Business Update

Finance Internal Controls Approval Authority Training

September 22, 2021

As previously described in the May 5, 2021 Business Update , Task Force 21 was convened to spearhead the first step in developing a long-term financial training program for staff. Task Force 21’s goal was to...

Attention train riders

September 20, 2021

If you commute via train, below are some changes made to services and other valuable information to help with your travels.

CT rail Hartford Line tickets (except 10-ride tickets) are now valid on CT transit Express 950 routes, which offers customers additional mid-day options between...

Policy & Procedure update as of September 17, 2021

September 17, 2021

The following procedure document is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...

Research Enterprise Data Mart update

September 15, 2021
Summary Yale has created a common reporting platform to support the reporting needs of Yale’s administrative operations FY21 work included creation of a new Research Enterprise (RE) Data Mart and the re-issue of key RE reports utilizing Power BI FY22 work will include partnering with the RE...

New: Microsoft 365 support page

September 8, 2021

ITS has introduced a new Microsoft 365 support page to help you utilize the full capability of the Microsoft 365 tools and applications so you can work smarter and get more done...

Purchasing Intake Portal implementation & information sessions

September 8, 2021
Summary On Tuesday, September 28, 2021, the Procurement team will implement a new Purchasing Intake Portal that will formalize the process for requesting sourcing and purchasing support from the Procurement team. Information sessions demonstrating the Purchasing Intake Portal’s functionality and...

Join us and up your cybersecurity awareness!

September 8, 2021

The Yale Cybersecurity Awareness Program is off to a great start. Thank you for building your awareness muscle by participating in our ongoing activities.

Ready to up your awareness in September? Join us for one or more of the...

Workday upgrade September 11, 2021 – What to expect

September 8, 2021
Summary:

On Saturday, September 11, 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 Global Header – Search box...

Tips for sending requests for University Purchasing Cards (P-Cards)

September 1, 2021

To help streamline University Purchasing Card (P-Card) request processing, Procurement has compiled the following tips to use when submitting requests through...

Improved requisition process in Workday

September 1, 2021

Procurement is excited to share the most recent improvement to the requisition process in Workday.

After thorough analysis of industry standard product codes, Procurement has defined an additional 50,000 SciQuest catalog items to automatically default a spend category on the requisition...

New report: Final Financial Report (FFR) Field Amount Exception – Yale

September 1, 2021
A new Workday report titled, “Final Financial Report (FFR) Field Amount Exception – Yale”, has been created. This report will enable users with the Cost Center Financial Analyst (CCFA) role to identify ended awards that have not yet been closed in Workday and contain a variance. The variance shown...

In-progress Accounting Adjustments will now advance to next open period

September 1, 2021

Accounting Adjustments “in-progress” at the time of fiscal period close will no longer be canceled centrally. Workday has delivered new functionality that allows the period to be closed with in-progress transactions that can be approved or manually canceled in the next open period.

...

Enhanced report: Find Supplier Invoices – Yale

September 1, 2021

The following enhancements have recently been made to the Find Supplier Invoices – Yale report:

Payment type added to the prompt Reconciliation Status added to the results (for check payments only) Reconciliation date to the results (for check payments only) Header Memo and Line Memo added...

Get in on the Cybersecurity Awareness action!

August 25, 2021

Yale’s recently launched Cybersecurity Awareness Program invites you to join us for two fun contests to build your cybersecurity awareness muscle.

August 23-27: Show Your Click with Caution Pride!

Have you seen the Click with Caution virtual background? It’s...

Updated report: Subaward invoices in progress – Yale

August 18, 2021

Prompts for the Subaward Invoices In Progress – Yale report have been updated. The Invoice Cost Center and Invoice Cost Center Hierarchy prompts have been replaced by a single Cost Center/Cost Center Hierarchy prompt. The new prompt is required. This change was made because the old prompts were...

Policy & Procedure update as of August 11, 2021

August 11, 2021

The following policy document is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...

CISCO telephone migration successfully completed

August 11, 2021

ITS recently completed an initiative to retire the LLCI Nortel PBX system.

Beginning in March through July, 1400+ Cisco phone systems were installed, replacing all Nortel, Avaya, and Cortelco telephones at the Amistad and Seamco buildings, The Anlyan Center, 2 Church Street South, 100...

Cybersecurity Awareness Program: Ready, Set, Grow!

August 5, 2021
Ready to learn simple cybersecurity awareness tips to keep you safe online?

The Yale Information Security Office is pleased to launch our Cybersecurity Awareness Program! The program introduces simple, repeatable actions for the Yale community to take. Your small actions can make a big impact...

Join us for a Cybersecurity Awareness Program Kahoot Competition in August

August 4, 2021

Ready to put your cybersecurity knowledge to the test?

Click here to register [VPN required]...

Returing to Yale - supplemental PPE supplies

August 4, 2021

Starting in August, many faculty and staff members will be returning to campus. While we expect them to bring their own masks and other supplies, it is prudent for Lead Administrators and their designees to order supplemental PPE for their workspaces, to ensure that the...

ePAY FY21 update and FY22 planning

July 28, 2021
Summary

As previously announced , the ePAY Project (e-Commerce Payment Acceptance at Yale) is working with University departments to standardize credit card payment acceptance...

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

July 28, 2021

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...

New subaward validations implemented for supplier invoices and supplier invoice requests

July 21, 2021

To improve the university’s compliance with Subaward invoice requirements, three new critical validations have been implemented in Workday, effective today, for supplier invoices and supplier invoice requests.

These newly implemented critical validations do the following:...

Cybersecurity Awareness Program: Ready, set, grow!

July 21, 2021

Ready to learn simple cybersecurity awareness tips to keep you safe online?

The Yale Information Security Office is pleased to launch our Cybersecurity Awareness Program! The program introduces simple, repeatable actions for our community to take. Your small actions can make a big impact...

FY21 year-end: Upcoming journal entry deadlines

July 21, 2021

Please take note of the following upcoming journal entry deadlines. All dates relate to the June period unless otherwise stated.

July 23 – 3:00 p.m. – Journal entry cutoff for Self-Support Schools including YSM Central, Division of Faculty Salaries, and the Provost Administration. August 4...

New Finance course offerings: Introduction to the Chart of Accounts

July 21, 2021

Additional course offerings have been added for the virtual, instructor-led Finance Course called the “Introduction to the Chart of Accounts (COA).” Please register for one of the Zoom sessions via the Training Management System (TMS) in the Finance > Chart of Accounts section.

The...

Yale Facilities implements building safety measures for the August return to work

July 21, 2021

In preparation for the university’s transition to full pre-COVID-19 occupancy at all Yale buildings, beginning August 1, 2021, the Office of Facilities has implemented measures to help ensure a safe onsite return.

In coordination with the recent shift to campus health and safety...

Update: 2020 YSS Retirement – Data Entry “Bridge” Services End August 1, 2021

July 21, 2021

As announced on August 7 and August 12, 2020 , the Yale Shared Services (YSS) organization was retired in August...

FY21 year-end: Upcoming journal entry deadlines

July 14, 2021

Please take note of the following upcoming journal entry deadlines. All dates relate to the June period unless otherwise stated.

July 16 – 3:00 p.m. – Journal entry cutoff for Non-Self-Support units and YSM departments. July 16 – 3:00 p.m. – All Accounting Adjustments relating to FY21 must...

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