Banner Finance Access
Banner Finance is used for:
- reviewing university budget data and financial transactions
- performing on-line budget revisions
- communicating with AggieMart to ensure sufficient funding in creating purchase requests.
Access to Banner Finance is restricted to employees whose official duties require access to financial information. The employee's department head is responsible for determining the employee’s need for access. Employees granted access to Banner Finance must abide by the Confidentiality Security Agreement (PDF page 3). All access requests to Banner Finance should be directed to the Systems Development Office at financesecuritygroup@ncat.edu .
Submitting Access Requests
All first-time users must complete Banner Finance training to obtain access. The following are steps for submitting access requests to Banner Finance:- Complete and sign the Banner Finance Access Request Form (PDF page 1)
- Complete and sign the Confidentiality Security Agreement (PDF page 3) if first time user or deactivated user
- Send completed form(s) to financesecuritygroup@ncat.edu
- The employee's department head/supervisor
- Dean
- Vice Chancellor
If a department head, dean, or Vice Chancellor is requesting access, their supervisor must sign the request.
The following lists the responsibilities of Banner Finance users:
- Each employee must have a unique username to access the Banner
- Employees are not permitted to share usernames or log-in to the system using another employee's password and username.
- Employees permanently filling a vacant position should never be given another employee's access or a previous employee's passwords.
- Students and temporary employees are not permitted to access Banner Finance using a permanent employee's Banner user identification.
Important to Know
- Fund balances
- Transactions
Broad access to Banner Finance is rarely permitted.
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.
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.
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.
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 FAQs
- Complete the Online Banner Finance Training available at learn.ncat.edu.
- 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.