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Below, please find some of the most commonly used forms here at the School. We plan to add to this list as other forms and documents become necessary, and we always welcome your suggestions about which documents are most useful to you in your daily work.
In order to make these forms quickly available to School staff and faculty, the following
documents are currently either in PDF or Word format. However, we do intend to convert all forms to the School's electronic forms management system shortly, so please bear with us while we make the transition.
Human Resources
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Finance |
Travel |
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HR Forms
New Hire: All new UNC employees must complete several pieces of documentation:
For detailed instructions on how to complete and submit these forms, click here.
New Position Creation: Often, new jobs or duties require the creation of a new position. If a current UNC employee is to move into a new position, you will need to fill out a PD-102R-89 form. For detailed instructions about how to fill out this form, click here. If the person assigned to this new position is also a new (non-UNC) employee, fill out the PD-102R-89 form and then follow the steps for a New Hire below.
New IT hires require a different document.
Change Salary Distribution: For any changes made to a current employee's compensation, please use the Personnel Funding Request Form and follow the instructions listed in the form.
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Finance Forms
Budget Revision: This form is part of BizPharm's Reservation/Request page. If you would like to make a budget revision request, click on the new Budget Change/Funds Request form.
Check Requests: For any SOP faculty or staff who wish to submit either an adjustment or reimbursement request for expenses incurred, you will need to keep your original receipts and submit them together with a check request on the Finance Central page (for detailed instructions, go to the Business Processes page). Be sure to include the specific Object Code that corresponds to your expense.
Expense Reimbursement: If your incurred expenses related to travel, see the Travel Reimbursement section above. For other reimbursement requests, fill out a check request by visiting the Finance Central page, and use the Object Code that corresponds to your specific expense.
Expense Adjustment: For account or expense adjustments, you will need to fill out UNC's Budget Change/Funds Request form.
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Travel Forms
All travel forms are now completed electronically using Finance Central.
For a tutorial on the new Web Travel process, go to the Travel section of the Business Processes page.
Travel Authorization: Complete the Travel Authorization form and submit to your department head for approval whenever you plan to travel.
Travel Reimbursement: This form is the second part of the Travel Authorization form and must be filled out within 10 days following the completion of all travel. Send this form and your original receipts to the Business Management Office, which will in turn submit your form(s) to the Administrative & Business Office ( Travel Services). The Travel Request form must be signed by the traveler and the disbursing authority (or designee) of the account being charged.
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