Search Policies & Procedures
Displaying 51 - 100 of 106
Contents
Overview. 1
CAB Approval Required for ITS Systems. 1
Foundational CAB Policies. 2
Change Types for Change Management 2
Topic: ITS Administration
Type: Procedures
Introduction
Owners of non-ITS-owned or -managed configuration items are asked to report planned modifications to ITS to minimize the impact of these changes on the IT infrastructure and other systems, applications and services available at Yale.
Topic: ITS Administration
Type: Procedures
Contents
1. Overview
2. Definitions
3. Procedure
4. Decision Tree for Determining how to Account for ITS Internal Use Software Projects
Type: Procedures
Contents
1. Overview
2. Purchase Thresholds and Requirements
3. Competitive Bidding Process
Type: Procedures
Contents
1. Overview
2. Preliminary Steps for Engaging External Service Providers
Type: Procedures
Contents
1. Overview
2. Determine Whether Disbursement of Funds is Still Required
3. Determine Location of Physical AP Check
Topic: Accounts Payable
Type: Procedures
Contents
1. Overview
2. Allowable Transfer, Sale, or Release of Equipment Owned by the University
Type: Procedures
Contents
1. Overview
2. Purchase or Lease of Moveable Equipment
Type: Procedures
Contents
1. Overview
2. Before Creating a Purchase Requisition
3. Create a Purchase Requisition
Topic: Purchasing
Type: Procedures
Contents
1. Overview
2. Accountable Official
3. Roles and Responsibilities
Topic: Expense Reimbursement | PCard/EMS | Purchasing | Purchasing Card
Type: Procedures
Contents
1. Overview
2. Instructing Suppliers to Submit Invoices Directly to Accounts Payable
Topic: Accounts Payable | Invoices | Purchasing
Type: Procedures
Contents
1. Overview
2. Planned Project Activities
3. Routine Maintenance
Type: Procedures
Contents
1. Overview
2. Timing
3. Types of Payroll Costs
4. Earning Hierarchy
Topic: Labor Distribution | Payroll
Type: Procedures
Contents
1. Overview
2. Obligation Calculation
3. Pay Components (Earnings) Eligible for Obligation
Topic: Commitments | Payroll
Type: Procedures
Contents
Overview
Preparing Journal Entries
Authorization and Record Retention
1. Overview
Journal entries are used to:
Topic: Journal Entry
Type: Procedures
Contents
1. Overview
2. Requesting New and Modifying COA Segments
3. Closing COA Segments
Topic: PTAEO Maintenance
Type: Procedures
Contents
1. Overview
2. Exception Request Process
3. Types of Exceptions
Type: Procedures
Contents
1. Processing Subrecipient Invoices
2. Post Invoice Payment Transfer and Monitoring
3. Prepayments to Subrecipients
Type: Procedures
Contents
1. Subrecipient Monitoring
Type: Procedures
Contents
1. Overview
2. Prospective Hires – Pre-Requisition Stage
3. Prospective Hires – Hiring Stage
Type: Procedures
Contents
1. External Sales Approval Overview
2. External Sales Request – Short Form
Type: Procedures
Contents
1. Overview
2. Arranging Relocations through Yale Relocation & Logistics Management
Type: Procedures
Contents
1. Overview
2. Reconciliation
3. Certification
Type: Procedures
Contents
1. Overview
2. Covered International Research, Programs, and Activities
3. Consultation and Approval Process
Type: Procedures
Contents
1. Yale Purchasing Card Overview
2. Obtaining an Individual or Department PCard
3. Standard PCard Limits
Topic: Purchasing | Purchasing Card
Type: Procedures
Contents
1. Overview
2. Foundational Principles of Approval Authority
3. Delegation of Approval Authority
Type: Procedures
Contents
1. Overview
2. Fundamentals of Air Travel Reservations
3. Non-Economy Class Air Travel
Type: Procedures
Contents
1. Overview
2. Reports, Concerns, and Complaints
3. Initial Discussion
Type: Procedures
Contents
1. Overview
2. Principles of Stewardship
3. Gift Adjustments
Type: Procedures
Contents
1. Overview
2. Preliminary Steps for Purchasing Software, Web Development Services, and Electronic Applications
Type: Procedures
Contents
1. Overview
2. Requirements for Inclusion with Services Agreements
3. Format for Statements of Work
Type: Procedures
Contents
1. Overview
2. Preliminary Steps for Purchasing Goods
3. Procedures and Forms for Goods Purchases
Type: Procedures
Contents
1. Overview
2. Conducting a Risk Assessment
3. Monitoring Program
Type: Procedures
Contents
1. Overview
2. Submitting a Request
3. Reviewing the Request
Type: Procedures
Contents
1. Overview
2. Hiring Student Employees
3. Reporting Time Worked
Type: Procedures
Contents
1. Overview
2. Employee vs. Independent Contractor Test
Topic: Purchasing | Tax
Type: Procedures
Contents
1. Overview
2. Accountable Official
3. Roles and Responsibilities
Topic: Accounts Payable | Advances | Purchasing | Treasury Services
Type: Procedures
Contents
1. Overview
2. Preparing to Create a Supplier Invoice Request
3. Creating a Supplier Invoice Request
Topic: Accounts Payable | Invoices | Purchasing | Vendor Setup
Type: Procedures
Contents
1. Overview
2. Proposing New Policies and Major Revisions
3. Drafting a New Policy
Type: Procedures
Contents
1. Overview
2. Determine Data Classification
3. Secure Devices Based on Minimum Security Standards
Type: Procedures
Contents
Overview
Identifying a Site Owner for a University Website
Managing Content on a University Website
Type: Procedures
Contents
1. Overview
2. Determine Whether the Supplier Already Exists in Workday
Type: Procedures
Contents
1. Overview
2. Appropriate Scenarios and Preparation Steps for Using PandA
3. Creating and Processing a PandA Request
Type: Procedures
Contents
1. Overview
2. Requesting Recurring Payments
3. Accounts Payable Review of Requests
Type: Procedures
Contents
1. Overview
2. Types of Hybrid Work Arrangements
3. Approval of Hybrid Work Arrangements
Type: Procedures
Contents
1. Overview
2. Approval Process
3. Implementation of Remote Work Arrangements
Type: Procedures
Contents
1. Overview
2. Procedure Applicability
3. Identifying Sponsor Required Financial Report Due Dates
Type: Procedures
Contents
1. Overview
2. Types of Pre-Employment Screening and Background Checks
3. Pre-Employment Screening Process
Type: Procedures