Close menu Resources for... William & Mary
William & Mary W&M menu close William & Mary


W&M Fiscal Training
  • W&M Finance Basics - Overview of university funds, donor funds, university program, procuring & spending, and managing the budget.
  • Local Funds - Chart W indexes that are aligned with Chart E funds housed at the W&M Foundation. The funds on Chart E are donations or private gifts obtained from outside sources and may have donor restrictions on usage. In order to expense the Chart E funds, the corresponding Chart W index must be used to access W&M systems (i.e. Chrome River, Qlik, BuyW&M, etc.).
    • Finance Chart of Accounts Training- chart of accounts used in Banner, fund types used by the University, and Banner index and FOAPAL terminology. In Cornerstone Learning, search for “Finance Chart of Accounts Training”.
    • Local Funds Expenditure Policy
  • Foundation Check Requests - Local Fund (1W or 2W indexes) deficits are cleared by reimbursement from the W&M Foundation by way of a Foundation Check Request.
  • Procurement:
  • In Cornerstone Learning, search and complete the below training:
    • Fundamentals of Procurement Part 1
    • Fundamentals of Procurement Part 2
    • Fundamentals of Procurement Part 3
    • Procure to Pay PowerPoint and Q&A
  • buyW&M - William & Mary's comprehensive Procure-to-Pay solution, buyW&M, is a "one-stop shop" solution designed to maximize operational efficiency and eliminate manual effort while improving the client experience and access to the system.
    • In Cornerstone Learning, search and complete the below training:
      • buyW&M Orientation Video
      • Arts & Sciences buyW&M Training
  • Qlik: To meet the diverse and extensive reporting needs of the university, William & Mary uses Qlik (pronounced "Click"), a data discovery tool, to ensure effective and efficient decisions. Qlik Sense is the specific product we use to combine, analyze, and visualize institutional data.
  • Banner 9 Admin - higher education industry-standard enterprise resource planning and student information system.
    • In Cornerstone Learning, search and complete the below training:
      • Ellucian Banner 9 Introduction & Navigation Training
      • Banner 9 Finance Training
      • Banner 9 Reference Materials
  • Small Purchase Charge Card
    • In Cornerstone Learning, search for the current fiscal year SPCC Training.
    • SPCC Application: Training MUST be completed before applying. Once training is complete, the applicant must complete the Bank of America SPCC Application via DocuSign. Fill in the name and email for each signing role listed below. Signers will receive an email inviting them to sign this document. Please enter your name and email to begin the signing process.
  • Chrome River: To sign up for Chrome River training login to Cornerstone Learning and look under search for Chrome River Curriculum. You must click "Request" and open Curriculum to start the training module.
    • On the Travel website, there are Training Job Aids and Chrome River Visual Aids.
Academic Administration Training
General Office Training
  • I-9 Management - In Cornerstone Learning, search and complete the following:
    • I-9 Step 1- Essential
    • I-9 Step 2 - Required Training
    • I-9 Step 3 - Request User Account
  • Microsoft - In Cornerstone Learning, search and complete the following:
    • Microsoft Office 365
    • Excel: Introduction to Formatting
    • Excel: PivotTable for Beginners
    • Excel: Advanced Formulas and Functions
  • Supervising students, in Cornerstone Learning, search and complete the following:
    • Supervising Student Employees - Part One Presentation
    • Supervising Student Employees - Part 2
    • Supervising Student Employees - Part three Presentation
    • Supervising Student Employees - Part 4
    • Supervising Student Emlpoyees - Approving Timesheets
  • Supervising Employees (if applicable), in Cornerstone Learning, search and complete the following:
    • Supervision 101 for New Supervisors
    • Timesheet Policy
Communications & Events Training
  • Cascade Training- William & Mary uses a web interface known as the Cascade "content management system."
  • Microsoft Teams - In Cornerstone Learning, search for, Microsoft Teams Quick Start Guide
  • Teams Calls Training - Here is a collection of videos, documents, and other resources to make your transition to Teams Calls successful.
  • Events with Alcohol Training - an online workshop for the W&M community. Located on Blackboard, this training reviews state law, W&M events with alcohol policy, intoxication rate factors, behavioral cues of intoxication, and intervention techniques. Training is required for each academic year.
Professional Development
  • Commonwealth of Virginia Learning Center (COVLC) -- Is the Department of Human Resources Management (DHRM) site for state-mandated training courses.
  • LinkedIn Learning - an online educational platform that helps you discover and develop business, technology-related, and creative skills through expert-led course videos.
  • Time Management, in Cornerstone Learning, search and complete the following:
    • Finding Your Time Management Style
    • Time Management: Analyzing Your Use of Time