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This reference card contains 13 tips for managing student hires, including working with expected job end dates, the importance of entering actions on time, using positions correctly, and taking care to choose the correct person when entering the hire.  This reference card also contains a table of job codes for managing student hires.

This presentation is an overview of the 2-Step Authentication and why it is so important in our environment.

Don’t forget: 2-Step Verification is required for students to access and pay bills in ConnectCarolina. How to Register for 2-Step Verification Visit onyen.unc.edu and click on “2-Step Verification for Duo.” The registration process takes just 10 minutes. You need to have your mobile device and PID available. We recommend downloading the DUO Security app from your phone’s app store for the smoothest 2-Step experience. Set Up an Authorized User If your parents, guardians or another party pay your bills, they must be set up as Authorized User to access Student Financials. This keeps your banking information safe. Authorized Users do not need to set-up 2-Step Verification; however, they cannot use student Onyen credentials to access ConnectCarolina. For step-by-step instructions on how to set up Authorized Users, visit: ccinfo.unc.edu/give-proxyauthorized-users-access-information-2/. Need Assistance? If you need assistance, please do not hesitate to visit help.unc.edu to chat with a support representative or call the ITS Service Desk at 919-962-HELP.

  Students, As a reminder, 2-Step Verification is required for portions of ConnectCarolina, including Student Bill Pay. We encourage you to take time now to configure 2-Step to ensure that you will not encounter any payment issues once fall semester bills are released.   Register for 2-Step Verification Visit onyen.unc.edu and click on “Register & Manage 2-Step Verification.” The registration process takes just 10 minutes. You will need to have your mobile device and PID available. We recommend downloading the DUO Security app from your phone’s app store for the smoothest 2-Step experience.   Set Up an Authorized User If your parents, guardians or another party pay your bills, they must be set up as Authorized User to access Student Financials. This keeps your banking information safe. Authorized Users do not need to set-up 2-Step Verification; however, they cannot use student Onyen credentials to access ConnectCarolina. For step-by-step instructions on how to set up Authorized Users, visit: https://ccinfo.unc.edu/give-proxyauthorized-users-access-information-2/.   Need Assistance? If you need assistance, please do not hesitate to visit help.unc.edu to chat with a support representative or call the ITS Service Desk at 919-962-HELP.  

During the 2016-2017 academic year, ConnectCarolina support staff shifted their focus from post-go-live stabilization support for finance, human resources and payroll applications to enhancing functionality, providing new reporting capabilities, and improving the usability of the system. Both campus and central administrative users benefited from the team’s efforts. This report highlights some of the most significant improvements and successes.

This recorded webinar captured a Finance User Group meeting. This meeting covered 7 key concepts: Most transactions go through 5 basic steps. Vouchers manage payments in ConnectCarolina. Information about budgets is tracked separately from information about actual transactions. Once a transaction is budget-checked, you see it in InfoPorte. Unposted GL journals are deleted at month end. Our new accounting method is called the accrual method. Unposted vouchers are rolled forward at the end of the month.

These slides were used withe the “7 Key Concepts” webinar. The webinar covers these concepts: Most transactions go through 5 basic steps. Vouchers manage payments in ConnectCarolina. Information about budgets is tracked separately from information about actual transactions. Once a transaction is budget-checked, you see it in InfoPorte. Unposted GL journals are deleted at month end. Our new accounting method is called the accrual method. Unposted vouchers are rolled forward at the end of the month.

Starting on April 11, you will see a new layout when you type connectcarolina.unc.edu into your browser. You’ll see the same links you’re used to seeing plus a few extra, and we think the page will be easier to use for those new to ConnectCarolina and for students’ family members who only occasionally log in to ConnectCarolina. There is no downtime or outage associated with this update. The Changes We‘ve simplified the page layout and made it is easier to navigate. The links work the same as they do now. Only the look is different. Looking for the InfoPorte link? It’s in ConnectCarolina under Enterprise Reporting on the left . For Students The first column is for students and their proxy users. Like today, students will click the big green button to get to the ConnectCarolina Student Center, and once in ConnectCarolina, everything will work the same as it does now. Parents or others can pay bills or see student info by clicking the blue buttons in the lower left.  (As always, students first need to give them access.) Click the first link under the green button, Useful Links for Students to go to a friendlier version of the page … Read more

There’s some exciting news coming from the Office of Human Resources (OHR). The University is implementing Cornerstone, a talent management system branded “Carolina Talent,” which has tools that support the University’s ability to plan for, attract, develop, engage and retain talented employees. What’s a talent management system? It’s a system that gives us tools to manage our careers at the University, plus it gives managers and HR representatives tools for working with employees through all stages of their careers.   The first part of the Carolina Talent system we’ll start using is “My Learning,” the Learning Management System (LMS), which is targeted to go live this summer. During phase one of the implementation, training offered by the Office of Human Resources’ Organization and Professional Development group and LinkedIn Learning content will be available through My Learning. When it reaches its potential, My Learning will give us a central place for employees to find most of the development opportunities available to them across the University. Things to Note The training history that is currently in ConnectCarolina will be transferred to Carolina Talent. The new LMS does not impact any student-facing systems such as Sakai. Managers will be able to see the training … Read more

Did you know that UNC-Chapel Hill conducts an average of 8,300 background checks a year? You may be surprised by that number until you consider that background checks are required for Faculty, permanent and temporary employees, UNC independent contractors, unpaid volunteers, interns, and visiting scholars, just to name a few. So, what goes on behind the background check curtain? There are several types of background checks with components that vary based on the type of appointment and what the role requires. Currently, campus background check initiators that submit background check requests must know all the different packages and components when they’re submitting requests for background checks. So, what goes on behind the background check curtain? There are several types of background checks with components that vary based on the type of appointment and what the role requires.  Currently, campus background check initiators that submit background check requests must know all the different packages and components when they’re submitting requests for background checks. Things are changing on May 10, 2021. As part of the Provost’s Operational Excellence initiative to improve the Hiring and Onboarding experience, the Background Check unit is implementing a new process for requesting and managing background checks. The … Read more

Faculty-student communication is key to an undergraduate’s success. One communication tool faculty can use is the Academic Progress Report (APR) system in ConnectCarolina. Recent system enhancements give instructors more opportunities to provide feedback to students on their performance. Newly available this Spring, instructors can provide report comments for students multiple times between the second and eleventh week of the Fall and Spring semesters. Previously, instructors could submit feedback once per student each semester. APRs are visible to students and to student support staff. The primary goals of APRs are to: provide feedback to students who are performing well and to students who may benefit from additional support. refer students to essential campus resources provide academic advisors and student support staff with actionable data so they can reach out to students sooner, improve support services, and reinforce positive feedback. The APR process starts when the instructor enters an APR in ConnectCarolina. This causes several things to happen, all designed to encourage the student to take action and help staff provide the best possible support: When an instructor submits an APR for a student, the system sends them an email the next day. Each APR comment is added to ConnectCarolina Advisor Notes where academic advisors can read them. Reports are also shared with other campus partners who collaborate to provide coordinated student support including reaching out to students and/or referring students to resources and services on campus. Instructors can submit two progress … Read more

Starting a new position is stressful and learning a new system at the same time can be all the more overwhelming. Join Cortney Alston of UNC-Chapel Hill’s Finance & Operations team as she provides insight on how to get the most out of onboarding new employees to PeopleSoft. New employee orientation often includes training on the organization’s policies and procedures as well as PeopleSoft. This session describes how the Finance & Operations team leverages best practices and current trends to increase engagement, retention, and improvement of PeopleSoft orientation training for staff in new Finance roles. To just view the slides from this presentation, click here.

Starting a new position is stressful and learning a new system at the same time can be all the more overwhelming. Join Cortney Alston of UNC-Chapel Hill’s Finance & Operations team as she provides insight on how to get the most out of onboarding new employees to PeopleSoft. New employee orientation often includes training on the organization’s policies and procedures as well as PeopleSoft. This session describes how the Finance & Operations team leverages best practices and current trends to increase engagement, retention, and improvement of PeopleSoft orientation training for staff in new Finance roles. To view the live recording of this presentation, click here.

This guide provides detailed information on being an Access Request Coordinator (ARC). ARCs enter requests for access to ConnectCarolina and some companion systems such as Web Travel and PeopleAdmin. The guide includes step-by-step instructions for: entering and submitting access requests, retracting and deleting requests. sharing a request. working with file attachments in the access requests. generating reports on access requests. checking the status of a request.

This Quick Reference Card provides instructions for accessing PO invoices in ConnectCarolina in order to view or print as needed.

Form that must be completed and sent to jkledoux@email.unc.edu prior to changing the Account number on an Accounts Payable voucher that has already posted to the general ledger.

This quick reference guide lists account codes for budgeting on State child accounts.

This spreadsheet shows how object codes from the legacy system mapped to the ConnectCarolina account codes.  The spreadsheet has three tabs: UNCCH Accounts, which lists the general ledger accounts that were loaded into ConnectCarolina for UNC-Chapel Hill. UNCGA Account, which lists all the general ledger accounts that were loaded into ConnectCarolina for UNC General Administration. All FRS Object Codes, which lists every object code and the  ConnectCarolina account it mapped to.   .

When purchasing a piece of equipment that is greater than $ 5,000, you must include asset management information in the purchase requisition for the piece of equipment and any associated coasts, including freight charges, discounts, trade-in values, and installation fees.  This quick reference card lists the steps to add asset management information.

This self-paced course explains when to use PAAT and the difference between a PAAT adjustment and a Funding Swap ePAR. It also covers the steps you’ll need to take to create, manage and submit a PAAT adjustment.