Effective Friday, March 22, 2024, the ‘Account Balances Detail – Yale’ report was enhanced to include the Budget Date as a field in the details view. Also, to facilitate user review and pivot functionality, ‘Fiscal Period by Budget Date’ has been added as a ‘View by’ option. The enhancements...
Business Update News from 03/2024
Complete Moveable Equipment Inventory before April 15
March 27, 2024
In accordance with Federal regulations and University policy, a physical inventory of Yale’s Moveable Equipment must be completed at least every two years to ensure that the University has properly maintained and accurately accounted for equipment within each unit. The start date for the FY24...
Policy & Procedure updates – Mar. 27, 2024
March 27, 2024
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...
Additional enhancements to the Unexpensed Credit Card Transactions – Yale report
March 27, 2024
What’s New
We’ve heard your feedback! We are pleased to announce that recent changes have been made to the notices and reporting as part of the PCard Auto Suspension...
Finance Data Model updates
March 27, 2024
Effective Wednesday, March 27 several new items have been added to the Finance Data Model.
New fields pulling from YBT tables to help facilitate budget office reporting: Charging Cost Center Management Rollup Charging Cost Center Management Rollup Alternate Charging Cost Center Functional...NEW Workday Dashboard – COA Project Closure Dashboard
March 20, 2024
Summary Effective March 19, 2024, a new Chart of Accounts (COA) Project Closure Dashboard is available in Workday to assist departments in completing COA segment closures. The...
Find Awards and Grants - Yale
March 20, 2024
The report ‘Find Awards and Grants - Yale’ has been enhanced to include the ‘Document ID’ field. This field will allow both distributed and central users to better identify Department of Health and Human Services (DHHS) awards in Workday. Payment Management System (PMS) uses the ‘Document ID’ to...
Coming Soon: Suspense Reporting Enhancements
March 20, 2024
Summary
In early April, a new Workday report, Suspense Balances Review – Yale , will be released to enhance the monitoring and prevention of suspense transactions.
DetailsThe report will provide business units with accurate suspense balances while closing the...
Human Research Study Participant Remuneration – Custodian Training is Available
March 20, 2024
Summary A new course , Human Research Study Participant Remuneration – Custodian Training is available in Workday Learning for Principal Investigators and Custodians. Individuals with open study participant advances received this message on March 18 th and will be assigned the...
Policy & Procedure updates: Mar. 13, 2024
March 13, 2024
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 Policies & Procedures Drafts . The...
New Purchase Order Procedure Resources Now Available
March 13, 2024
Summary
In July 2023, 3201 PR.01 Purchase Order Process was updated to create a clearly documented and comprehensive Purchase Order (PO) procedure....
Coming Soon - Enhancement to the Unexpensed Credit Card Transactions - Yale report
March 13, 2024
Summary Notifying individual Yale purchasing card (PCard) holders who are delinquent for 90 days or more in submitting their expense reports is currently a manual process. Effective Monday, March 18 , Yale will automate purchasing card suspension notifications through Workday and...
Financial Review Checklist Updates: Workday Learning Reports
March 6, 2024
The Financial Review Checklist (FRC) ( Form 1101 FR.01 ) has been reviewed and updated. The FRC has been updated to reflect the new Workday Learning program that has replaced the Training and...
Workday upgrade March 9, 2024 – What to expect
March 6, 2024
Summary
On Saturday, March 9 , Workday will be upgraded to a new version. Please find links to helpful information to prepare you for the changes in the Details section below. A snapshot of the changes include:
Interface updates – all users...Coming Soon: Human Study Participant Remuneration - Custodian Training
March 6, 2024
The Financial Review Enhancement project team, in collaboration with the Finance Training and Development team, is excited to announce the upcoming launch of our new Human Study Participant Remuneration – Custodian Training module in Workday Learning during the week of March...
International Operations & Compliance training opportunities: Spring 2024
March 6, 2024
The training sessions below will be offered this spring for Yale staff, in particular those whose work includes supporting international activities. To register for any of these sessions, use the links provided. Please direct questions about any of these training sessions to...
Find MEI Expense Reports by cost center – Yale report enhancements
March 6, 2024
Effective March 1, 2024, the Find MEI Expense Reports by Cost Center – Yale report was enhanced to include default parameters in the Spend Category by Worktag prompt of the report. This is to assist users with aligning the report to MEI spend categories only. This enhancement is expected to...
ESC, I-9 Center, and Welcome Desk closed for training - Wednesday, March 13
March 6, 2024
The Employee Service Center, I-9 center, and Welcome Desk (at 221 Whitney Avenue) will be closed for the day as our team participates in an all-day Human Resources meeting.
Please note the following important details:
Date: Wednesday, March 13 Duration: The Employee Service Center,...