Business Services Training provides relevant courses and resources to ensure that UW-Madison employees have the knowledge and skills to perform their purchasing and financial responsibilities accurately and efficiently.
Announcements
Status of Currently Scheduled In-Person Trainings
For your health and safety and that of our instructors, no in-person Business Services trainings will take place before May 16, 2020. Most currently scheduled sessions are being converted to alternative delivery formats. If you are registered for a Business Services training scheduled to take place prior to 5/16/2020, please watch your email for updates. Questions can be directed to dawn.rekoske@wisc.edu. Thank you for your patience.
Two Easy Ways to Find the Trainings You Need
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QUICK SEARCH FOR BUSINESS SERVICES TRAININGS BY TOPIC
- Accounts Receivable and Billing
- Capital Equipment
- Concur (Travel Booking)
- Custodian Funds
- Gift Management
- Financial Environment at UW-Madison
- Expense Reimbursement for Approvers/Auditors
- Expense Reimbursement for Travelers/Alternates
- Merchant Card Processing/PCI Compliance
- Purchasing (Beginner Level)
- Purchasing Card for Site Managers
- Purchasing Card Policies and Procedures
- WISER/WISDM
QUICK SEARCH FOR BUSINESS SERVICES TRAININGS BY SCHEDULE
View the complete and up-to-date schedule of Business Services training sessions here.
Not Sure Which Training(s) You Need?
This tool will help you identify the courses related to (and in some cases, required for) your particular role and responsibilities.
Business Services Online Training
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Annual Custodian Funds Refresher Training
Custodian Funds Online Refresher Training is required annually for all roles involved in maintaining custodian funds. Persons in those roles who have previously completed in-person training and are due for refresher training will be notified and sent the link to access the training when it is available (typically December). Email cstdnfnd@bussvc.wisc.edu with questions.
Annual Purchasing Card Refresher Training
Purchasing Card Online Refresher Training is required annually for all purchasing cardholders and purchasing card site managers. Persons in those roles who have previously completed in-person training and are due for refresher training will be notified and sent the link to access the training when it is available (typically September). Completion is required in order to remain eligible for the card program. Email pcard@bussvc.wisc.edu with questions.
PCI Compliance – Annual DBR/Site Manager Renewal
This annual renewal training is for people who have previously completed the in-person training called Merchant Card Processing: PCI Compliance for New DBRs and Site Managers. To request help accessing this online renewal course, please email pci-help@bussvc.wisc.edu.
PCI Compliance – Operator Training
Access the PCI Complaince – Operator Training
Additional Business Services Training Resources
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How to Cancel a Registration
Registrations should be canceled 36 hours or more in advance of the session by following these steps:
- Visit the Professional Development Website and log in using your NetID/password.
- Select “Review Your Course History.”
- A list will come up showing the classes you are registered for. At the right of each class is a “cancel” button.
- Click on the cancel button for the session you want to cancel your registration.
If unforeseen circumstances develop and you must cancel less than 36 hours in advance, please email dawn.rekoske@wisc.edu
How to View Your Learning Transcript
- Visit the Professional Development Website and log in using your NetID/password.
- Select “Review Your Course History.”
- A list of your current registrations will appear. Above that, click on “Transcript.”
How to Change/Update Your Personal Information in the Registration System
If you ever go to a UW training/event and receive a nametag that indicates your past work unit rather than your current one, or a work unit that is very vague (“administration”), you can update your information in the Office of Talent Management (OTM) registration system very easily.
- Go here: https://www.ohrd.wisc.edu/home/ and log in using your NetID/password.
- Click on “Review Your Course History”
- Then click on “My Personal Information.”
- Just change the Dept/School/College using the drop down menus. It even shows you what your nametag will look like!
- Click on “Update” to save changes.
