Manuals - Guides - Procedures

I. Executive Summary and Purpose All University departments and entities shall process inbound payment (credit/debit) card transactions through approved mechanisms/systems, processors, and equipment. The merchant services provider, which is contracted by the North Carolina Office of the State Controller (NC OSC) and by the University, must be utilized for the processing of payment card transactions. […]

University Policy 602.10, Mobile Communication Device (MCD) Allowances, establishes when the University will provide payment for employee use of MCDs when required to support business activities of the University, along with related administrative requirements. It is drafted with the intention of complying with the Internal Revenue Service (IRS) and other applicable statutes, regulations, and guidance. […]

Origins Campus divisions and departments are ultimately responsible for the accuracy and timely submission of personnel action forms including Personnel Distribution forms (PD7) and time records. Failure to do so may result in overpayments to employees, creating an unnecessary financial burden on the department. Payroll Calendar & Due Dates: Each year, Payroll provides monthly and […]

eCommerce Glossary Analog: For eCommerce purposes, a non- digital line i.e., a phone line as opposed to a network or Ethernet cable. Attestation: To certify by signature the accuracy and truthfulness of information provided. Attestation is one component of the Payment Card Industry Data Security Standards (PCI DSS) validation process. Authorization: In the context of […]

NC OSBM Budget Manual Purpose: A budget manual guide from the North Carolina Office of State Budget and Management (OSBM) for use by state departments, agencies, and institutions in the preparation and administration of their budgets. Travel policies are in section 5 of the budget manual. Contact Email: travel@charlotte.edu Last Updated: April 13, 2022

workshops Program for Administrative Certification (PAC) As an administrative employee, you may encounter unfamiliar procedures and questions you may not know the answers to, i.e., Who do you ask? How do you find the answers? Human Resources Learning and Organizational Development offers workshops through the Program for Administrative Certification (PAC) where you will obtain knowledge […]

Overview As part of UNC Charlotte’s PCI Compliance program (payment card security), all merchants that accept card information as a form of payment through point of sale, web, phone, or paper form are required to maintain compliance with the Payment Card Industry Data Security Standard (PCI DSS) in order to continue to accept payment cards […]

Purpose: To provide the purchasing card accountholder, reconciler and approver roles user training workshop registration information and the related presentation. Register for this one-hour virtual P-card user training session by logging into the University’s Learning and Development Portal. Once logged into the Portal, select Learning > Learner Home. Enter “p-card” in the search box and […]

To determine the specific area of training required, review the guide below. Departmental financial responsibilities Users who have departmental financial responsibilities, including grants administration, budget management, use Finance reports or initiate financial paperwork, complete Purchase and purchase approval Users who purchase or approve the purchase of goods and services or enter receiving through 49er Mart, […]

Target Audience: Student Employment Coordinators and others responsible for approving timesheets for student and non-student temporary employees. Overview: This documentation focuses on web time entry, approving time, and establishing proxies in the Banner Self-Service system. Resources: Below are current user guides for WTE Employee Users and Approvers. Select the button below to view WTE Frequently […]