Resources

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

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 […]

UNC Charlotte Strategy: physical location of workforce Definition of Out-of-State Employee An employee who will be located outside the state of North Carolina when performing work for UNC Charlotte. Examples: Procedures If a potential need arises for an employee to complete work for UNC Charlotte from a non-NC jurisdiction for more than one month, complete […]

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) 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 Contact Email: finsystems@charlotte.edu Last Updated: November 1, 2024

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

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

Last Updated: September 23, 2021 Imaging Document Submission (IDS) TCP Invoices eForm Purpose: Use this form to upload documents to a department’s drawer within the Imaging System. See the IDS manual for more information.

Currency Order Form 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