Business Update News from 03/2018

New consolidated report for managing invoices

March 21, 2018

In Workday, two similar reports have been consolidated: “Invoice Aging – Yale” and “Invoices In Progress by Cost Center – Yale.”

The new report is titled: “Invoice Aging In Progress – Yale.” This new report provides a list of invoices in progress, including the COA, in addition listing...

Background Check Reminder

March 21, 2018

In preparation for the upcoming summer temporary hiring season we want to take this time to remind hiring managers and their support staff about Yale’s background check policy.

For Yale temporary/casual candidates that are new to the University or have been away from Yale for six months...

Payroll accounting adjustment – Grant date validation

March 14, 2018

When proposing a Payroll Accounting Adjustment (PAA) that includes a grant worktag, the adjustment must be charged within the start and end date of the grant. Workday has a built-in “validation rule” that ensures that grant PAAs fall within this timeframe by evaluating the oldest pay period and...

New aspect of federal tax law – Tax Cuts and Jobs Acts of 2017

March 14, 2018

The Yale Controller’s Office recently sent a notice about an aspect of a new federal tax law (the Tax Cuts and Jobs Act of 2017) that may impact recruiting of new faculty and staff. Specifically, the law makes reimbursement for moving expenses taxable income, effective for expenses submitted on...

Improved grant worktag search by PI or sponsor

March 14, 2018

The ability to search for a Grant in Financial Transactions by the PI’s name is now an option in Workday. Previously, searching by PI name in the Grant worktag field only provided the grants that had the PI’s name in the grant name.

With the latest Workday enhancements, a search by PI...

New warning for preventing duplicate invoice payments

March 7, 2018

To prevent duplicate invoice payments, a new warning will appear in Workday when duplicative invoice information is detected. This new warning is effective as of March 12, 2018.

Recommended - P2P Invoice Specialists should verify that the invoice is not a duplicate by following the steps...

Featured Workday training resources

March 7, 2018

Workday ordering help for lab groups: Members of the research community expressed concerns that they continue experiencing difficulties placing orders in Workday, sometimes also resulting in packages being sent to the wrong address. Research groups can request a conference...

Workday procurement tips

March 7, 2018

Search for items previously ordered in Workday

When searching for items previously ordered in Workday, use the report, “Find Requisitions by Cost Center – Yale”. Limit your search using the parameters screen. When the results appear, click the “Item Description” column...

Web Accessibility Policy, site updates, & learning opportunities

March 7, 2018

The Web Accessibility Policy went into effect Thursday, March 1 and requires changes to university websites so they are accessible to people with disabilities. All university websites should include a...

Information Sessions for New Leave of Absence Process

March 1, 2018

During the months of January and February, managers were invited to join the Absence Management Team for an information session about the new leave of absence process, took effect February 4, 2018.

Effective February 4 th , employees on a leave or requesting a leave will interact with...