Training
Expand
All
Collapse
All
Back
to Top

Training

Office of Budget and Finance Help and Training:

Welcome to the one-stop resource for how-to materials and help from the Office of Budget and Finance (OBF).

Task-specific guides, overviews, and job aids for all OBF functional areas are available, including Budget, Accounting & Financial Reporting, Information Security, Payroll, and Procurement.

Click on a functional area to view available materials (some training may require your UTD Net ID and password).

We are always growing. See the “Additional Help” link below to search FAQs, or let us know if you haven’t found what you need.

Accounting and Financial Reporting
Available Fund Balance Overview This job aid explains how to use the Available Fund Balance Overview page in PeopleSoft to provide a snapshot of the funds available for a selected cost center.
IDT-Quick Guide This job aid provides step-by-step instructions on how to create Intra/Inter Departmental Transfer Journals.
OBIEE Reports-Quick Guide This guide explains how to set up the search criteria to run reports from the Finance Dashboard in OBIEE.
Budget and Resource Planning
Budget Control Provides an overview of Budget Controls and how to handle Budget Exceptions.
Budget Control Training Guide This training guide provides a summary of PeopleSoft Budget Exceptions and step-by-step exception resolution.
Build a Budget Overview Page-Quick Guide Provides a quick guide for creating a Budget Overview Inquiry page.
FY2018 BPM Training Manual Provides a helpful training guide for using the Budget Planning Module.

These BPM training vidoes are housed behind the galaxy login. When you are logged in the training is on the right hand side. Click on the Gemini Financials link under "My Galaxy Training" and BPM will be listed.


BPM - An introduction This is the tutorial explaining the BPM tool. It opens in a new window. Please make sure to note that pop-up blocker may prevent the file from downloading.
BPM - Attach a Document Tutorial showing how to attach a document to your workbook.
BPM - Transfers Tab Tutorial showing how to add a transfer to your workbook.
Financial Management Services
Account Reconciliation-Excel Basics Provides an overview of some basic excel features that can be useful in the cost center reconciliation process.
Account Reconciliation-Quick Guide Provides an overview of the cost center reconciliation process and its purpose.
Chart of Accounts Overview Provides an overview of the UTD's Chart of Account structure. It includes descriptions and ranges for the following ChartFields: fund, account, function, department, cost center, program, project and activity.
LOR PeopleSoft Guide This guide explains how to access and complete your LOR.
JIRA Request User Guide

JIRA is used to request enhancements, PeopleSoft cost center and role access, as well as report business system issues.
Access to JIRA is obtained through an (eCAT) electronic computer access ticket.

PeopleSoft Cost Center Request Forms This job aid provides step-by-step instructions for submitting and approving PeopleSoft Forms.
PeopleSoft Hot Keys-Quick Guide Provides a list of PeopleSoft Hot Keys used as keyboard shortcuts within PeopleSoft Financials.
PeopleSoft Add to Favorites-Quick Guide Provides instructions on how to set up Favorites in PeopleSoft. This feature allows users to bookmark frequent utilized pages.
PeopleSoft University The PeopleSoft University page provides an overview of the mission, goals, delivery method, and assessment philosophy of the program. It also provides a list of upcoming sessions and a link to the registration website.
Information Security
Outreach The Information Security Office offers in person outreach events on campus, quick guides and videos to stay up to date on the latest security issues.
Payroll and Data Management

Direct Deposit

PeopleSoft Employee Self Service Quick Guide Direct deposit quick guide for online step-by-step instructions through the Galaxy portal.
NetID Plus Quick Guide Direct deposit quick guide for online step-by-step instructions through NetID plus.

ePAR

Change Funding Sources ePAR This module will show how to enter a Change Funding Sources ePAR which is used to update current funding information for an employee's regular wages.
End Assignment ePAR This module will show how to enter an End Assignment ePAR which is used to end an employee's current assignment(s).
ePAR Approver Quick Guide This quick guide will show how to approve an ePAR.
Job Attribute Change ePAR This module will show how to enter a Job Attribute Change ePAR which is used to change an employee's current job information.
Leave of Absence ePAR This module will show how to enter a Leave of Absence ePAR which is used to place a current employee on leave.
New Appointment - Secondary Assignment ePAR This module will show how to enter a New Appointment - Secondary Assignment ePAR which is used to enter a secondary assignment for an employee.
Retirement ePAR This module will show how to enter a Retirement ePAR which is used to retire an eligible employee from UTD.
Return From LOA ePAR This module will show how to enter a Return From LOA ePAR which is used to return an employee currently on leave to active employment status.
Supplemental Pay ePAR This module will show how to enter a Supplmental Pay ePAR which is used to add a new supplemental pay, change an existing supplemental pay, or end an existing supplemental pay for an employee.
Termination ePAR This module will show how to enter a Termination ePAR which is used to terminate a current employee.
Transfer ePAR This module will show how to enter a Transfer ePAR which is used to transfer a current employee from one UTD department to another.

Time and Labor

Semi-Monthly Employees Timesheet Entry, Web Clock Punch & Timesheet Review, Reviewing Paid Time
Semi-Monthly Quick Guide Quick guide for Semi Monthly Employees
Monthly Employees Timesheet Entry, Absence Request Entry (Sick/Vacation), Time Reporting Codes, Reviewing Time
Exempt EE Quick Guide Quick guide for Exempt Employees
Nonexempt EE Quick Guide Quick guide for Nonexempt Employees
Faculty EE Quick Guide Quick guide for Faculty Employees
RA & TA EE Quick Guide Quick guide for submitting NTR (RA & Tas)
Comp Time Overview Overview of Comp Time
Manager Training Approving Timesheets, Reviewing Employee Timesheets (UTD Timesheet), Delegating an Alternate Manager, Approving OT Requests, Viewing Employee History, etc.
Manager/Backup Quick Guide Quick guide for Managers and Backup Approvers
Faculty Manager Quick Guide Quick guide for Faculty Managers
Backup Approvers Training Backup Approvals for Department
Payable Approvers Training Approvals for Comp Time Payments
Time Administrators Training Enrolling Employee Approvers, Viewing Active Employees, Running Queries, Payroll Deadlines and Suggested Reports, Requesting Security, etc.
Time Administrators Quick Guide Quick Guide for Time Admins
Time and Labor Procedures Handbook Time & Labor Overview, UTD Policy References, T&L Procedures

 

Procurement Management

Accounts Payable

ePro Desktop Receiving Quick Guide This job aid outlines the steps used when creating a receipt in eProcurement once goods or services have been delivered.

Purchasing

Encumbrance Training This quick guide explains the steps used to view the details of a Purchase Order (PO) including the original encumbrance, amount vouchered and remain encumbrance amounts
ePro Approver Quick Guide This job aid outlines steps used when approving a cart in eProcurement.
ePro Requestor Quick Guide This is a pdf of the main steps used when submitting a cart for approval.
ePro Shopper Quick Guide This job aid illustrating the steps used to use the shopping features on the eProcurement Site.
eShip Global Training Guide
eShip Global Extended Training Guide
EshipGlobal is the preferred method for obtaining express shipping labels. The portal allows you to compare prices between the vendors that serve this area and get the best prices for you shipping needs. It also allows you to print shipping labels and drop-offs can be made at Central Receiving. If you have been using EshipGlobal, please note that you will need to use your PeopleSoft Cost Centers. New users can get access by contacting Mr. Jerry Porter at [email protected] or ext. 2427.
eProcurement Interface Guide Access the training for greater detail for guides and quick references guides for eProcurement. Topics include: eProcurement for Shoppers, Requestors or Approvers.
eProcurement Mobile Guide A quick reference document to activate a mobile device for accessing eProcurement.
Procurement Guidelines A quick reference document on how to purchase at UT Dallas.
eProcurement Email Approval Guide A quick reference document on how to approve documents in eProcurement through email.
Purchasing Quick Guides (eLearning) Access the training for greater detail for guides and quick references guides for eProcurement. Topics include: eProcurement for Shoppers, Requestors or Approvers.
Transaction Splitting This guide explains steps used to split transactions in eProcurement.

One Card

Customizing Citibank Passwords When you receive your initial sign on for Citibank, use this job aid to change your password.
One Card Guide Useful guide for the OneCard including uses, how to use it, and disallowed purchasing. Forward questions to [email protected]
One Card Printing Expense Report-Approver Print off this report at the end of each One Card Reporting Cycle, attach the receipts and have the Fiscal Officer or Cost Center Manager approve. Scan this into a file. As Procurement Management audits statements, we will request this package.
One Card Printing Expense Report-Cardholder Print off this report at the end of each One Card Reporting Cycle, attach the receipts and have the Fiscal Officer or Cost Center Manager approve. Scan this into a file. As Procurement Management audits statements, we will request this package.
One Card PS Application Guide for Approvers Guide for PeopleSoft One Card Application Approvers.
One Card Training (eLearning) A brief cardholder training on policies and procedures related to the OneCard program. Cardholders should allow 15-20 min’s to complete the training module.
Quick guide Citibank Cardholders A quick guide for Cardholders to adding cost center, account number and details to transactions in Citibank.
Quick guide Citibank Approvers A quick guide for to approving One Card transactions in Citibank.
Quick guide Citibank Reviewers A quick guide for Reviewers to adding cost center, account number and details to transactions in Citibank.
Split Transactions in Citibank This job aid shows you how to split transactions into more than one cost center or account number in Citibank.

Travel Reservations-Concur

How to Book a Flight in Concur This link explains how to book a flight and has a demo video to help.
How to Book a Hotel in Concur This link explains how to book a hotel and has a demo video to help.
How to Book a Rental Car in Concur This link explains how to book a rental car and has a demo video to help.
Quick Guide for Booking Guest Travel in Concur This guide takes the travel arranger through the steps to book guest travel in Concur.
Quick Guide on Booking Travel in Concur This guide takes you step-by-step through booking travel on Concur (for yourself or another UT Dallas employee).
Quick Guide on How to Create a Concur Profile This guide takes you through the steps on how to register for Concur and create a traveler profile.
Quick Guide on How to Enable E-Receipts in Concur This guide details the process of how to enable the e-receipt function in Concur, allowing the traveler to receive electronic receipts in their Trip Library from participating airlines, rental car agencies, and hotels.

Travel Management

Airfare Contract Rates External link to the Texas Comptroller’s Website. Contract fares are available only for state business purposes, can be booked through the university’s contracted travel agencies, and allow changes or refunds to be made to the purchased tickets.
Checklist for Booking Guest Travel in Concur An optional form to help travel arrangers gather the appropriate information in order to book guest travel.
Non-employee Travel Tip Sheet High level summary of travel and expense information for student and prospective employee travel.
Report of State Agents Traveling to Washington, D.C. External link to information regarding state funded travel to Washington D.C. to engage in activities related to obtaining or spending federal funds, or to impact federal policies.
Travel Coordinator Tip Sheet A list of best practices and helpful tips and links for the travel coordinator.
Travel Checklist Use this checklist to help organize your travel. This form is optional and is intended only to help guide the traveler through the travel process.
UT System Travel Expense Resource Guide General
guidelines based upon rules set forth by the Internal Revenue Services, Texas Comptroller’s office and other governing authorities.
How Do I Get Additional Help?