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...
Business Update
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....
Coming Soon - Enhancement to the Unexpensed Credit Card Transactions - Yale report
Financial Review Checklist Updates: Workday Learning Reports
The Financial Review Checklist (FRC) ( Form 1101 FR.01 ) has been reviewed and updated. The FRC has been updated to reflect the new Workday Learning program that has replaced the Training and...
Workday upgrade March 9, 2024 – What to expect
On Saturday, March 9 , Workday will be upgraded to a new version. Please find links to helpful information to prepare you for the changes in the Details section below. A snapshot of the changes include:
Interface updates – all users...Coming Soon: Human Study Participant Remuneration - Custodian Training
The Financial Review Enhancement project team, in collaboration with the Finance Training and Development team, is excited to announce the upcoming launch of our new Human Study Participant Remuneration – Custodian Training module in Workday Learning during the week of March...
International Operations & Compliance training opportunities: Spring 2024
The training sessions below will be offered this spring for Yale staff, in particular those whose work includes supporting international activities. To register for any of these sessions, use the links provided. Please direct questions about any of these training sessions to...
Find MEI Expense Reports by cost center – Yale report enhancements
Effective March 1, 2024, the Find MEI Expense Reports by Cost Center – Yale report was enhanced to include default parameters in the Spend Category by Worktag prompt of the report. This is to assist users with aligning the report to MEI spend categories only. This enhancement is expected to...
ESC, I-9 Center, and Welcome Desk closed for training - Wednesday, March 13
The Employee Service Center, I-9 center, and Welcome Desk (at 221 Whitney Avenue) will be closed for the day as our team participates in an all-day Human Resources meeting.
Please note the following important details:
Date: Wednesday, March 13 Duration: The Employee Service Center,...Update to AHR and FAB report subscriptions
To continue maintaining an accurate and more efficient list of monthly Account Holder Report (AHR) and Financial Activities and Balances (FAB) report subscriptions, the Finance Reporting and Analytics Team is requesting that report owners review all subscriptions in an error status before March...
Introducing Finance Foundations – Yale’s new Finance onboarding program
Interest accounting change on Account Holder Reports
In January 2024, a correction was made to the ledger account mapping that directly impacts sponsored award interest on Account Holder Reports. In Workday and on AHRs, interest historically was displayed on the general ledger as a revenue category (41003), which appeared as a contra-expense...
TouchNet/ePay Password update
Password standards will be updated to meet PCI 4.0 requirements. Users will be automatically prompted February 23, 2024 to update their existing password to 12 characters. Any questions or issues logging in should be sent to...
Policy & Procedure updates – Feb. 28, 2024
The following policy document, which previously completed its full review and approval process, is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...
Financial training available in Workday Learning
Over 15 finance-related courses are now available in Workday Learning . Some of these are newly developed courses and some are updated versions of courses that existed previously in TMS.
Managers should review the courses and work...
Cost Transfer process enhancements are live - join an information session
New Workday report: Finance Custom Reports I Can Run – Yale
A new report, ‘Finance Custom Reports I Can Run – Yale’ has been created to help users see their Workday finance reporting inventory in one location. The report will run based on users’ security so that the inventory that populates is unique to their role and access. The report is filterable and...
Coming soon: Finance Foundations – Yale’s New Finance onboarding program
Policy & Procedure updates – Feb. 14, 2024
The following draft document, which has completed the committee stages of its formal review, is now available for community review and comment and is posted on the Policies & Procedures Drafts page . ...
Consolidation of travel booking solutions
OneFinance: February 2024 program lead update – 2023 year-end review
To enable Yale’s mission, simplify and standardize financial services in order to make life easier where everyone has a role in building a strong culture of financial integrity, insight, and stewardship of Yale resources.
Looking back – program...Action required before Feb. 17: Desk phone and voicemail outages (new buildings added)
IMPORTANT: Lead Administrations and Operations Managers - New buildings added. Please reinforce the necessary actions are taken prior to February 17, by individuals in your area of responsibility.
Summary On Saturday, February 17, from 7 a.m. to 5 p.m. ,...Cost Transfer process enhancements are live: Join an info session
Coming soon: Enhancements to PCard suspension notices
Notifying individual Yale Purchasing Card (PCard) holders who are delinquent for 90 days or more in submitting their expense reports is currently a manual process. Effective Monday, March 18, 2024, Yale’s Purchasing Card Suspension Notifications will be automated in...
Learn and grow with Yale’s new learning management experience
You now have access to thousands of learning resources and opportunities through the revitalized Learn and Grow site and Yale’s new learning management experience, Workday Learning...