Training Opportunities

To get access to WISER fill in the WISER Access Request form.

Training Sessions

 WISER (WISDM No Longer Available) - 

If you had access to WISDM, you now have access to WISER.

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.

Missed the WISER Zoom Training Sessions? Access a recorded session here.

WISER training materials are also available to assist you on UW System's website: https://www.wisconsin.edu/sfs/reporting/wisdm-and-wiser/.​

How to Request a Training Session

To request a training session please contact the following:

Purchasing Card: Information and Resources

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.

Self-Training

Below is a list of guides and reference materials to help get you started.

Administrative & Business Process Workshop Training

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 Resources
​​Slides 16-20: Information Technology​
Slides 21-38: Purchasing
Slides 40-49: Sustainability - Grow Program
Slides 50-66: Payment Services - Travel Planning & Reimbursement
Slides 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 Guidebook
​Q&A from Admin & Business Process Workshop​

 

Previous Presentations and Handout Information: ​Archived W​orkshops

Budget & Finance Training Series

Budget Manager Training

Budget Manager Training Presentation

Cash Handling

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

Successful completion of the training program ensures the following:

  •    I have read and understand the Financial Operations Cash Handling Policy and Procedures.
  •    I accept responsibility for the university funds I handle, or oversee, and will abide by the Cash Handling Policy and Procedures.
  •    I understand that failure to comply with the Cash Handling Policy and Procedures is cause for disciplinary and/or legal action. 

Cost Transfer Tool Demo

New Employee Safety Orientation

Risk Management - 

           New Employee Safety Orientation

Power Lunch Sessions

April 2024 - Fox World Travel Transition (led by Lynette Kvatek) and Grants (led by Katie Jore, Kari Thompson, and Heather Reichoff)

March 2024 - Purchasing Updates (led by Heidi Wallner)
​
Power Lunch Presentation - Teams recording​
​​​​Purchasing Business Processes Updates​ - includes link to new W9 form released by IRS on 3/5/24.​

February 2024 - Campus Security Authority (CSA) Training (led by Corinna Neeb) and Youth Protection (led by Melissa Vergara​​)
​
Power Lunch Presentation - Teams recording​
​​​​CSA Training

​Minor Protection and Adult Leadership​

November 2023 - ​Human Resources Recruitment Training (led by Diane Weiler)

​Power Lunch Presentation - Teams recording

February 2023 - LinkedIn Learning (led by Peter Zuge), Updated Food Purchasing Guidelines and New eForm (led by Christina Rickert), Contract Administration (led by Christina Rickert)

​Power Lunch P​resentation - Zoom recording
Food Purchases​ 
Contract Administration
​Student Affairs Entertainment Contract Process
Pre-Contract Worksheet​
​​

April 2023​​​​-  Capital Asset Management (led by Heidi Wallner and Kathy Heck), Fiscal Year End (led by Christina Rickert and Erin Hintz), Youth Protection (led by Melissa Vergara and Dana Busby)

​Power Lunch ​Presentation - Zoom recording
Capital Asset Management​ 
Youth Protection

​​Archived Power Lunch Sessions

SFS User Quick Help Documents

SFS User Quick Help - Clearing Browser Cache

ShopUW+

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.

  • A ShopUW+ Essentials website has been developed as a central hub to access all training resources, get updates, and access the ShopUW+ tool.  
  • To learn how ShopUW+ will function, there are several short videos available on the P2P project YouTube playlist.  Video topics include: Inside the P2P Project, Visibility to Status, Contract Repository, Roles and Workflow, Shared Supplier File, Vendors, User Support, and Business Process Transformation.

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

Special Course and Class Fees Archived Training​

Travel

Travel Training  (PowerPoint slides from training sessions)


Additional Training Available: