Microsoft Word - GTAS Enrollment User Guide

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New User Self Enrollment

The term “new user” refers to an individual who does not currently have an identity (Single Sign On or SSO -

user ID and password) established to access Treasury applications via the UPS or ISIM provisioning services.

***If you already have an SSO account with which you access other Treasury applications via UPS or ISIM,

proceed to the User Account Request section of this guide.

To create an identity (Single Sign On user ID and password), access the Fiscal Service Self-Enrollment page at

https://isim.fiscal.treasury.gov/selfenroll/register

1. A security notification will display. Review the information and click I Agree to continue.

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2. Enter the self-enrollment information. Fields with (*) are required.

Click the Search button next to Organization. A separate browser

window will open. Enter your Entity name. Click the Search

button. The Search results will display. Click the radial button next

to your Entity, Click Add, then Done. Close the separate browser

window if necessar

Type the text from the

Captcha image into the

box and click Submit.

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3. A confirmation message will display the identity was established successfully, click Close Window button.

4. Two emails will be received. One email will contain the Single Sign On (SSO) userID, the other will contain

a temporary password.

(The auto-generated emails are marked from [email protected] or donotrep[email protected].gov. Some email

systems may deliver the emails to junk or spam folders.)

5. Log into ISIM https://isim.fiscal.treasury.gov/itim/self enter the User ID and temporary password received

in the emails and click LOGIN.

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6. A prompt to change the temporary password will be displayed. Retype the User ID and temporary

password in the corresponding fields. Create a New Password using the displayed criteria and retype in

the Confirm New Password fields. After completing, click the Change Password button.

7. A prompt will be displayed to establish 3 security questions and a shared secret to use in the self-service

portal for forgot password resets. Choose only 3 security questions and provide answers.

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8. Enter information in the Shared Secret field (at least three characters) and re-enter it in the Confirm

Shared Secret field. Click the Save My Shared Secret button when completed.

9. Click the Logout button.

Note: You must wait 15 minutes before using your User ID and password to log into ITIM to request access to TCIS.

User Account Request

1. The Self-Service home page will load. To request access to CARS, click the Request Account link in the My

Access section.

2. When the Request Account page loads, enter “GTAS” in the Search for: field, and then click Search.

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3. When the search results appear, click the GTAS link in the Account Type field.

4. When the Account Information window appears, click the Search button next to the GTAS Role field.

When the Search for GTAS Role screen appears, select the appropriate role by clicking on it.

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5. When the Account Information page loads, the selected role will be populated in the GTAS Role field.

Enter information relevant to your access in the Enter Entity Name, Department, FR Entity, or TAS field.

6. Click the Search button next to the Supervisor field to assign the supervisor.

This is a free-form entry field. If selecting the

Preparer or Certifier role, provide a list of the TAS.

(If access should be mirrored after existing entity

user

lease

rovide the user name.

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7. Type in the name of the desired supervisor, and then click Search.

8. When the GWA Supervisor’s name appears in the search results, click the link to select it.

Note: If the correct supervisor name does not appear, you will need to have him/her submit a form

in order to be added to ISIM as a GWA Supervisor.

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9. The supervisor name will appear in the Supervisor field. Click Next to continue with the process.

10. Click Request Account to submit the request. When the Request Submitted confirmation page opens, the

request ID assigned to the submitted request will appear. To view the status of the request, click the

View My Requests link.

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11. When the View My Requests page opens, the status of the request should initially be shown as “In

Process.” To view the Request Detail, including the name of the supervisor who needs to approve the

request, click the corresponding Account Add link in the Request Type column.

12. The request will remain in a status of “In Process” until it is approved, rejected, or the timeframe for

action ends. It will change to “Success” after the request has been approved by both your supervisor and

the Treasury Support Center. You will receive an email after the request has been approved or rejected.

Note: This process can take up to 14 days: your supervisor has seven days to approve the request, after

which the Treasury Support Center has another seven days to complete its approval. If your GWA

supervisor does not approve the request within the seven-day timeframe designated for GWA

supervisor approval, the request will fail, and you will need to resubmit it.

Contact the Treasury Support Center at (877) 440-9476 or via email at [email protected]

If you have questions concerning the GTAS enrollment process.

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Appendix A.

GTAS External Roles

GTAS is used by entities to report budget execution information and proprietary financial reporting information

to the Department of the Treasury. Each user may have only one entity role.

Preparer

This is an entity role used to upload ATB data and review it for accuracy. Multiple users at each entity should be

assigned this role, encouraging cross-verification and separation of duties. This role may also be used by service

providers who act on behalf of one or more entities. Preparers must be assigned to an Access Group), granting

them access to one or more entities’ TAS’s or a subset of TAS’s. This role is for the users at the various entities

who are responsible for all aspects of extracting data from their core accounting systems, loading trial balance

data into GTAS, and reviewing the data for accuracy.

 Uploads bulk files

 Certifies ATB periods 2-11

 Enters year end manual adjustments

 Explains material differences periods 3, 6, 9 and 12

Certifier

This role is for external entity users who are responsible for certifying the trial balance data and material

differences by TAS.

 Certifies ATB period 12

 Certifies year end manual adjustments

 Entity CFO or designee certifies material difference reporting periods 3, 6, 9 and 12

Executive

This role is for those users who are running reports only. Users will not have access to upload, update, or delete

any data throughout the system. Any user at any entity may request access to this role.