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Prizes and Awards (PandA)
PandA is an online application used to submit requests for prize, award, fellowship, or stipend payments to Yale University students set up as suppliers.
PandA may not be used to process prize, award and fellowship payments with SPLIT charge instructions.
PandA may not be used to set up a student as a new supplier with an international address.
- Use to submit an individual request, or multiple requests in batch
- Collect all relevant information before using PandA by using the PandA Checklist
- PandA pulls student information from Banner (the student registration system)
- PandA payments are issued based on the Supplier record in Workday
- PandA cannot be used for reimbursements, payroll or Graduate Student Funding payments
US Students Using Zelle Payment Type |
In PandA Template |
---|---|
With No Prior Supplier Record Set up | Leave address field blank; PandA will pull permanent address for the student from Banner |
With Prior Supplier Record Set up as Check only | Leave address field blank; PandA will pull permanent address for the student from Banner |
With Prior Supplier Record Set up as Zelle & Address Does Not Match | Leave address blank. Validate; if you receive the “The address you submitted for this existing supplier record does not yet exist in Workday.” error message, query Workday to find current address on file and enter into template. |
International Students Using Zelle or Wire Payment Type | In PandA Template |
---|---|
With No Prior Supplier Record Set up | Leave address field blank; PandA will pull a US-based address for the student from Banner |
With Prior Supplier Record Set up as Check only | Leave address field blank; PandA will pull a US-based address for the student from Banner |
With Prior Supplier Record Set up for Zelle & Address Does Not Match | Leave address blank. Validate; if you receive the “The address you submitted for this existing supplier record does not yet exist in Workday.” error message, query Workday to find current address on file and enter into template. |
- If you select special handling, checks processed via PandA will automatically be sent to Treasury Services. The Preparer will be notified via email by the Finance Support Center (FSC) when check(s) are ready for pickup
- 1099-MISC tax forms for these types of payments will be sent to the address in the Workday Supplier record for U.S. citizens and permanent residents
- 1042S tax forms will be sent to the Workday address for International students
Order of Work |
Action to Take |
Essential Process Details/Helpful Tips |
---|---|---|
1 |
Verify all required information has been gathered |
|
2 | Verify International Students have completed the FNIS with the International Tax Office | Use following FNIS link which is also located at the top of the PandA page. |
3 |
If paying by check, verify Supplier address and make any updates required. |
|
Order of Work | Action to Take | Essential Process Details/Helpful Tips |
---|---|---|
1 |
Log into PandA and follow the step-by-step instructions to submit, validate, and approve |
Complete Chart of Accounts (COA) Information can be found on the instructions tab of Excel template Key COA information includes:
|
2 | Notify the P2P Approver via email that the file is ready for their review and validation |
|
Order of Work |
Action to Take |
Essential Process Details/Helpful Tips |
---|---|---|
1 |
Validate/Approve and pay a prize or award |
Access PandA and follow the instructions to validate/approve and pay the prize or award |
Order of Work | Action to Take | Essential Process Details/Helpful Tips |
---|---|---|
1 |
Cancel payment |
|
Order of Work |
Action to Take |
Essential Process Details/Helpful Tips |
---|---|---|
1 |
Check payment status |
|
2 |
Run reports as needed: |
|
If You Need To: | Request the Following Role: |
---|---|
Initiate/Create | Anyone with a NetID and password can access PandA upon CAS authentication and is automatically granted the “validate” role option |
Approve |
Cost Center Approvers are automatically set up with the “Pay” approval role
Speak to your supervisor regarding the appropriate dollar threshold for this role |
Monitor/Run Report(s) |
|
See full list of Workday Roles.
- PandA Checklist ensures all relevant information is captured correctly
- Instructions and Tax Treatment
- Batch Upload Process (Tab de-limited)
- Accounting Manual
- Information Session Guides: PandA Enhancement & Zelle Implementation
- Information Session Recording: PandA Enhancement & Zelle Implementation