. The following are a few examples of workplace accommodations that have assisted UNC employees: purchasing or modifying equipment or products, making a workstation accessible, modifying a schedule, allowing leave, modifying methods and providing a service. Moving from paper … Continued
This self-paced course covers how to request new chartfield values, request a new Source, delete a Source request and deactivate a Source.
These slides accompany the Requesting Suppliers and Independent Contractors training.
This guide is used for the class called, Requesting Suppliers and Independent Contractors. This guide covers how to: request a new supplier and a new independent contractor request changes to how a supplier or independent contractor is set up work with foreign suppliers and wire transfers complete the New Independent Contractor Predetermination Process
Slides from the Requisitions, Inquiries and Receiving class.
Email Communication Send Date: 2/8/21 From: Walter Miller, Director of Payroll Services To: PAAT Basic and Advanced Users, ePar Complex Originators, Finance Campus Unit Leads, Business Managers Subject: Retroactive Payroll Distribution Program We are excited to announce 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. If you have questions, please contact the Business Systems Help Desk at 962-HELP. 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 … Continued
As part of the ConnectCarolina upgrade that is scheduled for the weekend of October 28-30, 2016, the project team will be rebuilding the RPT environment starting at noon on Monday, October 24 through 8am on Tuesday, November 1, 2016. The RPT environment will not be available from 5:00pm on Friday, October 28 through 8:00am on Tuesday, November 1, 2016. Any queries created or saved during that period won’t be available in the upgraded RPT environment when it is live on Tuesday, November 1. All queries created and saved before noon on Monday, October 24 will be available for use during the week before the upgrade and will be moved to the upgraded RPT environment. If you need to create or modify queries during the period October 24-28, you will be able to do so, but you will need to recreate those queries or changes in the upgraded environment. We recommend that you take a screenshot of your query or save it outside the system to make it easier to recreate. We apologize for any inconvenience that this may cause. This work will minimize disruption after the upgrade is complete. Thank you for your understanding.
The Ad-Hoc Queries (RPT) link for HR/Payroll in ConnectCarolina will be unavailable this Saturday, April 8, from 4:00 pm to 8:00 pm so that we can make some improvements to how you access the reporting environment. The Changes You’ll Notice After 8:00 pm on Saturday, you’ll need fewer clicks to get to the queries in the reporting (also called the “RPT”) environment. Instead of the RPT Ad-Hoc Queries link under the HR/Payroll option on the ConnectCarolina home page, you’ll see a link called Ad-Hoc Query Viewer (RPT) and it will take you straight to the Query Viewer page. Similarly, if you also have access to Query Manager, you’ll see a new Ad-Hoc Query Manager (RPT) link which takes you straight to the Query Manager page. Clicking the link will no longer open the reporting environment in a new window or tab, and you’ll no longer see the Oracle logo—you’ll see the query option along with the other options you have in ConnectCarolina. After 8:00 pm on Saturday, you’ll also be able to access the query options from the Main Menu (the blue bar near the top of the screen). So the two ways you’ll be able to access the query … Continued
This self-paced course covers how to perform project budget overview inquiries on grants and contracts to analyze expenses.
Student guide to the course.
A step-by-step guide to running the Deposit Status Report and the DCT Receipt Report.
This self-paced course covers how to access and run the following PAAT reports: Review Pending Transactions; Current Suspense Charges; and Labor Expense Summary.
The procedure explain at a high level the factors that comprise the F&A formula allocation equation, demonstrates how to run the F&A Formula Allocation Report, and interpret the results of the report.
The OSR Contract Closeout Report, found in InfoPorte on the OSR Financial Reporting Tab, is used to facilitate Award/Contract closeout systematically. This report will serve as a tool to ensure all OSR close out processing, status validation, and other reconciliation processes have been completed successfully.
The Salary Funding Report shows the funding sources for an employee’s salary, per job at UNC-Chapel Hill and UNC-General Administration. It is a funding based report and does not display all job data activity. This report shows how much of an employee’s salary is allocated to each funding source. You can run the report to see what is currently being used to fund an employee as well as enter a specific date range to see what has historically been used. You can filter by selecting an employee’s Home (Job) department as well as a Funding department. You can narrow your search results by applying specific fund, source, and/or project ID numbers as well by employee type, position number, or employee PID number.
The Salary Funding Report is now live in InfoPorte. The Salary Funding Report shows the funding sources for an employee’s salary, per job at UNC-Chapel Hill and UNC- General Administration. This report shows how much of an employee’s salary is allocated to various funding sources. It is a funding report and does not display all job data activity. Both HR and Finance staff (with enhanced financial reporting access) will have access to this report to help make many business decisions such as identifying funding for the Annual Raise Process (ARP). You can also use the report to assist with reconciliation. The report answers important questions about where funding for an employee started and if an employee is currently being funded correctly. This report also allows users to determine if funding needs to be switched for an employee if a funding source or research project is ending soon. To run the Salary Funding Report, choose this menu option in InfoPorte: HR > Payroll > Salary Funding. Here you can either show current funding sources, by selecting Current Funding, or show past funding sources by entering a date range for the report using the Date From and Date Thru Fields. You can … Continued