Office of Finance and Personnel
The Office of Finance and Personnel serves faculty and staff in the College of Engineering and provides business-administration services to the college.
Finance and Business Management Resources
Reminders
- April 30, 2022 – Last day to spend ETF and Enhancement Fee funds; closeout due May 3, 2022
- May 31, 2022 – Last day to spend State funds; closeout due June 3, 2022
- Faculty Summer Salary Training Certification
Forms
- Budget Revision Form
- Budget Structure Form
- COE Action Sheet
- COE Request for Dean’s Signature Form
- COE Startup-Rentention Template Request for Funding
- Engineering Reconciliation Template
- Pcard Purchase Cover Sheet
- Permission to Serve Alcohol
- Purchase Request Form
- Quarterly Financial Cleanup – Appropriated Receipts
- Quarterly Financial Cleanup – Premium Tuition
- Quarterly Financial Cleanup – State Appropriated
- Service Center Use Rate Instructions
- Service Center Waiver Certification Form
- Transaction Approval Delegation
- Undergraduate Research Allocation Report
Foundation Forms
- Check Transmittal
- Foundation-Sponsored Event
- Gift Transmittal
- Stock Transfer Instructions
- BA-151 Notification of Gift
- Foundation W-9
- BA-108 Trust Fund Request
- Transmittal for Other Income/Refund of Expenditure
- SOP for Acceptance of Gifts
- New Fund Request
Information and Updates
- Spending Guidelines
- Travel Guidelines
- University Retention Schedule
University Links
- Budget Office
- CAMS (Asset Management/AM)
- Risk Insurance
- Controller’s Office
Personnel and Administration Resources
College Additional Pay Deadlines
- August 2021: July 15 (Th)
- September 2021: August 19 (Th)
- October 2021: September 16 (Th)
- November 2021: October 14 (Th)
- December 2021: November 10 (Wed)
SHRA & EHRA Internal Deadlines
| 2021-2022 | HR Actions Deadline to COE HR by noon | SDC Deadline to COE HR by noon |
|---|---|---|
| July | Wednesday, 7/14/2021 | Friday, 7/16/2021 |
| August | Friday, 8/13/2021 | Tuesday, 8/17/2021 |
| September | Monday, 9/14/2020 | Thursday, 9/16/2021 |
| October | Wednesday, 10/13/2021 | Friday, 10/15/2021 |
| November | Wednesday, 11/10/2021 | Friday, 11/12/2021 |
| December | Monday, 12/6/2021 | Wednesday, 12/8/2021 |
| January | Wednesday, 1/12/2022 | Monday, 1/17/2022 |
| February | Thursday, 2/10/2022 | Monday, 2/14/2022 |
| March | Tuesday, 3/15/2022 | Thursday, 3/17/2022 |
| April | Wednesday, 4/13/2022 | Friday, 4/15/2022 |
| May | Thursday, 5/12/2022 | Monday, 5/16/2022 |
| June | Tuesday, 6/14/2022 | Thursday, 6/16/2022 |
Forms and Links
- 90-Day Justification
- Additional Compensation Form
- Asset Tracking Form
- Background Check Process
- COE New Hire Checklist
- COE SHRA Overtime Policy
- COE Visitor No-Pay Application
- EHRA Offer Letters
- Faculty/Staff Tuition Waiver
- Family Medical Leave
- Grad Temp Personal Data Request
- Manager’s Checklist for Employee Safety Training
- Missed Punch Report
- Notice of Employee Working Outside NC Form
- OEO Approval Flow
- Offboarding
- Overdrawn Leave Request
- Overtime Request
- Patent Agreement
- Post Doc Medical Form
- Release Time Form
- Salary Distribution Form
- Scholarly Reassignment Request Form
- SHRA & EHRA Appointment Form
- SHRA Career-Banded Work Plan and Appraisal
- SHRA Offer Letter
- SHRA Secondary Employment Authorization
- Termination Checklist
- Transfer Appraisal Form (SHRA)
- Timesheet Resolution Request Form
- Visiting Scholar Questionnaire
- Work Hour Exception Form