Requisitions greater than or equal to $10,000 must be submitted before Friday, June 10, for review by Purchasing Services . Approvers in the Workday workflow process should fully approve all open requisitions by Thursday, June 30, at 3:00 p.m. for inclusion in...
Business Update News from 05/2024
COA Closures & Hierarchy changes - FY22 year-end timetable
Please note that prior to the FY22 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 FY22 month-end (calendar June). Please submit all closure / reorganization requests to COA or...
Possible action required: Requisitions in draft status to be canceled week of May 16, 2022
During the week of May 16, any requisition in draft status with no activity for the past 30 days will be canceled. This process will subsequently occur monthly by the third business day of the month.
Why is a Requisition in Draft Status? Requisitions may be in draft status...Find Suppliers – Yale now includes Supplier Classification
The Find Suppliers – Yale report now includes Supplier Classification data, identifying attributes such as Minority-Owned, Women-Owned, Veteran-Owned, and U.S. Small Businesses. A Supplier Classification prompt allows users to search for suppliers with specific classifications. For suppliers...
Fiscal 2022 year-end closing instructions
Links to the instructions and calendar for the year-end close for the fiscal year ending June 30, 2022 (FY22) are available in the online accounting manual . They have been provided below for your...
Updated Labor Plan and FTE Analysis Interactive Report
During last year end, the Labor Plan and FTE Analysis Interactive Report occasionally contained blank columns. This issue has been corrected and a new version of the report will be posted to the Power BI Report Server on...
ePAY project update
As previously announced , the ePAY project (e-Commerce Payment Acceptance at Yale) is working with University departments to standardize credit...
Upgrade to Power BI report server
On May 1, 2022, the Power BI Report Server (PBIRS) will be upgraded to a new version, including new icons and a condensed...
Updated report: Sponsored Award Recent Setups - Yale
The Workday report ‘Sponsored Award Recent Setups - Yale’ has been updated. The Award Contract Owner (ACO/SPFA Accountant) has been added to the prompts. Additionally, several date prompts have been added. Please see screenshot below – all new prompts are highlighted. The addition of these...
Yale’s Office of Facilities replacing FAMIS with AssetWorks
In June 2022, Yale’s Office of Facilities will replace its current management system (FAMIS) with AssetWorks for asset management, billing, procurement, work order, and maintenance processes for Yale’s more than 300...
Policy update - April 20, 2022
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 updates - April 20, 2022
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...
Primary Country and Activity now required for international students in PandA
To support tax reporting needs for international students, Prizes and Awards (PandA) transactions will now populate the Country of Activity worktag on the invoice line when imported to Workday. Effective Monday, April 18, PandA users must populate the following required fields (Columns Y – AA)...
Planning for year-end close: Key dates
As in past years, the Controller’s Office plans to release the year-end closing instructions and calendar during the first full week of May (on or about May 4, 2022). The instructions and calendar will be posted in the...
Finance course offerings: Introduction to the Chart of Accounts - dates added
Additional course offerings have been added for the instructor-led Finance Course,...
Policy & Procedure updates - April 6, 2022
The following updated document is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...
COA Closures & Hierarchy changes - FY22 year-end timetable
Please note that prior to the FY22 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 FY22 month-end (calendar June). Please submit all closure or reorganization requests to COA or...
Possible action required: Capital Asset Accounting MEI RFID and FY22 Biennial Inventory
As previously announced , on April 11 , as part of an ongoing...
New service for federal grant-funded travel
To ensure compliance with Federal grant funding agency requirements , Yale Travel Management is piloting a new travel booking platform for federal grant-funded travel. The new...
Information session - Faculty Annual Compensation Review
Academic Appointee Administration will offer a virtual Faculty Annual Compensation Review information session on Tuesday, April 5, at 10:00 a.m. This Zoom session will outline the submission process for Faculty Annual Compensation recommendations and include an overview of the Workday Faculty...
ePAY website: Resources page updates
Fit for Purpose Computing at Yale
The Fit for Purpose Computing initiative will capture the experiences of Yale personnel involved in computer provisioning processes, and then leverage that information in the development of a managed desktop program.
FY22 Q4 focus will be on sharing information and gathering...Fit for Purpose Computing: MyApps pilot for Mac users
The Yale Central IT, Fit for Purpose Computing team is happy to announce that our...
Possible action required: Capital Asset Accounting MEI retagging
On April 11 , as part of an ongoing initiative to safeguard University assets, streamline the biennial inventory process, and continue to meet A-81 Federal Uniform Guidance, the Capital Asset Accounting team, along with a team from the Yale School of Medicine’s...
Updated process for expiring NetIDs beginning Thursday, March 31
To improve security, beginning Thursday, March 31, Yale ITS will change how we process expiring NetIDs.
Currently, ITS manually disables NetIDs of faculty and staff no longer affiliated with the University periodically. As of Thursday, March 31, ITS will automate this process and...
Policy & Procedure updates - March 23, 2022
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...
Workday release update and Workday Assistant video
Workday was upgraded to a new version last Saturday, March 12:
As previously announced , there are several changes users should be aware of, including a new display for tasks, Process History...Workday upgrade March 12, 2022: What to expect
On Saturday, March 12, Workday will be upgraded to a new version. Below please find some helpful information to prepare you for the changes.
A snapshot of the changes include:
Business Process User Interface Updates – All Users Workday Assistant, a new virtual chatbot tool...Graduate Student Funding Process upgrade underway
In July 2022, Yale will transition to a new Graduate Student Funding (GSF) process. This new process will improve usability, enhance functionality, and streamline processes for graduate students and faculty and staff supporting graduate funding.
User Testing will occur in April and...Updated guidance on allowability of COVID-19 testing on university funds
Health & Safety leadership and the Office of Sponsored Projects are providing guidance on the allowability of COVID-19 testing on university funds, including important information about the application of these costs to sponsored awards. Reminder: Any faculty, staff, and students who are...