Business Update

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-...

Reminder: Policy 3210 information sessions

November 16, 2022

As a reminder, the Information Sessions for Policy 3210 will occur between Wednesday, November 30, and Thursday, December 15.

View the course description and register...

Policy 2100 Revenue Principles, General – Important reminders

November 16, 2022
Policy 2100 Revenue Principles, General – Important Reminders Related Documents: Policy 2100 Revenue Principles, General...

Announcing new Operations website

November 16, 2022

Yale University Operations is pleased to announce the launch of a new website that provides our community with an engaging way to learn about the Operations team and how it supports Yale’s mission.

The website will be the best place for the...

Reminders from HR Operations

November 16, 2022
Check your inbox for awaiting action items

Please be mindful that absences and timesheets must be reviewed and approved earlier than usual during the months of November and December. The upcoming Thanksgiving and Christmas holidays and recess days will have an impact to the...

Restrictions on charging or moving charges by USPs to sponsored awards

November 9, 2022

Certain University Service Providers (USPs) are restricted from charging sponsored awards for policy and regulatory reasons. In the event of a charge from such a USP to a non-sponsored account, it is not permitted to move that charge after-the-fact onto a sponsored award.

To comply with...

Policy & Procedure updates - November 9, 2022

November 9, 2022

The following document has been updated and is now published and effective. Please share the document with the appropriate people in your department.

Policy 1370 Export-Controlled Information Related Documents: Policy 1370 Export-Controlled...

Improved Windows updates beginning on or after November 15, 2022

November 9, 2022
Summary Mac users will not be impacted and may ignore this message. Windows Update, an improved mechanism for keeping Windows computers up to date with the latest security and feature updates will be deployed on ITS managed Windows computers on or after November 15, 2022. Windows...

OneFinance: November 2022 program update

November 9, 2022

The One Finance program team is pleased to share highlights for November and will continue to keep you regularly informed about progress, critical milestones,...

Accounting Journal cancelations and fiscal close deadlines

November 2, 2022

At 5:00 p.m. on fiscal period close days, all accounting journals that have a status of “in-progress” are canceled. This occurs because the period cannot close while any journals are “in progress.” The cancelation process is submitted by Financial Systems and Solutions staff members. If a...

Policy & Procedure Updates - Effort Reporting - November 2, 2022

November 2, 2022
Policy & Procedure updates - November 2, 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 1315 Effort Reporting: Certifying Effort on Sponsored Projects Related Documents...

Policy and Procedure Updates - Purchase Contracts - November 2, 2022

November 2, 2022
Policy & Procedure upates - November 2, 2022

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...

Policy & Procedure updates - October 12, 2022

October 12, 2022
Policy & Procedure updates - October 12, 2022

The following draft documents are now available for community review and comment and are posted on the Policies & Procedures Drafts web page. The...

YaleSites Upgrade project status – Fall 2022

October 12, 2022
Summary

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

Financial Review Checklist updates

October 12, 2022
Summary

The Financial Review Checklist (FRC) ( Form 1101 FR.01 ) has been reviewed and updated. The FRC has undergone revisions based on departmental feedback received during the FRC QA process as...

Fall 2022 Yale PPE procurement update

October 12, 2022
Supply chain issues surrounding personal protective equipment (PPE) have largely abated and, as a result, the University continues to evaluate processes related to COVID-19. Please see the following updates: What has changed? Supply chain challenges affecting availability of...

Successfully navigating Accounts Payable

October 5, 2022

Did you know that yss.invoices@yale....

FY22 year-end and FY23 first quarter close

September 28, 2022

The general ledger for FY22 officially closed last week, and the first quarter of FY23 closes the week of October 3, 2022, with the September month-end. When running FY23 financial reports, your July beginning balances reflect the final year-end close balances .

The year...

FY22 year end close projected for September 23

September 21, 2022

The FY22 general ledger close, which was tentatively scheduled for Tuesday, September 20, 2022, is now projected for Friday, September 23, 2022. As a result, please note the following projected dates with regards to the close and related reporting:

The GA Sweep to run on Friday, September...

Ongoing action required: MEI assets and Cost Center best practices

September 21, 2022
Summary

As the Controller’s Office and the Yale School of Medicine Controller’s Office asset retagging teams near the end of their Moveable Equipment Inventory (MEI) assets retagging efforts, focus is shifting to the Cost Center best practices needed to keep Workday Business...

Recruitment Strategic Initiative – Requisition Planning Tool release 

September 14, 2022
Summary

As the Recruitment Strategic Initiative was previously announced , the program team continues to review opportunities to streamline the recruitment process where able.

A recruiting needs...

Policy 3201 General Purchasing – FAQs and information sessions

September 7, 2022
Policy 3201, General Purchasing

On May 18, 2022, Policy 3201 , General Purchasing , was updated to include new language prohibiting transaction splitting of Purchase Orders (POs). In support of this update...

Workday upgrade September 10, 2022 – What to expect

September 7, 2022
Summary

On Saturday, September 10, Workday will be upgraded to a new version. Please find links to helpful information to prepare you for the changes in the Details section below. 

A snapshot of the changes include:

Business Process User Interface Updates – All Users...

Valimail protection for bulk yale.edu email starting September 21

September 7, 2022
Summary

As previously announced , on Wednesday, September 21 , Yale will enable services offered by...

Policy and Procedure updates - August 31, 2022

August 31, 2022

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...

Policy 3201 General Purchasing – FAQs and information sessions 

August 31, 2022
Summary On May 18, Policy 3201 General Purchasing was updated to include new language prohibiting transaction splitting of Purchase Orders (PO). In support of this update,...

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