Forms

Purpose: Use this Excel form to request a new Banner fund (excludes grants and contracts administered through Research Cost Management).

Last Updated: December 8, 2021

• Banner Detail Code Maintenance Form

Use this form to add, delete, or modify a Detail Code in Banner Student.

Last Updated: January 28, 2021

• Banner Finance/49er Mart Access Request

Purpose: This form should be used to request, change, or terminate access to Banner Finance or 49er Mart. This access requires the completion of two courses: Banner Finance Training (in Canvas) and Security Awareness Training (in LOD Portal).

Last Updated: October 11, 2022

• Banner Fund Name Change

Purpose: Use this form to change the title on a Banner Finance Fund.

Last Updated: November 18, 2021

• Banner Position Control Access Request

Purpose: This form should be used to request access to salary and position information related to all EHRA, SHRA, Temporary, and Student Workers. This access requires the completion of two courses: Banner Finance Training (in Canvas) and Security Awareness Training (in LOD Portal).

Last Updated: December 12, 2023

• Banner Request to Change Financial Manager

Purpose: This form should be used to:

• Identify the person fiscally responsible for the budgeting and accounting for the organization
• Change the Financial Manager due to staff turnover, the appointment of an interim
• Identify a new permanent Financial Manager (due to the creation of a new organization code)

Note that the Financial Manager for an organization (division, college, school, or department) must be a Dean, Chair, Director, Vice Chancellor, Associate Vice Chancellor, etc.

Last Updated: October 7, 2022

• Change Fund Reconciliation Form

Purpose: To assist with change fund reconciliation

Last Updated: January 11, 2021

• Change Fund Request Form

Purpose: Use this form to request a change fund.

Last Updated: February 7, 2022

• Compensatory Time Off Payout Request

Purpose: Supervisors may request a payout of accrued compensatory time off for any/all employee(s) by completing the payout request form and obtaining all necessary departmental and divisional approvals (funding, etc.). Employees must have more than 40 hours of accrued compensatory time off to receive consideration for payout. Email PayrollDept@uncc.edu with questions related to the completion of this form.

Last Updated: January 11, 2021

• Contract Amendment Template

Purpose: Fill this form out when an existing contract between a contractor and the University needs to be changed.

Last Updated: July 24, 2024

• Contract Agreement Template

Purpose: Use this document to create a contract between UNC Charlotte and a corporation or independent contractor who will be performing a service for the University. This template should be used to clearly define the scope of work, deliverables, and terms associated with the agreement.

Last Updated: July 24, 2024

Purpose: Departments should complete this form when they need to order cash. Please note that all funds must be ordered from the bank and can take up to 72 hours to arrive. You will be contacted when your funds are available for pick up.

Last Updated: October 18, 2021

This acknowledgement form is required for all University employees that interact with credit/debit card data, functions, or systems.

Last Updated: January 11, 2021

• Deposit Form for Cash & Checks

Purpose: Use this deposit form to make cash & check deposits for all departments on campus. A receipt will be automatically emailed to the preparer based on the preparers UNC Charlotte ID number provided in the signature area.

Last Updated: June 6, 2024

The eCommerce Access Request (EC-AR) to Reporting Systems form migrated February 28, 2018, to an eForm in the University’s Imaging System. Submit all eCommerce access or termination requests through this online eForm. An FAQ page has been created for your reference.

Last Updated: January 11, 2021

Purpose: Use this electronic form (eForm) to report purchasing card (p-card) account changes, e.g., legal name change, change organization and fund codes assigned to the card, change spend control profiles, or change the Reconciler or Approver. Use your UNC Charlotte login credentials to access this eForm. View these FAQs for more information on the p-card eForm.

Last Updated: October 5, 2021

Purpose: Use this Google Form to request an electronic receipt book.

Last Updated: June 14, 2024

• Employee & Student Direct Pay Request (ESDPR)

Purpose: Use this form to process non-payroll payments to employees and students, which will mainly encompass reimbursements for expenses incurred by employees/students for university business purposes and which are not related to travel.

Payments that should not be processed on this form:

• For student scholarships and travel awards, process via the SEA (Student Educational Award) system.
• For travel reimbursements, process via a Travel Reimbursement & Expense Report (TRER) or Mileage & Transportation Reimbursement Form (MTR).
• For payments to vendors who are not employees and/or students and where a purchase order is not issued, process via 49er Mart using the eCR form.
• For payments to individuals for services, see How to Pay Individuals guidance and flowchart for additional information.

Sponsored guest payments should be submitted on an ESDPR.

Last Updated: February 9, 2024