Business Update News from 04/2024

Account Holder Report and Financial Activity and Balances (FAB) Report updates

March 15, 2023

Correction as of March 22, 2023: This enhancement is being postponed to the near future to ensure no adverse impact on the quarterly close . Additional information will be provided via Business Update once a new date has been set.

Update as of May 10, 2023:...

New requirements when shipping goods to Europe

March 15, 2023

Effective March 1, 2023, all goods shipments to European Union countries, Northern Ireland, Norway, and Switzerland must include:

An accurate description of each goods item in the shipment. A minimum six-digit Harmonized System (HS) Code for each goods item in the shipment. The recipient’s...

Policy & Procedure update - March 15, 2023

March 15, 2023

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 the Policies & Procedures Drafts web page...

ServiceNow launches Field Service Management application next month

March 9, 2023

Yale ITS previously announced that ServiceNow’s Field Service Management application would launch in March. The Field Service Management Application will now launch in mid-April. The new launch date allows sufficient time to conduct training while avoiding a conflict with our Student...

Workday upgrade March 11, 2023 – What to expect

March 8, 2023
Summary

On Saturday, March 11, Workday will be upgraded to a new version. Please see the Details section below for a description of the changes.

A snapshot of the changes / Finance updates include:

Copying cash sales is now allowed Changing cash sales after submitting is not allowed...

YaleSites upgrade project status – Winter 2022

March 8, 2023
Summary

As previously announced , Yale ITS and the Office of Public Affairs and Communication are upgrading YaleSites, Yale’s web-publishing service. This...

Policy & Procedure update: Policy 2202 Endowment Spending and Distributions 

March 1, 2023

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...

Policy & Procedure update: Policy 3301 & Procedure 3301 PR.03

March 1, 2023

The following draft documents are now available for community review and comment and are posted on the Policies & Procedures Drafts Site . The documents will be posted on the drafts site until they...

Reminder: Retirement of the Perspectives from the Finance Data Model 

March 1, 2023

On March 31, 2023, Fund balance, Detailed Transactions Trend, Payroll Details, Budget Variance Analysis, and Awards and Grants Perspectives will be retired from Finance Data Model. Therefore, it is important to repoint any downloaded reports to the two new Perspectives before March 31,...

Bee Cyber Fit podcast

March 1, 2023

No one is immune to cybercriminals, not even Jeremy Rosenberg, Yale’s chief information security officer (CISO). Learn how Jeremy fell victim to a phishing scam, was tricked into clicking on a malicious link, and how it could happen to us too.

This informative...

Policy & Procedure updates - Feb. 15, 2023

February 15, 2023

The following draft document is now available for community review and comment and is posted on the Policies & Procedures Drafts Site . The document will be posted on the drafts site for a period of...

Retirement of perspectives from the Finance Data Model

February 1, 2023

On March 31, 2023, Fund Balance, Detailed Transactions Trend, Payroll Details, Budget Variance Analysis, and Awards and Grants Perspectives will be retired from the Finance Data Model. Therefore, it is...

Cybersecurity lunch & learn: Looking for Love in All the Wrong Places

February 1, 2023

In February, join the Information Security Office for a timely lunch and learn series on catfishing and romance scams. Looking for Love in all the Wrong Places offers insights and information to keep you safe online.

Catfishing occurs when scammers set up fake profiles promising romance...

OneFinance: January 2023 program update

January 25, 2023
Our North Star

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.

The One...

Yale Fleet Management updates - January 25, 2023

January 25, 2023
Summary New vehicle orders - plan ahead Safelite Glass - Yale’s new preferred vendor for glass repairs Managed maintenance - Pilot program Fuel cards - Replacement gas card coming in February Accident reporting Details

New vehicle orders

Currently, we are seeing...

Workday report updates for PCard payment processing

January 18, 2023

The following reporting updates have been made in accordance with the new PCard payment process:

The Unexpensed Credit Card Transactions – Yale report filter is updated to include both ‘new’ and ‘prepaid’ credit card expenses that are not attached to an expense report. The EMS Unapproved...

Business process change: new virtual orientation for J-1 international scholar hires – NetID credentials required as soon as possible

January 18, 2023

Within the next 6 months, the Office of International Students & Scholars (OISS) will implement a new virtual orientation for incoming scholars on a J-1 visa. Currently this orientation is held over Zoom, so this new format will allow for much more flexibility.

The new orientation...

Be empowered to protect your online privacy during Data Privacy Week

January 18, 2023

While it’s true that you can’t control how each byte of your data is shared and processed, you are not helpless! In many cases, you can control how you share your data with a few simple steps.

Get advice from the experts on protecting your personal data!...

Requirement to report cash transactions over $10,000

January 11, 2023

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...

IRS mileage rate increase effective January 1, 2023

January 11, 2023

Effective January 1, 2023, the IRS standard mileage rates for the use of a car, van, pickup truck, or panel truck for university business purposes are:

65.5 cents per mile for business use 22 cents per mile for moving purposes

These rates apply to electric and hybrid-electric automobiles...

Enhancements to Power BI Interactive Reports

January 11, 2023

The Interactive Reports in the Power BI report server will be pointed toward new perspectives and deployed at the prod environment of Power BI Report Server, as of January 12, 2023.

Perspective: Sponsored Awards and Grants Awards and Grants FD29 Industry Clinical Trials...

Yale transitions to new Graduate Student Funding process

December 21, 2022

Last July, Yale successfully implemented the new Graduate Student Funding (GSF) process using Banner, Workday, and a Data Mart for Graduate School payment transaction execution and reporting. The Graduate Student Payment System (GSPS) was shut down in June, and the plan to decommission the 25-...

Change to postdoctoral fellow healthcare subsidy as of Jan. 1, 2023

December 21, 2022
Effective Jan, 1, 2023, through support of the provost and YSM Dean, a new central fund will be used to subsidize health insurance premium costs for postdoctoral fellows when there are no available funds for single health insurance. The fund will also provide a new subsidy for postdoctoral fellows...

Recruiting Strategic Initiative Program update

December 14, 2022
December 2022 update

A message from the Recruiting Program leads Janet Gipson, head of Talent Acquisition, HRSSTA Staffing, Bridgett LaFountain, director, Yale School of Medicine - Employee Relations, and Randal Ritter, senior program manager, ITS Shared Services.

Before and since the...

Procedure 3215 PR.02 Yale Expense Management (PCard and Out-of-Pocket Expenses) – Important Reminders

November 30, 2022
Procedure 3215 PR.02 Yale Expense Management (PCard and Out-of-Pocket Expenses) – Important Reminders Related Documents: Procedure 3215 PR.02 Yale Expense Management (...

Procedure 3215 PR.02 Yale Expense Management (PCard and Out-of-Pocket Expenses) – Important Reminders

November 30, 2022
Procedure 3215 PR.02 Yale Expense Management (PCard and Out-of-Pocket Expenses) – Important Reminders Related Documents: Procedure 3215 PR.02 Yale Expense Management (...

Policy & Procedure updates - Nov. 30, 2022

November 30, 2022

The following documents have been updated and are now published and effective. Please share the documents with the appropriate people in your department.

Policy 3201 General Purchasing Related Documents: ...

Holiday recess schedules and adjusted deadlines 2022

November 23, 2022

Yale University will be closed for the holiday recess from Friday, December 23 through Monday, January 2, 2023. The following is a brief summary of systems availability, adjusted deadlines, and support services related to this period.

Payroll Schedule and Important...

Upcoming changes in the perspectives of the Finance Data Model

November 23, 2022

Two perspectives have been added to Finance Data Model:

Sponsored Awards and Grants: analysis and reporting involving sponsored funds General Financial–Depts.: for general financial analysis and reporting

The eight interactive reports currently on the Power BI report server will be re-...

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