Training Resources
Office of Financial Services
UT Share/PeopleSoft Upgrade Information for changes effective May 15, 2022
Procurement & Travel Credit Card Training Required for Cardholders and Budget Authority/Approvers
PeopleSoft® functional training is NOT available on the UT Tyler CANVAS website at
this time.
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
ADMINISTRATIVE ASSISTANT OR OTHER SUPPORT STAFF PROCEDURES
PaymentWorks Supplier/Payee Training Procedures
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
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