Business Update

Reminder: World Travel replaces Egencia effective May 1

April 10, 2024
Summary Beginning May 1, World Travel will replace Egencia for all Yale business travel booking needs. World Travel, which is powered by the Concur booking platform, is available for...

OneFinance: Hire business process update

April 10, 2024
Summary The Hire business process in Workday has been updated, effective April 10. Details

The Hire business process in Workday has been updated to add a task to assign costing allocations for “temporary/casual (fixed term)” individuals. The task will be routed to the Cost Center Payroll Costing...

Update to AHR and FAB report subscription transfer process

April 10, 2024

To streamline the AHR and FAB subscription ownership transfer process, effective April 10, requestors will be able to run their own subscription report on the PowerBI server and submit subscription transfer requests directly to the Reporting and Analytics Services IT team.

Detailed...

Coming Soon: Enhanced Payroll Dashboard Interactive Report

April 3, 2024

Beginning on Thursday, April 4, an updated version of the Payroll Dashboard interactive report will be available on the Power BI Report Server to support the review of payroll expenses. This updated report has been rebranded to Payroll Dashboard (formerly Payroll Comparison) and contains new...

New Suspense Report Enhancements Are Now Live

April 3, 2024
Summary A new Workday report, Suspense Balances Review – Yale, is now live in Workday. We expect the current suspense reports will be retired following the close of the FY24 Year-End reporting. View the user guide detailing the functionality of the new report on the...

Workday Learning training notices to resume starting April 1

April 3, 2024

As of April 1, Workday Learners will receive email notifications for assigned learning in Workday Learning and reminders before the assignment due date 60, 30, and 14 days in advance. Learning assignments are based on your role or your most recent compliance assessment...

Policy & Procedure updates – Mar. 27, 2024

March 27, 2024

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...

Additional enhancements to the Unexpensed Credit Card Transactions – Yale report

March 27, 2024
What’s New

We’ve heard your feedback! We are pleased to announce that recent changes have been made to the notices and reporting as part of the PCard Auto Suspension...

Finance Data Model updates

March 27, 2024

Effective Wednesday, March 27 several new items have been added to the Finance Data Model.

New fields pulling from YBT tables to help facilitate budget office reporting: Charging Cost Center Management Rollup Charging Cost Center Management Rollup Alternate Charging Cost Center Functional...

Enhancement to the Account Balances Detail – Yale report

March 27, 2024

Effective Friday, March 22, 2024, the ‘Account Balances Detail – Yale’ report was enhanced to include the Budget Date as a field in the details view. Also, to facilitate user review and pivot functionality, ‘Fiscal Period by Budget Date’ has been added as a ‘View by’ option. The enhancements...

Complete Moveable Equipment Inventory before April 15

March 27, 2024

In accordance with Federal regulations and University policy, a physical inventory of Yale’s Moveable Equipment must be completed at least every two years to ensure that the University has properly maintained and accurately accounted for equipment within each unit. The start date for the FY24...

Human Research Study Participant Remuneration – Custodian Training is Available

March 20, 2024
Summary A new course , Human Research Study Participant Remuneration – Custodian Training is available in Workday Learning for Principal Investigators and Custodians. Individuals with open study participant advances received this message on March 18 th and will be assigned the...

NEW Workday Dashboard – COA Project Closure Dashboard

March 20, 2024
Summary Effective March 19, 2024, a new Chart of Accounts (COA) Project Closure Dashboard is available in Workday to assist departments in completing COA segment closures. The...

Find Awards and Grants - Yale

March 20, 2024

The report ‘Find Awards and Grants - Yale’ has been enhanced to include the ‘Document ID’ field. This field will allow both distributed and central users to better identify Department of Health and Human Services (DHHS) awards in Workday. Payment Management System (PMS) uses the ‘Document ID’ to...

Coming Soon: Suspense Reporting Enhancements

March 20, 2024
Summary

In early April, a new Workday report, Suspense Balances Review – Yale , will be released to enhance the monitoring and prevention of suspense transactions.

Details

The report will provide business units with accurate suspense balances while closing the...

Policy & Procedure updates: Mar. 13, 2024

March 13, 2024

The following draft documents, which have completed the committee stages of their formal review, are now available for community review and comment and are posted on Policies & Procedures Drafts . The...

New Purchase Order Procedure Resources Now Available

March 13, 2024
Summary

In July 2023, 3201 PR.01 Purchase Order Process was updated to create a clearly documented and comprehensive Purchase Order (PO) procedure....

Coming Soon - Enhancement to the Unexpensed Credit Card Transactions - Yale report

March 13, 2024
Summary Notifying individual Yale purchasing card (PCard) holders who are delinquent for 90 days or more in submitting their expense reports is currently a manual process. Effective Monday, March 18 , Yale will automate purchasing card suspension notifications through Workday and...

Financial Review Checklist Updates: Workday Learning Reports

March 6, 2024

The Financial Review Checklist (FRC) ( Form 1101 FR.01 ) has been reviewed and updated. The FRC has been updated to reflect the new Workday Learning program that has replaced the Training and...

Workday upgrade March 9, 2024 – What to expect

March 6, 2024
Summary

On Saturday, March 9 , 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:

Interface updates – all users...

Coming Soon: Human Study Participant Remuneration - Custodian Training

March 6, 2024

The Financial Review Enhancement project team, in collaboration with the Finance Training and Development team, is excited to announce the upcoming launch of our new Human Study Participant Remuneration – Custodian Training module in Workday Learning during the week of March...

International Operations & Compliance training opportunities: Spring 2024

March 6, 2024

The training sessions below will be offered this spring for Yale staff, in particular those whose work includes supporting international activities. To register for any of these sessions, use the links provided. Please direct questions about any of these training sessions to...

Find MEI Expense Reports by cost center – Yale report enhancements

March 6, 2024

Effective March 1, 2024, the Find MEI Expense Reports by Cost Center – Yale report was enhanced to include default parameters in the Spend Category by Worktag prompt of the report. This is to assist users with aligning the report to MEI spend categories only. This enhancement is expected to...

ESC, I-9 Center, and Welcome Desk closed for training - Wednesday, March 13

March 6, 2024

The Employee Service Center, I-9 center, and Welcome Desk (at 221 Whitney Avenue) will be closed for the day as our team participates in an all-day Human Resources meeting.

Please note the following important details:

Date: Wednesday, March 13 Duration: The Employee Service Center,...

Update to AHR and FAB report subscriptions

February 28, 2024

To continue maintaining an accurate and more efficient list of monthly Account Holder Report (AHR) and Financial Activities and Balances (FAB) report subscriptions, the Finance Reporting and Analytics Team is requesting that report owners review all subscriptions in an error status before March...

Introducing Finance Foundations – Yale’s new Finance onboarding program

February 28, 2024
Summary Beginning tomorrow, February 29, any staff newly hired to a Yale University finance or accounting role will be assigned the Finance Foundations program in Workday Learning. Finance Foundations is a comprehensive new learning program that focuses on the key aspects of finance operations at...

Interest accounting change on Account Holder Reports

February 28, 2024

In January 2024, a correction was made to the ledger account mapping that directly impacts sponsored award interest on Account Holder Reports. In Workday and on AHRs, interest historically was displayed on the general ledger as a revenue category (41003), which appeared as a contra-expense...

TouchNet/ePay Password update

February 28, 2024

Password standards will be updated to meet PCI 4.0 requirements. Users will be automatically prompted February 23, 2024 to update their existing password to 12 characters. Any questions or issues logging in should be sent to...

Policy & Procedure updates – Feb. 28, 2024

February 28, 2024

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...

Financial training available in Workday Learning

February 21, 2024

Over 15 finance-related courses are now available in Workday Learning . Some of these are newly developed courses and some are updated versions of courses that existed previously in TMS.

Managers should review the courses and work...

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