Manuals, Guides, and Procedures
Admin Forum and Admin Chat Room Group
workshops
Program for Administrative Certification (PAC)
As an administrative employee, you may encounter unfamiliar procedures and questions you may not know the answers to, i.e., Who do you ask? How do you find the answers? Human Resources Learning and Organizational Development offers workshops through the Program for Administrative Certification (PAC) where you will obtain knowledge of various policies and procedures needed to assist you in your position. We strongly encourage you to consider participating in this program.
Admin Forum
In addition to these workshops, there is an administrative support group that offers monthly training and support and a way to communicate with other administrative staff across campus.
The purpose of the group is to communicate to all administrative employees new procedures as they develop, to open up communication for the administrative employees to voice their needs, and for everyone to share their best practices with each other.
Upcoming Admin Forum Sessions
Registration information for all Admin Forum sessions can be found in the Learning and Development Portal events calendar.
- June 18, 2024: Receiving & Stores / Surplus | Register here
Admin chat room group
An Admin-Chat-Room Google Group is available for you to join. It is a tool to help administrative employees keep in touch with each other, and in addition to Niner Insider, Inside UNC Charlotte, and other Groups and system emails, will be used to announce changes in policies, procedures, etc. You may also utilize the Admin-Chat-Room-Group to ask questions to all administrative employees on campus by sending an email to Admin-Chat-Room-Group@charlotte.edu.
Not already a member? Add yourself to this group!
Contact an Admin Coordinator: admin-coordinator@charlotte.edu
Jennifer Campbell
Phone: 704-687-5813
Email: jennifer.campbell@charlotte.edu
Debra A. Bunker
Phone: 704-687-7541
Email: dbunker@charlotte.edu
Tina Moody
Phone: 704-687-7320
Email: tina.moody@charlotte.edu
Last Updated: April 16, 2024
Airfare, How to Pay
Payment method:
The preferred method for purchasing airline tickets is to use a University-issued Purchasing Card (P-card).
Other allowable methods include:
- Direct bill to AAA of the Carolinas
- Submit a Travel Reimbursement and Expense Report form
Note: Refer to University Policy 601.8, “Appropriate Use of University Funds” to confirm if this is a permissible use of funds for your area.
Rationale and other considerations:
The cost of commercial airline tickets (coach rate) is allowable when purchased for the purpose of traveling on University business. Because the P-card allows for an improved approval and prepayment process, it is the preferred purchasing method for buying airline tickets.
If the employee is combining business and personal activities in the same trip, only the expense related to the business portion of the trip is allowable. Please refer to the University Travel Manual for additional information.
How to do it:
- Complete a Travel Authorization form and obtain supervisor approval (additional special fund approval may be required, such as Grants & Contracts Administration or Treasury Services).
- Upon approval of the Travel Authorization form, the traveler or their designee may then purchase their airline tickets (coach rate) using a P-card. When using the P-card for travel expenses, follow the guidelines and processes identified in the Travel Manual (link provided below).
| Policies | Procedures | Forms/Links | Training and Reference Materials |
|---|---|---|---|
| University Policy 602.7, Travel Authorization and Reimbursement
OSBM Budget Manual (Refer to Section 5 for Travel Policies) University Policy 601.8, Appropriate Use of University Funds |
Purchasing Card Manual | Know Before You Go: General Guide for Travelers |
Contact for additional questions:
Email the travel inbox at travel@charlotte.edu, or refer to the list of contacts on the Disbursements-Travel webpage.
Last Updated: November 10, 2014
Bank of America Works
The Works application is a web-based, user-friendly electronic card payment management service that automates, streamlines, and integrates existing payment authorization and reconciliation processes while providing management reporting & spending controls.
Last Updated: December 8, 2014
Banner Finance Quick Reference Card
Last Updated: September 25, 2023
Purpose: A cheat sheet containing Banner Finance 9 references.
Contact Email: finsystems@charlotte.edu
Banner Finance, AR, and HR Security Class Descriptions
Last Updated: September 1, 2023
Purpose: List security class descriptions found in Banner Finance, AR and HR.
Contact Email: finsystems@charlotte.edu
Banner Finance/49er Mart
To determine the specific area of training required, review the guide below.
Departmental financial responsibilities
Users who have departmental financial responsibilities, including grants administration, budget management, use Finance reports or initiate financial paperwork, complete
- Banner Finance Training class available through Canvas
- Request for Banner Finance/49er Mart Access form
Purchase and purchase approval
Users who purchase or approve the purchase of goods and services or enter receiving through 49er Mart, review
- 49er Mart Training available through Canvas
Salary and position monitoring and reconciliation
Users who monitor salary/position administration and reconciliation, complete
- Banner Finance Training class available through Canvas
- Request for Position Control Access form
- Review the EPAF documentation
Approve student and temporary employee timesheets
Users who approve timesheets for Students or Temporary Employees, complete
- Review the WTE documentation
- Send an email to webtimeentry@charlotte.edu requesting access.
Grant or University Fund view access
Users who only need access to view Revenue and Expense information about Grant or University Funds.
- Complete SSB Form on Request for Banner Finance/49er Mart Access Form
Contact Email: finsystems@charlotte.edu
Last Updated: August 2, 2023
Banner HR Quick Reference Card
Purpose: Banner HR QuickCard Reference
Contact Email: finsystems@charlotte.edu
Last Updated: October 19, 2023
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: April 1, 2024
Banner Rule Codes
Purpose: To provide a list of Banner rule codes. Rule codes are defined system codes that determine how transactions are handled, e.g., determine ledgers posted to, budget bucket to place a budget transaction, helps identify the transaction source, and helps to segregate different types of transactions. Rule codes are found on form FGITRND.
Contact Email: finsystems@charlotte.edu
Last Updated: July 11, 2022
Banner Web Time Entry (WTE)
Target Audience: Student Employment Coordinators and others responsible for approving timesheets for student and non-student temporary employees.
Overview: This documentation focuses on web time entry, approving time, and establishing proxies in the Banner Self-Service system.
Resources:
Below are current user guides for WTE Employee Users and Approvers.
- WTE User’s Guide (January 23, 2024)
- WTE Approver’s Guide (March 1, 2024)
- WTE Holiday Pay Quick Reference Guidelines (May 27, 2023)
- WTE Overtime Quick Reference Guidelines (May 27, 2023)
Select the button below to view WTE Frequently Asked Questions (FAQs).
Contact Email: payrolldept@charlotte.edu
WTE Technical Assistance Email: hrsystems-support@charlotte.edu
Last Updated: March 1, 2024
Budget Manual – NC Office of State Budget and Management (OSBM)
Purpose: A budget manual guide from the North Carolina Office of State Budget and Management (OSBM) for use by state departments, agencies, and institutions in the preparation and administration of their budgets. Travel policies are in section 5 of the budget manual.
Contact Email: travel@charlotte.edu
Last Updated: April 13, 2022
Business Update Forum
Business update forum
Join us as various subject matter experts from Business Affairs and the Office of OneIT provide updates and guidance for navigating the University’s financial and related administrative processes. Planned changes or enhancements to existing processes and systems are also discussed. These sessions are open to UNC Charlotte staff and faculty.
Upcoming Forum Session
Thursday, April 18, 2024
1:00 to 2:30 p.m.
Presented via Zoom Webinar – registrants will receive a unique webinar link upon completing registration
Past Forum Materials
About the Business Update Forum
Financial Services hosts discussion forums three times a 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. During these sessions, subject matter experts from Business Affairs and the Office of OneIT provide updates and guidance for navigating the University’s financial and related administrative processes. Planned changes or enhancements to existing processes are also discussed. These sessions emphasize an open discussion format to provide a forum for voicing questions about key business operations.
Email Lisa Dooley at ldooley@charlotte.edu to submit topic suggestions or request to present at a future Business Update Forum.
Last Updated: March 19, 2024
Chart of Accounts: Account Types
Purpose: Provide a list of account types found on the chart of accounts.
Contact Email: finsystems@charlotte.edu
Last Updated: November 13, 2014
Chart of Accounts: Fund Hierarchy
Chart of Accounts: Fund Hierarchy
Contact Email: finsystems@charlotte.edu
Last Updated: April 1, 2024
Chart of Accounts: Fund Types
Purpose: Table of UNC Charlotte Fund Types and their descriptions.
Last Updated: November 13, 2014
Chart of Accounts: Range of Expenditure Account Numbers and Budget Pools
Purpose: Provide Chart of Accounts Range of Expenditure Account Numbers and Budget Pools.
Last Updated: November 13, 2014
Choosing Account Codes in ARCHIBUS
Purpose: Shows the 2023 updates to ARCHIBUS and new account codes.
Last Updated: November 27, 2023
Computers, Printers & Accessories – How to Procure and Pay
Payment method
Use 49er Mart to purchase computers, printers or related accessories. Note: Purchase of Apple products from the Niner Tech Computer Store. Refer to the Niner Tech website instructions.
All computer and printer purchases must abide by the Guideline for Security of Endpoints. Requests for exceptions to this guideline may be submitted to the Office of OneIT. See this FAQ for more information regarding the exception process.
Rationale and Other considerations
Orders are processed online through a web browser depending on the type of supplier used. Begin by choosing a supplier, then select items you want to purchase and place them in your virtual shopping cart. After you have finished shopping, your cart proceeds to the checkout. At this point, a requisition draft will be created, and you will need to enter the appropriate accounting codes, such as fund and account codes, to be used by your department for the order.
When you place the order, the workflow process will begin, and an email notification will be sent to the approvers notifying them of pending order. The level of approvals required depends on the dollar amount and the type of purchase. Once the final approval is granted, a purchase order (PO) is generated.
To receive the order, you must log in to 49er Mart. Receiving initiates the payment to the vendor.
How to do it
- Login to 49er Mart.
- Click the supplier’s logo (e.g., Dell, CDW-G).
- If the vendor is a punch-out supplier, you will be directed to the vendor’s site to shop for your item(s).
- Add the desired item(s) to your cart and click “Checkout” when finished ordering.
- You will be directed back to the 49er Mart site to create your requisition.
- Review your order details and click “Proceed to Checkout.”
- Select the appropriate accounting codes for your college/department.
- Perform a final review and click “Place Order.”
Policies
Procedures
Questions?
Email Purchasing at purchasing@charlotte.edu or refer to the list of Purchasing contacts.
Last Updated: February 27, 2024