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Business Process Training

UNT System Finance Business Process training will continue virtual training through the Fall Semester.  Below you will find our Fall Training Calendar. Additionally, monthly training calendars are sent around the beginning of each month to remind faculty & staff of training for that month.

Welcome to the UNT System Business Process Training Page! Here you will find information related to functional training managed by UNT System, namely;

  • Creating and Managing Requisitions (ePRO)
  • Purchasing Card (PCard)
  • Time & Labor & Timekeeping
  • Electronic Interdepartmental Transfer (IDT) (currently UNT Denton and Dallas only)
  • Journal Worksheet Automation
  • Electronic Cost Transfer Form

Travel is currently rolling out Concur department by department, campus by campus. Click here for the travel page. Click here for Travel related training.

Most trainings are offered on your campus monthly (see Training Calendars below). Some trainings are offered online and can be found here or in the Learning Portal.

If you have a specific training question related to Pcard, you can contact pcard@untsystem.edu. For travel, travel@untsystem.edu. For all other training questions, please contact either Carl Miron (carl.miron@untsystem.edu) or Shaun Treat (shaun.treat@untsystem.edu). For questions or issues related to the Training Portal, please contact Human Resources at ODE@untsystem.edu.

Training Calendars

Fall training is scheduled from August to December, spring training from January to May, and summer from June to July. We aim to have each new calendar up by the end of the week on the last month of each training cycle.

Download the training calendar here.

Learn how to enroll for training in the Training Portal.

Approver Training

ePro Approver Training
This training is designed for individuals who are responsible for approving electronic procurement (ePro) - including temporary delegates - covering essential elements of the procurement process, procurement guidelines, what approvers should focus on and be aware of when approving or denying transactions, and how to approve a requisition. The training consists of two parts, the first being the training itself, and the second a request for security to approve requisitions. Anyone can retake the first part for informational reasons or as a refresher without having to submit a request for approval. 

PCard Approver in Concur
Click the link to UNT World Learning. You can launch it as often as you like for informational purposes or as a refresher.

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

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

eLeave

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

Below are some walkthroughs for some common processes. 

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.

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.

Click here for the most updated information related to Time & Labor.

Procurement

Click here to go to the purchasing website for the most updated documents and information.

PCard

How Do I Get a PCard?

1. Complete the Application and submit to pcard@untsystem.edu.
2. Complete the PCard Holder & Approver 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.

Click here for the most updated information and forms related to PCard. 

Travel

Log in to Concur - http://untsystem.edu/concur

Travel & Concur Training - https://finance.untsystem.edu/travel-training

Concur Resource page - https://finance.untsystem.edu/concur-request-travel-expense

Concur training video page (Must be logged into Concur to access) - https://www.concursolutions.com/expense/client/view_training.asp