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 Policies & Procedures Drafts . The...
Business Update News from 07/2025
Policy & Procedure updates - June 18
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...
Policy & Procedure updates - May 21
The University Policy Office team is thrilled to announce that we are continuing our policy awareness efforts through our Policy Roadshows and would love the opportunity to visit your department!
These engaging informational...
Policy & Procedure updates - April 30
The following policy document, which previously completed its full review and approval process, is now published and effective. Please discuss the document with the appropriate people in your department and send any applicable feedback to...
Policy & Procedure updates - April 23
The following updated procedure is now published and effective. Please discuss this document with the appropriate people in your department and send any accounting questions including whether journal entries are needed to...
Policy & Procedure updates - April 16
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 Policies & Procedures Drafts . The...
Policy & Procedure updates - March 26
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...
Policy & Procedure updates - February 5
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...
Policy & Procedure updates - January 22
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...
Policy & Procedure Updates - December 4
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...
Policy & Procedure Updates - September 25
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...
Policy & Procedure Updates - September 18
In response to community feedback, the Controls and Business Process Questionnaire (CBPQ) process will be updated to alleviate administrative burden for...
Policy & Procedure Updates
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...
Reminder: Action required and update on pension cap costing treatment worktags for FY25
Reminder: New Spend Category for Publishing Fees- Open Access only (SC797) - FY24
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...
Operations Portfolio Management Office status reports – May 2024 available
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.
...Purchase order closures and change orders suspended July 1 – 17, 2024
Accounting Journal cancelations and fiscal close deadlines
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...
Accounts Payable - Supplier Invoice Request and Supplier Invoice Updates
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...
Technology to replace STARS selected
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...
Financial Review Checklist Updates: New Form Effective for FY25 and Enhanced Workday FRC Dashboard
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...
Upcoming past due notifications for Campus Health requirements and learning assignments
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...
OneFinance: Key Financial Policy Highlights
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...
New Workday Dashboards: COA Cost Center Closure & Enhanced COA Project Closure
OneFinance: new Chart of Accounts (COA) frequently asked questions (FAQs)
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....
Update: Find Purchase Orders by Cost Center Condensed - Yale
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...
Hardware Asset Management launches on May 24
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),...
Purchase and use of Unmanned Air Systems (Drones)
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...
Accounts Payable supplier compliance updates
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...