Finance Module

In order to be granted access to the Banner Finance module, please follow the steps below:

1. Attend the Banner Finance training classes based on the type of Banner Finance access desired. Review the guide at the following link to map responsibilities to classes required http://training.uncc.edu/bannerclasses.htm.
   
   
2. Staff should print Finance training manuals from the Banner training website http://training.uncc.edu/bannercoursedocs.htm and bring them to class.
   
   
3. A signed Confidentiality Statement must be on file.  Please print and bring to Finance 101A class. The instructor will collect the signed Confidentiality Statement and submit for processing.
   
   
4. Staff will be instructed on how to fill out and route the Request for Banner Finance Access form during the Introduction to Banner Finance (FIN101A) class.
   Note:  Access to Banner Finance requires the completion of the form with appropriate approvals and is not automatic upon completion of the class.
   
   
5. After access has been granted, questions or problems with access or using Banner should be directed to the Help Center.

Student Module

1. View the online training presentation which will show the new user how to navigate within the system.

2. A signed Confidentiality Statement must be on file with ITS.  Please print, sign and send the file to the address on the form.



3. Fill out an online form to request student access.

Financial Aid Module

In order to be granted access to the Banner Financial Aid module, please follow the steps below:

1. We strongly suggest staff attend at least the Introduction to Banner class in order to learn how to navigate the forms in INB.
   
   
2. We need a signed Banner Confidentiality Statement on file. (Submitted in the Introduction to Banner Class).
   
   
3. After steps 1-2 have been completed, an email from the staff’s supervisor should be sent to Michael Coyle in the Student Financial Aid Office requesting access to the Financial Aid forms in Banner.
   
   
4. After access has been granted, if staff have any questions or problems with Banner they should contact the Help Center.