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 … Continued
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 … Continued
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.
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 … Continued
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 … Continued
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.
Explains changes to the funding grid in ePAR forms that make it possible to enter funding information either as percentages or dollar amounts.
This handout explain the new ability to use percentages or dollar amounts when entering information on the funding grid in an ePAR.
This document covers the changes that are being made to the Vendor Invoice Submission Page (VISP) on March 21, 2019. You can find out more information about using VISP in the Purchase Requisitions and Receiving Guide.
Webinar covering changes to the WebTravel System that went live with ConnectCarolina Finance.
Slides for the Changes to WebTravel webinar.
This quick reference card details how you change the pay terms date when you’re creating a campus voucher.
Instructions for completing a help ticket to request a new ConnectCarolina program or cost code chartfield. The request must come from an MOU Lead.
The University’s chartfields are changing with the transition to ConnectCarolina. This document will help you understand the new chartfield structure. Also see the Chartfield Structure Insert.
This self-paced course explains the chartfield structure in ConnectCarolina, including a thorough description and examples of each chartfield.
This webinar demonstrates options for entering source chartfield value requests.
This webinar demonstrates the different options available for searching for chartfield codes.
There’s an updated ePro Supplier Catalog Guide on the CCInfo website. The ConnectCarolina team sat down with Ammar Yameen, Director of eProcurement and Materials Management, to learn some tips and tricks for ordering from the ePro Supplier Catalog. If it’s been a while since you’ve looked at the guide, it’s worth a re-visit. The revamped guide includes information about new tools and features that we gained with the recent upgrade and updated information about the ePro features used most often. Click the page links below to see a few of the updates. • New Mass Change tool – You can change multiple requisition lines at one time. • PO number formatting that suppliers can understand – Adding UNCCH to the beginning of PO numbers helps suppliers identify your order and assist you more quickly. • Cancellation Requests – The guide now has email addresses for each supplier.
A quick reference containing checklists on processing requisitions and processing vouchers for month-end and year-end.
This quick reference guide provides details about choosing categories in ConnectCarolina.
This quick reference guide describes how suppliers are classified and provides the appropriate procedures for requesting changes to a supplier’s information.
This panel discussion will focus on the tasks and topics that are most important to you. We’ll send you a questionnaire in late September so that you can work with the panel to set the agenda.
A quick reference on closing campus vouchers.
Payroll Lockouts, TIM Term Payout Deadlines, School/Division Deadlines, Central Office Approval Deadlines. If these dates on the University’s Payroll Calendar are important to your work, read on. Did you know that you can pull the Payroll Deadline calendar into your Outlook calendar and view it side-by-side or as an overlay on your personal calendar? A key benefit to combining your calendars is staying up-to-date. If a deadline changes, it is automatically updated on your calendar, so you will always see the most current payroll deadline dates.
This Quick Reference lists the core combo edits in ConnectCarolina used for all campus transactions. It also lists combo edits used specifically for athletics and foundations. It includes a description for each combo edit. This list provides a baseline for combo edits, as combo edits are added to the system on an ongoing basis.
Dear Faculty Member, We are pleased to announce that beginning Thursday, September 20, you will see a new home screen in ConnectCarolina called the Faculty Portal. You may have received an email earlier this year about the Faculty Portal, but you weren’t able to receive it because you have access to options that weren’t available on the Faculty Portal. More options have been added to the Faculty Portal, so now all faculty members can have the Faculty Portal as their home page in ConnectCarolina. If you typically use “Main Menu” to get to pages in ConnectCarolina, you can use the Navigator button (the one that looks like a compass in the top right-hand corner of the page) to see the menu options you have access to in ConnectCarolina. Any “favorites” you have added in ConnectCarolina will be on the new Faculty Portal as well. What is the Faculty Portal? The faculty portal, created with input from faculty members across campus and the Faculty Information Technology Advisory Committee (FITAC), puts the teaching and research information faculty use most on the first screen you see in ConnectCarolina. On one page, called the Faculty Portal, you can see: your teaching schedules which students have incompletes in … Continued
Do you enter vouchers in ConnectCarolina? Do you get frustrated by having to enter the same information repeatedly when creating vouchers for student stipends or recurring payments? Maybe you’ve thought how nice it would be to have the information already filled in each time. If so, we’ve got some good news for you! A new option that lets you create reusable templates for campus vouchers is coming on Friday, December 15. Enter Student Stipends Faster Beginning on December 15, you’ll be able to create templates for the vouchers you create on a regular basis, such as student stipends or recurring payments. Starting with a template means you’ll have fewer fields to fill in when creating these vouchers. While step-by-step instructions for how to create and use the templates will be coming soon, one of the best features is that you create templates the same way you create vouchers now. Want to See a Voucher Template Be Created? Join us for a webinar on Friday, December 15 at 10:00 am to watch us walk through creating a template and applying the template to campus vouchers for student stipends. To join the webinar on December 15, go to https://www.anymeeting.com/302-780-291 or you can go … Continued
NOTE This article first appeared in the June 12, 2018 ConnectCarolina Newsletter. You may have heard that changes are coming to financial reports in InfoPorte. Later this summer, all reports in InfoPorte will take their actuals (that is, expenses and revenue) from the General Ledger (GL) Actuals ledger. Only budget-related data, such as budgeted amounts, pre-encumbrances, and encumbrances will come from the Commitment Control (KK) ledgers. This means we’ll have a single source for our financial information: The GL Actuals Ledger, which is our “book of record.” Some of the main benefits you’ll see from this change are: A true “Budget to Actuals” balance, since the budget is coming from the KK ledgers and the actuals are coming from the GL Actuals ledger. A single year filter on the Main Ledgers and Transactions tab in InfoPorte, instead of separate filters for fiscal year and budget period. The fiscal year and budget period filters will be combined into one filter and the system will determine whether to look at the fiscal year or budget period based on the ledger that the information is coming from. Easier reconciliation for sponsored research projects. OSR uses information from the GL Actuals ledger for reporting … Continued
You may have heard that changes are coming to financial reports in InfoPorte. Later this summer, all reports in InfoPorte will take their actuals (that is, expenses and revenue) from the General Ledger (GL) Actuals ledger. Only budget-related data, such as budgeted amounts, pre-encumbrances, and encumbrances will come from the Commitment Control (KK) ledgers. This means we’ll have a single source for our financial information: The GL Actuals Ledger, which is our “book of record.” Some of the main benefits you’ll see from this change are: · A true “Budget to Actuals” balance, since the budget is coming from the KK ledgers and the actuals are coming from the GL Actuals ledger. · A single year filter on the Main Ledgers and Transactions tab in InfoPorte, instead of separate filters for fiscal year and budget period. The fiscal year and budget period filters will be combined into one filter and the system will determine whether to look at the fiscal year or budget period based on the ledger that the information is coming from. (Due to issues encountered in testing, this information is no longer valid. See email from August 9, 2018 for correct information.) · Easier reconciliation for sponsored research projects. OSR uses information from the GL Actuals … Continued
This Quick Reference introduces the ConnectCarolina process of employee funding. Provides an overview of how to enter initial funding, perform a budget check, and enter funding source changes.