Resources

University’s Cash Management Plan

North Carolina law, Chapter 147-86.10 of the General Statutes, requires that “all agencies, institutions, departments, bureaus, boards, commissions and officers of the State…shall devise techniques and procedures for the receipt, deposit, and disbursement of monies coming into their control and custody which are designed to maximize the interest-bearing investment of cash and to minimize idle […]

Entertainment Expenditure Form

Categories: Forms, Resources Tags: Travel

Purpose: Complete this form when you incur costs of a personal nature with a valid business purpose when the activity is not directly related to a university program, formal workshop, conference, seminar, training session, or retreat. This form should accompany applicable 49er Mart payments [it does not need to be included with Employee & Student […]

Tax Withholding Estimator

Categories: Forms, Resources Tags: Tax Office

Tax Withholding Estimator Use form to determine how much Federal withholding to have withheld from your paycheck. Contact Email: PayrollDept@uncc.edu Last Updated: January 11, 2021

Employee & Student Direct Pay Request (ESDPR)

Categories: Forms, Resources Tags: Travel

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: Sponsored guest payments should be submitted on an ESDPR. Contact Email: travel@charlotte.edu Last […]

Out-of-State Employees Guidance

UNC Charlotte Strategy: physical location of workforce UNC Charlotte has a strong preference for a North Carolina workforce. Hiring preference should be given to employees living and working in-state when all other factors are equal. As a North Carolina entity, UNC Charlotte has a responsibility to provide NC public sector jobs when possible. This applies […]

Red Flag Detection Form

Categories: Forms, Resources Tags: Office of the Bursar

Red Flag Detection Form Purpose: Please complete and submit this form when an identity theft Red Flag is detected in the course of University operations. Last Updated: October 26, 2023

Initial Interest Form to Process Payment Cards (EC-IFF)

Categories: Forms, Resources Tags: eCommerce

Initial Interest Form to Process Payment Cards (EC-IFF) If your department/unit is interested in being able to process payment cards (e.g., credit cards) for University-related activity, please fill out this initial interest form to assess whether your department/unit meets the required criteria. Last Updated: January 11, 2021

Chart of Accounts: Fund Hierarchy

Chart of Accounts: Fund Hierarchy Contact Email: finsystems@charlotte.edu Last Updated: August 1, 2024

Banner Organization Code/Financial Manager Chart

Banner Organization Code/Financial Manager Chart Purpose: Chart of Banner Organization and Financial Management Codes. Contact Email: finsystems@charlotte.edu Last Updated: August 1, 2024

Moving Reimbursement Pre-Approval Request Form

Categories: Forms, Resources Tags: Payroll Department

Purpose: If using State funds, the new employee must complete this form. Please reference the Moving Expense Procedures for detailed information. Last Updated: May 1, 2024