Purchasing Card Site Manager Training

Description:

In conjunction with Purchasing Card Policies & Procedures, this session provides a site manager with the basic knowledge necessary to maintain and oversee the Purchasing Card Program at the departmental or divisional level. The session includes an overview of site manager responsibilities and a live demonstration of Access Online, U.S. Bank’s web-based transaction management tool. Purchasing Card Policies & Procedures should be completed prior to attending this session. Purchasing Card Site Manager Training takes approximately 75 minutes.

Audience

This session is required for all purchasing card site managers.

Register:
https://hr.wisc.edu/professional-development/courses/?q=purchasing+card+site

Expense Reimbursement Beginner Training – Traveler/Alternate/Approver/Auditor

Description:

This course is required prior to performing any approval responsibilities or receiving an approval assignment in the system. This course focuses on travel and reimbursement policies and e-Reimbursement functionality.

Audience

The session is intended for frequent business travelers and those assigned to the roles of alternate, approver, back-up approver, auditor, or back-up auditor.

Register:
https://hr.wisc.edu/professional-development/courses/?q=expense+reimbursement+Beginner

Introduction to WISER

Description:

This virtual class is designed to give a high-level basic overview of the various searches and reports that are available within the campus reporting tool, WISER. Topics that will be covered include:
• Navigation
• Department Search
• Project Search
• AP/PO Search
• Expense Search
• Payroll Search
• Transaction Search
• Other information in WISER

Audience

Department or divisional financial staff who are new to campus, new to their role, or new to using WISDM or WISER. So, if you are already familiar with WISDM, please understand that this is an entry level course and you may already be familiar with much that will be covered.

Register:
https://hr.wisc.edu/professional-development/courses/?q=introduction+to+WISER

An Introduction to the Financial Environment at UW-Madison

Description:

The purpose of this session is to help make learning financial jobs easier and more efficient. Topics covered include:

Where the University’s Money Comes From and Where It Goes

Funding Strings

The Financial Decision-Making Hierarchy

How to Access Financial Data

UW Foundation Funds

Financial Training/Resources Available on Campus

Audience

This session is designed as a primer for employees new to financial roles on campus.

Register:
https://hr.wisc.edu/professional-development/courses/?q=an+introduction+to+the+financial

ShopUW+

Description:

Roles and Courses Breakdown

Role: Shopper
Courses: ShopUW+ Foundations, ShopUW+ Process Updates, ShopUW+ Shopper Skills

Role: Requester
Courses: ShopUW+ Foundations, ShopUW+ Process Updates, ShopUW+ Shopper Skills, ShopUW+ Requester Skills

Role: Approver
Courses: ShopUW+ Foundations, ShopUW+ Process Updates, ShopUW+ Shopper Skills, ShopUW+ Requester Skills, Approver Skills

Use the link below to self-register for the appropriate courses.

Register:
https://shopuwplus.wisc.edu/getting-started/

Purchasing Card Policies and Procedures

Description:

The session provides an overview of the purchasing card program, guidelines for purchasing card use and account management, requirements for supporting documentation, cardholder and site manager responsibilities, and guidelines for purchasing card reconciliation. Applications may be submitted prior to attendance, but will not be processed until after the required training is complete.

Audience

Purchasing card applicants and individuals designated as purchasing card site managers

Register:
https://hr.wisc.edu/professional-development/courses/?q=purchasing+card+policies

FP&M Business Operations & Purchasing

Description:
Register: