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Search Policies & Procedures
Displaying 1 - 50 of 72
Mileage Allowance Rate
Business travel: Effective 1/1/2024, 67 cents per mile.
For expenses incurred 1/1/2023 to 12/31/2023, 65.5 cents per mile.
Type: Guides
Type: Policies
Type: Policies
Type: Policies
Type: Policies
Type: Policies
Topic: Business Meals & Entertainment | Check Request | Expense Reimbursement | PCard/EMS | Purchasing | Travel
Type: Policies
Type: Policies
Topic: Advances | Faculty Forms | Graduate & Prof Student Payments | Hiring | HR Events | Non-Employee Access | Payroll
Type: Policies
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. 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. Overview
2. Considerations Re: Transporting or Obtaining Cash Outside the U.S.
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
University Requirement - Programs are accurate at the “summary” level of the hierarchy.
Type: Other
Direct link to Workday report: Cost Center in Hierarchy View - Yale
This workday report can be exported to excel.
Type: Other
Direct link to Workday report: Yale Designated in Hierarchy View - Yale
For a live Workday report that shows the related worktag Funds that “come along” with each Yale Designated (not in Hierarchy View):
Type: Other
The above pdf documents are “org-hierarchy style” documents showing the two hierarchies of Fund. The Operations Hierarchy is most often used in management-view reporting.
For more of a “pivot-style” report, please use these direct links to Workday reports:
Type: Other
PLEASE DO NOT SCAN FORMS FOR SUBMISSION. If you scan them, COA cannot add the other information required for processing; you will be asked to resend the original excel files and/or writeable PDF forms.
Type: Other
PLEASE DO NOT SCAN FORMS FOR SUBMISSION. If you scan them, COA cannot add the other information required for processing; you will be asked to resend the original excel files and/or writeable PDF forms.
Type: Other
PLEASE DO NOT SCAN FORMS FOR SUBMISSION. If you scan them, COA cannot add the other information required for processing; you will be asked to resend the original excel files and/or writeable PDF forms.
Type: Other
PLEASE DO NOT SCAN FORMS FOR SUBMISSION. If you scan them, COA cannot add the other information required for processing; you will be asked to resend the original excel files and/or writeable PDF forms.
Type: Other
Contents
1. Overview
2. Allowable Transfer, Sale, or Release of Equipment Owned by the University
Type: Procedures