As we transition to CERCLE, program staff and administrators will notice some updates. This guide outlines key differences from Momentus and highlights what to expect in CERCLE. We know this means some internal processes may change, and we're here to support you every step of the way. 

To ensure smooth set-up in CERCLE, program administrators are encouraged to connect with the CERC team early in their course planning—ideally before promoting events—so registration details and payment options can be explored.

Questions? Please reach out to your CERC team anytime at registration@cerc.wisc.edu. We are happy to schedule time to connect if you would like.

Course Set-Up

• DEPARTMENT ACCOUNTS & FUNDING: Each CERC client (department, center, or funding source) will have a CERCLE Account associated with each course that has a direct relationship to their Workday driver worktags. (Clients with multiple funding sources will have multiple accounts.) 

• COURSE INFORMATION FORMS (CIFs): As the CERC team continues to set up courses in CERCLE, we’ve identified a few updates needed to the CIF templates to better align with the new system’s requirements. The Curriculum # in particular is required to create the course in CERCLE.

• ONE REGISTRATION LINK: In CERCLE, each course has a single registration link. If your course includes different pricing options (e.g., hidden prices, special groups), the CERC team can help you by setting up registration types or promotion codes to accommodate those variations.

• COURSE PREVIEW LINKS: Once a course is set up, your staff can preview a live link generated through CERCLE. While you won’t be able to submit test registrations through this link, you can view the course details and registration form before the registration link is broadcast to prospective learners.
  
  

Course Administration

• REGISTRATION NOTIFICATIONS: CERCLE’s automated email system does not allow program staff to be copied on registration confirmation emails. To monitor course registrations, staff can view enrollment activity directly in CSIS reports (current state) or in Tableau (future state). See the Reporting KB page for details. 

Features Rolling Out in Fall 2025

Below are a few highlighted areas we’re preparing, or that will be relevant for courses launching this Fall. 

• CERTIFICATE COURSES/TRACKS: After much discussion and discovery, the project team is happy to announce enhanced certificate tracking and reporting needs will be met for now by the CSIS Certificate Tracking Module. Lauranne Bailey and Liz Nagel have been excellent resources to the project team and can assist with CSIS questions. 

• COMPETITIVE ADMISSION: Some courses and programs require registrants to submit additional materials—such as statements, credentials, or supporting documents—for departmental review under a competitive admission model. The project team reviewed these scenarios with our implementation partner, Attain Partners, and we’re currently formalizing and documenting these application flows. More details coming soon.  

• DEPOSITS & PAYMENT PLANS: Some courses and programs require registrants to pay fees using a deposit and installment model. The project team reviewed these use cases and is thoroughly documenting the available payment plan options in CERCLE. Payment plan set-up and its interface will be different in the new system, and we will share these details as they are formalized. The CERC team looks forward to discussing these payment plan options and collaborating on the best set-up for your course. 

• REFUND SCHEDULE: CERCLE currently allows refunds to be issued manually when a registration is canceled or a billing change occurs. We will be reviewing how refund schedules—based on cancellation deadlines—can be set by course to ensure a clear and consistent refund process. 

• COMPLETION CERTIFICATES: The project team purchased a Salesforce add-on called Apsona to generate and distribute certificates of completion. We are actively learning the tool and building certificate templates. Once launched, the certificate distribution process will be quite similar to Momentus. 

Future Scope for CERCLE

Note that the implementation timeline for these features still needs to be determined.

• SHOPPING CART/BUNDLING: In CERCLE, a registrant can sign up for one course per transaction. While the system doesn’t currently support bundling multiple courses into a single registration, the team looks forward to exploring creative solutions and potential enhancements this Fall and beyond.