The Operations Portfolio Management Office (OPMO) status reports are now available for April 2024 . These reports provide Operations and Academic business unit leaders with access to information about current and upcoming programs.
...Business Update
Fiscal 2024 Year-End closing instructions
Links to the instructions and calendar for the year-end close for the fiscal year ending June 30, 2024 (FY24) are available in the online accounting manual . They have been provided below for your...
Yale phishing attacks continue - review important tips
We continue to see an increase in phishing attacks targeting Yale email accounts that appear to be from a yale.edu email address. We are writing to share a recent example and provide you with tips on how to recognize and report these phishing attacks.
A current example is American...
Minors and visiting undergraduates participating in research or clinical activities
Attention Planning Unit Lead Administrators – Preparation for Year-End GA Sweep Process
As you may recall from years past, we instituted a process in 2019 whereby the Budget Office collects the Chart of Accounts (COA) to be used as the offset for each unit’s GA Sweep . The COA combination used for...
Controlled Substance Annual Inventory April 30 - May 5
Planning for year-end close – key dates
The Controller’s Office will release the year-end closing instructions and calendar during the first full week of May (on or about May 8, 2024). The instructions and calendar will be posted in the...
Plan for these upcoming cybersecurity awareness events
Ready for a cyber tune-up? Our Bee Cyber Fit spring campaign is underway!
‘Find the Phish’ workshopsApril 19 and April 23
Did you know social engineering remains a top concern at the university? Or that artificial intelligence has increased the complexity and frequency of...
Operations Portfolio Management Office Status Reports – March 2024 Available
The Operations Portfolio Management Office (OPMO) status reports are now available for March 2024. These reports provide Operations and Academic business unit leaders with access to information about current and upcoming programs.
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Good news! PCard limits are increasing.
Faculty Annual Compensation Review process begins April 15
The Faculty Annual Compensation Review business process in Workday will be available beginning on Monday, April 15. The process is used to submit FY24/25 Faculty Compensation recommendations.
Authorized business office staff from the FAS Dean’s Office, the professional schools, and the...
COA Closures & Hierarchy changes - FY24 year-end timetable
Please note that prior to the FY24 year-end close period, the last opportunity for Chart of Accounts (COA) requests related to segment closures, cost center hierarchy changes or reorganizations is May FY24 month-end (calendar June). Please submit all closure / reorganization requests to COA or...
Procurement to perform two PO mass closures - week of April 22
Mass closure of fully paid purchase orders April 24
Procurement plans to perform a mass closure of fully paid purchase orders (POs) on April 24. This closure will apply to fully paid POs with no activity in...
Reminder: World Travel replaces Egencia effective May 1
OneFinance: Hire business process update
The Hire business process in Workday has been updated to add a task to assign costing allocations for “temporary/casual (fixed term)” individuals. The task will be routed to the Cost Center Payroll Costing...
Update to AHR and FAB report subscription transfer process
To streamline the AHR and FAB subscription ownership transfer process, effective April 10, requestors will be able to run their own subscription report on the PowerBI server and submit subscription transfer requests directly to the Reporting and Analytics Services IT team.
Detailed...
Coming Soon: Enhanced Payroll Dashboard Interactive Report
Beginning on Thursday, April 4, an updated version of the Payroll Dashboard interactive report will be available on the Power BI Report Server to support the review of payroll expenses. This updated report has been rebranded to Payroll Dashboard (formerly Payroll Comparison) and contains new...
New Suspense Report Enhancements Are Now Live
Workday Learning training notices to resume starting April 1
As of April 1, Workday Learners will receive email notifications for assigned learning in Workday Learning and reminders before the assignment due date 60, 30, and 14 days in advance. Learning assignments are based on your role or your most recent compliance assessment...
Policy & Procedure updates – Mar. 27, 2024
The following policy documents, which previously completed their full review and approval process, are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...
Additional enhancements to the Unexpensed Credit Card Transactions – Yale report
We’ve heard your feedback! We are pleased to announce that recent changes have been made to the notices and reporting as part of the PCard Auto Suspension...
Finance Data Model updates
Effective Wednesday, March 27 several new items have been added to the Finance Data Model.
New fields pulling from YBT tables to help facilitate budget office reporting: Charging Cost Center Management Rollup Charging Cost Center Management Rollup Alternate Charging Cost Center Functional...Enhancement to the Account Balances Detail – Yale report
Effective Friday, March 22, 2024, the ‘Account Balances Detail – Yale’ report was enhanced to include the Budget Date as a field in the details view. Also, to facilitate user review and pivot functionality, ‘Fiscal Period by Budget Date’ has been added as a ‘View by’ option. The enhancements...
Complete Moveable Equipment Inventory before April 15
In accordance with Federal regulations and University policy, a physical inventory of Yale’s Moveable Equipment must be completed at least every two years to ensure that the University has properly maintained and accurately accounted for equipment within each unit. The start date for the FY24...
Human Research Study Participant Remuneration – Custodian Training is Available
NEW Workday Dashboard – COA Project Closure Dashboard
Find Awards and Grants - Yale
The report ‘Find Awards and Grants - Yale’ has been enhanced to include the ‘Document ID’ field. This field will allow both distributed and central users to better identify Department of Health and Human Services (DHHS) awards in Workday. Payment Management System (PMS) uses the ‘Document ID’ to...
Coming Soon: Suspense Reporting Enhancements
In early April, a new Workday report, Suspense Balances Review – Yale , will be released to enhance the monitoring and prevention of suspense transactions.
DetailsThe report will provide business units with accurate suspense balances while closing the...
Policy & Procedure updates: Mar. 13, 2024
The following draft documents, which have completed the committee stages of their formal review, are now available for community review and comment and are posted on Policies & Procedures Drafts . The...
New Purchase Order Procedure Resources Now Available
In July 2023, 3201 PR.01 Purchase Order Process was updated to create a clearly documented and comprehensive Purchase Order (PO) procedure....