Banner Finance Access

The Systems Development Office assigns access roles and privileges based on the employee's duties and information provided. Typically, Banner Finance user access includes the ability to view:

• Fund balances
• Transactions

If additional admin pages are used, a written justification must be submitted with the appropriate levels of approval to the Systems Development Office before processing. Such requests may be, but not limited to, review by Systems Development and the Office of the Comptroller.

Broad access to Banner Finance is rarely permitted.

Once approved, the Systems Development Office will establish Banner Finance user access and assign forms and fund access as appropriate. The following sections provide information on granting access to an employee based on their status.

New Employee/User Access to Banner Finance
New employees or new users that apply for access to Banner Finance are required to complete Banner Finance Training. Training is provided online on the learn.ncat.edu website. Once training is complete, follow the steps stated under the section Submitting Access Requests.

Temporary Employee Access to Banner Finance
Temporary employees are granted access to Banner Finance based on their assignment time length. Once their length of assignment has ended, temporary employee's Banner Finance access is removed. However, if their assignment has been extended (i.e. ePaf submitted) or they have no break in employment, a temporary employee's access is reestablished. The department head is responsible for submitting a request to the Systems Development Office to make this change.

Requests for Existing Banner Finance Users
Requests for existing Banner Finance users consist of access to new or additional funds. These requests are submitted using the Banner Finance Fund Access Request Form. The Confidentiality Security Agreement is not needed unless the employee is:

• Requesting access to Banner Finance for the first time
• Access has been deactivated due to inactivity.

Employees Transferring to Another Position within a Department
The department head is responsible for:

• Reviewing an employee's access.
• Ensuring that requests are submitted to either change or cancel the employee's existing access

 

Employees Transferring to Another Department or Division
The current department head is to:

• Contact the Systems Development Office at financesecuritygroup@ncat.edu to cancel the employee's existing access within 48 hours.
• Submit a new Banner Finance user access request if required for the new position.

 

Exiting Employees
Human Resources will notify the Systems Development Office of terminating employees. If the terminating employee has Banner Finance access, it will be canceled at that time. If employment termination is sudden, the department head or supervisor is to contact the Systems Development Office within 48 hours via email to financesecuritygroup@ncat.edu to cancel access.

WebFOCUS is a reporting system and repository that allows authorized users to extract data from Banner in the form of reports.

In relation to Banner Finance, WebFOCUS is used to provide users with reports on their financial information. WebFOCUS access is independent of Banner Finance Access. WebFOCUS access is limited and requests for access are evaluated by the Director of Systems Development and/or the University Comptroller. Information about WebFOCUS is found on the ITS WebFocus webpage.

AggieMart is the University's e-procurement system that allows authorized users to shop for goods and services, create and route requisitions, transmit orders, and document receipts of online orders.

The connection between AggieMart and Banner Finance verifies sufficient funds for purchases. Insufficient funds in Banner may require budget revisions and transfers to cover any deficits. Learn more about AggieMart >

Banner Finance is the finance module of the Banner Enterprise Resource Planning (ERP) system. Banner Finance allows the management of fund data.

Staff that either manages or queries financial information that make decisions for procurement or budgetary purposes need access to Banner Finance. AggieMart, the University’s e-procurement, connects to Banner Finance to ensure that sufficient funds are available to purchase goods and services. Those that use AggieMart, either as a requisitioner or approver are required to have access to Banner Finance.

1. Complete the Online Banner Finance Training available at learn.ncat.edu. 
2. Complete and submit the Banner Finance Fund Access Request form and following the steps below to ensure it is approved accordingly. 

Refer to the Banner Finance Training page for more information. 

Complete the Banner Finance Fund Access Request Form.

Access usually takes 2-3 business days.

To reestablish your access, submit a Confidentiality Security Agreement to financesecurity@ncat.edu

All employees that have transferred to a new department will need to complete an updated Banner Finance Fund Access Request Form and Confidentiality Security Agreement.