Part of a series of self-paced courses that covers available tools in InfoPorte.

Type: Computer-Based Training Categories: Finance, Reporting Last Updated: November 1, 2014

Part of a series of self-paced courses that covers available tools in InfoPorte.

Type: Computer-Based Training Categories: HR/Payroll, Reporting Last Updated: January 1, 2015

Part of a series of self-paced courses that covers available tools in InfoPorte.

Type: Computer-Based Training Categories: Reporting Last Updated: January 1, 2015

Part of a series of self-paced courses that covers available tools in InfoPorte.

Type: Computer-Based Training Categories: Reporting Last Updated: February 1, 2015

Part of a series of self-paced courses that covers available tools in InfoPorte.

Type: Computer-Based Training Categories: Reporting Last Updated: February 1, 2015

Part of a series of self-paced courses that covers available tools in InfoPorte.

Type: Computer-Based Training Categories: Reporting Last Updated: January 1, 2015

To: InfoPorte Users with Access to the Affiliates Report or the Expected End Date Report Sent: Thursday, August 16, 2018 Subject: InfoPorte Updates Hello InfoPorte Users, Good news! For those of you that run the Affiliates report and the Expected End Date report in InfoPorte, you’ll notice a few helpful updates have been made today.

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An introduction to using employee and position searches, payroll reports, and SAS Reporting in InfoPorte.

Type: Slideshow / Presentation Categories: HR/Payroll, Reporting Last Updated: October 21, 2014

Principal investigators (PIs) will automatically have access to the PI Dashboard in InfoPorte, as long as they are the lead PI for at least one sponsored project. Research administrators can have access to see the same view as the PIs that he or she supports. When you are setting up a research administrator’s access to dashboards, you need to grant access for each PI individually. Follow these steps to grant a research administrator access to a PI’s dashboard:

Type: Quick Reference Categories: General, Research Last Updated: September 6, 2017

Instructions for Guest ID creation for former employees of University of North Carolina at Chapel Hill. Former employees who no longer have an active Onyen and wish to view W2 and other data can now sign up for guest access to ConnectCarolina

Type: Quick Reference Categories: HR/Payroll Last Updated: July 13, 2018

Part of a series of self-paced courses that introduces the basic concepts for InfoPorte users.

Type: Computer-Based Training Categories: Reporting Last Updated: October 1, 2014

Find Finance Reports 1-4 on the computer-based training site to learn about ledgers, budget balances and how to find transactions.

Type: Computer-Based Training Categories: Finance, Reporting Last Updated: January 30, 2017

Part of a series of self-paced courses that introduces the basic concepts for InfoPorte users.

Type: Computer-Based Training Categories: HR/Payroll, Reporting Last Updated: November 1, 2014

Part of a series of self-paced courses that introduces the basic concepts for InfoPorte users.

Type: Computer-Based Training Categories: HR/Payroll, Reporting Last Updated: November 1, 2014

Part of a series of self-paced courses that introduces the basic concepts for InfoPorte users.

Type: Computer-Based Training Categories: Reporting, Student Admin Last Updated: November 1, 2014

Part of a series of self-paced courses that introduces the basic concepts for InfoPorte users.

Type: Computer-Based Training Categories: Reporting, Student Admin Last Updated: September 1, 2014

This webinar demonstrates changes in the new version of ePro.

Type: Webinar Categories: Finance Last Updated: September 1, 2014

This Quick Reference Card provides instructions for viewing the status of any type of voucher in ConnectCarolina and provides steps for accessing a PO voucher.

Type: Quick Reference Categories: Finance Last Updated: December 10, 2018

If you use any part of ConnectCarolina except SelfService, then starting May 23, you’ll be required to use 2-Step/Duo to access ConnectCarolina. That means if you enter grades, submit ePARs, conduct performance evaluations, buy from the vendor catalogs, or any other transaction beyond those on the SelfService menu, you’ll need to verify with 2-Step/Duo to get in to ConnectCarolina.

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If you use any part of ConnectCarolina except SelfService, then starting May 23, you’ll be required to use 2-Step/Duo to access ConnectCarolina. That means if you enter grades, submit ePARs, conduct performance evaluations, buy from the vendor catalogs, or any other transaction beyond those on the SelfService menu, you’ll need to verify with 2-Step/Duo to get in to ConnectCarolina. The good news is that you may have already set up 2-Step Verification with Duo in order to access VPN or your W-2. If you haven’t already, now is the time to register for 2-Step Verification. Visit onyen.unc.edu and click the 2-Step Verification for Duo link. You’ll need your PID and mobile phone to complete registration. Pro tip: Be sure to set up a preferred method and a back-up option (Push, Call Me or Enter a Passcode). That way, if you lose your phone or leave it at home, you’ll have an alternate way to authenticate. Pro tip: If you get a new phone, you will need to register it. You can find instructions on https://help.unc.edu/help/duo/ How does this impact my daily work? When you click the Log in to ConnectCarolina & InfoPorte green button, you will see the Duo screen to complete … Continued

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If you use any part of ConnectCarolina except SelfService, then starting May 23, you’ll be required to use 2-Step/Duo to access ConnectCarolina. That means if you enter grades, submit ePARs, conduct performance evaluations, buy from the vendor catalogs, or any other transactions, you’ll need to verify with 2-Step/Duo to get in to ConnectCarolina. The good news is that you may have already set up 2-Step Verification with Duo in order to access VPN or your W-2. If you haven’t already, now is the time to register for 2-Step Verification. Visit onyen.unc.edu and click on “2-Step Verification for Duo.”  You’ll need your PID and mobile phone to complete registration. Pro Tip: During registration, be ready to set up a preferred method and a back-up option. That way, if you lose your phone or leave it at home, you’ll have an alternate way to authenticate your accounts. If you’ve already registered, don’t worry, you can add a back-up method at any time. Pro Tip: If you get a new phone, you will need to register it. You can find instructions on https://help.unc.edu/help/duo/ How does this impact your daily work? When you click the Log in to ConnectCarolina & InfoPorte green button, you will see the Duo screen to complete 2-Step … Continued

Type: Categories: Last Updated: May 1, 2018

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 … Continued

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Specific Accounting Services requirements for importing journals into ConnectCarolina.

Type: Quick Reference Categories: Finance Last Updated: April 4, 2016

Microsoft Excel file that used to generate flat files for importing journal data into ConnectCarolina.

Type: Spreadsheet Categories: Finance Last Updated: May 18, 2016

This document lists the journal sources, which is the three-letter code indicating where the journal originated from. It is different from the source chartfield.

Type: Quick Reference Categories: Finance Last Updated: July 1, 2015

This reference card, translated into Karen, gives step-by-step instructions for how to find your W-2 in ConnectCarolina with 2-Step Verification.  For more information on how to register your device for 2-Step Verification, visit help.unc.edu/duo.

Type: Quick Reference Categories: Finance, General, HR/Payroll Last Updated: October 11, 2016

This self-paced course focuses on working with attachments in ConnectCarolina. You’ll learn what sensitive information you may encounter when attaching documents in ConnectCarolina and why it’s important to keep that information safe. You’ll also learn about ways to remove or permanently obscure sensitive information from a document before you attach it in ConnectCarolina.

Type: Computer-Based Training Categories: Last Updated: April 4, 2016

This self-paced course focuses on working with attachments in ConnectCarolina. You’ll learn what sensitive information you may encounter when attaching documents in ConnectCarolina and why it’s important to keep that information safe. You’ll also learn about ways to remove or permanently obscure sensitive information from a document before you attach it in ConnectCarolina.

Type: Computer-Based Training Categories: Finance Last Updated: April 1, 2016

This reference card shows the information displayed in the fields for transactions in the Expense ledger, the Budget ledger, and the Recognized Revenue Ledger, as well as for payroll transactions.

Type: Quick Reference Categories: Finance Last Updated: December 1, 2017

This report shows balances and transactions by fund group. It is based on the Commitment Control ledgers.

Type: Quick Reference Categories: Finance, Reporting Last Updated: July 20, 2016