Financial Services Training Resources 

Training Resources

Office of Financial Services

CREDIT CARD PROGRAMS

• Procurement Card Policy and Procedure
• Check Vendor Status before Purchase
• Voyager Fleet Credit Card Policy and Procedures

UT Share/PeopleSoft Upgrade Information for changes effective May 15, 2022

• Screen and navigation change guide (05/15/2022)

The links below will direct you to helpful videos that will assist in understanding UT Share/PeopleSoft® navigation.

• Introduction to Using the Employee Self-Service Home Screen (Video)
• Instructions for completing or changing your W-4 Withholding Certificate
• Instructions for adding or changing your bank accounts for payroll direct deposit
• Employee Quick Reference Guide
• Payroll / Timekeeper Navigation
• Budget Authority or Supervisor Approval of Travel Authorizations, Expense Reports, or Vouchers
• Creating Travel Authorizations or Expense Reports
• Procurement Operations / Requisitions Navigation
• Procurement Credit Card Reconciliation Navigation
• Creating a Personalized Homepage 

BUDGET AUTHORITIES, BACKUP BUDGET AUTHORITIES, AND SUPERVISORS

UT Share / PeopleSoft® Navigation and Approval Procedures

• Budget Authority Approval for an Expense Report
• "Reports To" Supervisor and Budget Authority Approval for a Travel Authorization
• Budget Authority Approval for a Requisition
• Budget Authority Approval for a Voucher
• Budget Authority or Supervisor Review and Approval for Procurement Credit Card Transactions

EMPLOYEE OR OTHER PAYEE EXPENSE REIMBURSEMENT CERTIFICATION

• Employee Or Payee Certification for an Expense Reimbursement

ADMINISTRATIVE ASSISTANT OR OTHER SUPPORT STAFF PROCEDURES

PaymentWorks Supplier/Payee Training Procedures

• Campus Initiator Procedure Guide

UT Share / PeopleSoft® Travel and Expense Training Procedures

• Creator of a Travel Authorization
• Creator of an Expense Report
• Creator of a My Wallet Expense Report (Travel card transactions)

UT Share / PeopleSoft® Accounts Payable Training Procedures

• Creator of Non-PO Vouchers
• Creator of Purchase Order Vouchers
• Zoom Recording of Live Training January 2017

UT Share / PeopleSoft® Procurement Card Transaction Processing

• Admin Assistant Procard Transaction Reconciliation

UT Share / PeopleSoft® Purchasing Procedures

• Creating a Requisition
• Creating a Requisition - Quick Reference Guide
• Entering a Blanket Purchase Order
• Receiving Items for a Purchase Order

UT Share / eSHOP Training Procedures

• eSHOP Quick Reference Guide
• eSHOP New User Training Manual
• eSHOP Shoppers Training Manual
• eSHOP Requesters Training Manual
• eSHOP Assignees Job Aid
• eSHOP Navigation Job Aid
• eSHOP Profile Management Job Aid
• eSHOP Search Recommendations
• eSHOP Supplier Job Aid