Lead Administrator Portal News from 11/2019

Lead Administrator Portal is Now the Business Update

December 5, 2016

Visit the Business Update section of the It’s Your Yale website to stay up-to-date with news for finance, research, and business operations. You can also locate news by month by clicking on...

Guidance for Staff Release on Founders Day, October 5th

September 27, 2016

In preparation for the celebration of Founders Day on Wednesday, October 5th, Labor Relations and Human Resources have provided guidance regarding anticipated staff requests for release to attend the day’s scheduled activities. Please take a...

AP Worklist Notification Delays Resolved

September 12, 2016

Due to an undetected processing issue, the periodic emails informing AP Worklist users of invoices pending action have not been issued since late July. The notifications were sent earlier this morning. Beginning tomorrow, the notifications will resume being sent daily or weekly depending on...

New Lead Administrator for Peabody Museum and Yale Institute for Biospheric Studies (YIBS)–Jonathan Rohner

July 11, 2016

Jonathan Rohner has been promoted to lead administrator for the Peabody Museum and the Yale Institute for Biospheric Studies (YIBS), effective August 1, 2016. Jonathan stepped in as interim lead administrator for the Peabody this past April in addition to serving as operations...

New Lead Administrator for Information Technology Services—Mark Manton

July 11, 2016

Mark Manton is the new director of finance and business administration for Information Technology Services, effective July 6th. As the lead administrator providing strategic and financial oversight for ITS, Mark joins the ITS Senior Leadership Team and reports jointly to Kathy Byington,...

Kathy Byington to Lead Workday@Yale Change Management Team

June 8, 2016

Effective June 1, 2016, Kathy Byington , assistant vice president, Business Operations, will lead the Workday@Yale Change Management team. In this role, she will work with the other Workday@Yale ...

New Lead Administrator for Cell Biology–Trisha D’Errico

June 7, 2016

Trisha D’Errico has been promoted to director of Finance and Administration for the department of Cell Biology, effective immediately. She will jointly report to Cynthia Walker, deputy dean, Finance and Administration, Yale School of Medicine, and Dr. James Rothman, chair of...

New Lead Administrator for West Campus-Meghan Dahlmeyer

June 2, 2016

Meghan Dahlmeyer has been promoted to lead administrator for West Campus Administration, effective June, 27, 2016. Reporting jointly to Holly Piscatelli, senior director, Business Operation, and Scott Strobel, vice president for West Campus Planning & Program Development,...

Business Operations Announces New Lead Administrators

June 1, 2016

Business Operations has announced that four new lead administrators have assumed new roles in various schools and departments at the university. Please extend congratulations to the individuals listed below. You can read the full announcement posted to Yale BLU at the links following their names...

Changes to Expenditure Type Rollups Effective June 2016

May 31, 2016

The table below lists changes to the hierarchy (rollups) for selected expenditure types. These changes will be made during the week of June 6th in both Oracle and YBT and will be effective for June reporting. These modifications are to:

correct areas where the current definition and use of...

New Career Opportunities Listed in STARS

May 31, 2016

There are several open positions within Business Operations, including five lead administrator positions. If you are seeking an opportunity for career advancement, please take a moment to consider whether whether any of the openings would be an opportunity you would like to pursue. Additional...

Travel Program Moves from Orbitz to Egencia on June 27, 2016

May 20, 2016

Yale will migrate its travel program to Egencia, Expedia’s corporate booking tool on June 27, 2016.Classroom training or webinar sessions are available for all travelers and travel arrangers.

OSP News and Updates-May 10, 2016

May 12, 2016

Below is a link to Volume 1, Issue 6 of the 2016 OSP News & Updates, a newsletter publication from the Office of Sponsored Projects (OSP). Please share with your faculty as applicable . In this issue, you will find the following article(s):

NIH PA-13-302 Parent R01...

OSP News and Updates-NHLBI Salary Cap for Mentored Career Award

April 21, 2016

The Office of Sponsored Projects (OSP) has released important information about the National Heart, Lung, and Blood Institute’s (NHLBI) implementation of the increase in the salary cap for all applicable K-series award activities that NHLBI supports - K01, K02, K08, K12, K22, K23, K25, and K99...

New Lead Administrator for Child Study Center–Stacey Lombardi

April 20, 2016

Stacey Lombardi, MBA, CCRP, has been promoted to director of Finance and Administration for the Child Study Center (CSC). She will transition to the role on June 1. Stacey joined Yale in 2001 and served in the departments of Anesthesiology, Internal Medicine and Orthopedics and Rehabilitation....

April OSP News & Updates-Now Available

April 15, 2016

The Office of Sponsored Projects (OSP) has published its latest newsletter and available at the link below. Featured in this issue is the transition NIH is making to FORMS-D electronic packages.

External link :...

C&T Training & Development Kick-off (May 4th), Registration (May 10th)

April 15, 2016

The 2016 C&T Training and Development program for administrative staff will run from June 6th through July 29th this summer. A kick-off event at Yale School of Medicine, Harkness Lounge on Wednesday, May 4th , from 9:30-11:00. Program registration will begin May 10th...

Office of Sponsored Projects News & Updates (Vol1. Issue 2) Now Available

March 23, 2016

Please take a moment to review the latest issue of the 2016 OSP News & Updates , a newsletter publication from the Office of Sponsored Projects (OSP. In this issue, you will find information about new federal fringe benefit rates, NIH Grants policy statement, OSP educational...

New Business Office Guide to System Access Available

March 21, 2016

The new Business Office Guide to System Access is now available. The guide makes it easier to identify the specific website, form, or person that needs to be completed...

March 28th BOCM Meeting Cancelled

March 18, 2016

The March 28th BOCM meeting has been cancelled due to conflicts in the presenter’s schedules. The next meeting is scheduled for April 25th, in the Jane Ellen Hope Building, 315 Cedar Street, Room 110 . Read more information at the link below.

External link...

OSP Brown Bag: Processing Federally Funded Sub-award Invoices

March 2, 2016

The Office of Sponsored Projects (OSP) is holding a Brown Bag focusing on how best Yale can comply with requirements of the Uniform Guidance (A-81), March 14, 12:00 p.m.-1:30 p.m., at the Anlyan Center. You’ll find registration and additional information at the link below.


Financial Management Checklist Alert

March 2, 2016

The March Financial Management Checklist Alert contains information about a new Workday report: Role Assignments for Supervisory Organizations—Yale , a link to the Workday Monthly Payroll Reporting Cadence Guide, and a new BUG report: BUG113a Unpaid Oracle HR Record . Read the full notice at the...

Managing Organizational Transitions (MOT) Series

March 1, 2016

As you know, having all lead administrators and operations managers attend both sessions of the Managing Organizational Transitions (MOT) series is part of Business Operations 2016 goals. Several sessions are now open for registration. Many members of the Business Operations community attended...

Paul Greeley, New Lead Administrator for YSM Central Administration

February 1, 2016

Paul Greeley will join Yale as the new director of Finance & Administration for Yale School of Medicine Central Administration on February 15, 2016 . In this role, Paul will partner with the deans and directors of multiple YSM offices and programs. For...

Off Campus Housing Fair Sunday, January 31

2nd Annual Yale Housing Fair
January 19, 2016

The fair will be held in the Commons at the Schwarzman Center , on Sunday, January 31 , from 1:00 p.m . to 4:00 p.m. , and is open to all members of the Yale community. Property owners and real estate vendors will be available....

Office of Sponsored Projects News & Updates Now Available

January 12, 2016

Take a moment to review and share the latest issue of the Office of Sponsored Projects newsletter, OPS News & Updates Volume 1, Issue 1 , with staff and faculty as appropriate. This issue includes a revision to the Direct Charge F&A Type Costs to a Federal Award form. Read additional...

Changes to Workers’ Compensation, Property, Auto, and Liability Claims Reporting

December 22, 2015
As of January 1, 2016, Yale has a new third-party administrator, York Risk Services/FutureComp, for workers’ compensation, property, auto, and liability claims. Read on for dates and file-claiming instructions. External link :...

IRS Sets Mileage Rate for 2016

December 22, 2015

Effective January 1, 2016, the standard mileage rates for the use of a car, van, pickup or panel truck will change.

54 cents per mile for business miles driven 19 cents per mile driven for medical or moving purposes 14 cents per mile driven in service of charitable organizations

The new...

New Web Presence for Finance, Business Operations, Human Resources and Administration

December 21, 2015

Steve Murphy, Vice President for Finance and Chief Financial Officer and Mike Peel, Vice President, Human Resources and Administration recently announced that the web project to improve access to Yale’s human resources, administrative, financial, and business services is well underway and on...

Facilities Clarifies Billings for “Non-routine/Custom Request” Services

December 16, 2015

Recent discussions between the BOLT and Facilities Management resulted in changes to language in the Facilities Work Request system and reminders to lead administrators. Read more at the link below.

External link :...