Business Update

Busness Update

Yale Adm Links website to be replaced by new All Yale Links page

February 21, 2018

The Yale Adm Links website will be taken offline Friday, March 2. It will be replaced by the new “ All Yale Links ” page and will sit on It’s Your Yale website.

The new All Yale Links page contains all the major links needed for business...

Web accessibility policy learning opportunities continue in February

February 21, 2018

The Web Accessibility Policy , announced on January 24 by Provost Ben Polak, establishes requirements for staff, faculty and students to procure, develop and modify University websites so that they...

How to delete a scheduled report

February 21, 2018

Recently an issue was discovered that affected some Portfolio Reports. When all of the reports were deleted from the report group, this caused a performance issue. It may have been the intention of users to delete the schedule of the report. As a reminder, instructions for deleting a scheduled...

HR & A Organizational Announcement

February 14, 2018

Dear Colleagues,

I am writing to share the bittersweet news that Nancy Creel-Gross, Associate Vice President, [email protected] , Human Resources Operations, and Business Process Improvement has decided to retire in March after a long and...

Procurement Tips and Enhancements

February 7, 2018

Workday/SciQuest Performance and Functionality Updates

Expect faster system performance in Workday within the “Create Requisition” process. This change will improve your requisitioning experience with Workday. Please report any Workday performance issues to the Finance...

Coming soon: Custom validation to prevent duplicate invoice payments

February 7, 2018

PLEASE NOTE: The custom validation to prevent duplicate invoices is not yet in place . Expect an update soon!

This information was prematurely released. Thank you for your patience.

Policy Updates

February 7, 2018

The following policy documents have been approved and are now posted on the Policies & Procedures Website . These policy documents are in effect as of their listed Revision Date. The review process...

ITS Digital Accessibility Team launches content editor training

February 7, 2018

The Web Accessibility Policy , announced on January 24 by Provost Ben Polak, establishes requirements for staff, faculty, and students to procure, develop, and modify University websites so that they...

Visa Claims Resolution – Change for chargeback disputes for Yale credit card merchants

February 7, 2018

As of April 2018, there will be changes to Visa Claims Resolution for chargebacks.

Visa expects the changes to eliminate invalid disputes and promote automated liability assignment.

In summary, the timeframe to respond to disputes will be reduced from 46 days to 31 days and...

Procurement completes mass PO closure for stockrooms and purchasing services

February 7, 2018

Yale Procurement, in an effort to improve commitment reporting, recently completed a mass closure of all purchase orders issued to the Kline Stockroom, Medical School Stockroom, and Yale Purchasing Services through February 2 nd .

Unlike POs issued to external suppliers, there is no...

How to schedule reports with the Combined Cost Center / Cost Center Hierarchies prompt

February 7, 2018

As previously communicated in the January 24 update, several reports have been updated to merge the Cost Center Hierarchies and Cost Center prompts into one prompt providing a noticeable performance improvement. If you wish to schedule reports using this new prompt, you must now save a report...

January FY18 Month End Closing Deadlines

January 31, 2018

TThe fiscal month-end closing, for the January FY18 period, in Workday will be completed on February 6, 2018. Units are required to be closed by Monday, February 5, 2018 at 5:00 p.m.

In advance of this month-end closing, please note some key transaction processing deadlines:

...

Paycheck Accuracy - Review paystubs regularly

January 31, 2018

Did you know that Yale University Payroll processed over 628,000 paychecks in FY17? Corrections and changes can be very frustrating for faculty and staff, time-consuming and costly to the university. For this reason, the Office of the Controller would like to remind...

Building renovations must be managed through Yale Facilities

January 31, 2018

Yale departments requiring any type of renovations to their buildings or exterior spaces, must work through the Yale Office of Facilities. In accordance with Yale University building requirements, ALL renovations to any Yale Building MUST be managed through the Yale Office of Facilities (...

Credit union deduction change

January 29, 2018

As part of a recent merger between Northeast Alliance Federal Credit Union and Affinity Federal Credit Union, the University has been asked to convert all credit union deductions to direct deposit payments. Beginning with paychecks on or after January 31, 2018, employees will no longer see a...

Yale Adopts Web Accessibility Policy

January 24, 2018

In the spirit of a more accessible Yale, Policy 1605, the Web Accessibility Policy was recently adopted. Yale is committed to making information, programs and activities on its websites and web...

Report Cash Transactions over $10,000 - Reminder

January 24, 2018

Important Reminder

The University is required to report certain transactions to the Internal Revenue Service and the Financial Crimes Enforcement Network, when it receives more than $10,000 in cash from a single payer. Such reporting is required on Form 8300 within...

Annual Tax Notifications from US Treasury Service

January 24, 2018

In accordance with U.S. Treasury Regulations, 501(c)(3) organizations established to support the university and operated in connection with the university (“type III supporting organizations”) are required to provide the following information to the university annually:

A written notice...

Software Library charging to resume on February 1, 2018

January 24, 2018

There are some titles in the ITS Software Library that were historically charged to the department upon download. In July 2017, charging was temporarily halted while the application was configured to accept the Workday COA format. Remediation is complete and charging will resume on February 1,...

Important: Some financial report schedules must be edited

January 24, 2018

Several reports have been updated to merge the Cost Center Hierarchies and Cost Center prompts into one prompt providing a noticeable performance improvement. This new prompt will still allow you to run a report at either the Cost Center leaf level or one of the Cost Center Hierarchy levels. If...

Effort Certification Initiation for Fall Graduate Fall 2017

January 17, 2018

The Fall 2017 and Graduate Fall 2017 Effort Certification periods will be initiated in Workday on January 21, 2018 and the certification deadline will be March 21, 2018. Effort Certification training guides and processes can be found on the...

New Process for Leaves of Absence

January 17, 2018

Yale has expanded its partnership with the existing life insurance and disability administrator, The Standard, to include leave administration support. On Sunday, February 4, 2018, Yale will transition the administration of leaves of absence to The Standard. Yale will continue to have on-site...

Information Sessions for New Leave of Absence Process

January 17, 2018

Managers are invited to join the Absence Management Team for an information session about the new leave of absence process, which will take effect February 4, 2018. Managers may register for one of the...

Policy Updates

January 17, 2018

Policy Updates:

The following policy documents have been approved and are now posted on the Policies & Procedures Website . These policy documents are in effect as of their listed “Revision Date.” The...

New Wire Transfer Policy effective January 1, 2018

January 4, 2018

Due to increasing fraudulent attempts throughout the banking industry, Yale is changing the requirements for suppliers who request to receive ACH or wire transfer payments. Effective January 1, 2018, the following bank confirmation will be required prior to all wire payments to institutions,...

2018 mileage rate change

January 4, 2018

Effective January 1, 2018, the standard mileage rates for the use of a car, van, pickup or panel truck will be:

54.5 cents per mile for business miles driven 18 cents per mile driven for medical or moving purposes 14 cents per mile driven in service of charitable organizations

The new...

Need to make a change to your Workday grant role?

January 4, 2018

Need to make a change to your Workday grant role?

If you need to make a change or addition to a grant role in Workday, please contact the Financial Support Center (FSC). They can guide you through the process. Contact them at 203 432-5394 or...

Ongoing Workday Maintenance Schedule

January 4, 2018
Ongoing Workday Maintenance Schedule

Regularly scheduled maintenance is performed on Workday every Saturday. During maintenance the system is not accessible. For updates on the Workday Maintenance Schedule please visit the ITS System Status page at ...

Portfolio Report Package Improvements

January 4, 2018

A new PI Portfolio Package Template in Excel is available in Workday to provide the following improvements:

Commitments displayed in columns by month. Signage has been modified. GSPS Student Name has been added. Report tabs with no data are hidden. The months that the report was run are...

Workday Reporting Improvements

January 4, 2018

Performance Improvements

Various reports that allow expanding and collapsing of the ledger account hierarchy, such as SOA YTD Variances by Financial Plan – Yale and Actuals for Management Reporting - Yale, are now performing much faster.

Finding the...

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