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Business Update News from 04/2024
Attention Planning Unit Lead Administrators – Preparation for Year-End GA Sweep Process
April 24, 2024
As you may recall from years past, we instituted a process in 2019 whereby the Budget Office collects the Chart of Accounts (COA) to be used as the offset for each unit’s GA Sweep . The COA combination used for...
Controlled Substance Annual Inventory April 30 - May 5
April 24, 2024
To All PIs with Controlled Substance Licenses, The Drug Enforcement Administration (DEA) requires labs authorized to use controlled substances to complete an annual inventory of those substances. This year’s annual inventory will run from Tuesday, April 30, at 5 p.m.through Sunday,...
Planning for year-end close – key dates
April 17, 2024
The Controller’s Office will release the year-end closing instructions and calendar during the first full week of May (on or about May 8, 2024). The instructions and calendar will be posted in the...
Plan for these upcoming cybersecurity awareness events
April 11, 2024
Ready for a cyber tune-up? Our Bee Cyber Fit spring campaign is underway!
‘Find the Phish’ workshopsApril 19 and April 23
Did you know social engineering remains a top concern at the university? Or that artificial intelligence has increased the complexity and frequency of...
Faculty Annual Compensation Review process begins April 15
April 10, 2024
The Faculty Annual Compensation Review business process in Workday will be available beginning on Monday, April 15. The process is used to submit FY24/25 Faculty Compensation recommendations.
Authorized business office staff from the FAS Dean’s Office, the professional schools, and the...
COA Closures & Hierarchy changes - FY24 year-end timetable
April 10, 2024
Please note that prior to the FY24 year-end close period, the last opportunity for Chart of Accounts (COA) requests related to segment closures, cost center hierarchy changes or reorganizations is May FY24 month-end (calendar June). Please submit all closure / reorganization requests to COA or...
Procurement to perform two PO mass closures - week of April 22
April 10, 2024
Procurement to perform two PO mass closures - week of April 22
Mass closure of fully paid purchase orders April 24
Procurement plans to perform a mass closure of fully paid purchase orders (POs) on April 24. This closure will apply to fully paid POs with no activity in...
Reminder: World Travel replaces Egencia effective May 1
April 10, 2024
Summary Beginning May 1, World Travel will replace Egencia for all Yale business travel booking needs. World Travel, which is powered by the Concur booking platform, is available for...
OneFinance: Hire business process update
April 10, 2024
Summary The Hire business process in Workday has been updated, effective April 10. Details
The Hire business process in Workday has been updated to add a task to assign costing allocations for “temporary/casual (fixed term)” individuals. The task will be routed to the Cost Center Payroll Costing...
Update to AHR and FAB report subscription transfer process
April 10, 2024
To streamline the AHR and FAB subscription ownership transfer process, effective April 10, requestors will be able to run their own subscription report on the PowerBI server and submit subscription transfer requests directly to the Reporting and Analytics Services IT team.
Detailed...
Operations Portfolio Management Office Status Reports – March 2024 Available
April 10, 2024
The Operations Portfolio Management Office (OPMO) status reports are now available for March 2024. These reports provide Operations and Academic business unit leaders with access to information about current and upcoming programs.
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Good news! PCard limits are increasing.
April 10, 2024
Summary The Yale University Purchase Card Program has addressed PCard holder feedback by increasing Travel and Supplies PCard limits. Limit increases were made to current PCards automatically. No action was needed by Lead Administrators, Operations Managers, or Cardholders. PCard holders were...
Coming Soon: Enhanced Payroll Dashboard Interactive Report
April 3, 2024
Beginning on Thursday, April 4, an updated version of the Payroll Dashboard interactive report will be available on the Power BI Report Server to support the review of payroll expenses. This updated report has been rebranded to Payroll Dashboard (formerly Payroll Comparison) and contains new...
New Suspense Report Enhancements Are Now Live
April 3, 2024
Summary A new Workday report, Suspense Balances Review – Yale, is now live in Workday. We expect the current suspense reports will be retired following the close of the FY24 Year-End reporting. View the user guide detailing the functionality of the new report on the...
Workday Learning training notices to resume starting April 1
April 3, 2024
As of April 1, Workday Learners will receive email notifications for assigned learning in Workday Learning and reminders before the assignment due date 60, 30, and 14 days in advance. Learning assignments are based on your role or your most recent compliance assessment...