Resources

Student Refund Replacement Request This form should be used (by students only) to provide the Student Accounts Office information needed to research a lost refund check. Please note requests for replacement refunds will not be accepted until 15 days after the date the original check was issued to allow time for delays due to mail […]

Contract Review Workflow Contract Review Workflow Last Updated: November 13, 2014

Click play for an Overview of Travel Rules for State Employees provided by the North Carolina Office of State Budget and Management (NC OSBM). Click play for an Overview of Travel Reimbursement for State Employees provided by the NC OSBM. UNC Charlotte specific travel guidance and forms for faculty and staff are available on the […]

Financial Services Access Request Form (FS Employees Only) This form is for Financial Services use only to request access to: Banner, RACF, NCID and Core Banking. Other departments needing Banner Finance and/or 49er Mart access must complete the Request for Banner Finance/49er Mart Access. This access requires completion of two courses: Banner Finance Training and […]

Purpose: The Purchasing Card (p-card) electronic forms (eForm) manage p-card accounts, including requesting new cards, updating account details and closing existing cards to ensure compliance with university policies. Access: Use your UNC Charlotte login credentials to access this eForm. Additional Resources: View the p-card eForm FAQs for more information. Contact Email: purchasingcard@charlotte.edu Last Updated: October […]

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 […]

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 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 […]