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...
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...
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...
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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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...
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...
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...
| Summary Beginning May 1, World Travel will replace Egencia for all Yale business travel |
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...
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...
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...
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...
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...
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...
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...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...
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...
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...
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...
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...
In July 2023, 3201 PR.01 Purchase Order Process was updated to create a clearly documented and comprehensive Purchase Order (PO) procedure....
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...
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...
