Business Update

Busness Update

The START tool is being retired. START users are reminded that on July 5 most START functionality will move to the new IT Service Portal, with some additional functions moving to other systems, such as Workday. This platform will be accessible from a forthcoming START Retirement Crosswalk page (login required). Existing documentation, including quick guides, will be reviewed and updated as necessary to ensure impacted users are well equipped for a successful transition. If you have any questions, please contact your Lead Administrator or Operations Manager.

Requesting access to some of Yale’s systems and services is changing

June 22, 2017
The START tool is being retired and replaced by new request forms on Wednesday, July 5, 2017. The last day to submit START requests is Monday, June 26, 2017 . The last day to approve START requests is Thursday, June 29, 2017 ...

Yale Shared Services (YSS) daily update

June 22, 2017

Yale Shared Services (YSS) is currently processing transactions for these YSS receipt dates:

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Receipt Dates

Unit | Transaction

Important upcoming payroll deadlines

June 21, 2017

Please note important upcoming payroll deadlines:

Payroll Deadline for Week Ending 07/01/17

As a result of the July 4 th holiday, weekly deadlines will be changed for the week ending 07/01/17. Please note the following timecard approval deadline: Kronos Sign off Deadline: Monday...

Important deadlines for Yale Budget Tool (YBT)

June 20, 2017

Several weeks ago, we communicated that the Yale Budgeting Tool (YBT) is being rebuilt to support the new Yale Chart of Accounts (COA). If you use YBT to manage Cost Allocations (Labor Schedules) or Grant budgets, please see important dates below:...

Agenda for Business Operations LEAD Meeting, June 23

June 20, 2017

The June LEAD meeting, open to all lead administrators and operations managers, will be held Friday, June 23 , from 9:00 a.m. to 11:30 a.m. in the Harkness Auditorium, Sterling Hall of Medicine (SHM), 333 Cedar Street. Enter the SHM rotunda and...

Treasury Services at 2 Whitney closed due to building evacuation

June 15, 2017

Update 6/15/17 9:30 a.m: Due to a building evacuation, the Treasury Services window at 2 Whitney Avenue (Whitney Grove Square building) will remain closed on Thursday, June 15th. Please use the Treasury window at the Yale Medical School (Sterling Hall of Medicine, 333 Cedar St. 1 st floor) which...

As START retires, remember upcoming deadlines

June 15, 2017

Reminder – The last day to submit START requests is June 26, and the last day to approve requests is June 29.

On July 5, most START functionality will move to the new IT Service Portal. I mpacted users are reminded that t he last day to submit START requests is June...

Deadline for FY18 Recurring Payments - June 16

June 14, 2017

Recurring payments (new or renewal payments) for FY2018 need to be submitted no later than June 16, 2017. Departments must submit their Workday Chart of Account (COA) charging instructions. Please note: if the recurring payment is for a lease requiring a payment in June,...

New Chart of Accounts resource available

June 7, 2017

A new resource has been added to the WD COA website. This document, Relationships between Accounting Components) , provides a visual reference for how the following COA segments (sometimes known...

May BOCM meeting presentations available

June 7, 2017

BOCM meeting co-chairs, Chris Galatioto and Jenna-Claire Kemper request that lead administrators and operations managers forward the presentations, available at the Box links provided below, to their business office staff members.

Understanding that people will be attending training and...

May 2017 (MAY17-17) JSA/GL closing deadlines

May 30, 2017

Please take note of the following JSA/GL Closing Deadlines:

June 2, Friday - 5:00 p.m. - Deadline for MFT of external source system batches for the month of May 2017.

June 5, Monday - 10:00 a.m. - Deadline for JSA authorization and LD distribution adjustments for the month of May...

May LEAD presentation available

May 26, 2017

The May LEAD meeting presentation is available to lead administrators and operations managers at the Box folder links below. Please share this information with your business office staff, as appropriate, and discuss at your upcoming staff meetings.

Please note :...

ITS Help Desk offers expanded support

May 25, 2017

The ITS Help Desk has expanded its service to include work previously performed by ITS Client Accounts. Where in the past you would have contacted client accounts separately for your account and access needs, you may now contact the ITS Help...

Announcing a new COA report: Ledger Accounts with Spend/Revenue Categories

May 25, 2017

In response to feedback from the user community, a new report showing the system relationships between spend/revenue categories and ledger accounts has been added to the Workday Chart of Accounts (COA...

OSP News & Updates - 2017 Volume 2, Issue 2

May 25, 2017

In this issue , you will find the following article(s):

NIH guidance regarding adjustments to appointment records in x-Train to reflect stipend level increases for...

Payroll timecard approval deadlines for week ending 05/27/17

May 24, 2017

As a result of the Memorial Day Holiday, weekly deadlines will be changed for the week ending 05/27/17. Please note the following timecard approval deadlines.

The Kronos deadlines have been changed on the Payroll Schedule. An updated version of the May payroll schedule has been update on...

Agenda for Business Operations Community Meeting (BOCM) – Wednesday, May 31

May 18, 2017

The BOCM co-chairs, Jenna Kemper and Chris Galatioto have announced that the next Business Operations Community Meeting (BOCM) will be held Wednesday, May 31 , in Linsly-Chittenden Hall (LCH), Room LC 101, 63 High Street, from 2:00 p.m. to 4:00 p.m....

Update: As START retires, review Request Type and Role summaries

May 17, 2017

Since the May 3 announcement about START’s retirement, several questions have surfaced about the IT Service Portal request form Access and Approval roles. Below is a summary of request types, the roles that submit...

You're invited: Research Administrators Group meeting

May 16, 2017

The Office of Sponsored Projects will be holding its next Research Administrators Group (RAG) meetings on May 31st (TAC Auditorium, N107) and June 1st (25 Science Park, Room 125). The agenda will be the same for both sessions.

The purpose of the RAG meeting is to provide updates and...

2017 Clerical & Technical (C&T) training & development kick-off event and course registration

May 11, 2017

The 2017 C&T Training and Development program will run from June 6 – August 2 this summer. The kick-off event will be on May 24th at Yale School of Medicine, The Anlyan Center for Medical Research & Education (300 Cedar Street) auditorium N107 from 9-11 a.m. Light refreshments will be...

Increased support for Yale financial processes starting July 3

May 10, 2017

Starting July 3, the Yale community will benefit from a newly formed Finance Support Center (FSC). The FSC will be dedicated to providing a high-level of service for all finance inquiries, including Workday, the University’s financial management system launching in July....

Please process all outstanding P-Card charges and approve all outstanding expense reports by 6/27

May 10, 2017

As we transition from Oracle to Workday, all P-Card transactions and all unapproved expense reports must be approved prior to 6/27/17. There are currently 19,000 P-Card charges outstanding; 1,200 of the charges (representing 321 cardholders) are over 50 days old. For your convenience, we’ve...

REMINDER: Business Operations LEAD Meeting - Thursday, May 25

May 8, 2017

The monthly LEAD meeting, open to all lead administrators and operations managers, will be held Thursday, May 25 , from 8:00 a.m. to 10:00 a.m. in the Sheffield-Sterling-Strathcona Hall, Room 114, 1 Prospect Street. Coffee and light refreshment...

FY2018 Student and temporary employee salary rates

May 1, 2017

As communicated in previous years, we are now aligned with the Student Employment Office salary structure and departments are encouraged to adjust student employee pay levels accordingly. For FY2018, the salary rates for Yale and non-Yale students are as follows:

Level 1: $13.00...

April 2017 JSA/GL Closing deadlines

April 26, 2017

Please take note of the following JSA/GL Closing Deadlines:

May 2, Tuesday - 5:00 p.m. - Deadline for MFT of external source system batches for the month of April 2017.

May 3, Wednesday - 10:00 a.m. - Deadline for JSA authorization and LD distribution adjustments for the month of...

Easier way for faculty and staff to submit immunization information

April 26, 2017

To enter the information for your outstanding TMS immunization or health screening (e.g. PPD or Quantiferon) requirements, please use the new online immunization form ( http://yale-hr.force.com/Immunizations ). Your outstanding requirements...

April Business Operations Community Meeting (BOCM) presentations available

April 26, 2017

BOCM meeting co-chairs Chris Galatioto and Jenna-Claire Kemper request that lead administrators and operations managers forward the presentations, available at the Box links provided, to their business office staff members.

Please note: Lead administrators and operations managers can...

April LEAD meeting presentations available

April 25, 2017

The April LEAD meeting presentation is available to lead administrators and operations managers at the Box folder links below. Please share this information with your business office staff, as appropriate, and discuss at your upcoming staff meetings.

Please note : Lead...

Timetable for Org and Org Hierarchy changes

April 25, 2017
Year-end Timetable for Reorgs:

As in prior years, below please find the timetable for Org and Org hierarchy changes. Due to the transition between financial systems, we have specified Oracle Org vs. Workday Cost Center. Items noted in italics below (April and October; tentative nature of...

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