PCI Training

PCI Training Requirements

To comply with PCI DSS Requirements, everyone who handles card payments—whether it’s processing transactions, issuing refunds, or reconciling accounts—needs to complete the annual required training. These training requirements are designed to help us understand the important technical and operational steps we need to take to protect cardholder data

Staff and Faculty (Including Student Workers)

One column table providing a collapsible list of steps for Staff and Faculty to follow to fulfill PCI training requirements
Step 1 - W&M PCI Annual Training & Confidentiality Agreement To access the required training and confidentiality agreement, follow these steps: Log into Workday and search for Learning Select Discover in the (L) navigation bar Browse Learning for the PCI Training and complete You will receive a completion in Workday - forward it to your Merchant Manager as proof of completion.
Step 2 - Annual W&M Mandatory Information Security Training Information Security Training must be completed annually. You will receive an email from IT in October notifying you when the training is released. Make sure to complete the evaluation section at the end of the training; this is a required part of the process. You will know the training is complete when you see a screen showing your results. If you are a new hire who starts after the training has been released, please reach out to [[pci]] to request a link to complete the training.
Step 3 - Merchant Managers Agreement (Merchant Managers Only) Merchant Manager Agreements will be communicated to the manager's email for completion by the Bursar's Office.

Students, Affiliates and Volunteers

If you are classified as a student, affiliate, or volunteer, your training links are provided below and must be completed annually. It’s the Merchant Manager's responsibility to ensure that you complete the required training and log the completion on the W&M PCI Awareness Roster.

PCI Video Training: William & Mary 2024 PCI Training
IT Security Training: Protect Yourself from Phishing Scams
Sign into LinkedIn Learning and use W&M SSO to log in or create a free account.
Confidentiality Agreement: All students, affiliates and volunteers must sign the confidentiality agreement annually and the merchant manager will keep their signed form on file for auditing purposes. The document can be downloaded here: Confidentiality Agreement

PCI Training

PCI Training Requirements

Staff and Faculty (Including Student Workers)

Step 1 - W&M PCI Annual Training & Confidentiality Agreement

Step 2 - Annual W&M Mandatory Information Security Training

Step 3 - Merchant Managers Agreement (Merchant Managers Only)

Students, Affiliates and Volunteers