Business Update

Busness Update

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...

Reminder of requirement to report cash transactions over $10,000

August 3, 2017

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. Such reporting is required on Form 8300 within fifteen (15) days following the transaction....

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...

Reclassification and transfer of funds

August 2, 2017

The guidance for “ Reclassification and Transfer of Funds ” has been updated for Workday COA segments.


Note key deadlines for first Month-End closing in Workday

August 2, 2017

The first fiscal month-end closing in Workday will be completed on August 9, 2017, for the July 2017/FY18 fiscal period. In advance of this month-end closing, please note some key transaction processing deadlines: Read more

Monthly Financial Review guidance

August 2, 2017

In preparation for the monthly financial review for July, the following resources have been made available. Business Offices are asked to use these materials as guidance in completing month-end activities for payroll, procurement, expenses, grants and contracts, budget, reporting and the general...

Three new types of ID badges

August 1, 2017

With the new changes in Workday and Sponsored Identity (SI), Yale Security Systems has simplified the access card/process.

These are the three types of badges:

ID Card Student ID Access Card

ID Card for anyone in Workday (Employees, Contingent Workers, Academic...

Yale Central ID Center at 246 Church Street is moving to a new location August 14th

August 1, 2017

Yale Security Systems is excited to announce that the Yale Central ID Center will be moving to 57 Lock Street August 14th (behind Yale Health)!

The ID Center, currently located at 246 Church Street, will close August 11th at 3 p.m. It will reopen Monday, August 14th at 8:30 a.m. and will...

Add additional security to your YaleConnect email account

August 1, 2017

NEW! Multifactor Authentication for Office 365 (MFA O365) is an optional add-on service that adds an additional security layer when using YaleConnect on or off campus or while traveling. MFA O365 adds one extra step to the log-in process by requiring an individual to enter a...

Sharpen your public speaking skills at Yale Toastmasters

July 21, 2017

Does the thought of public speaking make you break out in a cold sweat? Yale Toastmasters invites you to attend one of its meetings to learn how to be a more organized, convincing, and confident presenter.

For 15 years, Yale Toastmasters has helped its members improve their public...

New YaleNews website to launch July 20

July 20, 2017

The university’s central news website – – is undergoing a redesign. The new site will launch July 20.

If your website links to an article on YaleNews or pulls in content via a feed, there should be no disruption when the new site goes...

New requirements for wire transfers and ACH payments

July 17, 2017

Update 10/18/17: The deadline for individuals to comply has been extended to January 1, 2018.

As you may be aware there are increasing fraud attempts throughout the banking industry in the area of wire transfers and ACH payment. Requests to change banking information for payments that...

Portal reports may have been run for May instead of June

July 10, 2017

DWH Portal report schedules that were run this past weekend for “Last Closed Month” were inadvertently run for the May 2017 month-end period, instead of the June 2017 period. Report schedules run for the “Current Open Month” accurately reflect the June 2017 period. If you require a “Last Closed...

Enhanced features for BluePrint

July 6, 2017

As of July 1, 2017, BluePrint launched its new billing and case management system for our Copier Rental program. In addition, this system will integrate Salesforce and also comply with the University’s new COA (Chart of Account) billing structure in Workday....

IT Service Portal is Now Available

July 5, 2017

We are excited to announce that the IT Service Portal (START replacement tool) is live.

You can access the new forms on the START Retirement Crosswalk page . We encourage all users to bookmark this...

Yale Shared Services (YSS) daily update

June 29, 2017

Yale Shared Services (YSS) is currently processing transactions for these YSS receipt dates:


Receipt Dates

Unit | Transaction

IT Service Catalog - Fiscal Year 18 Changes

June 27, 2017

The IT Service Catalog, home to IT services available to the Yale community, has undergone a detailed review and some changes are being made for the new fiscal year. The changes are intended to make services easier to find when browsing by category. While individual services are occasionally...

June Business Operations LEAD meeting presentation available

June 26, 2017

Lead administrators and operations managers can access the June Business Operations LEAD Meeting presentation and handout at the Box folder links below.

Please share the meeting presentation and handout with your business office staff, as appropriate, and discuss at your upcoming staff...

Planned outage & deadlines: Sponsored Identity System - June 28-29

June 23, 2017


Yale ITS will perform planned maintenance on the Sponsored Identity System starting Wednesday, June 28 at 7:00 a.m. through Friday, June 30 at 6:00 p.m. The Sponsored Identity System will not be available during the maintenance window. The NetID Activation Tool...

ALICE information transitioning to Workday – Important dates and information

June 23, 2017

Starting Wednesday, July 5, 2017, current information for spendable and endowment gifts will be available in Workday. Departments will be able to review attributes of their gifts, such as purpose and recovery codes, have access to copies of signed indentures or gift abstracts, and excerpts...

Requesting access to some of Yale’s systems and services is changing

June 22, 2017
The START tool is being retired and replaced by new request forms on Wednesday, July 5, 2017. The last day to submit START requests is Monday, June 26, 2017 . The last day to approve START requests is Thursday, June 29, 2017 ...

Important upcoming payroll deadlines

June 21, 2017

Please note important upcoming payroll deadlines:

Payroll Deadline for Week Ending 07/01/17

As a result of the July 4 th holiday, weekly deadlines will be changed for the week ending 07/01/17. Please note the following timecard approval deadline: Kronos Sign off Deadline: Monday...

Important deadlines for Yale Budget Tool (YBT)

June 20, 2017

Several weeks ago, we communicated that the Yale Budgeting Tool (YBT) is being rebuilt to support the new Yale Chart of Accounts (COA). If you use YBT to manage Cost Allocations (Labor Schedules) or Grant budgets, please see important dates below:...

Agenda for Business Operations LEAD Meeting, June 23

June 20, 2017

The June LEAD meeting, open to all lead administrators and operations managers, will be held Friday, June 23 , from 9:00 a.m. to 11:30 a.m. in the Harkness Auditorium, Sterling Hall of Medicine (SHM), 333 Cedar Street. Enter the SHM rotunda and...

Treasury Services at 2 Whitney closed due to building evacuation

June 15, 2017

Update 6/15/17 9:30 a.m: Due to a building evacuation, the Treasury Services window at 2 Whitney Avenue (Whitney Grove Square building) will remain closed on Thursday, June 15th. Please use the Treasury window at the Yale Medical School (Sterling Hall of Medicine, 333 Cedar St. 1 st floor) which...

As START retires, remember upcoming deadlines

June 15, 2017

Reminder – The last day to submit START requests is June 26, and the last day to approve requests is June 29.

On July 5, most START functionality will move to the new IT Service Portal. I mpacted users are reminded that t he last day to submit START requests is June...

Deadline for FY18 Recurring Payments - June 16

June 14, 2017

Recurring payments (new or renewal payments) for FY2018 need to be submitted no later than June 16, 2017. Departments must submit their Workday Chart of Account (COA) charging instructions. Please note: if the recurring payment is for a lease requiring a payment in June,...

New Chart of Accounts resource available

June 7, 2017

A new resource has been added to the WD COA website. This document, Relationships between Accounting Components) , provides a visual reference for how the following COA...

May BOCM meeting presentations available

June 7, 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.

Understanding that people will be attending training and...

May 2017 (MAY17-17) JSA/GL closing deadlines

May 30, 2017

Please take note of the following JSA/GL Closing Deadlines:

June 2, Friday - 5:00 p.m. - Deadline for MFT of external source system batches for the month of May 2017.

June 5, Monday - 10:00 a.m. - Deadline for JSA authorization and LD distribution adjustments for the month of May...