Business Process Training

Welcome to our Training Page. Our mission is to provide functional training to meet the development needs of our UNT System customers. Download the Training Calendar or see the Training Calendar page. Find a separate calendar for each campus listed below:

Note: Some training will require you to enter your EIS user ID and password. Learn how to enroll for training.

Enterprise Information Systems

PS200 - PeopleSoft 9.2 Basic Navigation
Presentation Materials
Course Description:

The PS Basic Navigation course teaches participants the basic procedures and methods to use the navigation features and functionality of the PS system. Specifically, participants will learn how to log on and off the PS system, use menu paths, access PS functionality, and use the various features of PS. Additionally, participants will learn to search for, enter and process data. This course is designed as a pre-requisite for all hands-on, functionality driven PS course work.  

Delivery Method: Self-paced e-Learning

Estimated Duration: 1 hour 

ePAR

ePAR Pushback and Pullback
This training shows ePAR initiators how to Pullback an ePAR and approvers how to pushback an ePAR for correction. This process is used ONLY while an ePAR is in the approval stage. It cannot be done to approved ePARs.

Employee Change Within Department
This training walks you through the process of changing information on a current employee such as funding, salary, position, etc.

Funding and Additional Pay
This training walks you through the process of changing funding sources or adding/changing additional pay items such as cell phone allowances, augmentations, and more.

Hire Salaried
This training walks you through the process of setting up job and payroll information for a new employee after you have completed the recruitment process.

Hire Hourly and Task
This training walks you through the process of setting up job and payroll information for a new hourly employee or a task payment.

Managing Delegations
This training walks you through the process of assigning your signature authority for timesheet approvals to another employee.

Termination
This training walks you through the process of terminating a job for an hourly or salaried employee.

Transfer from Another Department
This training walks you through the process of transferring an employee directly to your department from another department within the same institution.

Hourly Terminations
This training walks you through the process of easily terminating hourly positions in EIS. 

Payroll Deadlines for ePAR

Managing Leave

This training will walk staff and managers through the policies regarding leave, the different types of leave, how to use leave, request leave, and approve leave.

Managing Leave with eLeave HSC

Managing Leave with eLeave UNT Dallas

Managing Leave with eLeave UNT

Managing Leave with eLeave UNT System

Time & Labor

Approving Time
This training walks you through the process of approving timesheets for employees who report to you.

Desk Punch Time Reporting
This training walks you through the process of time entry for hourly employees who are enrolled in Desk Punch.

Hourly Self-Service Time Reporting
This training walks you through the process of completing your timesheet if you are an hourly employee who is not a Webclock user.

Managing Delegations
This training walks you through the process of assigning your signature authority for timesheet approvals to another employee.

Salaried Self-Service Timesheet
This training walks you through the process of completing your timesheet if you are salaried employee who is not a Webclock user.

Running Reports
This training walks you through the process of how to run the most common reports, such as pending time, leave balances, payable time, and unreported time.

Payroll Deadlines for Time and Labor

ePro Coordinator

ePro Coordinator
This training is designed for current and new individuals who create procurement transactions (ePro). The training will focus on purchasing guidelines, documentation requirements, ePro processing in EIS and changes to the budget sections as a result of the new Chart of Accounts (CoA). The training will also include a brief overview of the Historically Underutilized Business (HUB) Program. Register for the training at your campus portal and select Training and Development/Training Enrollment and search for the class by name (ePro Coordinator) or the number (AO16PO). Please refer to the training calendar for available opportunities.

ePro & ePAR Approvers

ePro and ePAR Approvers
This training is designed for individuals who are responsible for approving electronic procurement (ePro) and/or electronic payroll action requests (ePAR). The training will be narrowly focused on what approvers should focus on and be aware of when approving or denying transactions. The training will also include a brief overview of purchasing guidelines and the Historically Underutilized Business (HUB) Program.

Purchasing

Business Services provides face-to-face training for individuals who are responsible for the purchasing function within their department or business unit. Included in the training are Purchasing and PCard Guidelines, information regarding how to create requisitions and the process for applying for a Purchasing Card through CitiBank.

Desktop Receiving
The Desktop Receiving feature allows you to input receipt of items directly at your desktop. It should be used for receiving things such as services, while goods should be delivered directly to the University's Central Receiving Office.

Change Request
This training walks you through the process of making changes to requisitions pending approval, approved, sourced to purchase order, or sent to a vendor. 


How Do I Get a PCard?

1. Complete Application and submit to pcard@untsystem.edu.
2. Complete PCard and ePRO 101 training.
3. Notify pcard@untsystem.edu when your card has been received.
4. PCard team will then increase your transaction limit from $1 to the appropriate amount.


CitiBank Training


Need a Refresher? Review our Purchasing and PCard Guidelines

How to Do A Vendor Hold Search
This training walks you through the process of checking vendor holds on the Texas Comptroller website.

Travel

Travel Authorization Form
This training walks you through the process of completing the Travel Authorization Form which is the form that is required to be completed prior to making travel arrangments.

Travel Voucher
This training walks you through the process of completing the Travel Voucher. The voucher should be submitted to travelvouchers@untsystem.edu at the conclusion of the trip for anyone seeking reimbursement.

Training for Concur

How to Log In to Concur

    1. Updating Your Travel Profile
    2. Exploring the Concur Home Page
    3. Booking a Flight
    4. Booking a Hotel
    5. Booking a Car

    Training Profiles

    The Training Profiles are a comprehensive list of course offerings to provide professional development opportunities for staff positions that deal with UNTS financial processes, accounting and reporting. Please note you will be required to login with your EUID and password to gain access to the course catalog.