Q. How do I get access to Banner?

Departmental staff responsible for querying accounting information, managing funds, or initiating financial paperwork that is submitted to Financial Services, are required to take the following classes to gain access to the Banner Finance system .

Basic Navigation - BANNAV
Finance Forms/Query - FINFQ

Introduction to Banner Finance - FIN101

Requisitioning/Receiving – FPO201 is for employees with departmental purchasing responsibilities, including requisitioning and receiving.

Financial Departmental Administration – FDA301 is an optional class offered to employees with departmental financial responsibilities, including purchasing, grants administration, budget management responsibilities, and employees that initiate financial paperwork that is submitted to Financial Services.

Finance Advanced – FIN110 is for Banner Finance departmental experts looking for more from the system and have at least 2 months of Banner Finance experience.

Finance One-on-one – FINONE for Banner Finance users who feel they need additional one-on-one instruction after completing the other standard classes.

On-line registration for these classes can be found on the Banner Information web site under Training.

Q. Who do I call with labor distribution questions?

If you have any questions and/or concerns about labor distributions, please contact Position Control Ext. 73427.

Q. How do I move an employee's salary expense to another account?

If you are moving a SPA position (and/or the employee in that position) to a different account number(s) on a permanent basis, you should prepare a Budget Request to Establish or Modify the Position.  http://www.uncc.edu/finance/BREMP.xls
Click Here for Instructions

If you are moving or splitting a Graduate Student, Faculty or EPA Staff member's appointment to a different account number(s), you should prepare a superceding AA-29 or PD-7.  http://www.provost.uncc.edu/epa/handbook.htm

If you are moving an Undergraduate Student to a different account number, prepare a superceding Student Temporary Wage Appointment form.
http://www.hr.uncc.edu/forms/StudentEmployment/StudentTempWageappointment_form.xls

If you are moving a Non-Student Temporary Employee to another account number,
http://www.hr.uncc.edu/forms/Employment/PD17_TempStaffEmploymentRequest.xls

If you are "releasing" an employee to perform work on a grant, please contact Contracts & Grants for appropriate forms and budget approval.

Q. What are the Benefit Rates?

For budgeting purposes, the University's portion of benefits associated with a full-time position are:

    FICA (Social Security) 7.65% of salary
    State Retirement: 7.83% of salary
    Optional Retirement: 11.46% of salary
    Law Officer's Retirement 12.83% of salary
    Medical Insurance $4,080 per year

    These rates are subject to change annually.

Q. What form do I need for?

Budget Request to Establish or Modify a Position forms to permanently change a position,
(e.g., account number, upgrade/downgrade, change to full or part-time) or to add a new position can be found at:
http://www.uncc.edu/finance/BREMP/htm.xls

Personnel Action Forms to appoint and/or make changes to current appointments of EPA Faculty and Staff can be found at:
http://www.provost.uncc.edu/epa/handbook.htm

Personnel Action Forms to appoint and /or make changes to current appointments of Graduate Students can be obtained from the Graduate School.

Personnel Action Forms to appoint and/or make changes to current appointments of Temporary Staff can be found at:
 http://www.hr.uncc.edu/forms/Employment/PD17_TempStaffEmploymentRequest.xls

Personnel Action Forms for SPA Staff can be obtained from Human Resources.

Q. What account code should I use?

 Please see Account Structure for object codes.

Q. Questions about monthly Budget Status Report?

For questions regarding the transactions in a fund, see below:
Checks to vendors/Interdepartmental billings - Accounts Payable, ext. 72112
Budget Revisions- General Fund or 3-XXXXX Accounts - Budget Office, ext. 74092
All other funds - Sponsored Programs - ext. 72793
Deposits - Cashiers Office, ext. 74086
Journal Entries - General Accounting, ext. 72118

Q. How do I establish a new fund?

You must fill out a Request for New Banner Fund Form and forward to the Budget Office.

Q. Who manages my fund?

All General Fund funds (100000 - 119999) may contact the Budget Office at extension 74092 for assistance.

 For Auxiliaries and Internal Service Fund accounts, see Budget Office Contacts.