Guides

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Title Documents & Links Revision Date
1010 GD.01 Matrix of University-Wide Requirements PDF icon 1010 GD.01 Matrix of University-Wide Requirements February 10, 2024
1101 GD.10 Financial Review Principles PDF icon 1101 GD.10 Financial Review Principles September 29, 2020
1315 GD.04 Student Employment Split Student Employment Split May 8, 2014
1601 GD.05 Effective Practices for Monitoring Security and Access PDF icon Effective Practices for Monitoring Security and Access August 15, 2013
1610 GD.02 Device Configuration Guidelines PDF icon Device Configuration Guidelines May 18, 2016
1705 GD.01 Automobile Fleet Safety Rules PDF icon Automobile Fleet Safety Rules May 1, 2006
2015 Medical Plan Comparison Chart & Rate Information PDF icon 2015-medical-insurance-comparison-ypba-1.pdf
PDF icon 2015-rates-ypba.pdf
2019 Workplace Survey Fact Sheet PDF icon 2019 Workplace Survey Fact Sheet November 1, 2019
25LIve User Guide: How to Make Reservation Requests PDF icon 25LIve User Guide: How to Make Reservation Requests September 23, 2016
3415 GD.01 Description of Forms Associated with Payments to Individuals Who Are Neither Citizens Nor Permanent Residents of the United States (GD.01) PDF icon Description of Forms Associated with Payments to Individuals Who Are Neither Citizens Nor Permanent Residents of the United Stat September 7, 2005
3415 GD.02 Commonly Used Immigration Status Categories Associated With Individuals Who Are Neither Citizens Nor Permanent Residents of the United States (GD.02) PDF icon Commonly Used Immigration Status Categories Associated With Individuals Who Are Neither Citizens Nor Permanent Residents of the September 7, 2005
3415 GD.04 Nonresident Alien Reporting and Withholding Table Income Tax Treaty Benefit Claimed Associated With Individuals Who Are Neither Citizens nor Permanent Residents of the United States (GD.04) PDF icon Nonresident Alien Reporting and Withholding Table Income Tax Treaty Benefit Claimed Associated With Individuals Who Are Neither September 7, 2005
410 Guidance Recruitment of Patients or Use of Data from Patients for Research PDF icon 410 Guidance - Recruitment of Patients or Use of Data from Patients for Research December 2, 2022
457(b) Deferred Compensation Plan PDF icon 457(b) Deferred Compensation Plan
457(b) Deferred Compensation Plan PDF icon 457b-retirement-savings-plan-highlights.pdf
A guide to Gender Identity & Affirmation in the workplace PDF icon guide_to_gender_identity_and_affirmation_in_the_worlkplace_at_yale_2016.pdf
Activity Log Descriptions
Add a Comment to a Timecard PDF icon add_a_comment_to_a_timecard_r2016-08.pdf
Annual Benefits Enrollment - 2017 - Guides PDF icon Annual Benefits Enrollment - 2017 - Quick Start Guide
PDF icon Annual Benefits Enrollment - 2017 - Detailed Instruction
AP Worklist -- Rejecting an Invoice Office spreadsheet icon Invoice rejection reasons
AP Worklist Quick Reference Card PDF icon AP Worklist Quick Reference Card November 6, 2008
Asking Effective Questions PDF icon adviformanagers_askingeffectivequestions.pdf
Best Practices Services PDF icon Best Practices Services March 4, 2019
BrioQuery 9 User's Guide PDF icon Hyperion Interactive Reporting - System 9 User's Guide
BrioQuery Best Practices and Recommendations PDF icon BrioQuery Best Practices and Recommendations
BrioQuery Results using Arial Unicode MS PDF icon Print or Export the Results of a BrioQuery Using Arial Unicode MS
Budget Only COA segments PDF icon YBT Budget Only Codes December 16, 2019
Building Your Online Reputation PDF icon Building Your Online Reputation
C&T Performance Management - Training Video Online program: C&T Performance Management (18 min.) video
Controller’s Office Factsheet December 15, 2023
Data Warehouse Quick Reference Guide PDF icon Data Warehouse Reporting Portal Reference Guide
Departmental Problem Solving - (formerly JDC's) PDF icon departmental-problem-solving.pdf
E-Verify Participation Poster PDF icon everifyparticipationposter.pdf
Effort Reporting System – User Guide PDF icon Effort Reporting System – User Guide January 24, 2012
Eligible Scholarship Payment December 7, 2017
Enhancements to YBT Fiscal Year 2014 PDF icon Enhancements to YBT Fiscal Year 2014
Episodic Telecommuting Quick Tips PDF icon Quick Tips: Episodic telecommuting
Facility Workflow Analysis PDF icon facilitating-workflow-analysis.pdf
Fair Credit Reporting Act Fair Credit Reporting Act
FlexTime Work Schedule Proposal: Thinking it Through PDF icon FlexTime Work Schedule Proposal: Thinking it Through April 1, 2022
FP - Adding a New PTAO PDF icon FP - Adding a New PTAO
FP - Adding an Expense Line PDF icon FP - Adding an Expense Line
FP - Entering a Detail Block PDF icon FP - Entering a Detail Block
FP - Entering Grant & Contract Operating Budgets into the Financial Workbook PDF icon FP - Entering Grant & Contract Operating Budgets into the Financial Workbook
FP - Total vs Monthly Input PDF icon FP - Total vs Monthly Input
Get Support with STARS
Giving References PDF icon givingreferences.pdf
Goal Setting and Feedback for Employees Goal Setting and Feedback for Employees
GP - Adding a New Expense Type PDF icon GP - Adding a New Expense Type
GP - Adding a New PTAO PDF icon GP - Adding a New PTAO
GP - Overview PDF icon GP - Overview
Guidance on Benefunder Funding PDF icon Guidance on Benefunder Funding October 1, 2015
Guide - Weekly Payroll Preview Report PDF icon Guide - Weekly Payroll Preview Report April 22, 2010
Guide: Responding to Workplace Violence
Guideline for Payments to Short Term International Visitors Microsoft Office document icon Guideline for payments to s-t international visitors.doc
Guideline What I Need to Know Prior to Inviting International Visitors PDF icon Guideline-What-I-need-to-Know-Prior-to-Inviting-Intl-visitor.pdf
Guidelines for SciQuest Access PDF icon Guidelines for SciQuest Access March 1, 2014
Handling confidential salary information - Advice for managers Office presentation icon salary-info-in-workday-advice-for-managers-5-31-2015.ppt
How to Report an Employee Injury online PDF icon How to Report an Employee Injury online
How to send communications to your candidates via STARS PDF icon How to send communications to your candidates via STARS
How to set up email filters in Outlook PDF icon How to set up email filters in Outlook
Individual Development Planning Resources PDF icon IDP Guide to Getting Started
PDF icon IDP Form
PDF icon IDP Form - SAMPLE
PDF icon FAQs and Definitions
PDF icon Manager’s Talking Points
PDF icon Resource Guide for Skill Development
PDF icon Conversation Tool
PDF icon Self–Assessment Worksheets
Informational Interviewing PDF icon Informational Interviewing
Instructions - My Accounts_PTAO Report PDF icon Instructions - My Accounts_PTAO Report
Interviewing with Confidence PDF icon Interviewing with Confidence
IP - Institutional Planning in YBT PDF icon IP - Institutional Planning in YBT
IRES Enable Portal Transition PDF icon IRES Enable Portal Transition November 22, 2023
ISP Announcements PDF icon ISP Announcements
Leveraging the Power of Linkedin PDF icon Leveraging the Power of Linkedin
LP - Adding a New To Be Named (TBN) Employee with Split Charging PDF icon LP - Adding a New To Be Named (TBN) Employee with Split Charging
LP - Adding a Salary Increase ($) PDF icon LP - Adding a Salary Increase ($)
LP - Adding a Salary Increase (%) PDF icon LP - Adding a Salary Increase (%)
LP - Lump Sum Planning PDF icon LP - Lump Sum Planning
LP - MakeItSo + Mythbusters File LP - MakeItSo + Mythbusters
LP - Promoting a C&T to an M&P PDF icon LP - Promoting a C&T to an M&P
LP - Terminating an Employee PDF icon LP - Terminating an Employee
LP - Unpaid Leave of Absence PDF icon LP - Unpaid Leave of Absence
Managed Care Plan Directory PDF icon Managed Care Plan Directory February 25, 2021
Managing Change - Creating a Shared Vision for Change PDF icon managing-change.pdf
Maximizing Your Cover Letter PDF icon Maximizing Your Cover Letter
Moving Conflict to Resolution PDF icon moving_conflict_to_resolution.pdf
My Time resources - How to Run Reports in Excel Format Guide PDF icon My Time resources - How to Run Reports in Excel Format Guide November 10, 2009
My Time resources for C&T Supervisors - Time Approval Course PDF icon My Time resources for C&T Supervisors - Time Approval Course October 1, 2009
My Time resources for Supervisors / Designated Approvers - C&T Time Approval
My Time resources for Supervisors / Designated Approvers - C&T Time Approval for Faculty PDF icon My Time resources for Supervisors / Designated Approvers - C&T Time Approval for Faculty
My Time resources for Supervisors / Designated Approvers of C&T Staff - Time Off Request PDF icon My Time resources for Supervisors / Designated Approvers of C&T Staff - Time Off Request
Office of Research Administration - Important Update about Computer Purchases PDF icon Important Update - Purchase of computers for less than $5,000 January 1, 2009
Ordering Shipping Supplies Via eShipGlobal PDF icon Ordering Shipping Supplies Via eShipGlobal January 6, 2023
P2P Dashboard - Current PO Holds PDF icon P2P Dashboard - Current PO Holds June 3, 2015
P2P Dashboard - Holds Over Time PDF icon P2P Dashboard - Holds Over Time
P2P Dashboard - Invoice Aging PDF icon P2P Dashboard - Invoice Aging June 3, 2015
P2P Dashboard - OK2Pay invoice Activity PDF icon P2P Dashboard - OK2Pay invoice Activity June 3, 2015
P2P Dashboard - Tableau Basics PDF icon P2P Dashboard - Tableau Basics June 3, 2015
P2P Dashboard - Using the Filter Page PDF icon P2P Dashboard - Using the Filter Page June 3, 2015
PD Quick Guides PDF icon PD Quick Guides ALL(1).pdf
PD Quick Guides - How Do I Add Personnel
PD Quick Guides - How Do I Change Owning Department
PD Quick Guides - How Do I Create a PD Record
PD Quick Guides - How Do I Create and Edit Budget
PD Quick Guides - How Do I Navigate IRES
PD Quick Guides - How Do I Submit and Certify a Record
PD Quick Guides - How Do I Upload Documents
Performance Management - TimeTable PDF icon Timetable
Preventing and Responding to Campus and Workplace Violence PDF icon workplaceviolenceprevention_4_21_10.pdf
Procedure to Pay Dashboard PDF icon Procedure to Pay Dashboard
Procurement and Expense Notable Changes PDF icon Procurement and Expense Notable Changes June 30, 2017
Quick Guide for Redacting Information from a PDF file PDF icon Quick Guide for Redacting Information from a PDF file
Quick Guide for Reducing Size of PDF Images PDF icon Quick Guide for Reducing Size of PDF Images
Quick Guide to Procurement Inquiry PDF icon Quick Guide to Procurement Inquiry
Quick Guide: Itemizing Business Credit Card Expenses PDF icon Quick Guide: Itemizing Business Credit Card Expenses
Receipts Identification Form (RIF) User Guide PDF icon Receipts Identification Form (RIF) User Guide March 1, 2014
Reporting - Overview PDF icon Reporting - Overview
SciQuest User Guide July 1, 2015
Single compensation structure PDF icon finaljoblevelhandout06242015dms.pdf
Submit an Intermittent Leave Time Request PDF icon submit_an_intermittent_leave_time_request_mp_r2016-08.pdf
Suggestions for CHECKING REFERENCES PDF icon checkingreferences.pdf
Supervisors - Approving Time Off Requests PDF icon approving_time_off_requests_r2016-08.pdf
Travel, Meals & Entertainment ETs PDF icon Travel, Meals & Entertainment ETs
Using DESC to Make Your Difficult Conversations More Effective PDF icon adviformanagers_usingdesctomakeyourdifficultconversations.pdf
Viewing Oracle Attachments Office presentation icon Viewing Oracle Attachments
Workday Tips: Reports Number 8 PDF icon Workday Tips: Reports Number 8 September 30, 2015
Writing a Winning Resume PDF icon Writing a Winning Resume
Yale Budgeting Tool (YBT) User Manual PDF icon Yale Budgeting Tool (YBT) User Manual September 15, 2022
Yale Purchasing Card Program Training Guide PDF icon Yale Purchasing Card Program October 12, 2007
YaleNews Style Guide - 2016 Microsoft Office document icon YaleNews Style Guide - 2016.doc
YSM Only -- Entering Operational Grant & Contract Budget PDF icon YSM Only -- Entering Operational Grant & Contract Budget
 2014 Update - Tax Treaty Forms 8233, W-8BEN and W-9 PDF icon Notice from Yale Tax Department- 2014 treaty updates.pdf