SoE Client Services (formerly WCER’s Client Services and SoE’s Administrative Support Program) provides ongoing, sustainable administrative support to the departments and units throughout SoE. We aim to enhance capacity and efficiency in various service areas, including finance and budget, travel, purchasing and meeting support. We are here to help and look forward to working with you.
Don’t know where to begin? The Client Services team is a great first point of contact within SoE. Feel free to request support, and if it is beyond what we can offer, we will connect you to the right person.
Please note: We are currently integrating our teams. We appreciate your patience during this transition. Below are the appropriate forms and contact information for your situation.
For WCER Research & WIDA Support
Please complete your normal forms.
For Other SoE Departments
Please complete your normal forms.
One-on-One Expense Report Support
The SoE Client Services team can help you troubleshoot your expense report questions. We can help with:
- getting started/completing your first expense report
- Workday errors and alerts
- ensuring you are entering different expense categories to align with UW standards
Note: The Client Services team is unable to support questions around the funding to be used for your expense report submission. Those questions should be asked within your department or to your PI.
Request Student Support
Please complete the form to request support from our Education Sciences Front Desk students.
Services
- Airfare
- Rental cars & fleet vehicle reservations
- Train & bus tickets
- Hotel reservations
- Conference registration
- General travel support
SoE Client Services can make arrangements and provide guidance for any SoE business travel.
- Expense report creation for employees and non-employees
- Expense report walkthroughs and guidance for employees and non-employees
- Office supplies and research materials (e.g., books, teaching aids, promotional items)
- Computers and accessories (e.g., keyboard, webcam, mouse, docking station, cables)
- Software licenses
- Subscriptions and renewals for online services (e.g., Otter.ai, Verbit AST)
- Memberships to professional organizations
- Gift cards (under $50/person)
- Printing (e.g., business cards, nameplates, flyers, etc.)
- Conference exhibitor fees
- Stipend payments, honoraria, other compensations to non-employees under $5,000 – Payment to Individual Requests (PIRs)
- Services provided by a company or LLC under $5,000 – Direct Payments (DPs)
- Hosted meal requests & catering ordering
- Visitor parking and Flexval Account creation
- Meeting and event planning/support
- Securing venues under $5,000
- Education Sciences Building conference room reservation
- Exhibit booth display items with WCER Branding
- Provide training support for administrative staff in areas such as travel coordination, purchasing, purchasing card reconciliation, expense reimbursements, etc.
