Business Update

Busness Update

New report on Budget to Actuals – Watch video

October 10, 2017

A new report has been developed called Budget to Actuals for Management Office Reporting. A video has been created to guide you in running this report, and presents two cases for its use. We encourage you to watch the video and share with...

Agenda for BOCM meeting –October 23

October 10, 2017

The next Business Operations Community Meeting (BOCM) will be held Monday, October 23, at 25 Science Park, 150 Munson Street, Room 125 from 2:00 p.m. - 4:00 p.m. Business offices are encouraged to send at least one representative to each meeting to ensure that all business offices across campus...

Guidance for running ITS Charge Details and Cellular Usage reports

October 6, 2017

Workday Cost Center Financial Analysts provided feedback on issues related to the new ITS Charge Details and Cellular Usage reports. These issues, and associated solutions, include:

Analysts with access to a high number of cost centers were limited by Pinnacle’s ability to produce a large...

Attend information session for first quarter close - Oct 12

September 29, 2017

Attend an overview session of the Monthly Financial Checklist and reports needed for the first quarter close. This session, presented by Nancy Scanlon, will be held on Thursday, October 12, from 1:00 - 2:00 p.m. at 25 Science Park in conference room 125. Registration is not required and the...

Ready. Set. Zoom!

September 28, 2017

In November, Yale will launch a new collaboration and communication tool called Zoom. With Zoom, Yale faculty, students, and staff with a Yale NetID can host a voice and/or video meeting, while sharing content online with anyone, anytime, anywhere. Zoom is available for Windows and Mac computers...

September BOCM presentations available

September 28, 2017

BOCM meeting co-chairs, Chris Galatioto and Jenna-Claire Kemper request that lead administrators and operations managers forward the presentations, available at the Box links provided below, to their business office staff members.

Please note: Lead administrators and operations managers...

Coming soon- Guidance on quarter-end close

September 28, 2017

The first quarter end close in Workday will complete Tuesday, October 10. Kathy Byington has been working with Business Operations subject matter experts and the Financial Service group to ensure the Month-end Checklist and the reports are ready to use. We are aware that there are questions and...

Briefing session offered 9/28 for remediation of rejected invoices

September 27, 2017

On Thursday, September 28 Yale University Procurement will host a session which will include a brief overview of the electronic invoices with problem PO conditions that failed to import into Workday. Following the brief overview, presented by Dick Bascom, there will be an opportunity for you to...

Guidance for staff release on Founders Day, October 11

September 27, 2017

In preparation for the celebration of Founders Day on Wednesday, October 11, Labor Relations and Human Resources have provided guidance regarding anticipated staff requests for release to attend the day’s scheduled activities. Please take a...

New Lead Administrator for Psychiatry - Steve Gentile

September 20, 2017

Steven A. Gentile will be the new Deputy Chair for Finance & Administration of the Department of Psychiatry. He will begin this role on October 1, 2017.

Steve joins Psychiatry with over 25 years of finance and administration...

Yale Budget Tool (YBT) Training and Awareness

September 19, 2017

The remediated Yale Budgeting Tool (YBT) with the new Yale Chart of Accounts (COA) is scheduled to go-live in mid-October. The current version of YBT will remain active for reporting purposes until further notice.

To prepare for this transition, instructor-led and virtual training...

New YBT Financial Planning Changes video

September 14, 2017

The Yale Budgeting Tool (YBT) is being rebuilt to support the new Yale Chart of Accounts. We encourage all YBT users to visit the YBT Remediation page on It’s Your...

Agency accounts and issues

September 14, 2017

Agencies of Yale are non-Yale entities that do business within the Yale GL. The Office of the Controller has provided additional guidance and asks the business community to remember that:

When booking entries for another unit (when it is not “your” COA), please validate the charging...

New and updated accounting and Chart of Accounts guidance

September 14, 2017

The Office of the Controller has provided new and updated resources regarding the Chart of Accounts and other selected accounting guidance:

NEW – Journal Entry Use of Spend and Revenue...

Agenda for BOCM meeting – September 25

September 14, 2017

The next Business Operations Community Meeting (BOCM) will be held Monday, September 25, at 25 Science Park, 150 Munson Street, Room 125 from 2:00 p.m. - 4:00 p.m. Business offices are encouraged to send at least one representative to each meeting to ensure...

Access frequently used links to campus information

September 14, 2017

Popular Resources , a new dedicated webpage located on the It’s Your Yale website, replaces the former university print directory. The webpage is searchable and provides links to the most current information locally maintained by departments...

Important changes to Sponsored Identity application

August 23, 2017

The Sponsored Identity System no longer requires the gender or Social Security number of the person for whom access is being requested:

Website: The Sponsored Identity section of the Yale...

New Yale internal merchandise catalog

August 22, 2017

A new Yale Internal Merchandise Catalog has been created by the department of Marketing and Trademark Licensing to offer fine quality products, at reduced prices, for department approved gift-giving purposes. Choices...

Nominations for the Linda Lorimer Award close Sept. 11

August 22, 2017

On September 11, nominations will close for the Linda Lorimer Award for Distinguished Service. Conferred by President Salovey, this award recognizes staff members and teams of colleagues who have distinguished themselves through their commitment to excellence and innovative thinking. Now is the...

HR staff changes announcement

August 21, 2017

Jennifer Cinque, Director of Staffing, is taking on a challenging and critical role as Director of Organizational Development. With the expansion of Organizational Effectiveness & Staff Development to include change management, Jen will report to Elena DePalma and focus on a number of key...

YBT - New labor planning changes video

August 17, 2017

The Yale Budgeting Tool (YBT) is being rebuilt to support the new Yale Chart of Accounts. We encourage all YBT Users to visit the YBT Remediation page on It’s Your...

Preferred approach for hiring temporary employees

August 16, 2017

Please take a moment to read about Yale’s preferred approach for hiring temporary employees and the continued relationship with our primary staffing vendor outlined below.

Yale’s Interim Employment Pool (IEP), Yale Temporary Staffing Services (YTSS), and New Haven Works (NHW)...

Guide for Yale employees traveling on University business

August 15, 2017

Traveling on Yale business? A Guide for University Employees Traveling on Yale Business provides a general overview of Yale’s travel policies and procedures. This handy guide provides information on air...

Agenda for BOCM meeting - Aug. 28

August 14, 2017

The next Business Operations Community Meeting (BOCM), will be held Monday, August 28, at 25 Science Park, 150 Munson Street, Room 125 from 2:00 p.m. - 4:00 p.m.

Light refreshments will be served.

Agenda ...

Info Security Alert: Fake email appearing to be from President Salovey

August 11, 2017
A new phishing email from Peter Salovey with the subject line Manual Review has been reported at Yale. The body of the message requests W-2 records for employees. Delete this message immediately, do not reply.


Please be advised that you may have recently...

Changes to who approves certain IT service requests

August 11, 2017
Effective Tuesday, August 15, approvers for Telephone Sets & Lines, Ethernet, Pagers, and Cell Phones requests will change from Business Partner (Operations Manager) / Strategic Business Partner (Lead Administrator) to the Cost Center Manager(s) associated to the COA field. All other requests...

Computer maker Dell issues phishing alert

August 11, 2017

Computer maker Dell was recently alerted of a phishing scam targeting higher education institutions. At first glance, it appears to be a legitimate request asking for individuals to re-route monthly payments to a new account. Please delete this message. This is a scam.


YBT remediation project – project page and videos

August 8, 2017

The Yale Budgeting Tool (YBT) is being rebuilt to support the new Yale Chart of Accounts. Users who wish to learn how the tool has changed may access the YBT Remediation...

Sales tax holiday 8/20 - 8/26

August 3, 2017

There is a sales tax holiday on items of clothing and footwear sold for less than $100 that occurs each year from the third Sunday in August through the following Saturday. This year, the dates are Sunday, August 20 through Saturday, August 26, 2017. For more information, see the...

Type III Supporting Organizations of Yale University

August 3, 2017

In accordance with U.S. Treasury Regulations, 501(c)(3) organizations established to support the university and operated in connection with the university (“type III supporting organizations”) are required to provide the following information to the university annually:

A written notice...