Search Policies & Procedures
Displaying 1 - 50 of 106
Contents
1. Overview
2. Compensation Above Salary
3. Approval Requirements
Topic: Payroll
Type: Procedures
Contents
1. Reason for Procedure
2. When to Complete
3. Completing the Questionnaire
Topic: Internal Control
Type: Procedures
Contents
1. Overview
2. Financial Transaction Review and Budget Monitoring Standards
Topic: Internal Control
Type: Procedures
Contents
1. Overview
2. Business vs. Personal Use
3. Substantiating Business and Personal Use
Topic: Tax
Type: Procedures
Contents
1. Overview
2. Reason for Procedure
3. Definitions
4. Procedure Section
Type: Procedures
Contents
1. Overview
2. Purpose
3. Definitions
Type: Procedures
Contents
1. Purpose
2. Terminology
3. Sponsored Account Workflow and Set-Up
Type: Procedures
Contents
1. Purpose
2. Identifying the Need for a Cost Transfer
3. Who Can Prepare and/or Approve a Cost Transfer?
Type: Procedures
Contents
1. Overview
2. Procedure Applicability
3. Common Unallowable Expenses
Type: Procedures
Contents
1. Overview
2. Cost Sharing Effort
3. Calculating Salary Cost Sharing for the Proposal and Award
Type: Procedures
Contents
1. Determining if the Proposed Activity is a Subrecipient or Supplier/Vendor Relationship with Yale
2. Proposal Preparation and Review
Type: Procedures
Contents
1. Purpose
2. Salary Rate Cap
3. Accounting for Salary Above a Rate Cap
4. Program Limitation (NIH Career Development Award) Example
Type: Procedures
Contents
1. Effort Reporting Overview
2. Frequency of Effort Reporting
3. Effort Certification Reviewer Training
Type: Procedures
Contents
1. Overview
2. Initial USP Registration
3. Annual USP Renewal
Type: Procedures
Contents
1. Overview
2. Submission Requirements
3. General Principles
Type: Procedures
Contents
1. Overview
2. USP Accounting
3. USP Billing
Type: Procedures
1. Base Calculation
Type: Procedures
Contents
Overview
Yale University NetID
Maintaining the Integrity of your Yale NetID and Password
How NetIDs are Created
Deactivating and Reuse of a NetID
Type: Procedures
Contents
1. Overview
2. Determine What Access is Required
3. Training and Access
Type: Procedures
Contents
1. VPN Eligibility & Access
2. Eligible Users
3. Ineligible Users
Type: Procedures
Overview
When is bypassing training acceptable?
How does the TAC request access outside of Xtrain / START?
Type: Procedures
Contents
1. Overview
2. Understanding Data Access Request Terminology
3. Attribute Release Request Requirements
4. Reporting Changes
Type: Procedures
Contents
1. Overview
2. Encryption of Data
3. Rationale for Procedures
Type: Procedures
Contents
1. Overview
2. Disposal of Paper Media
3. Re-use or Disposal of Electronic Media
Type: Procedures
Contents
1. Overview
2. Special Provisions for Systems with ePHI
3. Specific Procedures for Computing Device Security
Type: Procedures
Contents
1. Overview
2. Rationale for Procedure
3. Definitions
Type: Procedures
Contents
1. Overview
2. Definitions
3. Network Internet Protocol (IP) Address Security
Type: Procedures
Contents
1. Overview
2. Requesting an Approved Electronic Signature
3. Using an Approved Electronic Signature
Topic: Internal Control | ITS Administration
Type: Procedures
Contents
1. Overview
2. Research-Related Agreements
3. Licensing Agreements
Topic: Internal Control
Type: Procedures
Contents
1. Overview
2. Distinguishing Gifts from Other Funds
3. Gifts Received by the Office of Development
Topic: Gifts & Endowments | Treasury Services
Type: Procedures
Contents
1. Overview
2. Establishment and Liquidation Procedures
Topic: Gifts & Endowments
Type: Procedures
Contents
1. When to Deposit
2. Record Cash Sale
3. Assemble and Deliver Deposit Documentation
Topic: Petty Cash | RIF | Treasury Services
Type: Procedures
Contents
1. Overview
2. Internal Roles and Responsibilities
3. Patient Account Collection Intake
Topic: Petty Cash | RIF | Treasury Services
Type: Procedures
Contents
1. Overview
2. Record and Deposit Sales Tax
3. Report Monthly Sales Tax
Topic: Petty Cash | RIF | Treasury Services
Type: Procedures
Contents
1. Overview
2. Disbursement of Cash from a Petty Cash Fund
3. Reconciliation and Replenishment of a Petty Cash Fund
Topic: Petty Cash | Treasury Services
Type: Procedures
Note: this procedure applies to Yale Merchants with Merchant identification numbers (“MIDs”) established prior to 7/1/2020. Procedures for MIDs established on and after 7/1/2020 are currently under construction. For information on establishing ne
Topic: Financial Services | Treasury Services
Type: Procedures
Contents
1. Overview
2. General Principles of Making Travel Arrangements
3. Ground Transportation Arrangements
Type: Procedures
Contents
1. Overview
2. Considerations Re: Transporting or Obtaining Cash Outside the U.S.
Type: Procedures
Contents
1. Verify Payment is Subject to Athlete and Entertainer Withholding Tax
2. Determine if Exception to the A&E Tax Applies to Payment
Topic: Check Request | CT Athlete & Entertainer | Tax
Type: Procedures
Contents
1. Overview and Foundational Principles
2. OnCore ePayments
3. Spend Authorization (Cash Advance)
Topic: Accounts Payable
Type: Procedures
Contents
1. Overview
2. Recruitment Planning
3. Workday Job Requisition
Topic: Faculty Forms | Hiring | Updating Employee Information
Type: Procedures
Contents
1. Applicable Policies
2. Determining Necessity for Layoff
3. Review by Human Resources
Topic: HR Events
Type: Procedures
Contents
1. Applicable Policies
2. Employee’s Notice of Resignation
3. Initiation of Termination Process
Topic: HR Events
Type: Procedures
Contents
1. Overview
2. Promotion or Transfer Through a Job Posting
Topic: HR Events | Updating Employee Information
Type: Procedures
Contents
1. Overpayment Correction
2. Underpayment Correction
1. Overpayment Correction
A. Causes
Type: Procedures
Contents
1. Overview
2. Accessories
3. Composite Assets
Type: Procedures
Contents
Overview
Identification and Approval of Private Business Use Activities
1. Overview
Topic: Tax
Type: Procedures
Contents
I. Organizational Responsibility
II. Private Business Use
A. Basic Compliance Methodology
Topic: Tax
Type: Procedures
Contents
Definitions
Sponsored Identity Appropriate Usage
Eligible Users
Ineligible Users
Requesting a Sponsored Identity
Topic: ITS Administration
Type: Procedures
Contents
1. Scope
2. Reason for this Procedure
3. Multi-Factor Authentication Process Overview
Topic: ITS Administration
Type: Procedures