Business Apps
This section contains training documentation for programs that are outside of UTShare.
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
- Job Aid Requesting EPM Access
- Job Aid Logging In
- Job Aid User Preferences
- Job Aid Export Data to Excel
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)
- Job Aid Other Position Types
Departmental Budget Forms
- Job Aid Departmental Salary Roster
- Job Aid Add New GL Account to Budget
- Job Aid Budget Transfers
- Job Aid Cell Comments
- FY25 Longevity Calculator
Reconciliation and Reports
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 Basics
MARS Personalization
Teams Basics
- Job Aid UTA Teams User Guide
- Job Aid Teams Access and Navigation
- Job Aid Teams Guest Access Guide for Meetings
- Job Aid Chat in Teams
- Job Aid How to Create a Team for Staff
- Job Aid How to Create a Team for Other (Not Class, Staff, or PLC)
- Job Aid Uploading Files in TEAMS
Teams for Learning
- Job Aid How to Create a Team for a Professional Learning Community
- Job Aid Teams for Classes
- Job Aid How to Access Your Class In Teams
- Job Aid How to Create a Team for a Class
- Job Aid Merge a Class Team
- How to access your advising appointment
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 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, 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
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
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
These self-paced courses are located in Canvas, simply click on the class link to enroll.
Employee Training Guide
Clocking In and Out
- 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
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
Multiple Positions in TCP
General TCP Knowledge
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
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