Thank you for engaging with us during Cybersecurity Awareness Month ! We appreciate you attending events, completing puzzles, and sharing our awareness posters within your departments.
We invite you to register...
Business Update
Annual electronic filing requirement for small exempt student organizations
October 25, 2023
Reminder for Certain Student Organizations: Annual Electronic Filing Requirement for Small Exempt Organizations – Form 990-N
Most small tax-exempt organizations whose annual gross receipts are normally $50,000 or less are required to submit Form 990-N electronically,...
Be a Cyber Hero – Protect Your Yale Email
October 25, 2023
Cybersecurity Awareness Month is nearing the finish line; join us for this week’s theme, Combat Cybercrime by Protecting Your Email , and learn how to avoid phishing attacks and safeguard your email.
Here are some ways you can participate in our week four activities:
Check out our...Policy 3210 Purchase Contracts training available
October 25, 2023
Summary The Procurement team is excited to announce that a new Purchase Contracts digital course is available. This course was developed to support the November 2022 Policy 3210 Purchase...
ServiceNow introduces a service request catalog
October 25, 2023
Summary ITS will launch a new Service Request Catalog on Thursday, Oct. 26, to help you find requests more easily with enhanced search capabilities. Details
To improve the experience of requesting IT services, the IT Service Management group will launch a service request catalog on Thursday, Oct...
Reminder: Purchase Order Process information sessions
October 25, 2023
Summary Reminder: 3201 PR.01 Purchase Order Process information sessions are being held to answer user questions about the PO lifecycle...
Personal use of university vehicles - Reporting
October 25, 2023
There are yearly tax implications for Yale employees who utilize university vehicles for personal purposes. Yale University is required to report the value of the personal use of a university vehicle by an employee as additional taxable wages on the employee’s Form W-2, Wage and Tax Statement...
Purchase Order Process information session dates
October 18, 2023
Summary In July, Yale updated the 3201 PR.01 Purchase Order Process to create a clearly documented and comprehensive Purchase Order (PO)...
New Workday Purchase Order dashboard and reports
October 18, 2023
Summary
Effective October 17, 2023, a new Purchase Order (PO) Reports dashboard is available in Workday to assist departments in tracking and monitoring POs.
DetailsIn support of the One Finance North Star, the Procurement team has simplified reports and developed a user-friendly and...
New automated form 3215 FR.10 Individual and Department PCard Limit Changes/Exceptions
October 18, 2023
Summary
Effective Monday, October 23, 2023, Form 3215 FR.10 Individual and Department PCard Limit Changes/Exceptions will be updated to an...
Cybersecurity Awareness Month 2023 - Week 3
October 18, 2023
This week’s theme, Defeat Online Thieves with Robust Passwords , helps you improve your password prowess!
Here are three ways you can participate in our week 3 activities:
Listen to the new episode of the...OneFinance:Project lead update – October 2023
October 18, 2023
Our North Star
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.
Since our...
DUO/MFA and VPN login changes for a more secure Yale - Nov. 5
October 11, 2023
Summary Beginning at 7 a.m. on Sunday, November 5, Yale’s Multifactor Authentication (MFA) tool, DUO, will have a new, more accessible look and feel. The process for DUO/MFA remains similar to what you are using today, although the option to receive a code via text will no longer be available...
New YaleSites platform launch
October 11, 2023
Summary
YaleSites has undergone a transformation and is now available to those ready to rebuild their websites! Visit yalesites.yale.edu to:
Learn about our vision...Cybersecurity Awareness Month 2023 - Week 2
October 11, 2023
Cyber Hero – Help Defend Yale’s Resources
Cybersecurity Awareness Month is going strong. Ready to join us? This week’s theme, Defend Yale’s Resources by Knowing Your Risk , helps you boost your cyber know-how to protect our data and IT systems.
Here are 3 ways you can...
Updated Purchase Order Procedure & Quick Reference Guide
October 11, 2023
Summary On July 19, 3201 PR.01 Purchase Order Process was updated to create a clearly documented and comprehensive Purchase Order (PO)...
FY23 year-end and FY24 first quarter close
September 27, 2023
The general ledger for FY23 officially closed last week, and the first quarter FY24 closes the week of October 4, 2023, with the September month-end. When running FY24 financial reports, your July beginning balances reflect the final year-end close balances .
The year-...
Updated interactive report: Payroll Details
September 27, 2023
Beginning on Thursday, October 5, 2023, the Payroll Details interactive report available on the Power BI Report Server will have the following enhancements:
Payroll by Employee All Comp tab: Ability to choose multiple...Possible action required: PCard suspension notices
September 20, 2023
In accordance with University Procedure (3215 PR.01 Yale Purchasing Card Procedure), the PCard office will be sending out suspension notices for unexpensed PCard transactions that have aged greater than 90 days.
Three notices of Yale Purchasing Card Noncompliance (3215.3 Yale Purchasing...
Possible action required: Account Holder Report and Financial Activity and Balances reports
September 13, 2023
To maintain 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 a “Disabled” status before October 4,...
Annual tax notification reminder: Supporting organizations of Yale University
September 13, 2023
In accordance with U.S. Treasury Regulations, certain charitable organizations established to support Yale and operated in connection with the university (referred to as “Type III supporting organizations”) are required to provide the following information to the university annually:
A...Workday upgrade Sept. 9, 2023 – What to expect
September 6, 2023
Summary
On Saturday, September 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:
Business Process User Interface Updates – All...
Policy & Procedure updates - Sept. 6, 2023
September 6, 2023
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...
Policy & Procedure update - August 23, 2023
August 23, 2023
The following revised policy document is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...
OneFinance: Program leadership announcement
August 23, 2023
Our North Star 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.
In March 2024,...
Possible action required: I-9 documentation requirements
August 23, 2023
During the pandemic, the United States Department of Homeland Security permitted interim completion of I-9s remotely for individuals working off campus. That interim period has passed, and I-9 documentation must now be submitted in person . For the I-9 process to be complete,...
Cost Allocation Deadlines update
August 16, 2023
The Cost Allocation Deadlines section on the Payroll Schedule page has been updated to clarify the deadlines are in “business days” and not calendar days. The...
Policy & Procedure updates - August 23, 2023
August 16, 2023
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 the Policies & Procedures Drafts page....
Policy & Procedure updates - August 16, 2023
August 16, 2023
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...
PaperCut scheduled outage - Sunday, August 20, 2023
August 16, 2023
*** Please share these details with individuals in your area of responsibility who need this information.***
Summary
Yale ITS will deploy a patch to the PaperCut print system from 8 - 8:30 a.m. on Sunday, August 20, resulting in an outage. Yale’s PaperCut vendor recommends...