Professional Development & Training Materials

For compliance and security purposes, some systems require training before access is granted.

• Merchant Training – This is a required training for all merchants that accept card information as a form of payment through point of sales, web, phone or paper forms to maintain compliance with the Payment Card Industry Data Security Standard (PCI DSS). Learn more about Merchant Training requirements.
• Purchasing Card Program Training – Provides the purchasing card (P-card) accountholder training. A new on-demand user and biannual cardholder training will be available starting Wednesday, April 9, 2025. Learn more about the Purchasing Card Program Training.
• Offered by the Office of OneIT
  • Banner training required to gain access to Banner, the University’s administrative system of record. Both courses are on-demand self-paced classes.
    • Banner Finance Training – Log into Canvas using your NinerNET credentials, select the Course icon from the left side-bar menu and select Training-Banner Finance (the course list will vary by user).
    • IT Security Training – available in L&D Portal – learn more about IT Security Training

On-demand training provides convenient, self-paced learning that you can access anytime, anywhere. Available courses include:

• Navigating Finance Fundamentals – Ideal for employees new to university roles requiring finance and budget competencies or responsibilities, including business officers and business coordinators. Now available in the Learning and Development Portal!
• Sources and Uses of University Funds – Covers the broad categories of funding sources and some key considerations for the use of these funds. Learn more about the Sources and Uses of University Funds.
• Endowment Overview and Update Training – Includes the results of the annual spending calculation and provides a high-level overview of the University’s endowment process. Targeted to those who manage endowment funds for their department. Learn more about Endowment spending.
• Internal Controls presentation – A brief training on internal controls at UNC Charlotte. Learn more about Internal Controls.

Engage with expert instructors and fellow learners in our live instructor-led courses, offered throughout the year. View the schedule and register through the Learning and Development Portal.

• Charlotte’s Travel (everything you need to know about traveling for UNC Charlotte)
• Complex Payments and Tax Guidance – For employees who are responsible for submitting payment requests and interested in learning more about the tax implications of payments made by the University
• Employment of Internationals Workshop – Understand immigration, employment and tax requirements for on-boarding international employees
• Fixed Assets – This workshop will benefit asset custodians, inventory coordinators, department business service, or anyone involved with the annual physical inventory process, entering Fixed Assets eForms, and 49er Mart purchasers with account coding
• Purchasing and Accounts Payable 101 – Provides information on the University’s purchasing policies and procedures as well as procedures for invoice payments
• Purchasing 201: Solicitations and Contracts – Detailed training on the competitive solicitation and contract processes
• Hosted by OneIT Financial Systems Support
  • Concur for Purchasing Card Expense Report (Non-travel) – Covers purchasing card (p-card) reconciliation process in Concur for employees who reconcile their own p-cards or have been delegated responsibility for reconciling other employees’ p-cards
  • Concur for Travelers – A walk through of the travel request to expense report process for employees who travel on behalf of the university and are responsible for preparing their own travel-related processes

Need a quick answer? Our microlearnings provide short, focused videos to guide you through a specific process in minutes. Available videos:

Banner & Perceptive Content Navigation

• How to access historical Treasury Services fund files in Perceptive Content
• How to determine how much the University paid to a vendor for any given year using Banner Finance
• How to look up a fund number in Banner Finance using FTMEELT

Banner Self Service

• How to access your electronic Form W-2 (current employees)

PATH System

• How to set up a process specific approver in PATH (e.g., Concur Cost Object Approver)

More video tutorials will continue to be added! Check back often.

Join the conversation! Our online forums, offered by Financial Services and partner offices, are excellent for knowledge sharing and connecting with subject matter experts and peers. Find a forum that suits your interests.

• Admin Forum – Monthly training and support for campus administrative staff; learn more about the Admin Forum and Admin Chat Room Group.
• Business Update Forum – Held periodically throughout the year, each session is customized for the needs of those individuals who lead and support the business operations within the University’s colleges and departments. Learn more about the Business Update Forum.
• Hosted by OneIT Financial Systems Support
  • 49er Mart Forum – Held the 4th Thursday monthly; forum information will be posted to the 49er Mart message board and in the Learning and Development Portal
  • Concur User Group Forum – Covers a variety of topics such as system updates, best practices, frequently asked questions and answers and discussion of experiences in Concur. You can find the most recent session recordings and slide decks on the Concur landing page. Forum registration (optional) is available in the Learning and Development Portal