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EmployeeESSENTIALS


Employee Essentials is a program designed to help employees learn how everyday things are done on our campus. These training sessions are open to any employee that is interested in the topic being presented. The goal is to help our faculty and staff understand how the policies and processess on campus impact the work they do.

How it Works:

Employee Essentials will run during the academic year (Sept – May). Training will be every other Wednesday.  Signing up ahead of time is encouraged but walk-ins are also welcomed. If you have specific questions please bring them. If you’re unable to attend the session but have questions about that topic, please contact the trainer for more information.

Schedule

DateCourse Description
Sept 11, 2019
9:10–10:10 a.m.
Sage 3234
Travel Made Easy - Part 1Michelle Highley, Finance and Administration
Come tour the UW System travel portal UW TravelWIse. Using the portal we will go over airfare, lodging, vehicle rental, and meal per diems. We will also go through a quick overview of Concur, our online booking tool, and answer any travel questions that you have.
Register Here
Sept 25,2019
9:10–10:10 a.m.
Sage 3234
FERPA Basics: What All Employees Need to KnowJean Kwaterski
The Family Educational Rights & Privacy Act is a Federal law that covers the privacy of student records. If we don't maintain the privacy of our students' records, our institution could lose federal funding! This session will let you know what information you can give out, what you can't, and to whom. There will also be time for Q & A.
Register here
Oct 9,2019
9:10–10:10 a.m.
Sage 3234
Cash HandlingJean Wolfgang, Finance & Administration
Review of the UW Oshkosh Cash Handling Procedure to ensure compliance with State Statute. Required for those that handle cash and/or checks or supervise those who handle cash and/or checks. Cash collection, receipt requirements, record retention, separation of duties, deposits, security & storeage and accounts receivable rules will be reviewed. Training will also review the monetary donation process.
Register here
Oct 23, 2019
9:10–10:10 a.m.
Sage 3234
Staying Safe At WorkLori Welch, Risk & Safety
Have you ever wondered about the safety measures UWO has in place to keep employees out of harm's way? This session will go over the essentials of safety on campus, including what to do if you're injured and what to do in response to an emergency on campus.
Register Here
Nov 6, 2019
9:10–10:10 a.m.
Sage 3234
Data SecurityMark Clements, IT
Are you utilizing the technology our campus provides the most effective way? Come learn about the various kinds of accounts, programs and file storage options for faculty and staff. We will also discuss ways to protect you data and avoid some common cyber-traps.
Register Here
Nov 20, 2019
9:10–10:10 a.m.
Sage 3234
Marketing and CommunicationsPeggy Breister, UMC
Your UWO marketing and communications office is a full-service provider. Come to hear what services we provide, how to access our services and how to make sure your marketing and communications are on brand.
Register Here
Dec 4, 2019
9:10–10:10 a.m.
Sage 3234
Travel Made Easy - Part 2Michelle Highley, Finance and Administration
How do I get approval to travel and how do I get reimbursed for my travel? Using the E-Reimbursement system we will walk through an example of a complete trip. We will start with the Travel Authorization and complete it with the Expense Report. Along the way showing tips and tricks to get this approved quickly!
Register Here
Dec 18, 2019
9:10–10:10 a.m.
Sage 3234
PCI ComplianceRachel Grose, Finance and Administration
Does your area accept credit cards as a form of payment? This session will review UW Oshkosh and UW System policies and procedures on credit card compliance. Topics covered include acceptable payment methods, security of data, and vendor relationships.
Register Here
Jan 15, 2020
9:10–10:10 a.m.
Sage 3234
Records Retention - Every Record CountsJoshua Ranger, Polk Library
Records management is like flossing your teeth: everyone knows it's a good idea, but no one likes doing it. And since all employees create, receive and maintain public records, it's critical that everyone practice good records hygiene. Learn your role in retaining and disposing of records consistent with state and federal law and as well as proper response to public records requests.
Register Here
Jan 29, 2020
9:10–10:10 a.m.
Sage 3234
How Do I Buy That? State of Wisconsin Procurement RulesBrian Klinger, Finance and Administration
Purchasing comes in contact with all areas of the University. In this course we will discuss the purchasing process - including contracts, signature authority, and purchasing thresholds. We will also review the State and UW System rules and policies. Anyone involved in the purchasing of office supplies up to large expenditures by departments should have at least a general working knowledge on how the state's procurement process works.
Register Here
Feb 12, 2020
9:10–10:10 a.m.
Sage 3234
TBA
Feb 26, 2020
9:10–10:10 a.m.
Sage 3234
TBA
Mar 11, 2020
9:10–10:10 a.m.
Sage 3234
Getting to Know UWO StudentsGreg Wypiszinski / Jennie Hartzheim
This session will provide an understanding of who is enrolled at UW Oshkosh. During this time you'll hear tips on how to positively influence students' University experience no matter who they are and what job you have on campus.
Register Here
Mar 25, 2020
9:10–10:10 a.m.
Sage 3234
Cash HandlingJean Wolfgang, Finance & Administration
Review of the UW Oshkosh Cash Handling Procedure to ensure compliance with State Statute. Required for those that handle cash and/or checks or supervise those who handle cash and/or checks. Cash collection, receipt requirements, record retention, separation of duties, deposits, security & storeage and accounts receivable rules will be reviewed. Training will also review the monetary donation process.
Register Here
Apr 8, 2020
9:10–10:10 a.m.
Sage 3234
TBA
Apr 22, 2020
9:10–10:10 a.m.
Sage 3234
Recruiting: Navigating the Search ProcessShannon Lemke, Human Resources
This session will give an overview of the search and screen process that is used to fill open positions. We will cover some of the compliance aspects of filling a position, review the roles and responsibilites of search and screen committee members, and talk about best practices.
Register Here
May 6, 2020
9:10–10:10 a.m.
Sage 3234
Budget and WISDMJennifer Borgmann, Finance and Administration
How does the budget process on campus work? How do you effectively use WISDM to understand your budget ? These questions and much more will be covered in this joint session on Budget and Accounting in WISDM.
Register Here