Tasks

    Academic Support

    Academic Calendars
    Academic Support - Graduate
    Academic Support - Undergraduate
    Course Planning/Management
    Exchange Students - Graduate
    Financial Aid (graduate students)
    Graduate Student Admissions
    Prizes & Awards
    Registrar Staffing & Training
    Teaching Fellows Program & Allocations
    Undergraduate Student Admissions
    VAR Students - Visiting Students in Research

    Facilities, Space & Events

    25Live
    Access Control
    Building Maintenance
    Building Projects
    Catering - Central Campus
    Catering - Medical School
    Event/Meeting Setup Services
    Fire Marshall
    Health & Safety
    Mail Service/Distribution
    Maintain/Tag Moveable Equipment Inventory (MEI)
    Police - Non Emergency
    Security
    Security Sweeps of Building
    Space Leasing
    Space Survey updates (space function survey)
    Space Utilization - Classroom
    Sustainability
    Yale ID Center - Central Campus
    Yale ID Center - Medical School

    Finance

    Account Holder Report Scheduling and Management (integrated with Yale Shared Services)
    Account Holder Report Scheduling and Management (not integrated with Yale Shared Services)
    Accounts Payable Worklist (e.g. invoices on hold)
    Accounts Payable Worklist (Tool Itself)
    Accounts Payable-Perform Month-end Reconciliation, Close Books
    Advance Requests (initiate)
    Airbnb
    Auditing & Quality Assurance
    Budget Process - defining, monitoring, and forecasting
    Business Office Guide to System Access
    Buying Guide
    Chart of Accounts: PTAEO setup, management, closure
    Check Requests
    E-Ship Global - initiating
    Egencia
    Embargoed Countries
    Expense Type Coding
    Faculty Research Accounts
    Financial Reporting (reporting for central purposes, including Year End Closing)
    Gift-Donor Stewardship
    iExpense: Approvals, coding, review, data entry, issues, monitoring, preparation, review
    Institutional Standards of Conduct - Understanding and Mitigating Financial Risks
    Internal Service Provider (ISP) Set-up
    Internal Service Requests & Inquiries (use as a client)
    Journal Staging Area: Department Initiator/Approver
    Journal Staging Area: Department integrated with YSS
    Labor Distribution Adjustment - Department Initiator/Approver
    Labor Distribution Adjustment: Department integrated with Yale Shared Services
    Labor Distribution Adjustment: Labor Schedule Updates
    Monthly Financial Checklist (Budget Monitoring, Budget to Actual Variance Analysis)
    Negotiate contracts, service agreements and expectations
    Non-Contract purchase
    Ok to pay invoice approvals
    Pcard Setup
    PO (Purchase Order)- Setup, maintenance and closure
    Prizes and Awards (PandA)
    Procurement Inquiry Support
    Purchasing- Sourcing, Requisitions Creation, Approval, Supplier Management
    Receipts Identification Form: Donations via Cash, Check Deposit, Reimbursements
    Receipts Identification Form: Donations via: Wire, Property, Securities, etc
    Record Retention
    Risk Management
    SciQuest
    Stockroom Cards
    Vendor Credits
    Vendor Invoice Processing Setup: (Dept has Oracle Access)
    Vendor Invoice Processing Setup: (Dept uses Yale Shared Services)
    Vendor Setup - Approval, Entry, Preparation, Requests
    Wire Transfers
    Yale Shared Services Integration (iEXPENSE & Financial Management)

    Grants

    Compliance Monitoring
    Effort Reporting
    Grants & Contract Faculty PI Survey
    Journal Staging Entry: Cost Transfers
    Labor Distribution Adjustment: Cost Transfers
    Post-Award Support - FRMS Department Partners (any task after sponsored funds are awarded)
    Post-Award Support - non-FRMS Department Partners (any task after sponsored funds are awarded)
    Pre-Award Support - FRMS Department Partners (tasks prior to sponsored funds being awarded)
    Pre-Award Support - non-FRMS Department Partners (tasks prior to sponsored funds being awarded)

    Human Resources

    Directory Update Coordination
    Employment Eligibility Verification form (I-9)
    Faculty Appointments (Summer Faculty, Summer Salaries, Extra Compensation, 9 over 9)
    Faculty Leaves
    Faculty Lifecycle
    Faculty On-boarding/Off-boarding/Orientation and Access Provisioning
    Faculty Promotions
    Faculty Searches
    IAM (Identity & Access Management)
    Labor-Management Relations
    Position Audits (M&P evaluations and C&T job audit)
    Postdoctoral Appointments
    Staff - Benefits
    Staff - Coaching, mentoring, developing direct reports, organizational structure and processes
    Staff - Coordinate/starting hiring process with HR
    Staff - Data Maintenance and Transaction Initiation
    Staff - Departures (retirements, layoffs, employee movement, etc.)
    Staff - Employee Reviews / FOCUS
    Staff - Engage and lead positive change, create a culture of trust and respect
    Staff - Job Requisitions (creation in STARS)
    Staff - Leaves
    Staff - My Time Resources: Business Offices
    Staff - On-boarding/Off-boarding/Orientation and Access Provisioning
    Staff - Talent Management (Performance, Process, Organizational Design & Reorganizations
    Staff Training - Manager Training, Individual Development Planning (IDP); C&T Summer Training
    Student - On-boarding/Off-boarding/Orientation and Access Provisioning
    Student eTimesheets - Paying a student with eTimesheets in the SEO system vs. a Project Assistant Form
    Visa/ Immigration/I-9 assistance and compliance

    Information Technology Services (ITS)

    ITS (Computer Backup; Shared Drives, etc)
    Multifactor Authentication (MFA)
    Sponsored Identity (SI)
    Telecom
    Workers’ Compensation