IMPORTANT: Lead Administrations and Operations Managers - New buildings added. Please reinforce the necessary actions are taken prior to February 17, by individuals in your area of responsibility.
Summary On Saturday, February 17, from 7 a.m. to 5 p.m. ,...Business Update
Action required before Feb. 17: Desk phone and voicemail outages (new buildings added)
Cost Transfer process enhancements are live: Join an info session
Coming soon: Enhancements to PCard suspension notices
Notifying individual Yale Purchasing Card (PCard) holders who are delinquent for 90 days or more in submitting their expense reports is currently a manual process. Effective Monday, March 18, 2024, Yale’s Purchasing Card Suspension Notifications will be automated in...
Learn and grow with Yale’s new learning management experience
You now have access to thousands of learning resources and opportunities through the revitalized Learn and Grow site and Yale’s new learning management experience, Workday Learning...
Policy & Procedure updates: Jan. 24, 2024
The following new and revised policy documents are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...
Yale Procurement Paymode network update
Yale Procurement has partnered with Bank of America and Bottomline Technologies to leverage their Paymode network, which includes suppliers currently accepting ACH payments. This collaboration facilitates the transition of 800 Yale suppliers from traditional check payments to ACH payments and...
Possible action required: TMS retires on Jan. 25
Yale’s Training Management System (TMS) will be retired at 5 p.m. on January 25 and replaced by Workday Learning on January 29.
What you need to know:
TMS (including access to transcripts of prior training) will no longer be available after January 25. If you...Reminder of requirement to report cash transactions over $10,000
The University is required to report certain transactions to the Internal Revenue Service and the Financial Crimes Enforcement Network, where it receives more than $10,000 in cash from a single payer. This rule applies to a single $10,000 transaction as well as two or more related transactions...
Budget process enhancement - inclusion in the Finance Data Mart
A new budget enhancement will be made available. Effective Monday, January 22, 2024, the FY2025 draft budget data from the Yale Budgeting Tool (YBT) will be loaded into the Finance Data Mart daily Monday through Friday. This will allow users the flexibility to incorporate draft budget data into...
Update to AHR and FAB report subscriptions
To maintain an accurate and more efficient list of monthly Account Holder Report (AHR) and Financial Activities and Balances (FAB) report subscriptions, the Finance Reporting and Analytics Team is requesting that report owners review all subscriptions in a “Disabled” status before Jan. 26, 2024...
Update: Procedure 3417 Human Study Participant Remuneration
Effective Jan. 10, 2024, Procedure 3417 PR.01 Human Research Study Participant Remuneration was revised and enhanced with new supporting forms . Staff with open study participant advances have...
Scheduled outage - PaperCut maintenance on Monday morning, Jan. 15
PO Procedure Information Session presentation and recording available
The Purchase Order (PO) Procedure Information Session recording and presentation ...
Assets and Liabilities – Yale report enhancements
Effective Jan. 10, 2024, the Assets and Liabilities – Yale report has been enhanced to include default parameters in the Ledger Accounts and Summaries prompt of the report. This is to assist users with aligning to the required parameters of the Year End Closing Procedure and the Financial Review...
Policy and Procedure updates - Jan. 10, 2023
The following policy documents, which previously completed their full review and approval process, are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...
Coming soon: Enhancements to the cost transfer process and information sessions
Q2 Forecast Process Enhancement - Inclusion in the Finance Data Mart
A new Q2 Forecast enhancement has recently been made available. Effective Monday, December 18, the current year Q2 Forecast data from the Yale Budgeting Tool (YBT) will be loaded into the Finance Data Mart daily, Monday through Friday. This will allow users the flexibility to incorporate Q2...
Scheduled outage - PaperCut maintenance on Sunday, Jan. 7
IRS mileage rate increase effective Jan. 1, 2024
Effective January 1, 2024, the IRS standard mileage rates for the use of a car, van, pickup truck, or panel truck for University business purposes are:
67 cents per mile for business use 21 cents per mile for moving purposesThese rates apply to electric and hybrid-electric automobiles...
Join us to learn about the exciting new approach to Learning & Development at Yale!
We are excited to unveil an innovative approach to Learning & Development at Yale!
Over the past few years, we have developed an infrastructure, including quality standards and modern technology, to support learning as part of our work at Yale. This is only a start, as we...
New self-service system tracks health requirements
Health On Track , the university’s new self-service system for tracking health requirements, will launch on January 29.
Health On Track will manage current school or job-related health requirements and allow Yale to provide a safe...
Important: Save your Zoom recordings before Jan. 2024
Check your inbox for awaiting action items
Please be mindful that absences and timesheets must be reviewed and approved earlier than usual during the months of November and December. The upcoming Thanksgiving and Christmas holidays and recess days will have an impact to the...
Airgas hazmat fee update
Individuals who purchase through Yale’s vendor, Airgas, will notice an additional hazmat fee added to purchases, per the new contract. View the breakdown of fees in the following table.
Expense report submissions and the holiday recess
Month-end and recess are upon us. Before leaving for recess, individuals are expected to prepare and submit expense reports, with supporting documentation, within thirty days from the date the expense is incurred. This expectation applies to both PCard and out-of-pocket expenses.
For out...
Policy & Procedure updates - Dec. 6, 2023
The following draft documents, which have completed the committee stages of their formal review, are now available for community review and comment and are posted on the Policies & Procedures Drafts web page...
New items added to the Finance Data Model effective Dec. 1
Effective December 1, 2023, the following new items will be added to the Finance Data Model for the community:
FN Fiscal Period Dim New field added to report on quarters Example: FY24-Q1, FY24-Q2, etc. FN Supplier Invoice Header Dim New Dimension to the Model named ‘FN Supplier Invoice...Procurement performed two PO mass closures the week of Nov. 13, 2023
Procurement performed a mass closure of fully paid purchase orders (POs) on November 13, 2023. This closure applied to fully paid POs with no activity in the past nine months.
If you would like to review a list of the fully...
Holiday recess schedules and adjusted deadlines 2023
Yale University will be closed for the holiday recess from Friday, December 22, through Monday, January 1, 2024. The following is a brief summary of systems availability, adjusted deadlines, and support services related to this period.
Payroll Schedule and Important...Procurement to perform two P.O. mass closures - week of November 13, 2023
Procurement plans to perform a mass closure of fully paid purchase orders (P.O.s) on November 13, 2023. This closure will apply to fully paid POs with no activity in the past nine months.
If you would like to review a list of...