9/22/2019

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New Clerk Orientation

September 25, 2019

WEC

❑ New Municipal Clerk

Checklist

❑ Commission Website

• EL-362: Clerk Contact

Update Form

• Front Page

• Recent Clerk

Communications

• Calendar of Election

Events

❑ Education/Training

• Requirements

• Schedule

• WEC Learning Center

• Additional Resources

❑ Elections Security

❑ Other Web Apps

❑ Questions?

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5http://elections.wi.gov

6http://elections.wi.gov/clerks/recent-communications

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9/22/2019

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http://elections.wi.gov/publications/2020-election-events-calendar

8http://elections.wi.gov/clerks/education/training

Municipal Clerks

Must be certified!

◦ Attend 3-hour Municipal Clerk Core Training

◦ Maintain certification by earning at least 6 hours of election training each term Current training term for clerks is 2018-2019

◦ Municipal Clerk must report their training to WEC for tracking purposes

◦ All election officials operate in the same training term for training purposes (01/01/even – 12/31/odd)

WEC

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Chief Election Inspectors

Run polling place on Election Day

Must be certified!

◦ Attend initial 3-hour Baseline Chief Inspector

Training

◦ Maintain certification by earning 6 hours of election

training each term

Current term is 2018-2019

◦ Municipal Clerk must track the training received by

their election workers each 2-year term

WEC

Regular Election Inspectors (poll workers),

Election Registration Officials, Special Voting

Deputies

State law requires these types of election officials

to receive some type of election training every

two years, but there is no hourly requirement

All election workers will be appointed by the

governing body in December 2019 for the 2020-

2021 term

Clerks may use any election webinar that certifies

chief inspectors for regular election inspector

training

WEC

http://elections.wi.gov/clerks/education-training

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http://www.electiontraining.gab.wi.gov

http://www.electiontraining.gab.wi.gov

http://www.electiontraining.gab.wi.gov

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http://www.electiontraining.gab.wi.gov

Election Official Training Table

Tips for Recruiting Election Workers

Election Administration Manual (rev. October 2016)

Election Day Manual (rev. October 2018)

Manuals and Webinars Order Form

EA/WisVote Training Webinars

WEC

❑ Elections Security Training

❑ Elections Security Awareness

❑ Election Day SecurityResponse Plan

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9/22/2019

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Other Web Applications

http://elections.wi.gov/clerks

WEC

Questions?

WEC

Questions?

Email: elections@wi.gov

Elections Helpdesk: 608-261-2028

WEC

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New Municipal Clerk Checklist

• The training term for municipal clerks is established by state law and begins on January 1 of an even-

numbered year and runs through December 31 of an odd-numbered year. All election officials operate in

the same training term.

• New Municipal Clerks must take the 3-hour municipal clerk core training class in their current term in office,

regardless if there are any scheduled elections for the remainder of the training term.

• Clerks must take and report a minimum of six hours of election training each 2-year term. MCT Core

counts for three of the six hours.

• Clerks must report their election training to the Commission either using the prescribed reporting form

linked below or by entering the training into the WisVote system for staff review and approval.

Tasks to Complete Details

Report Clerk Contact Updates to WEC

If any clerk contact information has changed, complete

the EL-362 and submit it to the WEC HelpDesk. If this

information is not up to date, it will reflect incorrectly on

MyVote and clerks may not receive important information

from the WEC.

Take and report the 3-hour Municipal

Clerk Core Training

Municipal Clerk Core Training

MCT Core is available online in the WEC Learning

Center. Clerks must contact the Elections Help Desk

to obtain a user name and password for the

Learning Center and instructions to access the MCT Core

presentation.

Clerks need to report all of their election training to the

Commission each term using the MCT Certification Form.

If required, take WisVote Training

WisVote Training Information

If you are unsure, verify with your county clerk if they provide

your municipality with WisVote election system

services. You may be a relier on the county, a self-

provider municipality or some combination of the

two types of users. WisVote training is available

online in the WEC Learning Center. Training for full access is

approximately 6 hours in length. Training for data entry only is

approximately 2 hours in length.

Security Awareness Training is required

of all WisVote users and recommended

for all municipal clerks

Election Security Awareness

Security Awareness Training is available in the WEC Learning

Center and consists of six videos which run about 1.5 hours.

Security topics include phishing facts and password protocols.

This training is highly recommended for anyone

who uses a computer for work or home.

9

Check for election worker training

documentation

Election Officials’ Training Table

Chief inspectors are required to take a minimum of six hours

of election training each 2-year term. For new chief inspectors,

three of the six hours must be the Baseline Chief Inspector

training class. Training can be taken in-person (as available),

via live webinar before the April and November elections or

online in the WEC Learning Center. Regular election inspectors

are required to take some type of election training, but state

law does not prescribe an hourly requirement or curriculum.

Clerks track the training taken by their election workers.

Check for election worker coverage for

upcoming elections

Election Worker Recruitment

Determine if you have sufficient election worker coverage for

the upcoming elections. If you do not, please refer to Election

Worker Recruitment for suggestions and best practices.

Check for current versions of Election

Day and Election Administration

Manuals

Publications – Manuals

Manuals & Webinars Order Form

The Election Day Manual (revised October 2018) is issued to

new chief inspectors when they take the Baseline class and

should be available at the polling place on Election Day. The

manual covers the election day duties of chief inspectors, poll

workers and other election officials.

The Election Administration Manual (revised July 2016) is

issued to new municipal clerks when they take the MCT Core

class and covers their duties before, during and after an

election.

The WEC also has several subject-specific manuals, such as

Absentee Voting in Residential Care Facilities, Recalls for Local

Elected Officials and Counting Votes available on the agency

website.

Review the “Calendar of Election

Events” on the WEC website

2019 Calendar of Election Events

The Calendar of Election Events is a valuable tool for election

officials to reference throughout the election cycle. The

calendar is available in multiple formats and instructions for

importing the Excel calendar into a Microsoft Outlook calendar

are posted with it.

Note: The 2020 calendar will be posted later this year.

Check Recent Clerk Communications

for the latest updates and news from

the Commission

Recent Clerk Communications

This page contains recent communications from the WEC to

Wisconsin’s county and municipal clerks. The list is

categorized as high priority, timely attention required,

scheduled tasks and information only communications. Clerks

receive email reminders to check the site periodically for

updates.

Review the new 2019-2020 election

administration and WisVote webinar

schedules

Election Webinars

The new schedules for the live webinar broadcasts will be

posted in August. The first webinar will be “New Clerks

Orientation” in September. Webinar recordings and related

materials are posted on the agency website for clerks to use at

their convenience.

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EL–362 WisVote Clerk/Deputy Contact Information Update Form

Please complete the form below for your municipality, if the only update you have is the name of the clerk and/or deputy please continue to fill out the rest of the form and return it to the Wisconsin Elections Commission as soon as possible. The information you provide will be updated in WisVote then posted to the Wisconsin Elections Commission website and used for MyVote searches. If nothing has changed per the Clerks Directory on http://elections.wi.gov and/or the MyVote website you do not have to fill out the form.

If you have questions, please contact the Wisconsin Elections Commission Help Desk at (608) 261-2028 or at elections@wi.gov.

Thank you in advance for your continued cooperation.

County(ies) _______________________________________________________________

City \ Town\ Village (circle one)

Municipality Name __________________________________________________________

Clerk Name ________________________________________________________________

Clerk Email (needed for MyVote Notifications)____________________________________

Deputy Clerk Name _________________________________________________________

Deputy Clerk Email _________________________________________________________

Municipality Hall Address (not mailing address) __________________________________

City and Zip Code __________________________________________________________

Phone Number 1 _____________________________Ext___________________________

Phone Number 2 _____________________________Ext___________________________

Fax number _______________________________________________________________

Mailing Address (where mail is received) ________________________________________

Postal City and Zip Code ____________________________________________________

Website __________________________________________________________________

Please submit to the Wisconsin Elections Commission using one of the following methods: Email: elections@wi.gov

*Please remember to save the file to your computer desktop, close it and then attach the file to the e-mail.

Fax: (608)267-0500 Attn: Wisconsin Elections Commission Help DeskUS Mail: Wisconsin Elections Commission

Attn: Elections Help DeskP.O. Box 7984Madison, WI 53707-7984

EL-362 | Rev 2017-04 | Wisconsin Elections Commission, P.O. Box 7984, Madison, WI 53707-7984608-261-2028 | web: http://elections.wi.gov/ | email: elections@wi.gov 11

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13

____________________________________________________________________________________________________________

Wisconsin Elections Commissioners

Dean Knudson, chair | Marge Bostelmann | Julie M. Glancey | Ann S. Jacobs | Jodi Jensen | Mark L. Thomsen

_________________________________________________________________________________________________________

Administrator

Meagan Wolfe

Wisconsin Elections Commission 212 East Washington Avenue | Third Floor | P.O. Box 7984 | Madison, WI 53707-7984

(608) 266-8005 | elections@wi.gov | elections.wi.gov

Tips for Recruitment of Election Inspectors

Consider reaching out to these pools of potential election inspectors:

1. Civic organizations – Chamber of Commerce, Rotary Club, Kiwanis Club, FFA, etc.

2. Schools – Any pupil at least 16 years old with a 3.0 grade point average or the equivalent may serve as

an election inspector at the polling place serving the pupil’s residence with the written approval of their

parent or guardian. A pupil at least 16 years old with less than a 3.0 grade point average may serve as an

inspector with the written authorization of their parent or guardian and the written certification of their

principal that the pupil has met any criteria established by the school board for service as an inspector.

3. Local businesses: All private employers must permit any employee to serve as an election inspector

without loss of fringe benefits or seniority privileges earned for scheduled working hours while serving

as an election inspector, but the employer is not required to pay wages for time missed while serving as

an inspector. Wis. Stat. § 7.33(6). The employee must be appointed to be an inspector and must provide

at least 7 days’ notice for leave, which must be granted for the entire 24-hour period of election day.

Wis. Stat. § 7.33(3).

4. State employees: Each state agency shall permit its employees to serve as an election official

without loss of fringe benefits (including leave time) or seniority privileges, and without any

other penalty. The leave of absence shall be for the entire 24-hour period of each election day in

which the employee serves as an election official. The employee must provide the agency with

at least 7 days’ notice of application for leave, and the municipal clerk shall verify appointment

upon request of an agency. § 7.33(3) and (4). The state employee must certify to the agency the

amount of compensation received for serving as an election official. The agency shall deduct

that amount from the employee’s pay for scheduled working hours during election day. §

7.33(5). Alternatively, the employee may waiver election inspector compensation so that their

agency compensation is not adjusted.

5. Local government employees: Each local governmental agency may permit its employees to serve as an

election official without loss of fringe benefits (including leave time) or seniority privileges, and without

any other penalty. The employee must provide the agency with at least 7 days’ notice of application for

leave, and the municipal clerk shall verify appointment upon request of an agency. § 7.33(3) and (4).

The employee must certify to the agency the amount of compensation received for serving as an election

official. The agency shall deduct that amount from the employee’s pay for scheduled working hours

during election day. § 7.33(5). Alternatively, the employee may waiver election inspector

compensation so that their agency compensation is not adjusted.

14

EL-367 (Rev.2018-10)

MANUALS & WEBINARS ORDER FORM

All of our forms and manuals are free to download from the agency website (http://elections.wi.gov). We encourage you to check this resource first, as you would be able to download and print out forms, manuals and other documents at your leisure.

Manuals are easily photocopied, and the Elections Commission gives you permission to make as many copies of them as you need. If you would like to order either the Election Administration Manual, Election Day Manual or a DVD of our webinar training series, please indicate the quantity and the total cost of all items you are ordering.

Quantity Item Description Unit Cost By Mail

Total Cost

Election Administration Manual for Wisconsin Municipal Clerks (Rev. 10/2016) $15.00

Election Day Manual for Wisconsin Election Officials (Rev. 10/2018) $10.00

Election Administration Training Webinar Series (9/2015 – order date*) $5.00

Total

Send Materials To:

___________________________________________ Current Date: ______________________________

_____________________________________________ Contact Person: ______________________________

_____________________________________________ Daytime Phone: ______________________________

My check is enclosed. (Payment must accompany order!)

Mail to: Wisconsin Elections Commission P.O. Box 7984 Madison, WI 53707-7984 Phone: (608) 266-8005 FAX: (608) 267-0500

Wisconsin Elections Commission use only. Order filled by: __________________________________ Date filled: _______________________

*includes all webinars in date range

15