System & Security Access Forms
New Employee Checklist (DOC  )
Use this form for all new Finance Division employees (permanent, transfers to a new department, temporary and student) request system access (e.g. Banner, shared network drives, unit specific applications, etc.) based on job functions. The form also contains a checklist all units should follow to ensure new employees are appropriately setup to perform their jobs.
Banner Security Change Request (DOC)
Use this interactive form to adjust a Finance Division employee's security permissions in Banner based on a change in job functions. This form should also be used to request, change or terminate access for non-Finance Division employees.
Employee Exit Form (DOC )
Use this form to terminate all system access for an employee leaving a job. This includes those employees who are leaving their current job (either permanently through a separation from the University or through a transfer to a new unit or department). The form also contains a checklist all units should follow to ensure exiting employees have their access terminated.
Finance Division Confidentiality Agreement (DOC )
This confidentiality agreement should be signed by all permanent and temporary employees within the Finance Division. This Agreement must be filed in the employee’s personnel file in HR. Copies should be given to the employee, Controller and employee’s supervisor.
Banner Security Class Definitions
The files below define what capability each Banner security class allows.
- Accounts Receivable (PDF
 )
- Finance (PDF )
- Payroll (PDF )
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