Manuals - Guides - Procedures

Electronic Personnel Action Form Overview: This documentation focuses on entering EPAFs for Part Time Faculty, Special Payments, and Student workers. Resources: EPAF General Instructions (UPDATED: 10/5/2018) Hire Part Time Faculty – E50PTF (Includes instructions for E50CE – Continuing Ed) Hire Part Time EPA Staff – E50PTS Special Pay for Full Time Employee – E45SP Last […]

Business update forum Join us as various subject matter experts from Business Affairs and the Office of OneIT provide updates and guidance for navigating the University’s financial and related administrative processes. Planned changes or enhancements to existing processes and systems are also discussed. These sessions are open to UNC Charlotte staff and faculty. Upcoming Forum […]

Please remember that all security incidents must be immediately reported to your supervisor, who must immediately take action to determine the extent and category of the breach to minimize loss of sensitive data. The chart below indicates other parties that must be notified when a breach occurs. Refer to UNC Charlotte UNC Charlotte Policy Statement […]

If you are considering the possibility of accepting payment cards as a method to collect revenues for your University department or unit, e.g., for merchandise sales, event registration, or other University-related revenues, you should become familiar with the UNC Charlotte Payment (Credit/Debit) Card Processing Standard and the UNC Charlotte Payment (Credit/Debit) card Processing Procedures. Below […]

Bank of America Works The Works application is a web-based, user-friendly electronic card payment management service that automates, streamlines, and integrates existing payment authorization and reconciliation processes while providing management reporting & spending controls. Last Updated: December 8, 2014

Contract Review Workflow Contract Checklist Displays the Contract Checklist Flowchart Last Updated: November 13, 2014

Capital Asset Category Guide Purpose: Guidance on Capitalizable Construction Projects Last Updated: November 13, 2014

Procedures for Scholarship/Fellowship Payment to a Foreign National Purpose: Describes how to process scholarship and fellowship payments made to a foreign national person. Examples of these types of payment may include but are not limited to the following: qualified scholarships for tuition; nonqualified scholarships for living expenses; travel award. Contact Email: taxoffice@uncc.edu Last Updated: April […]

Petty Cash/Change Fund Procedures Procedures for Petty Cash and Change Fund at UNC Charlotte. Last Updated: February 7, 2022

Internal Controls training presentation Purpose: To provide a brief training on Internal Controls at UNC Charlotte. Contact Wardell Kerson, Senior Accountant, for further information on internal controls. Last Updated: April 6, 2023