University of Texas at Arlington

Planning and Budgeting Cloud Service is a budgeting and planning application that allows users to:

1. Identify proposed revenues and expenditures for the upcoming fiscal year.
2. Compare current and prior year’s operating budgets.
3. Manage position related data such as salary, distribution allocation, and position status (filled or vacant).

Training is mandatory for new users.

This course is designed for individuals responsible for budget preparation.  In the PBCS class, users will learn how to use simple spreadsheets and web forms to capture budget data.  After completing this course, you will be able to:

• Update your settings and preferences to accurately use PBCS 
• Use PBCS Workspace
• View, Print and/or download a Salary Roster Report
• Update Position data using Position Budget Forms
• Understand changes to the fringe benefits budgeting
• Update Intrafund Transfers using Transfer Forms  
• Review and complete cost center budgets using Departmental Budget Forms
• Understand the Reconciliation of Changes Worksheet

NOTE:  The PBCS class is a "Closed" enrollment class. This class is only open to individuals approved by the Budget Office. If you believe that you shoudl attend training, please submit a ServiceNow request.

The Managing Department Funds class is designed for employees responsible for managing and viewing accounting details. In this class, participants will be provided with an understanding of the chart of accounts, how to view available balances, and how to view account activity in commitment control. Also, UTShare terminology and campus impacts will be covered during this course.

Please be aware that if the class attendance is less than 3 people, class will be cancelled and alternate arrangements will be made. 

Target Audience: Admin, Dean, Director, and VP

OCI Knowledge Services Online Training Sessions:

Log in To Teams and navigate to the Teams Section. Click to Join or create a Team. In the "Join a team with a code" section, enter this code: 7qj3hn5

Select the corresponding channel to the class name to view the session.

Before being able to join the online class, a few steps may need to be taken.

1. Please go to myapps.uta.edu .
2. Click on the Teams icon.
3. Click on your initials in the upper right hand corner.
4. Select the "Download the desktop app." Complete the process to download the app to your device. 

OR

1. Review the Teams Resource Guide
2. Click the "Download Teams on Your Device" link. 
3. Complete the process to download the app to your device. 

If you have issues installing Teams on your device, please contact the Help Desk.

This class is designed for employees responsible for reconciling the monthly Financial Statements It will provide an understanding of the new SAHARA financial module and the responsibilities of the department. In this class, participants will learn how to access the SAHARA module, how to navigate through the module, and understand the information provided in the different sections of the module. In addition, we will discuss the required support documentation and the necessary approvals for the statements.

Recommended Prerequisite: Managing Department Funds Class
Target Audience: Dept. Reconciler and Dept. Head

OCI Knowledge Services Online Training Sessions:

Log in To Teams and navigate to the Teams Section. Click to Join or create a Team. In the "Join a team with a code" section, enter this code: 7qj3hn5

Select the corresponding channel to the class name to view the session.

Before being able to join the online class, a few steps may need to be taken.

1. Please go to myapps.uta.edu .
2. Click on the Teams icon.
3. Click on your initials in the upper right hand corner.
4. Select the "Download the desktop app." Complete the process to download the app to your device. 

OR

1. Review the Teams Resource Guide
2. Click the "Download Teams on Your Device" link. 
3. Complete the process to download the app to your device. 

If you have issues installing Teams on your device, please contact the Help Desk.

This class is designed for employees who are responsible for creating a requisition and selecting goods from an online catalog in MAV eSHOP.  In this class, participants will learn how to create a requisition, navigate in MAV eSHOP, search for items, and add items to a shopping cart. In addition, you will learn how to move the shopping cart from MAV eSHOP back into UT Share to complete the purchasing process. 

Please be aware that if the class attendance is less than 3 people, class will be cancelled and alternate arrangements will be made. 

Note:  Training is required for Requesters before access is granted to MAV eSHOP.

Target Audience: Administrative and Support Staff Responsible for Processing Requisitions in UT Share.

The Position and Workforce Management class is designed for individuals responsible for processing organizational and personnel transactions.  In this class, participants will learn how to view position data, view an incumbent’s assignment/appointment data, and view funding information for a position.  In addition, users will learn how to make changes and/or updates to position information using the eForms module in UT Share.  After completing this course, you will understand how to:

• View an employee Job Data
• View Position Data
• View Position Funding using the Department Budget Table
• Create the following eForms in UT Share:
  • New/Appointment Forms (New Hires, Rehires, New Position Request)
  • Change Forms (Modify Position, Change Funding, Pay Rate, Additional Pay, Transfers Within Institution)
  • Ending Forms (Terminations, Retirements, End Assignment, LOA)

Note:  Training is required before a "Requester/Document Creator" is granted access to the eForms module in UT Share.  In addition, the document creator must have Level III access privileges.  The “eForm Approver Only” role is automatically to individuals identified as a “Report To” Manager, Project Manager for Grants, and to any individual currently assigned to approve Financial Workflow documents in UT Share.

Please be aware that if the class attendance is less than 3 people, class will be cancelled and alternate arrangements will be made. 

Target Audience: Administrative and Support Staff

Note:  To understand the eForm process from beginning to end, Approvers are welcome to attend this class.  This includes Department Approvers, “Reports To” Managers, and Principal Investigators.

OCI Knowledge Services Online Training Sessions:

Log in To Teams and navigate to the Teams Section. Click to Join or create a Team. In the "Join a team with a code" section, enter this code: 7qj3hn5

Select the corresponding channel to the class name to view the session.

Before being able to join the online class, a few steps may need to be taken.

1. Please go to myapps.uta.edu .
2. Click on the Teams icon.
3. Click on your initials in the upper right hand corner.
4. Select the "Download the desktop app." Complete the process to download the app to your device. 

OR

1. Review the Teams Resource Guide
2. Click the "Download Teams on Your Device" link. 
3. Complete the process to download the app to your device. 

If you have issues installing Teams on your device, please contact the Help Desk.

The Timekeeper class is designed for employees who are required to maintain departmental time records. In this class, participants will learn how to enter time and absences for an employee (i.e. vacation, sick leave, etc.). UTShare terminology and campus impacts will be covered during this course.

Please be aware that if the class attendance is less than 3 people, class will be cancelled and alternate arrangements will be made. 

Target Audience: Admin and Support Staff

Planning and Budgeting Cloud Service is a budgeting and planning application that allows users to:

1. Identify proposed revenues and expenditures for the upcoming fiscal year.
2. Compare current and prior year’s operating budgets.
3. Manage position related data such as salary, distribution allocation, and position status (filled or vacant).

Training is mandatory for new users.

This course is designed for individuals responsible for budget preparation.  In the PBCS class, users will learn how to use simple spreadsheets and web forms to capture budget data.  After completing this course, you will be able to:

• Update your settings and preferences to accurately use PBCS 
• Use PBCS Workspace
• View, Print and/or download a Salary Roster Report
• Update Position data using Position Budget Forms
• Understand changes to the fringe benefits budgeting
• Update Intrafund Transfers using Transfer Forms  
• Review and complete cost center budgets using Departmental Budget Forms
• Understand the Reconciliation of Changes Worksheet

NOTE:  The PBCS class is a "Closed" enrollment class. This class is only open to individuals approved by the Budget Office. If you believe that you shoudl attend training, please submit a ServiceNow request.

This is a class for new staff to purchasing at the university -- whether you are responsible for making purchases for your department in MAV eSHOP or need to know more about higher dollar contracts, this class will provide an overview of all the purchasing options at UT Arlington.

Target Audience: Administrative and Support Staff  new to the university who are looking for an overview of purchasing at UT Arlington

The Business of Buying at UTA is available in Canvas. Do not register on this site.

Go here to self-enroll: https://uta.instructure.com/enroll/MXP98R

This class is designed to inform University employees about the policies and procedures that govern business travel on behalf of the University. Class participants will explore the "why" behind business travel and learn best practices for maintaining professional standards.

Target Audience: All UTA Staff

This is a class for front office staff to learn how to utilize MARS, the business intelligence solution at the university. You will learn how to gain access to MARS, navigate reports, and extract data on demand.

Target Audience: Administrative and Support Staff Responsible for reviewing reports through the MARS business application.

MARS is now available in Canvas. Do not register on this site.

Go here to self-enroll https://uta.instructure.com/enroll/DG8FTF

This is a class for new staff to learn about UTShare -- what it is, what it does, and some tips and tricks for making use of it. This is an ideal course for new employees who are unfamiliar with UTShare, our integrated finance and HR system. 

Target Audience: Administrative and Support Staff Responsible new to the university who are looking for an overview and introduction to UTShare

UTShare Fundamentals is available in Canvas. Do not register on this site.

Go here to self-enroll: https://uta.instructure.com/enroll/WX8Y8G

Adobe Sign is an online platform used to route documents for signature. This training covers the basics of using Adobe Sign: importing documents, adding form fields, sending out documents, saving documents as templates, and creating workflows.

Note - Training and a license are not required for users who will only be signing documents. Training and a license are required for document creators/ originators.

Target Audience: Administrative and Support staff who need to request electronic signatures via a web platform.

See the Adobe Sign Resource Guide for more information: https://kb.uta.edu/0011442

Adobe Sign is available in Canvas. Do not register on this site.

Go here to self-enroll: https://uta.instructure.com/enroll/DPG8AX

Budgets, Planning & Analysis has been working on a new budget transfer workflow process. The workflow process became available with the 9.2 UT Share upgrade. If you are responsible for processing budget transfers, please plan to attend training to ensure you are ready for the new process at go-live on March 3, 2020. Budget transfer rules will be included in the training and it is important to make sure you understand the changes that have been made.

This is a class for front office staff to learn how to invite suppliers to provide goods or services to the university.  You will learn how to send and resend invitations to suppliers, track these requests, and filter results to look up specific vendors or onboarding statuses. Before inviting a new Supplier, a thorough search should be performed to avoid duplications.

Target Audience: Administrative and Support Staff Responsible for Processing Requisitions in UT Share.