Business Update News from 06/2023

Financial Review Checklist updates - biannual edits

June 28, 2023
Financial Review Checklist Updates

The Financial Review Checklist (FRC) ( Form 1101 FR.01 ) has been reviewed and updated. The FRC has undergone revisions based on departmental feedback received...

Policy & Procedure updates - June 28, 2023

June 28, 2023

The following policy documents, which previously completed their full review and approval process, are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...

Procedure update - June 21, 2023

June 21, 2023

The following draft document, which has completed the committee stages of its formal review, is now available for community review and comment and is posted on the Policies & Procedures Drafts page . ...

Supplier Banking Setup: FAQs & info session presentation and recording available

June 21, 2023
Summary

The Accounts Payable Supplier Banking Changes Information Session deck and recording and...

Grant End Date added to Find Spend Authorization / Cash Advances - Yale Report

June 14, 2023

A new column for “Grant End Date” has been added to the Find Spend Authorization / Cash Advance - Yale report. This report allows users to review details related to spend authorizations, including study participant advances and travel advances.

Departments are required to review spend...

RSI update – New hiring manager toolkit

June 14, 2023
Summary

The Recruiting Strategic Initiative (RSI) continues progressing toward our North Star, which makes hiring talented and diverse candidates faster. I am excited to announce that a new hiring manager toolkit will be released this summer to the university and will include the Diversity,...

Transition from Bank of America to U.S. Bank prepaid cards

June 14, 2023
To: Faculty and staff that have a prepaid Bank of America card or use Bank of America gift cards The university has contracted with U.S. Bank to replace the Bank of America card programs. This was necessitated by Bank of America exiting the card business. Bank of America notified the university...

Leased properties tenants to use AssetWorks to submit work request as of July 1

June 14, 2023

Starting Saturday, July 1 , tenants of leased properties will be required to utilize AssetWorks, Yale’s facilities request system, for the submission of both routine and urgent work order requests.

As part of this change, leased property tenants will no...

Policy & Procedure updates - June 14, 2023

June 14, 2023

The following draft documents, which have completed the committee stages of their formal review, are now available for community review and comment and are posted on the Policies & Procedures Drafts page ....

Possible action required: AP invoice submissions return to normal on June 14

June 14, 2023
Summary Starting today, Wednesday, June 14, please resume submitting email invoices without using the...

YaleSites upgrade project status – Spring 2023

June 7, 2023
Summary

As previously announced , Yale ITS and the Office of Public Affairs and Communication are upgrading YaleSites, Yale’s web-publishing service. This...

Purchase order closures and change orders suspended July 1 – 12, 2023

June 7, 2023
Summary Action required : All requisitions and change orders must be fully approved by Friday, June 30, 2023, for inclusion in the FY23 commitments and obligations. Departments should not submit or approve change orders between July 1 - July 12, 2023. Change orders in progress as...

SPFA sponsor-based service model portal and information sessions now available

June 7, 2023
Summary As previously announced , effective May 31, 2023, SPFA began a transition to a sponsor-based service model. The ...

New Payroll Comparison Interactive Dashboard Report available on June 8, 2023

June 7, 2023

A new Payroll Comparison Interactive Dashboard Report will be available on the Power BI Report Server starting on June 8, 2023, to support the review of payroll expenses. This dashboard report allows users to easily identify variances between periods and review trends in payroll over time....