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We’re about halfway through the 2020-2021 performance review period and we want to share a few tips for managers as you work through the performance reviews, development plans and goal setting for your EHRA non-faculty employees. Managers have already assigned over 21,000 goals to employees in Carolina Talent. Quick Tips for Managers:  If your employee already signed their performance plan but you need to make a change, you can do that at any time . To make a change or track progress for a goal, follow this path: Performance > Goals. To make a change or track progress for a development plan, follow this path:  Performance > Development Plans.  Your employee will receive an email notification anytime  a change is made. If you need to make a change to a performance plan you submitted before your employee signs it, you have a couple of options: Submit a help ticket to have the performance plan re-opened at help.unc.edu > search Carolina Talent > choose the Carolina Talent request, complete the fields, and submit your ticket. Wait for your employee to sign the plan and then make changes through the menu option (see tip number 1 for steps). Again, your employee will receive an email notification anytime a change has been made. If you want to see the status of tasks for your team, you can run a report from the Carolina Talent menu by … Read more

We’re about halfway through the 2020-2021 performance review period and we want to share a few tips for managers as you work through the performance reviews, development plans and goal setting for your EHRA non-faculty employees. Managers have already assigned over 21,000 goals to employees in Carolina Talent. Quick Tips for Managers:  If your employee already signed their performance plan but you need to make a change, you can do that at any time . To make a change or track progress for a goal, follow this path: Performance > Goals. To make a change or track progress for a development plan, follow this path:  Performance > Development Plans.  Your employee will receive an email notification anytime  a change is made. If you need to make a change to a performance plan you submitted before your employee signs it, you have a couple of options: Submit a help ticket to have the performance plan re-opened at help.unc.edu > search Carolina Talent > choose the Carolina Talent request, complete the fields, and submit your ticket. Wait for your employee to sign the plan and then make changes through the menu option (see tip number 1 for steps). Again, your employee will receive an email notification anytime a change has been made. If you want to see the status of tasks for your team, you can run a report from the Carolina Talent menu by … Read more

Release Notes   Send Date: October 30, 2020 From: Information Technology Services To:  LMS Admins, Instructors Subject:  Carolina Talent – Release Notes /  Changes Coming October 30, 2020

Performance appraisal season is coming around again. The fundamentals are still the same—performance reviews, performance plans, and for SHRA employees, competency assessments. What’s different is that this year, Carolina Talent provides the start of a new, better way of getting them done. You’ll find the links to Carolina Talent performance management in ConnectCarolina. There’s a Carolina Talent Performance tile on your Self Service home page and managers and HR personnel will also have performance management links in their WorkCenters. Here are a few of the things we think you’ll like: Carolina Talent provides a central place to quickly access goals and development plans, making it a little easier to keep the performance conversation going all year long. Managers and employees can update progress on goals and development plans at any time. Entering goals is quicker, because managers can assign a goal to multiple team members and copy them from year to year. Managers can link any training in Carolina Talent to an employee’s development plan. Approvals will be online. No more printing or emailing forms. What’s changing for SHRA and EHRA-Non-Faculty employees this performance plan period? Your managers will still use the PDF form to complete 2020-2021 performance appraisals and, … Read more

A quick reference for cash advances with account codes, scenarios, and naming conventions.

Confused about Cash Advances – When you can use one? How to submit one? Why was my journal denied? Come learn about the Cash Advance policy, procedure, and what you need to get your reconciling journal entry approved the first time you submit it. To view the live recording of this presentation, click here.

Confused about Cash Advances – When you can use one? How to submit one? Why was my journal denied? Come learn about the Cash Advance policy, procedure, and what you need to get your reconciling journal entry approved the first time you submit it. To just view the slides from this presentation, click here.

Webinar on how to create and settle cash advances in ConnectCarolina.

Slides for the Cash Advances webinar.

This reference card explains the billing areas that send charges to the Customer Billing Management (CBM) and Bill Presentation system, as well as what the process for reconciling looks like. Includes charts to explain the fields on the forms.

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

As part of the Spring 2018 census activities, there will be an outage of the Student Administration component of ConnectCarolina on Tuesday, January 30th, starting at 5:00 pm and ending around 12:00 am. Census is the official date the University reports enrollment. Faculty, students and staff will not be able to access ConnectCarolina Student Center during this time. Finance functions are not affected by this outage, but the Hire ePAR form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID. List of affected ConnectCarolina applications  During the January 30th outage, these ConnectCarolina applications may experience limited or no functionality: Student Administration Third-Party Proxy Access ePAR hire form TouchNet (students and third-party proxies cannot pay bills; applicants cannot pay enrollment deposits) Some Guest ID and Onyen update services PID Create UNC Directory (lookups available but not updates) UNC Online applications for enrollment (Summer School, Nursing, Part-time Studies, etc.) Friday Center applications (CPPSReg, PDEPReg, CEU, FCCPS)   If you have questions or problems … Contact the Service Desk at 919-962-HELP or help.unc.edu. To see the most up-to-date system status, go to https://status.its.unc.edu/.  

This webinar explains the changes that are coming to the timing of when vouchers and purchase requisitions, including eProcurement orders, are budget checked and when they show up in InfoPorte.

Beginning August 2021, changes will be made to the timing and method of some student award payments to ensure the University is compliant with federal and state regulations. Starting in 2020, a workgroup including members from The Graduate School, Office of Scholarships and Student Aid, University Finance (Accounts Payable, Cashier, Payroll), the Chancellor’s Office, Office of Sponsored Research and Information Technology Services took a comprehensive look at how financial aid payments are made, and they identified some changes that need to be made to ensure compliance. Tracking the payments Students at Carolina are involved in many types of activities and receive opportunities and payments from a variety of sources including federal or state aid, scholarships, training grants and awards. Most of these payments are considered financial aid, and as such, the sum of these payments should not exceed the cost of attendance for that student. If the financial aid a student receives exceeds their cost of attendance, the University is out of compliance. What’s considered financial aid? Any money paid to support a student’s academic progress is considered financial aid unless it is compensation for work performed, like being a teaching assistant or reimbursement of expenses for travel performed on behalf of the University. For example, … Read more

Beginning August 2021, changes will be made to the timing and method of some student award payments to ensure the University is compliant with federal and state regulations. Starting in 2020, a workgroup including members from The Graduate School, Office of Scholarships and Student Aid, University Finance (Accounts Payable, Cashier, Payroll), the Chancellor’s Office, Office of Sponsored Research and Information Technology Services took a comprehensive look at how financial aid payments are made, and they identified some changes that need to be made to ensure compliance. Tracking the payments Students at Carolina are involved in many types of activities and receive opportunities and payments from a variety of sources including federal or state aid, scholarships, training grants and awards. Most of these payments are considered financial aid, and as such, the sum of these payments should not exceed the cost of attendance for that student. If the financial aid a student receives exceeds their cost of attendance, the University is out of compliance. What’s considered financial aid? Any money paid to support a student’s academic progress is considered financial aid unless it is compensation for work performed, like being a teaching assistant or reimbursement of expenses for travel performed on behalf of the University. For example, if a … Read more

Email Communication Send Date: February 2, 2020 From: ConnectCarolina Communications To: Employees with access to create campus vouchers in ConnectCarolina Subject: Changes for Campus Voucher – Join the Webinar Hello, You are receiving this email because you have access to create campus vouchers in ConnectCarolina. A better way to bring new suppliers on board is in the works. To get ready, we’re doing some work to voucher entry. Starting Friday, February 21, you’ll see these changes in ConnectCarolina: The Location field is being repurposed and will be called Payment Method. A new Address field will be below the Payment Method field. Both fields will be filled in with the default values that are listed in ConnectCarolina for the supplier. You must change the values in either field if you need to use a different address or payment method. We encourage payments to be made by ACH instead of system check. To learn more about these changes, join the Zoom webinar on Tuesday, February 18 at 10:00a.m. If you’re unable to join the webinar, we’ll be recording it and posting it on CCinfo.unc.edu. Sincerely, The Accounts Payable and ConnectCarolina Teams View the email in its original format – Changes for Campus Voucher – Join the Webinar  

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 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, November 1 after 5:00 pm, the following changes will be in place on the UNC Campus > Independent Contractor pages: You will no longer see the Social Security # search field on the Find an Existing Value tab. You will no longer see the SSN field in the Search Results. The Social Security # field on the Independent Contractor form will be fully masked; you will only see asterisks in this field. If you are adding a new independent contractor, after you enter the Social Security Number in the Social Security # field and tab out of the field, the entire Social Security Number will … Read more

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. As we have shared previously, 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 continue to 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. Beginning on Monday, December 17 after 5:00pm, the following changes will be in place on the UNC Campus > Campus Supplier pages: You will no longer see the TIN or PID search field on the Find an Existing Value tab. If there’s a Tax Identification Number (TIN) in the TIN or PID field, the Search Results will be fully masked, you will only see asterisks in this field. If there’s a TIN in the TIN or PID field on the Supplier Data form, it will be fully masked (you will only see asterisks in this field). If there’s a PID in this field, you will see the last 4-digits, as you do in the system today. If you are adding a new supplier and the supplier type is Other Supplier and you know the … Read more

Hello, You are receiving this email because you have access to the “Hire” or “Affiliate” ePAR in ConnectCarolina and today we are restricting access to the Social Security Number (SSN). 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 5:00 pm, you will no longer be able to see or search the National ID/SSN field on the Hire or Affiliate ePAR. This change applies to: the search fields on the Step 0 of 5: Candidate Search page and the results screen on the Hire ePAR, the Step 0 of 5: Identity Information page on the Hire ePAR, the Affiliate Lookup page and the search results screen on the Affiliate ePAR, and the Add or Update an Affiliate page on the Affiliate ePAR. The best way to search for a … Read more

Email Communication Send Date: August 26, 2021 From: ConnectCarolina Communications on behalf of Yiwen Wang, Financial Accounting Manager, Accounting Services To: Users who create journal entries Subject: Changes in Correcting Journal Entries for Student Payments   Sent on behalf of Yiwen Wang, Financial Accounting Manager, Accounting Services You are receiving this message because you can create journal entries in ConnectCarolina. Beginning August 1, 2021, payments for student stipends, scholarships, fellowships, awards or any other payments that directly benefit education-related expenses for undergraduate or graduate students will be paid through GradStar. Please refer to the Student Payments Moving to GradStar email for more details. To keep GradStar and ConnectCarolina in sync, the following twenty-nine GradStar accounts can no longer be corrected by Correcting JE (Correcting Journal Entry) in ConnectCarolina. Student payments recorded in GradStar should be corrected through the GradStar system if possible. For student payments that cannot be corrected through GradStar, they can be corrected by Other Campus JE (Other Campus Journal Entry) in ConnectCarolina. Please be aware GL account number cannot be changed. Supporting documentation, including copy of original payment transaction, should be attached for justification. You can contact at Yiwen Wang at yiwen_wang@unc.edu or accounting@unc.edu for questions.   … Read more

Hello, We are sending this message to let you know about some changes to pages you may have access to in ConnectCarolina. These changes will occur in two phases over the next few weeks. Our highest priority is securing our employees’ sensitive information, such as social security numbers. These changes will help tighten security by limiting the number of places you can see any part of a social security number, as well as who can see them. Phase 1: Beginning this Friday, September 21, the following changes will be in place: You’ll need to go to Workforce Administration > PID Search Match or Workforce Administration > Find Existing PID pages to look up employees and students. You’ll no longer have access to the Search/Match page in ConnectCarolina. On the Add/Update a Person page, you’ll no longer see the National ID field. If you need to look up employees or students, you’ll need to use the Workforce Administration > Find Existing PID page. Phase 2: Beginning on Friday, September 28, the following changes will be in place: You’ll no longer be able to see the information in the National ID/SSN fieldon any Student Administration pages in ConnectCarolina. If you believe you have a business need to see part or all of this field, you’ll … Read more

As part of the continuing effort to keep sensitive information safe, changes are being made to how W9 attachments work in ConnectCarolina.  The changes will be effective Friday, August 4. Changes include: You will be the only person who can see W9s attached to the independent contractor requests that you have not submitted. You will no longer be able to open a W9 attached to an independent contractor request once the request is fully approved by Disbursement Services. You can see the attachments while the request is in the approval process. If the request is denied, you will be able to open the W9 attachment. If you have not submitted the request for approval, you will be able to delete attachments. A new “On Hold” status identifies independent contractor requests that have been saved but not submitted for approval. A new On Hold field on the Independent Contractor search screen lets you find requests that have been saved but not submitted for approval: You can also see whether the request is on hold at the top of the first page of the request: If you have questions about these changes, contact the Help Desk at 919-962-HELP or at help.unc.edu.

Email sent on January 30, 2023 From ConnectCarolina Finance You are receiving this email because you work in BuyCarolina The BuyCarolina (Coupa) system has a planned maintenance release scheduled for Friday, February 3, 2023. After the release, you’ll notice some changes to the look of the system. Note: There is no outage associated with the release. Improved Announcements A streamlined Announcement section ensures you stay informed on updates, events and more. You will now find the Announcements on the top left section of the landing page versus across the top as a carousel. Unread announcements are highlighted as “New” and continually appear on the homepage until you open them. Once opened, the announcement is marked as read. The next unread announcement will be highlighted when you reopen the homepage. The display changes to a simpler view once you have read all announcements. You can revisit previously read announcements by clicking the Announcement section again. Additional Changes You May Notice OpenBuy Search: You may now search multiple suppliers when available. Click the magnifying glass next to Supplier for the option to Search All Suppliers.   Write a Request: UNC-Chapel Hill is not set up to use this feature. Do not submit a request using this … Read more

Three changes have been made for the Campus Vendor Request system. Bio-demo information (such as address) is pulled from the Student Administration part of ConnectCarolina. What this means is that you’ll no longer request changes to bio-demo information for employees, students, or affiliates through the Campus Vendor Request system. If changes are needed, the person being set up as a vendor needs to make the changes through the UNC Directory or through the Self Service option in ConnectCarolina. Or, an HR representative who has access to change bio/demo information can make the change. The address listed as HOME address for tax reporting (W-2, 1099. 1098T) is the only address that will be used in the Campus Vendor Request system. You are able to request a new type of vendor class, called an Affiliate Vendor with PID.  You use this vendor class for all persons who are defined as affiliates in the HR/Payroll system (such as hospital employees). Employee banking information is pulled from the Payroll system, so you may no longer request changes through the Campus Vendor Request system. You can still request changes to banking information for other types of vendors, such as independent contractors, students, and affiliates with … Read more

Beginning July 1, if you use ConnectCarolina for entering transactions, you may notice that budget checking runs a little more quickly.  If you use the system for keeping track of your budget as well, you may notice some other changes. Why Are We Changing? ConnectCarolina organizes expense and revenue ledgers into groups and currently, there are 18 ledger groups.  Every time you make a purchase or move funds in ConnectCarolina, your transaction gets recorded in as many as 9 of those ledger groups.  What this means is that millions of transaction lines have been created since the Finance go-live in October 2014, and all of those transactions have to be processed and stored. The changes to ledger groups will reduce the number of transaction lines created and will, in turn, speed up the budget checking that happens overnight and decrease the amount of data that the University needs to store. Here’s What’s Changing Although many of the changes to simplify budgeting improve the performance of the system and are behind-the-scenes, there are some that you may notice, especially if you work with budget ledgers in the system. If you do budgeting in the system, you need to know: You will … Read more

Email Communication  Send Date: July 16, 2020 From: ConnectCarolina Communications on behalf of Accounting Services To:  Employees with access to campus journal page Subject: Changes to Deleted Journals in ConnectCarolina Note: You’re receiving this message because you have access to the campus journal page in ConnectCarolina. Hello, Starting July 17, we are enhancing the journal deletion process in ConnectCarolina. Going forward, you’ll be able to search for journals that have a status of “Deleted” so that you can retrieve deleted journals and review the attachments. This will be helpful if you need to recreate a journal that was previously deleted. With the new feature, when you delete a journal, you’ll see a message telling you that the journal was “logically deleted” in the system which means that it is retained in the system for information only and will never be posted in any of the ledgers. If you need to look up a deleted journal, you can search for it on two pages: The Campus Journal Validation page The Journal Inquiry page For screenshots and more information about the change, please refer to this quick reference slide deck on CCInfo.unc.edu. We are updating the Campus Journals guide on CCinfo.unc.edu with instructions for deleting journals and … Read more

Email Communication Send Date: April 14, 2020 From: ConnectCarolina Communications To: Employees with access to the Departmental Workflow page in ConnectCarolina Subject: Changes to Departmental Workflow page Hello, You are receiving this email because you have access to the Departmental Workflow page in ConnectCarolina. As you may have heard, a new Travel & Expense system (also known as Concur) is launching later this year. This new system will make it easier for employees to reconcile their travel and business entertainment expenses, both out-of-pocket and on the new Travel & Expense Card. To get ready for this change, we are updating ConnectCarolina to let you specify travel and expense approvers in the same place that you specify other types of approvers. Instead of managing travel approvers in the FRED system, you’ll manage them in ConnectCarolina on the Departmental Workflow page. You don’t need to set up travel and expense approvers in ConnectCarolina until your unit is onboarded into Concur. In the meantime we want to show you the new fields and explain how they’ll be used. Join us for a webinar on Wednesday, April 22 at 2:00 p.m. to hear about the new fields and how they’ll be used. We look forward to talking to … Read more

Email Communication  Send Date: June 30, 2020 From: ConnectCarolina Communications / Accounting Services To: You’re receiving this message because you have access to ConnectCarolina Finance Data. Subject: Changes to Journal Header Table in ConnectCarolina Note: You’re receiving this message because you have access to ConnectCarolina Finance Data. Hello, Starting in July, we are enhancing the journal deletion process in ConnectCarolina. The journal will be ‘logically deleted’ but will still exist in the system. Moving forward, you will see a new Journal Header Status of “D” for Deleted on the Journal Header table in ConnectCarolina: The table name is PS_JRNL_HEADER The field name is JRNL_HDR_STATUS = “D” If you have reports that are pulling from this table, you’ll want to make sure to exclude the deleted journals from your report so that your reports are not out of sync. If you have any questions about this change, you can submit a help ticket at help.unc.edu or (919) 962-HELP. Sincerely, Yiwen Wang, Accounting Services The ConnectCarolina Team View the email in its original format – Changes to Journal Header Table in ConnectCarolina

This webinar covers topics such as how students receive money, accounts allowed and not allowed, and some scenarios of student awards paid by voucher. Due to a technical issue, this recording ends in the middle of the last slide. You can also find the slides for the webinar  and the answers to the questions that were asked during the webinar posted on CCinfo.unc.edu as well.

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.