Business Update News from 04/2021

New - Ability to cancel Accounting Journals

April 28, 2021

Effective Wednesday, April 28, 2021, the Cost Center Finance and Accounting Specialist (CCFAS) can cancel Accounting Journals initiated in the current open accounting period. Journals can be canceled after creation, when in the draft, or while in progress. Once a journal has been successfully...

Effort Certification Work Area Update: Rendering Time Improvement

April 28, 2021
Summary In January 2021, the Effort Certification Work Area was added to Workday. The rendering time for viewing the Work Area has been significantly reduced from 3-4 minutes to 30-40 seconds. The Effort Certification Work Area Guide has been updated to reflect the improvement. Details


Finance Course: Introduction to the Chart of Accounts - New Offerings

April 21, 2021

Additional Zoom course offerings have been added for the instructor-led Finance Course entitled “ Introduction to the Chart of Accounts (COA) .” Please register via the Training Management...

Reminder: Restricted Ledger Accounts on Journals

April 21, 2021

In the August 26, 2020 and March 31, 2021 issues of Business Update, a new journal entry...

PandA Enhancement/Zelle Implementation -  Update and Information Session Guides available

April 21, 2021

Effective Monday, April 19, 2021:

Prizes and Awards (PandA) functionality was expanded to provide a more efficient and faster means to create Workday supplier records for University students. The new PandA template is now available for download. Accounts Payable implemented Zelle...

Change - Building room names and numbers

April 21, 2021

Due to various Facilities building renovations and remodeling projects, buildings across campus have experienced floorplan changes and room re-numbering (see below example).

As a result, Workday users may need to select new room numbers associated with a specific building when:...

Revised - Policy 3201 General Purchasing 

April 21, 2021

The following policy document recently received minor clarifying revisions. Please discuss the document with the appropriate people in your department

Policy 3201 General Purchasing Related Documents:...

Important updates for University Service Providers

April 14, 2021

The following information relates to updated requirements for University Service Providers (USPs) billing practices. Please note, this information will also be distributed via direct email in the coming days to the contacts registered for each USP.

Dear Yale University Service Providers...

Two Workday reports recently updated

April 14, 2021

The Workday Report entitled “Sponsored Report Tracking (Award Tasks) – Yale” has been enhanced to include the following fields:

Award Lifecycle Status - this field can be found on the award header in Workday Aging in Days - this field is a calculation (Today less Due Date (to Sponsor))...

New Guidance - Payroll Costing Treatment for Academic Leaves

April 14, 2021

In the February 10, 2021 issue of Business Update, information was posted about a name change update for the costing treatment worktag value “FacLOA”. The new name, “FacSabbatical”, is aligned with certain types of academic leaves that do not require fringe assessment. This week additional...

Reminder: processing staff terminations

April 14, 2021

In accordance with Staff Workplace Policies, an employee’s medical, dental, and/or vision insurance coverage in effect at termination of employment will continue through the end of the month. A delay in recording the correct date of termination can lead to an extra month of coverage, resulting...

New  - Update to Workday Requisitions with Grant and Contract federal terms 

April 14, 2021

When creating a Workday requisition and designating specific federal grants and contracts as the Chart of Account (COA) source of funds, you may be required to take action. Federal Uniform Guidance requires that the supplier is notified when additional federal terms apply to the purchase order...

Finance Data Mart Power BI Desktop training

April 7, 2021
Summary Finance Data Mart Power BI Desktop training available during April 2021. Using Power BI...

Global Accessibility Awareness Day celebration and contest

April 7, 2021

Global Accessibility Awareness Day (GAAD) marks its tenth anniversary on Thursday, May 20, 2021. To celebrate, Yale’s Digital Accessibility Team (YDA) is hosting an accessibility training contest.

Whether your role is business analyst, content creator, designer, developer, project...