SAP Concur is the business expense solution that UTA uses for:

• Travel Requests
• Expense Reports (Both Travel and Non-Travel)
• Booking Travel via Collegiate Travel Planners
• ProCard Statement Reconciliation

Concur Profile and Overview
Training Guide Concur
Concur Travel and Expenses PowerPoint
UTA Concur Video Resources
UTA CTP/Concur Travel Resources
Concur Profile Settings Process Guide
Accessing Concur Job Aid
Navigating to Concur MobileApp Job Aid
Adding Receipts through MobileApp Job Aid
Non-Employee Concur Processing Job Aid
How to Set up an Assistant/Arranger for Travel Booking Job Aid
How to Set up a Delegate for Request and Expense Job Aid
Act as Another User Job Aid
Review Delegate Access Job Aid
Concur Approvals Job Aid
Concur Approval Delegation Request
Favorite Attendee Groups Job Aid
Reduce PDF File Size for Concur Job Aid
Searching Concur for Request or Report ID Job Aid
Missing Receipt Declaration Job Aid
Video: Add an Assistant or Arranger for Travel
Video: Add Delegate for Request and Expense
Video: Act as Another User
Video: Approvals

Travel Request
Travel Request Process Guide
Create Request Header Job Aid
Add Expected Expenses Job Aid

Non-Travel Expense Reports
Create Non-Travel Expense Report Process Guide
Expense Report – Mileage & Other Transportation Costs Process Guide
Create Non-Travel Expense Report Header Job Aid
Add Expenses Job Aid
Add Attachments Job Aid
Correct Report Header Missing Data Error Job Aid
Video: Non-Travel Meals and Attendees
Video: Add Attachments

Single Expense - Single Funding Source Job Aid
Single Expense - Multiple Funding Sources Job Aid
Multiple Expenses - Single Funding Source Job Aid
Multiple Expenses - Multiple Funding Sources Job Aid
Add Cash Advance Job Aid
Submit Travel Request Job Aid
Video: Single Expense - Single Funding Source
Video: Single Expense - Multiple Funding Sources
Video: Multiple Expenses - Multiple Funding Sources

Travel Expense Reports
Create Travel Expense Report Process Guide
Create Travel Expense Report Job Aid
Add Travel Itinerary Job Aid
Add Travel Expenses Job Aid
Update Lodging Expenses Job Aid
Update Meal Expenses Job Aid
Update Transportation Expenses Job Aid
Add Attachments Job Aid
Return Cash Advance Job Aid
Correct Report Header Missing Data Error Job Aid
Video: Travel Itinerary
Video: Hotel Itemization
Video: Other Hotel Type Itemization
Video: Non-Travel Meals and Attendees
Video: Add Attachments

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

• Enterprise Performance Management Training Guide
• EPM Information Graphic

Getting Started in EPM

• EPM Overview Process Guide
• EPM Access Request
• Accessing EPM Job Aid
• Navigating EPM Job Aid
• EPM User Preferences Job Aid
• Using the Member Selector Job Aid

EPM Reports

• Reports Process Guide
• Downloading Reports Job Aid

Position Budget Forms

• Position Budget Forms Process Guide
• Copy Position (Split Position Funding) Job Aid
• Transfer Position (Change Funding Source ) Job Aid
• Delete Position Job Aid
• Vacate Position Job Aid
• Transfer Employee (Employee Position Transfer) Job Aid
• Adding a Filled Position Job Aid
• Adding a Vacant Position Job Aid
• Other Position Types Job Aid
• Adding Additional Fringe Job Aid

EPM Transfer Forms

• Transfer Forms Process Guide
• Adding a Budget Transfer Job Aid
• Updating a Budget Transfer Job Aid
• Deleting a Budget Transfer Job Aid

EPM Departmental Budget Forms

• Departmental Budget Forms Process Guide
• Budgeting Longevity Job Aid
• MARS Employee State Service Time Job Aid
• Using the Member Selector Job Aid
• FY 26 Longevity Calculator

Forecasting

• Forecast Training Guide
• Navigation to Department Forecast
• Departmental Forecast Entry Overview
• Departmental Forecast Entry Process
• Forecast Actuals by Month for Selected Year
• 5 Year Actual Report and 5 Year Actuals by GL Account
• GL Account Actuals by Month for Selected Year and Forecast Copy - Snapshot for All Months

MARS is a central repository of integrated data that provides a full range of business intelligence capabilities.

MARS Access Request Click Here

MARS Training Guide

• MARS Training Guide

MARS Basics

• Job Aid Accessing MARS
• Job Aid MARS Basic Navigation
• Job Aid MARS Functions

MARS Personalization

• Job Aid MARS Customization
• Job Aid MARS Favorites

Teams Basics

• Microsoft Teams Resource Guide
• Microsoft Teams Calling Resource Guide

 

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.

• Training Schedule

Canvas Requests Support

Request a Non-Academic Course ServiceNow

Canvas Questions and Issues

Have a question or issue? Submit a ticket in ServiceNow or use the Chat & Support option.

Canvas Support Hotline

Have a question about an existing Canvas course please call Canvas support 1 (855) 597-3403.

UTA Marketplace is the University's software platform for online payments. Departments can set up an online store to sell merchandise and event tickets. The ready-made system allows departments to create a customized, user-friendly, and PCI-compliant web store. Admin users can run reports and refund transactions easily. Store Managers can process refunds, add products, and adjust store settings.

For more information, please contact UTAMarketPlace@UTA.edu

To request a new store, go to Service-now 
if you have any questions please contact: acctserv@uta.edu

The following forms must be submitted to acctserv@uta.edu to set up a new merchant account.

• MOU Department Agreement
• 2-108 New Credit Card Merchant Services Request
• 19-3 Products to be Sold 

Touchnet Marketplace Job Aids

• Job aid Logging into Touchnet
• Job aid Reset your password

uStore Job Aids

• Job aid enable or disable uStore
• Job aid uStore Enable or Disable Product
• Job aid uStore Pull Reports
• Job aid uStore Refund
• Job Aid uStore Copy a Product
• Job Aid uStore Update Product
• Job Aid uStore adding/updating Options
• Job Aid uStore adding/updating Modifiers
• Job Aid uStore updating Store Template
• Job Aid uStore resend email notification to customer or department

uPay Job Aids

• Job aid uPay pull reports
• Job Aid uPay refund

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. 

PaymentWorks for Initiator

• PowerPoint PaymentWorks Initiator
• PaymentWorks Demonstration Video
• PaymentWorks Helpful Hints

Job Aids

• Job Aid Invite a Supplier
• Job Aid Search for a Supplier
• Job Aid Track Supplier On-boarding Status
• Job Aid Review Supplier Invoice Status

Resources for Suppliers

• Supplier Aid
• Vendor/Supplier Job Aid

Employee Training Guide

• TCP Employee Training Guide

Clocking In and Out

• Job Aid – Add Hours for Exempt Employee
• Job Aid – Clocking In TCP
• (Video) Clocking In
• Job Aid – Clocking In From Lunch in TCP
• Job Aid – Clocking Out for Lunch in TCP
• Job Aid – Clocking Out in TCP
• (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
• (Video) Review and Approve Hours

Accruals and Leave Requests

• Job Aid – Accruals in TCP
• 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 – TCP MobileClock

Multiple Positions in TCP

• Job Aid – Find Position Number
• (Video) Clocking In Multiple Positions

General TCP Knowledge

• Job Aid – Employee Messages in TCP
• Job Aid - View Employee Profile
• TCP Employee Support FAQs
• TCP RDT Clock Locations

TCP is the system of record for timekeeping and leave used by all employees at UTA. TCP gets employee and manager data from UTShare. Please ensure your employee information is correct in UTShare. For assistance see the UTShare HR Info section.

Training Guides

• TCP Manager Training Guide
• TCP Timekeeper Training Guide
• TCP Reports Training Guide

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 Lunch Break
• Job Aid – Add Mass Hours
• Job Aid - Add Note to Time Segment
• (video) Manager or Timekeeper – Edit, Delete, or Add Employee Time
• Job Aid - Split Time Segment
• Job Aid - Display Actual and rounded Punch Times
• Job Aid - On-Call Comp Entry
• 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 Group Hours
• Job Aid – Review Individual Hours
• Job Aid – Approve Employee Hours
• Job Aid – Approve Exceptions

Dashboard and Reports

• Job Aid – Apply Custom Dashboard
• Job Aid – OpenXML in Excel
• Job Aid - Running a Report
• Job Aid - Creating a Saved Report
• Job Aid - Scheduling Report Automation

General Timekeeper/Manager Knowledge

• Job Aid - Add or Edit User Delegation
• Job Aid – Employee Profile
• Job Aid – Employee Schedule
• Job Aid – OT Comp Payout
• Job Aid – TCP Employee Messaging
• Job Aid - Payroll Corrections After Period Locks
• TCP RDT Clock Locations
• TCP Manager Support FAQs
• New Hire Access Timeline
• Employee Transfer Partial Timeline