Business Apps
This section contains training documentation for programs that are outside of UTShare
EPM
EPM is the university's cloud based budget and planning tool.
The Job Aids below are step by step instructions for particular tasks
EPM Training Overview
Getting Started in EPM
Position Budget Forms
Job Aid Add Position to Budget
Job Aid Transfer Employee (Change Position)
Job Aid Assign Employee to Vacant Position
Job Aid Transfer Position (Change Funding Source)
Job Aid Split Allocation Funding for Position
Job Aid Vacate Position (Transfer Out Employee)
Job Aid Delete Position (Delete Funding Source)
Departmental Budget Forms
Job Aid Update Departmental Budget Form
Job Aid Add New GL Account to Budget
Reconciliation and Reports
Job Aid Reconciliation of Position Changes
MARS
MARS Access Request Click Here
Please select from the Job Aids below
Training Guide
How To
MICROSOFT TEAMS
Overview
Job Aid - UTA Teams User Guide
Job Aid - Uploading Files in Teams
New Team Management
Job Aid - How to Create a Team for Staff
Job Aid - How to Create a Team for a Professional Learning Community
Job Aid - How to Create a Team for Other (Not Class, Staff, or PLC)
Teams for Academic Classes
Job Aid - How to Create a Team for a Class
Teams Access
Job Aid - Teams Access and Navigation
Job Aid - Teams Guest Access Guide for Meetings
CANVAS OVERVIEW
Canvas for Non-Academic Use Business Technology Services to OCI Knowledge Services provides training and support for departments using Canvas for Non-Academic purposes. To get started with Canvas attend one of our training sessions.
Canvas Requests Support
Request a Non-Academic Course (Service-Now)
Canvas Questions and Issues Have a question or issue? Submit a ticket in Service-Now selfservice and check out the knowledge base (service-now) for answers to frequently asked questions.
Canvas Support Hotline
Have a question about an existing canvas course.
Call Canvas support 1 (855) 597-3403
TouchNet Marketplace
UTA Marketplace is the University's software platform for online payments. Departments can set up an online store to sell merchandise, event tickets and take donations. The ready-made system allows departments to create a customized user friendly and PCI Compliant web store. Admin users are able to run reports and refund transactions easily.
For more information please contact utamarketplace@uta.edu
To request a new store go to: Service-now
Payment Works
PaymentWorks is a third-party supplier management platform that integrates with UTShare. Supplier information is validated against various banking and sanction lists to ensure compliance.
Overview
PowerPoint - PaymentWorks Initiator
play_circle PaymentWorks Demonstration Video
Managing Suppliers
Job Aid - Track Supplier On-Boarding Status
Job Aid - Search for a Supplier
Job Aid - Review Supplier Invoice Status
Additional Resources
Sign Up For Classes
Self Paced
These self-paced courses are located in Canvas, simply click on the class link to enroll.TCP - Employee
Employee Training Guide
Clocking In and Out
play_circle (Video) Clocking In
Job Aid – Clocking In From Lunch in TCP
Job Aid – Clocking Out for Lunch in TCP
play_circle (Video) Clocking Out
Job Aid – Correcting Missed Punch in TCP
Job Aid – Viewing Last Punch in TCP
Job Aid – Viewing Schedules in TCP
Review and Approve Hours
Job Aid – Review and Approve Hours in TCP
play_circle (Video) Review and Approve Hours
Accruals and Leave Requests
Job Aid – Requesting Leave in TCP
Job Aid – Viewing Requests in TCP
Job Aid – Submitting FMLA Case in TCP
Job Aid - Cancel Leave Request
MobileClock
Job Aid – Change PIN in MobileClock
Multiple Positions in TCP
Job Aid – Find Position Number
play_circle (Video) Clocking In Multiple Positions
General TCP Knowledge
Job Aid – Employee Messages in TCP
TCP - Timekeeper/Manager
Training Guides
Manage Employee Hours
Job Aid - Edit or Delete Time Segment
Job Aid - Filtering Employees in TCP
Job Aid - Add Hours for Exempt Employee
Job Aid – Add Hours for Non-Exempt Employee
Job Aid - Add Note to Time Segment
play_circle (video) Manager or Timekeeper – Edit, Delete, or Add Employee Time
Job Aid - Display Actual and rounded Punch Times
Job Aid - Download Employee Hours
Job Aid - Viewing Hours Exceptions
Accruals and Leave Requests
Job Aid – Approve or Deny Leave Request
Job Aid – Edit Employee Leave Requests
Job Aid – Add Leave Request for Employee
Job Aid – View Employee Leave Accruals
Job Aid – View Employee Leave Requests
Job Aid - Vacation Requests from New Employees
Job Aid - Cancel an Employee Leave Request and Job Aid
Review and Approve
Job Aid – Review Employee Attestations
Job Aid – Review Individual Hours
Job Aid – Approve Employee Hours
Dashboard and Reports
Job Aid – Apply Custom Dashboard
General Timekeeper/Manager Knowledge
Job Aid – Add or Edit User Delegation
Job Aid – TCP Employee Messaging
Job Aid - Payroll Corrections After Period Locks
Employee Transfer Partial Timeline
Business Apps
This section contains training documentation for programs that are outside of UTShare
EPM
EPM is the university's cloud based budget and planning tool.
The Job Aids below are step by step instructions for particular tasks
EPM Training Overview
Getting Started in EPM
Position Budget Forms
Job Aid Add Position to Budget
Job Aid Transfer Employee (Change Position)
Job Aid Assign Employee to Vacant Position
Job Aid Transfer Position (Change Funding Source)
Job Aid Split Allocation Funding for Position
Job Aid Vacate Position (Transfer Out Employee)
Job Aid Delete Position (Delete Funding Source)
Departmental Budget Forms
Job Aid Update Departmental Budget Form
Job Aid Add New GL Account to Budget
Reconciliation and Reports
Job Aid Reconciliation of Position Changes
MARS
MARS Access Request Click Here
Please select from the Job Aids below
Training Guide
How To
MICROSOFT TEAMS
Overview
Job Aid - UTA Teams User Guide
Job Aid - Uploading Files in Teams
New Team Management
Job Aid - How to Create a Team for Staff
Job Aid - How to Create a Team for a Professional Learning Community
Job Aid - How to Create a Team for Other (Not Class, Staff, or PLC)
Teams for Academic Classes
Job Aid - How to Create a Team for a Class
Teams Access
Job Aid - Teams Access and Navigation
Job Aid - Teams Guest Access Guide for Meetings
CANVAS OVERVIEW
Canvas for Non-Academic Use Business Technology Services to OCI Knowledge Services provides training and support for departments using Canvas for Non-Academic purposes. To get started with Canvas attend one of our training sessions.
Canvas Requests Support
Request a Non-Academic Course (Service-Now)
Canvas Questions and Issues Have a question or issue? Submit a ticket in Service-Now selfservice and check out the knowledge base (service-now) for answers to frequently asked questions.
Canvas Support Hotline
Have a question about an existing canvas course.
Call Canvas support 1 (855) 597-3403
TouchNet Marketplace
UTA Marketplace is the University's software platform for online payments. Departments can set up an online store to sell merchandise, event tickets and take donations. The ready-made system allows departments to create a customized user friendly and PCI Compliant web store. Admin users are able to run reports and refund transactions easily.
For more information please contact utamarketplace@uta.edu
To request a new store go to: Service-now
Payment Works
PaymentWorks is a third-party supplier management platform that integrates with UTShare. Supplier information is validated against various banking and sanction lists to ensure compliance.
Overview
PowerPoint - PaymentWorks Initiator
play_circle PaymentWorks Demonstration Video
Managing Suppliers
Job Aid - Track Supplier On-Boarding Status
Job Aid - Search for a Supplier
Job Aid - Review Supplier Invoice Status
Additional Resources
Sign Up For Classes
Self Paced
These self-paced courses are located in Canvas, simply click on the class link to enroll.TCP - Employee
Employee Training Guide
Clocking In and Out
play_circle (Video) Clocking In
Job Aid – Clocking In From Lunch in TCP
Job Aid – Clocking Out for Lunch in TCP
play_circle (Video) Clocking Out
Job Aid – Correcting Missed Punch in TCP
Job Aid – Viewing Last Punch in TCP
Job Aid – Viewing Schedules in TCP
Review and Approve Hours
Job Aid – Review and Approve Hours in TCP
play_circle (Video) Review and Approve Hours
Accruals and Leave Requests
Job Aid – Requesting Leave in TCP
Job Aid – Viewing Requests in TCP
Job Aid – Submitting FMLA Case in TCP
Job Aid - Cancel Leave Request
MobileClock
Job Aid – Change PIN in MobileClock
Multiple Positions in TCP
Job Aid – Find Position Number
play_circle (Video) Clocking In Multiple Positions
General TCP Knowledge
Job Aid – Employee Messages in TCP
TCP - Timekeeper/Manager
Training Guides
Manage Employee Hours
Job Aid - Edit or Delete Time Segment
Job Aid - Filtering Employees in TCP
Job Aid - Add Hours for Exempt Employee
Job Aid – Add Hours for Non-Exempt Employee
Job Aid - Add Note to Time Segment
play_circle (video) Manager or Timekeeper – Edit, Delete, or Add Employee Time
Job Aid - Display Actual and rounded Punch Times
Job Aid - Download Employee Hours
Job Aid - Viewing Hours Exceptions
Accruals and Leave Requests
Job Aid – Approve or Deny Leave Request
Job Aid – Edit Employee Leave Requests
Job Aid – Add Leave Request for Employee
Job Aid – View Employee Leave Accruals
Job Aid – View Employee Leave Requests
Job Aid - Vacation Requests from New Employees
Job Aid - Cancel an Employee Leave Request and Job Aid
Review and Approve
Job Aid – Review Employee Attestations
Job Aid – Review Individual Hours
Job Aid – Approve Employee Hours
Dashboard and Reports
Job Aid – Apply Custom Dashboard
General Timekeeper/Manager Knowledge
Job Aid – Add or Edit User Delegation
Job Aid – TCP Employee Messaging
Job Aid - Payroll Corrections After Period Locks
Employee Transfer Partial Timeline