Resources

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: February 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: February 1, 2024

Moving Reimbursement Pre-Approval Request Form

Categories: Forms, Resources Tags: Payroll Department

Moving Reimbursement Pre-Approval Request Purpose: If using State funds, the new employee must complete this form. Please reference the Moving Expense Procedures for detailed information. Last Updated: January 1, 2023

Imaging Document Submission (IDS) TCP Invoices eForm

Categories: Forms, Resources Tags: Travel

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.