Do you know how to recognize and report suspicious behavior? It’s better to be SAFE than sorry. Report it to the Information Security Office (ISO) right away.
The SAFE model helps simplify the reporting process:
S – See something suspicious...
Business Update
Recruiting Strategic Initiative: STARS for Hiring Managers guide
April 12, 2023
The Recruiting Strategic Initiative (RSI) core team has been working to lay the groundwork for achieving the program’s North Star, “To make hiring faster and simpler, resulting in more successful recruitment of highly talented and diverse employees.” The hiring manager role is critical for...
Changes to Accounting Journal business process and controls
April 12, 2023
To strengthen internal controls, enhance compliance, and reduce the risk of error in financial transactions, some changes and enhancements have been made to the Accounting Journal business process in Workday.
The first change was effective in January 2023 and prevented certain journal...
Planning for year-end close – key dates
April 12, 2023
The Controller’s Office will release the year-end closing instructions and calendar during the first full week of May (on or about May 3, 2023). The instructions and calendar will be posted in the online...
OneFinance: March 2023 program lead update
April 12, 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...
Faculty Annual Compensation Review Process begins April 10
April 5, 2023
The Faculty Annual Compensation Review business process in Workday will be available beginning on Monday, April 10, 2023. The same processes used in FY22/23 will be used to submit FY23/24 Faculty Compensation recommendations. Authorized business office staff from the FAS Dean’s Office, the...
Policy & Procedure updates - March 29, 2023
March 29, 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...
Procurement announces set rental rates
March 22, 2023
Procurement has negotiated set rental rates for tents, tables, chairs, etc. with Abbey Tents & Party Rentals, Mr. Tents LLC, Stamford Tent, and Taylor Rental. You can find their contact information and pricing rates on the...
Workday 2023 Release 1 – Non-Sponsored Accounts Receivable tasks and fields renamed
March 22, 2023
Attention Non-Sponsored Accounts Receivable Workday Users:
To provide clarity and consistency, Workday has renamed the following tasks when you access them from the related actions menu of a customer invoice:
Writeoff Bad Debt to Write Off Writeoff Bad Debt on Customer...Time to Align - FY23 Annual Performance Management
March 22, 2023
Once again, it is time to complete your performance self-assessment, which is your opportunity to reflect on last year’s achievements and areas of growth and challenge and share them with...
Preparation for year-end GA Sweep process
March 22, 2023
In 2019, a process was instituted in which 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 the GA Sweep remains the same year-over-year and is generally where centrally supported units receive their GA funding...
Procedure 3215 PR.01 Yale Purchasing Card Procedure - Update
March 22, 2023
The following revised policy documents are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...
Procedure 1410 PR.01 and Procedure 1410 PR.03 - Updates
March 15, 2023
The following revised policy documents are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...
Account Holder Report and Financial Activity and Balances (FAB) Report updates
March 15, 2023
Correction as of March 22, 2023: This enhancement is being postponed to the near future to ensure no adverse impact on the quarterly close . Additional information will be provided via Business Update once a new date has been set.
Update as of May 10, 2023:...
New requirements when shipping goods to Europe
March 15, 2023
Effective March 1, 2023, all goods shipments to European Union countries, Northern Ireland, Norway, and Switzerland must include:
An accurate description of each goods item in the shipment. A minimum six-digit Harmonized System (HS) Code for each goods item in the shipment. The recipient’s...Policy & Procedure update - March 15, 2023
March 15, 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 web page...
ServiceNow launches Field Service Management application next month
March 9, 2023
Yale ITS previously announced that ServiceNow’s Field Service Management application would launch in March. The Field Service Management Application will now launch in mid-April. The new launch date allows sufficient time to conduct training while avoiding a conflict with our Student...
Workday upgrade March 11, 2023 – What to expect
March 8, 2023
Summary
On Saturday, March 11, Workday will be upgraded to a new version. Please see the Details section below for a description of the changes.
A snapshot of the changes / Finance updates include:
Copying cash sales is now allowed Changing cash sales after submitting is not allowed...ISPADJ Journal Source - Restricted charging to sponsored awards and updated controls
March 8, 2023
As previously communicated on November 9, 2022, moving charges from the...
YaleSites upgrade project status – Winter 2022
March 8, 2023
Summary
As previously announced , Yale ITS and the Office of Public Affairs and Communication are upgrading YaleSites, Yale’s web-publishing service. This...
Policy & Procedure update: Policy 2202 Endowment Spending and Distributions
March 1, 2023
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...
Policy & Procedure update: Policy 3301 & Procedure 3301 PR.03
March 1, 2023
The following draft documents are now available for community review and comment and are posted on the Policies & Procedures Drafts Site . The documents will be posted on the drafts site until they...
Reminder: Retirement of the Perspectives from the Finance Data Model
March 1, 2023
On March 31, 2023, Fund balance, Detailed Transactions Trend, Payroll Details, Budget Variance Analysis, and Awards and Grants Perspectives will be retired from Finance Data Model. Therefore, it is important to repoint any downloaded reports to the two new Perspectives before March 31,...
Bee Cyber Fit podcast
March 1, 2023
No one is immune to cybercriminals, not even Jeremy Rosenberg, Yale’s chief information security officer (CISO). Learn how Jeremy fell victim to a phishing scam, was tricked into clicking on a malicious link, and how it could happen to us too.
This informative...
Policy & Procedure updates - Feb. 15, 2023
February 15, 2023
The following draft document is now available for community review and comment and is posted on the Policies & Procedures Drafts Site . The document will be posted on the drafts site for a period of...
Retirement of perspectives from the Finance Data Model
February 1, 2023
On March 31, 2023, Fund Balance, Detailed Transactions Trend, Payroll Details, Budget Variance Analysis, and Awards and Grants Perspectives will be retired from the Finance Data Model. Therefore, it is...
Cybersecurity lunch & learn: Looking for Love in All the Wrong Places
February 1, 2023
In February, join the Information Security Office for a timely lunch and learn series on catfishing and romance scams. Looking for Love in all the Wrong Places offers insights and information to keep you safe online.
Catfishing occurs when scammers set up fake profiles promising romance...
OneFinance: January 2023 program update
January 25, 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.
The One...
Yale Fleet Management updates - January 25, 2023
January 25, 2023
Summary New vehicle orders - plan ahead Safelite Glass - Yale’s new preferred vendor for glass repairs Managed maintenance - Pilot program Fuel cards - Replacement gas card coming in February Accident reporting Details
New vehicle orders
Currently, we are seeing...
Workday report updates for PCard payment processing
January 18, 2023
The following reporting updates have been made in accordance with the new PCard payment process:
The Unexpensed Credit Card Transactions – Yale report filter is updated to include both ‘new’ and ‘prepaid’ credit card expenses that are not attached to an expense report. The EMS Unapproved...