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,...To continue maintaining an accurate and more efficient list of monthly Account Holder Report (AHR) and Financial Activities and Balances (FAB) report subscriptions, the Finance Reporting and Analytics Team is requesting that report owners review all subscriptions in an error status before March...
In January 2024, a correction was made to the ledger account mapping that directly impacts sponsored award interest on Account Holder Reports. In Workday and on AHRs, interest historically was displayed on the general ledger as a revenue category (41003), which appeared as a contra-expense...
Password standards will be updated to meet PCI 4.0 requirements. Users will be automatically prompted February 23, 2024 to update their existing password to 12 characters. Any questions or issues logging in should be sent to...
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 questions to...
Over 15 finance-related courses are now available in Workday Learning . Some of these are newly developed courses and some are updated versions of courses that existed previously in TMS.
Managers should review the courses and work...
A new report, ‘Finance Custom Reports I Can Run – Yale’ has been created to help users see their Workday finance reporting inventory in one location. The report will run based on users’ security so that the inventory that populates is unique to their role and access. The report is filterable and...
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 . ...
To enable Yale’s mission, simplify and standardize financial services in order to make life easier where everyone has a role in building a strong culture of financial integrity, insight, and stewardship of Yale resources.
Looking back – program...IMPORTANT: Lead Administrations and Operations Managers - New buildings added. Please reinforce the necessary actions are taken prior to February 17, by individuals in your area of responsibility.
Summary On Saturday, February 17, from 7 a.m. to 5 p.m. ,...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, 2024, Yale’s Purchasing Card Suspension Notifications will be automated in...
You now have access to thousands of learning resources and opportunities through the revitalized Learn and Grow site and Yale’s new learning management experience, Workday Learning...
The following new and revised policy documents are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...
Yale Procurement has partnered with Bank of America and Bottomline Technologies to leverage their Paymode network, which includes suppliers currently accepting ACH payments. This collaboration facilitates the transition of 800 Yale suppliers from traditional check payments to ACH payments and...
Yale’s Training Management System (TMS) will be retired at 5 p.m. on January 25 and replaced by Workday Learning on January 29.
What you need to know:
TMS (including access to transcripts of prior training) will no longer be available after January 25. If you...The University is required to report certain transactions to the Internal Revenue Service and the Financial Crimes Enforcement Network, where it receives more than $10,000 in cash from a single payer. This rule applies to a single $10,000 transaction as well as two or more related transactions...
A new budget enhancement will be made available. Effective Monday, January 22, 2024, the FY2025 draft budget data from the Yale Budgeting Tool (YBT) will be loaded into the Finance Data Mart daily Monday through Friday. This will allow users the flexibility to incorporate draft budget data into...
To maintain an accurate and more efficient list of monthly Account Holder Report (AHR) and Financial Activities and Balances (FAB) report subscriptions, the Finance Reporting and Analytics Team is requesting that report owners review all subscriptions in a “Disabled” status before Jan. 26, 2024...
Effective Jan. 10, 2024, Procedure 3417 PR.01 Human Research Study Participant Remuneration was revised and enhanced with new supporting forms . Staff with open study participant advances have...
The Purchase Order (PO) Procedure Information Session recording and presentation ...
Effective Jan. 10, 2024, the Assets and Liabilities – Yale report has been enhanced to include default parameters in the Ledger Accounts and Summaries prompt of the report. This is to assist users with aligning to the required parameters of the Year End Closing Procedure and the Financial Review...
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 Q2 Forecast enhancement has recently been made available. Effective Monday, December 18, the current year Q2 Forecast data from the Yale Budgeting Tool (YBT) will be loaded into the Finance Data Mart daily, Monday through Friday. This will allow users the flexibility to incorporate Q2...
