Request for Financial Services/Purchasing Access to Novell, Outlook, e~Print, Banner, SIPS and Core Banking

Rev 04/15/08

 

NOTE: This form is to be used by Financial Services staff only.

 Other departments needing Banner Finance access must follow the appropriate steps to request a Banner Finance Account

Requested by:       Your email address:(xxxxxxxx@uncc.edu)  

Employee Information

Last Name:    First Name:    Middle Initial:   Last 4 digits of SSN:  

Date of Birth:     mm/dd/yy   UNC Charlotte ID (if known):     Level 5 Organization Code:                       Organizational Codes

Location:  Building     Floor:    Office #:   Telephone Ext:

Employee Department:     Effective Date of Employment or Change:   

Gender:       

Employee Type (Check One) SPA Permanent Employee    EPA Permanent Employee SPA Temporary Employee   EPA Temporary Employee

Student Employee    Short Term Visitor    Long Term Visitor

Replacing an employee currently in this position?   If "Yes", name of employee being replaced:

Is Employee currently employed by another department at UNC Charlotte?

Access Required:  Please Check all that Apply Terminate All Access (User separated from UNC Charlotte)

Should the contents of the employee's H drive be moved to the J drive or to the H drive of another employee?  Yes   No.  If "Yes", please indicate the Novell login of the employee who is receiving the H drive contents, or the J drive folder. 

Should the employee's email be forwarded to another employee?  Yes   No. If so, please indicate the email address of the employee who will receive the mail:  and indicate the date on which forwarding can end and the former employee's email account can be closed

Terminate Banner Finance and Financial Services Applications (User remains with UNC Charlotte but no longer with Financial Services)

Novell

Employee should have the same Novell access as this current employee in your department:

Outlook

e~Print Access for Financial Reports BEFORE July 1, 2005.  Check all that apply:

            Cash Basis UNCC            Cash Basis UNCC Foundation        Cash Basis UNCC Athletic Foundation

            Accrual Basis UNCC        Accrual Basis UNCC Foundation     Accrual Basis UNCC Athletic Foundation

Banner

        Banner Request Type

        IP Address (Mac Users Only):      Email Address (Change/Terminate Requests Only): 

        Ship To Code (Requisitioners and Receivers Only)

 

    Banner Options:

    New employee should have the same Banner Finance access as this current employee:

    OR

    Check all that apply

    

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Del

  

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Del
A/P Supervisor   Direct Deposit Inquiry   Position Control Inquiry
Accounts Payable Maint   Direct Deposit Maint   Position Control Maintenance
Accounts Receivable Inquiry   Enter Receiving   Purchasing Maint
Agency Maintenance   Fixed Asset Maint   Purchasing Tables
Athletic Foundation Inquiry   Fixed Assets Processes   Security Inquiry
Athletic Foundation Maint   Foundation COA Maint   Student Accounts
Bank Recon Maint   Grants Maint   Student Accounts Supervisor
Cashier Supervisor   Inquiry   University COA Maint
Cashier's Office   Journal Voucher Maint   University Foundation Inquiry
Create Requisitions   Payroll Inquiry   University Foundation Maint
        Payroll Maintenance   Vendor Maint
                     
                     

 SIPS

Core Banking.   Employee should have the same access as this employee

Additional Information: