The following policy documents, which previously completed their full review and approval process, are set to be published and effective as of Monday, March 31, 2025 .
Policy updates re: Amazon purchases and approver discretion to require receiptsDocuments to be updated...
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...
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...
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...
Important Update: Transition to Semi-Annual Graduate Student Effort Certification
The following updated policy documents are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...
The following new policy documents are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...
In response to community feedback, the Controls and Business Process Questionnaire (CBPQ) process will be updated to alleviate administrative burden for...
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...
A new spend category was created in FY24 to monitor open access publishing costs, “Publishing Fees- Open Access only (SC797).” Article Processing Charge (APC), or Author Publishing Charge, is a fee charged to cover the cost of publication in an open access or hybrid open access publication (e.g...
The Operations Portfolio Management Office (OPMO) status reports are now available for May 2024 . These reports provide Operations and Academic business unit leaders with access to information about current and upcoming programs.
...At 5:00 p.m. on fiscal period close days, all accounting journals that have a status of “in-progress” are canceled. This occurs because the period cannot close while any journals are “in progress.” The cancelation process is submitted by Financial Systems and Solutions staff members. If a...
Due to the high volume of activity in Accounts Payable at year-end close, our standard five business day turnaround time for reviewing Supplier Invoice Requests, Supplier Invoices and Expense Reports (for those departments with whom we partner) may be impacted. If we do fall outside of the...
We are delighted to share an exciting development from the Recruiting Strategic Initiative (RSI) team, which has carefully selected Workday Recruiting and Phenom Candidate Relationship Management (CRM) to replace Yale’s Strategic Talent Management and Recruitment System (STARS) in Summer/Fall...
The Financial Review Checklist (“FRC”) ( Form 1101 FR.01 ) has been reviewed and updated. The FRC has undergone revisions based on departmental feedback received during the FRC QA process as well...
Email notifications for Yale community members who are past due in completing campus health requirements or learning assignments associated with their roles will commence on June 5 and June 12, respectively.
If you are past due or have upcoming university health requirements, you will...
The One Finance team is pleased to share a resource that will help all of us at Yale achieve the One Finance North Star aspiration. The One Finance strategic initiative, launched in 2022, is a multi-year program to...
In support of our One Finance North Star , Chart of Accounts (COA) has added a new web page to answer frequently asked questions by the user community, such as “Why is my COA so complicated,” and others....
To: Individuals who run the Workday report Find Purchase Orders by Cost Center Condensed - Yale
SummaryThe “Spend Category” prompt in the Find Purchase Orders by Cost Center Condensed – Yale report is being updated to “Distribution Spend Category”. This change is in name only meaning...
In a significant move aimed at enhancing operational efficiencies and asset tracking, the ITS Service Management team is set to launch a new Hardware Asset Management system on May 24. This collaborative initiative, which includes but is not limited to the Faculty of Arts and Sciences (FAS),...
The operation of Unmanned Aircraft Systems (UAS), also known as drones, is subject to regulation by the Federal Aviation Administration and may pose safety, security and privacy risks. Accordingly, Yale University regulates UAS flights from/on University property and/or in connection with...
Due to the high volume of activity in Accounts Payable due to commencement and year-end activity, it is customary for us to see a notable increase in our transaction volumes and re-work. The rise in volume can affect our ability to meet our standard five-day business turnaround time during this...
Effective Wednesday, May 15, 2024, ‘Budget to Actuals for Management Office Reporting – Yale’ and ‘Budget to Actuals for Management Office Reporting by Gift/YD/Fund – Yale will be combined into one report. The surviving report will be the ‘Budget to Actuals for Management Office Reporting – Yale...
Effective May 17, additional award sponsor fields are being added to the Finance Data Mart which have been created to assist the community in navigating the sponsor hierarchy. Various levels were added to provide reporting flexibility depending on the business need. They are:
Leaf...The Operations Portfolio Management Office (OPMO) status reports are now available for April 2024 . These reports provide Operations and Academic business unit leaders with access to information about current and upcoming programs.
...Links to the instructions and calendar for the year-end close for the fiscal year ending June 30, 2024 (FY24) are available in the online accounting manual . They have been provided below for your...
We continue to see an increase in phishing attacks targeting Yale email accounts that appear to be from a yale.edu email address. We are writing to share a recent example and provide you with tips on how to recognize and report these phishing attacks.
A current example is American...
