The basics of using the ConnectCarolina system, including logging in, signing out, getting help, searching, using multiple windows, assigning favorites, and navigating.

Type: Quick Reference Categories: General Last Updated: December 13, 2016

This self-paced course explains what ConnectCarolina is, how to sign on and off and manage your session, how employee roles determine system access and how to secure your session.

Type: Computer-Based Training Categories: General Last Updated: December 13, 2016

This self-paced course covers topics such as accessing and navigating the system, working with Favorites, using search functions and working in multiple sessions.

Type: Computer-Based Training Categories: Finance Last Updated: December 13, 2016

Student guide for the foundational ConnectCarolina HR course.

Type: Guide Categories: HR/Payroll Last Updated: June 18, 2015

This guide covers how to view your class schedule, download class rosters, create Academic Progress Reports (APRs), and how to email students in a class.

Type: Quick Reference Categories: Student Admin Last Updated: August 21, 2017

There will be an outage of ConnectCarolina Finance on January 9th, from 12:00-12:30pm EST in order to perform necessary upgrades. This upgrade resolves an issue that some users experienced where attachments were no longer visible when a vendor’s tax ID was changed.

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Each financial transaction goes through a series of steps from start to finish. Understanding what those steps are for each transaction is helpful in understanding how ConnectCarolina works and in understanding the financial information you see in InfoPorte.

Type: Quick Reference Categories: Finance Last Updated: February 1, 2018

Have you noticed that unposted vouchers seem to disappear at the end of the month? They don’t really disappear—any vouchers that haven’t been posted get moved to the next month (which is called “voucher roll forward”).

Type: Quick Reference Categories: Finance Last Updated: February 1, 2018

Your available budget balances in InfoPorte fluctuate a lot more throughout the month than they did in FRS. This document explains the reason for this and some key related concepts.

Type: Quick Reference Categories: Finance Last Updated: February 1, 2018

Have you tried out the searchable online help in ConnectCarolina?  It contains information from many of the training materials and other resources in a searchable format. You may notice the Help icon when you’re navigating in certain pages in ConnectCarolina. You can also access the online help through ccinfo.unc.edu. On the HR/Payroll, Finance or Student Admin menu, choose Search ConnectCarolina Help. You’ll be asked to sign in with your Onyen and password, and then you’ll see a list of documents. ConnectCarolina Help is at the bottom. The ConnectCarolina team worked with the Graduate School and the Student Administration Business Analysis team to add information on how to view and edit graduate student milestones. (Milestones are non-course degree requirements that graduate students must fulfill to earn a degree, and students and staff can now track these requirements in ConnectCarolina.) The Student Admin portion of ConnectCarolina Help now contains useful information on GradStar, including account codes, how to create, delete, increase or split an award, and as of recently, graduate student milestones. To see the help information on viewing and editing graduate school milestones as well as a Doctoral and Master’s Milestones Key, log in to ConnectCarolina and go to the Student Milestone page. … Continued

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How do you get to ConnectCarolina?  If you use the link at the top of www.unc.edu, you may want to consider bookmarking https://connectcarolina.unc.edu.  An updated look for unc.edu is coming soon, and the new design focuses on sharing stories and photos.  As part of the redesign, the link to ConnectCarolina is moving to the bottom of the page.  This is a perfect time to type connectcarolina.unc.edu into your browser and bookmark it for easy access.

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Online and searchable version of ConnectCarolina training manuals.

Type: Web page Categories: General Last Updated: January 1, 2001

ConnectCarolina is scheduled for an important required system upgrade during the last weekend in October 2016 and will not be available during that time.  You will not be able to sign in to ConnectCarolina during these times: 5:00 p.m. on Friday, October 28 through 8:00 a.m. on Monday, October 31 Employees will still be able to access the benefits enrollment portal during this outage. This includes ConnectCarolina for Student Administration, Finance, HR/Payroll administrative and self-service applications. Self-Service Functions Faculty, staff and student employees will not be able to use the Self-Service functions such as View Paycheck during the outage. The TIM system will be available, but users will not be able to access it via the link to TIM at the top of the Self Service menu in ConnectCarolina. For employees and managers who access the link to TIM in ConnectCarolina, you will go to https://unctim.unc.edu/employee during the outage. ePro Ordering Please note that ePro orders cannot be placed or modified during this outage since they are part of the ConnectCarolina Finance system. Special Note for Airgas Orders: More information will be coming soon. Related Systems That Will Be Affected Reporting InfoPorte and SAS Visual Analytics reports will be available with … Continued

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OUTAGE: There will be a ConnectCarolina maintenance outage on Saturday, September 16, beginning at 5:00 a.m. and ending at approximately 12:00 p.m. This affects the Student Administration component of ConnectCarolina and the ePAR hire form for HR/Payroll as well as some services related to Onyen, PID and Guest ID.   The Finance component is NOT affected by this outage. During the September 16 outage, the following functions may experience limited and/or no functionality: The following ConnectCarolina applications, including: 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 admissions (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS)   Questions/Problems: Help Desk: 919-962-HELP or help.unc.edu For the most up-to-date system status, please go to https://status.its.unc.edu/ We appreciate your cooperation. https://ccinfo.unc.edu/files/2017/09/ConnectCarolina-Student-Administration-Maintenance-Outage.pdf

Type: Categories: Last Updated: September 15, 2017

There will be a ConnectCarolina maintenance outage on Saturday, January 6, beginning at 5:00 a.m. and ending at approximately 12:00 p.m. The outage impacts the Student Administration component of ConnectCarolina and the ePAR hire form for HR/Payroll as well as some services related to Onyen, PID and Guest ID.   The Finance component is NOT affected by this outage. During the January 6 outage, the following functions may experience limited and/or no functionality: The following ConnectCarolina applications, including: 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) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS)

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Beginning Monday, October 23, you will see a few differences in ConnectCarolina if you work with the Student Administration pages. The software for the Student Administration application will be upgraded to the newest version and although most of the changes are behind-the-scenes, you will notice a more muted color palette, wider screen layout, and some alignment changes.  You will still see all of the fields and links that you have today. Why Upgrade? The software upgrade will allow UNC to take advantage of new software features in the future  For example, one of the changes we expect to implement in 2018 is a new look and feel that has fewer cicks. The upgrade ensures UNC will be able to receive continuing vendor support for ConnectCarolina. The updates reduce accessibility barriers that make it difficult for many people with disabilities to use ConnectCarolina. Want to find out more about changes to expect and “before and after” screenshots?     Read more.

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There will be a ConnectCarolina maintenance outage on Saturday, Dec. 3, beginning at 6:00am and ending at approximately 12:00pm. This affects the Student Administration component of ConnectCarolina and the ePAR hire form for HR/Payroll as well as some services related to Onyen, PID and Guest ID.   The Finance component is NOT affected by this outage. During the Dec. 3 outage, the following functions may experience limited and/or no functionality: The following ConnectCarolina applications, including: 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 admissions (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS)   Questions/Problems: Help Desk: 919-962-HELP or help.unc.edu For the most up-to-date system status, please go to https://status.its.unc.edu/ We appreciate your cooperation.

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There will be a ConnectCarolina and ITSApps maintenance outage on Saturday,May 20, beginning at 6:00am and ending at approximately 12:00pm. This affects the Student Administration component of ConnectCarolina and the ePAR hire form for HR/Payroll as well as some services related to Onyen, PID and Guest ID.   The Finance component is NOT affected by this outage. During the May 20 outage, the following functions may experience limited and/or no functionality: The following ConnectCarolina applications, including: 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 admissions (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS) WebTravel VISP Pcard UAS Finan$eer CBM and Bill Presentation Historical HR Actions Affiliate Request PID Inquiry Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS) Energy Services Applications(CHW2, EDS, ESBillingWeb, ESDashboard) EHS Applications(EHS, LabSafetyPlan, LabRadWorker, SelfStudy, HazMatPickup, HMP, etc.) ITS Training(ITSSelfStudy) ConnectCarolina CBT TouchNet SAI PIM PrintStop Requests CCAdmin (Carolina Copy administration) Onyen and Guest ID creation Emergency Contact updates Alert Carolina updates Online Directory updates Questions/Problems: Help Desk: 919-962-HELP or … Continued

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A guide to common functionality, shortcuts, and navigation in ConnectCarolina.

Type: Quick Reference Categories: HR/Payroll Last Updated: December 14, 2016

Chances are you’ve searched for documentation on the ConnectCarolina User Information website (ccinfo.unc.edu), whether it was for a reference card or the latest webinar. Chances are also that you’ve been frustrated by the avalanche of information generated by your search.  Searching just got a lot better on ccinfo.unc.edu, thanks to a new search engine powered by Google Search. The more we use it, the better it gets as it learns what types of documents are searched for most frequently.  Give it a try! If you can’t find a document you know you’ve seen before, help us to help you by sending information about it to cc_communications@unc.edu.

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Slides from the Contracts and Grants for Research Administrators class.

Type: Slideshow / Presentation Categories: Finance Last Updated: September 1, 2014

This quick reference guide covers how to monitor your grant’s burn rate, do a quick balance and end date check for all projects, find budget balances, and look up details about your grant.

Type: Quick Reference Categories: Finance, Research Last Updated: October 28, 2015

This quick reference guide covers how to find accounts on the OSR account tree, using Budget Overview Inquiry to see budget activity, finding budget balances in InfoPorte, and processing cost share commitments in ConnectCarolina.

Type: Quick Reference Categories: Finance, Research Last Updated: October 23, 2015

This quick reference card shows how to correct chartfield strings on approved deposits and provides guidelines for adding electronic attachments.

Type: Quick Reference Categories: Finance Last Updated: April 4, 2017

A quick reference on how to correct unbalanced deposits by using the Totals and Payments tabs.

Type: Quick Reference Categories: Finance Last Updated: May 6, 2015

A quick reference for creating a campus voucher.

Type: Quick Reference Categories: Finance Last Updated: February 1, 2018

A step-by-step guide to creating a deposit in ConnectCarolina.

Type: Quick Reference Categories: Finance Last Updated: May 15, 2017

This Quick Reference Card provides instructions for creating a receipt for a Purchase Order in ConnectCarolina.

Type: Quick Reference Categories: Finance Last Updated: September 14, 2016

This webinar details how to use the new template functionality for campus vouchers, including how to: create templates use templates to create a campus voucher modify templates For more information, you can use the Working With Voucher Templates guide.

Type: Webinar Categories: Finance Last Updated: December 15, 2017

This guide is used in the Creating Campus Vouchers class. This guide explains how to use the Campus Voucher option in ConnectCarolina to make payments (including to independent contractors), to enter credits, to replenish petty cash, to have checks cut, and to make cash advances.  The guide also explains how to create reusable templates for campus vouchers along with how to use those templates to create campus vouchers and how to modify the templates.  It also explains how to use the Voucher Inquiry option to see completed and in-process vouchers. This guide also touches briefly on how to find vouchers in InfoPorte reports.

Type: Guide Categories: Finance Last Updated: February 1, 2018