Business Services Training is now available in Canvas or through UW System resources.
Please self-enroll in the Business Services Training Canvas course to access the UW Parkside training courses.
Training listed as Coming Soon: Please watch for emails, come back here, or look at the Canvas course for more information.
Introduction to WISER
Highly Recommended for department or divisional financial staff who are new to campus or new to their role.
OPEN HOURS: WISER with Jennifer Agerholm
WISER replaced WISDM in Fall 2020. Please review the information from UW System on how to use WISER. Bring your questions to Open Hours! Email Jennifer Agerholm with questions.
Highly Recommended for all UWP employees involved with financial responsibilities familiar with WISDM and new to WISER.
September 29, 2020, Open Hours session is recorded and in Canvas. Please note that you may have to self-enroll in the Business Services Canvas course.
Introduction to Accounting
This consists of four online modules:
Highly Recommended for all UWP employees involved with financial responsibilities.
Introduction to Accounts Payable
This consists of four online modules:
|Introduction to Suppliers||Coming Soon|
|Overview of W-9s||Coming Soon|
|Purchasing: Working with Invoices, Purchase Orders & Requistions||Coming Soon|
|Paying People: Working with PIRS||Coming Soon|
Recommended of all University of Wisconsin Parkside faculty or staff who may need to purchase items or pay people on behalf of the university.
Training for all purchasing functions at University of Wisconsin Parkside.
Introduction to Purchasing
This is a beginner-level course that will provide information and tools to make common purchases. It will cover purchasing rules and the best methods to make purchases.
Until the new course is created, please contact Purchasing for an overview.
Recommended of all University of Wisconsin Parkside faculty or staff who may need to purchase items for the university.
Note: this does not cover the US Bank Corporate Travel Card.
Purchasing Card Policies & Procedures
This training provides an overview of how the purchasing card works, guidelines for card usage, cardholder responsibilities, and documentation requirements.
Email Campus Purchasing Card Administrator to be added to the required Canvas Course.
Please note that this Canvas Course is managed by UW System and is not part of the Business Services training.
Purchasing Card Record Submission Process
This training provides a detailed explanation of the Purchasing Card submission process. Substantial changes are coming for Fall 2020.
Required of all cardholders before receiving a card.
Recommended of all cardholders before submitting a purchasing card statement
SHOP@UW: New Account Requests
Any University of Wisconsin Parkside employee can request access to a Shop@UW account. Please note that all purchases must follow a purchasing approval process.
A mandatory one-time online training is required for all new Shop@UW Primary Account Contacts. This training is about 15 minutes.
Request to set up or reactivate a Shop@UW account and register for training here.
You can register for the training on that site in addition to requesting access. You will need your employee id to request access. Your employee id is on your earnings statement.
An overview of Shop@UW is included in the Introduction to Purchasing course.
Required for any faculty or staff who will be purchasing any items for university business as Shop@UW. Remember that Shop@UW should be the first choice in purchasing items for campus.
SHOP@UW: Using the Site
This training consists of PDFs created by University of Wisconsin Madison about Shop@UW. Information on when to use Shop@UW is included in the Introduction to Purchasing training.
Recommended for all staff purchasing through Shop@UW. Can be accessed for just in time training.
SHOP@UW: Monthly Review
Two online trainings provide an overview of the required monthly review of Shop@UW.
Highly Recommended for all staff purchasing through Shop@UW.
TRAVEL AND E-REIMBURSEMENT
Travel Incorporated Administrative Group Training Webinar (hosted by Travel Incorporated)
Highly Recommended for all UWP employees who may need to travel or book travel for others.
Required for all UWP employees who will handle any cash, checks, etc.
Departments and Units often have funds to deposit in their accounts. The Cashier's Office manages all deposits functioning as the "bank" for university. This training provides an overview of the Department Deposit forms.
Questions about Cash Handling or Department Deposits
Contact the Cashiers Office.
Recommended for all UWP employees who may submit department deposits.
900 Wood Rd.
Kenosha, WI 53144
Tallent Hall 245
Parking: Lot T
- WED7:45 am to 4:30 pm
Although our walk in hours are limited, our staff are available from 7:45 am to 4:30 pm. Please reach out to staff by phone, email, Skype, or Jabber.
Please note that documents you would send via intercampus mail can be scanned and emailed to firstname.lastname@example.org