Ubicación
Knowledge Services BTS Online Training, Room PaymentWorks Channel
Fechas
11/30/2020
Horas
12:00 AM – 12:00 AM
Días de Clase
Monday
Duración
0 hr
Asientos Disponibles
37

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.

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

 

Ubicación
Canvas, Room How to Travel for the University Channel
Fechas
11/30/2020
Horas
12:00 AM – 12:00 AM
Días de Clase
Monday
Duración
0 hr
Asientos Disponibles
38

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.

How to Travel for the University is now available in Canvas. Do not register on this site.
 

 

Target Audience: All UTA Staff

 
Ubicación
Teams Online Platform, Room Managing Department Funds Channel
Fechas
12/1/2020
Horas
2:00 PM – 4:00 PM
Días de Clase
Tuesday
Duración
2 hr
Asientos Disponibles
36

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

Knowledge Services BTS 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.

 

Ubicación
Knowledge Services BTS Online Training, Room SAHARA Channel
Fechas
12/2/2020
Horas
10:00 AM – 12:00 PM
Días de Clase
Wednesday
Duración
2 hr
Asientos Disponibles
50

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

Knowledge Services BTS 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.

Ubicación
Teams Online Platform, Room Position and Workforce Management Channel
Fechas
12/3/2020
Horas
10:00 AM – 12:30 PM
Días de Clase
Thursday
Duración
2.5 hr
Asientos Disponibles
37

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.

Knowledge Services BTS 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.

Ubicación
Teams Online Platform, Room ProCard Channel
Fechas
12/4/2020
Horas
10:00 AM – 11:30 AM
Días de Clase
Friday
Duración
1.5 hr
Asientos Disponibles
36

The ProCard class is designed for employees who are required to process ProCard payments. In this class, participants will learn how to update and reconcile ProCard charges; as well as, how to maintain the ProCard Transaction Log. 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

Knowledge Services BTS 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.

Ubicación
Teams Online Platform, Room Create Requisition - Special Item Request Channel
Fechas
12/7/2020
Horas
1:30 PM – 4:00 PM
Días de Clase
Monday
Duración
2.5 hr
Asientos Disponibles
39

The Special Item Request form is used to request goods or services that do not exist in the Hosted or Punch Out catalog in MAV eSHOP.  In this class, participants will learn how to search for a vendor, how to create a requisiton from the special item request form, how to perform desktop receiving and how to use the manage requistions page 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 Responsible for Processing Requisitions in UT Share.

Knowledge Services BTS 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.

Ubicación
Teams Online Platform, Room Payment Vouchers Channel
Fechas
12/8/2020
Horas
9:00 AM – 11:00 AM
Días de Clase
Tuesday
Duración
2 hr
Asientos Disponibles
39

The Payment Voucher class is designed for employees who are required to process vouchers. In this class, participants will learn how to search for a vendor, create a non-purchase order voucher and create purchase order voucher. UTShare terminology and campus impacts will be covered during this session.

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

Knowledge Services BTS 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.

Ubicación
Teams Online Platform, Room Timekeeper Channel
Fechas
12/9/2020
Horas
1:00 PM – 3:30 PM
Días de Clase
Wednesday
Duración
2.5 hr
Asientos Disponibles
36

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

Knowledge Services BTS 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.

Ubicación
Teams Online Platform, Room PBCS Channel
Fechas
12/10/2020
Horas
1:00 PM – 4:00 PM
Días de Clase
Thursday
Duración
3 hr
Asientos Disponibles
39

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.

Knowledge Services BTS 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.

Ubicación
Teams Online Platform, Room Travel and Expenses Channel
Fechas
12/11/2020
Horas
1:00 PM – 3:30 PM
Días de Clase
Friday
Duración
2.5 hr
Asientos Disponibles
38

The Travel and Expenses class is designed for employees responsible for managing travel requests and reimbursements. In this class, participants will learn how to process travel authorizations, cash advances, and expense reports. 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

Knowledge Services BTS 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.

Ubicación
Teams Online Platform, Room MARS Channel
Fechas
12/14/2020
Horas
10:00 AM – 11:30 AM
Días de Clase
Monday
Duración
1.5 hr
Asientos Disponibles
37

This class will go over the MARS database. Users will learn about report basics, different reporting tools, how to read the reports, and how to set user preferences. 

Prior UTShare financial and human resources training is recomended. 

MARS access is required prior to attending this class. If you do not curretnly have access to MARS, plase submit a ServiceNow Request here: https://uta.service-now.com/selfservice2?id=utassp01_sc_cat_item&sys_id=0f2fbdaddb206f00a1450de7f4961924

Knowledge Services BTS 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.

Ubicación
Knowledge Services BTS Online Training, Room SAHARA Channel
Fechas
12/15/2020
Horas
2:00 PM – 4:00 PM
Días de Clase
Tuesday
Duración
2 hr
Asientos Disponibles
50

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

Knowledge Services BTS 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.

Ubicación
Teams Online Platform, Room Create Requisition - MAV eSHOP Channel
Fechas
12/16/2020
Horas
10:00 AM – 12:30 PM
Días de Clase
Wednesday
Duración
2.5 hr
Asientos Disponibles
37

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.

Knowledge Services BTS 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.

Ubicación
Teams Online Platform, Room Position and Workforce Management Channel
Fechas
12/18/2020
Horas
2:00 PM – 4:00 PM
Días de Clase
Friday
Duración
2 hr
Asientos Disponibles
40

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.

Knowledge Services BTS 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.

Ubicación
Canvas , Room E200C
Fechas
12/31/2020
Horas
12:00 AM – 12:00 AM
Días de Clase
Thursday
Duración
0 hr
Asientos Disponibles
40

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.

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

 

Ubicación
Canvas, Room How to Travel for the University Channel
Fechas
12/31/2020
Horas
12:00 AM – 12:00 AM
Días de Clase
Thursday
Duración
0 hr
Asientos Disponibles
40

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.

How to Travel for the University is now available in Canvas. Do not register on this site.
 

 

Target Audience: All UTA Staff