To get access to WISER fill in the WISER Access Request form.
WISER is a redesigned version of WISDM with a modern interface and new/improved functionality to provide enhanced, efficient, and more agile financial reporting. We partnered with Renee Copes, Shared Financial System Analyst at UW System Administration, to deliver WISER training sessions via Zoom in September/October.
To request a training session please contact the following:
Please see full details at Credit Cards - Financial Operations | UWSP. Purchasing cards are overseen by UW Shared Services and questions may be directed to them. See contact info at link above.
Below is a list of guides and reference materials to help get you started.
Presentation and Handout Information:
Administrative & Business Process Presentation - September 2024
Administrative & Business Process Group Presentation - October 2023
Slides 1-3: Welcome & General Housekeeping
Slides 4-15: Human ResourcesSlides 16-20: Information Technology
Slides 21-38: Purchasing
Slides 40-49: Sustainability - Grow Program
Slides 50-66: Payment Services - Travel Planning & ReimbursementSlides 67-71: Risk Management - Fleet Vehicles; Youth Protection
Slides 73-82: Administrative Transformation Program (ATP)
Admin & Business Process Handouts - October 2023
HR Handout
UWSP Policy 625 GuidebookQ&A from Admin & Business Process Workshop
UWSP Policy 625 Guidebook
Q&A from Admin & Business Process Workshop
Previous Presentations and Handout Information: Archived Workshops
Budget Manager Training Presentation
Cash Handling Training & Certifications
Annual cash handling certification is available through Canvas for all cash handlers, supervisors, and fund custodians. The online training program consists of three separate assessments, one for each training group. Review of the Financial Operations Cash Handling Policy and Procedures prior to the assessment will be necessary in order to successfully complete the assessment at 80% or higher. Once an individual receives their certification, re-certification must be maintained annually. Special arrangements may be made with Financial Operations for one-on-one or departmental training opportunities.
**Review Cash Handling Policy and Procedures prior to completing certifications.**
Online Certifications
Cashier/Frontline Certification
Manager/Supervisor Certification
Fund Custodian Certification
Successful completion of the training program ensures the following:
Risk Management -
New Employee Safety Orientation
Power Lunch Presentation - Teams recordingTravel Program UpdatePre-Award and Post-Award Grants
Travel Program UpdatePre-Award and Post-Award Grants
Pre-Award and Post-Award Grants
Power Lunch Presentation - Teams recording
Purchasing Business Processes Updates - includes link to new W9 form released by IRS on 3/5/24.
CSA Training
Minor Protection and Adult Leadership
Archived Power Lunch Sessions
SFS User Quick Help - Clearing Browser Cache
The Procure-to-Pay Automation Project (P2P) is a system-wide effort to transform purchasing and accounts payable processes. This new procurement and payment platform is called ShopUW+. For more information about the project, visit the P2P Automation Project website.
Entering Funding & SpeedCharts in SUW+
Shop UW+ Role Management Guide
If you would like more help or guidance, please contact UWSP Purchasing at purchasing@uwsp.edu.
Special Course and Class Fees Archived Training
Travel Training (PowerPoint slides from training sessions)
Travel Guides
Creating an Expense Report
Video: Create Expense Report as Alternate
Selecting Business Purpose and Expense Types
Expense Type Specific
Approving Reports (HR and Expense Managers)