In accordance with U.S. Treasury Regulations, certain charitable organizations established to support Yale and operated in connection with the university (referred to as “Type III supporting organizations”) are required to provide the following information to the university annually:
A...Business Update
Workday upgrade Sept. 9, 2023 – What to expect
September 6, 2023
Summary
On Saturday, September 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:
Business Process User Interface Updates – All...
Policy & Procedure updates - Sept. 6, 2023
September 6, 2023
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 update - August 23, 2023
August 23, 2023
The following revised policy document is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...
OneFinance: Program leadership announcement
August 23, 2023
Our North Star To enable Yale’s mission, simplify and standardize financial services in order to make life easier where everyone has a role in building a strong culture of financial integrity, insight, and stewardship of Yale resources.
In March 2024,...
Possible action required: I-9 documentation requirements
August 23, 2023
During the pandemic, the United States Department of Homeland Security permitted interim completion of I-9s remotely for individuals working off campus. That interim period has passed, and I-9 documentation must now be submitted in person . For the I-9 process to be complete,...
Cost Allocation Deadlines update
August 16, 2023
The Cost Allocation Deadlines section on the Payroll Schedule page has been updated to clarify the deadlines are in “business days” and not calendar days. The...
Policy & Procedure updates - August 23, 2023
August 16, 2023
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 the Policies & Procedures Drafts page....
Policy & Procedure updates - August 16, 2023
August 16, 2023
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...
PaperCut scheduled outage - Sunday, August 20, 2023
August 16, 2023
*** Please share these details with individuals in your area of responsibility who need this information.***
Summary
Yale ITS will deploy a patch to the PaperCut print system from 8 - 8:30 a.m. on Sunday, August 20, resulting in an outage. Yale’s PaperCut vendor recommends...International Tax Office resources
August 16, 2023
The Yale International Tax Office site provides the Yale community with resources to assist with understanding required tax documentation, tax withholding and reporting with...
Reminder of requirement to report cash transactions over $10,000
August 9, 2023
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...
U.S. Bank Prepaid Reloadable Cards for Faculty and Staff
August 9, 2023
Effective Aug. 1, 2023, only U.S. Bank Cards will be funded Frequently Asked Questions
Why did Yale discontinue the Bank of America prepaid card program? Bank of America notified Yale that they are exiting the card business.
What do I do with my Bank of...
U.S. Bank Prepaid Reloadable Cards for Faculty and Staff
August 9, 2023
Effective Aug. 1, 2023, only U.S. Bank Cards will be funded Frequently Asked Questions
Why did Yale discontinue the Bank of America prepaid card program? Bank of America notified Yale that they are exiting the card business.
What do I do with my Bank of...
Important information for Bank of America prepaid reloadable debit card holders
August 2, 2023
Please share the following information with the appropriate individuals in your unit:
Effective August 1, 2023, Bank of America prepaid reloadable debit cards will no longer be loaded. Those with existing card balances may continue to use the funds on the card. Active cardholders will...
Policy & Procedure updates - July 26, 2023
July 26, 2023
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 the Policies & Procedures Drafts page....
Update to charging sponsored awards for use of the Greenberg Conference Center
July 26, 2023
Effective July 1, 2023, changes to the restrictions of charging sponsored awards were implemented, as follows:
Facility rental charges incurred for use of the Greenberg Conference Center (not Betts House), which is managed by Yale Conferences & Events, are now allowable on sponsored...
Upcoming journal entry deadlines - fiscal 2023 year-end
July 26, 2023
FY23 year-end - upcoming journal entry deadlines
Please take note of the following upcoming journal entry deadlines. All dates relate to the June period unless otherwise stated.
RSI update: Hiring manager toolkit resources
July 19, 2023
Summary
Last month, the Recruiting Strategic Initiative (RSI) team added the interview guide and instructions ,...
Payment processing updates
July 19, 2023
Wire payments
Going forward, when entering Supplier Invoice Requests with a payment method of Wire or FXWire, do not include any type of symbol, punctuation mark, or special character other than letters or numbers, in the header business purpose memo field. If...
Tips for international wire transfers
July 19, 2023
To ensure successful wire transfers to other countries, here are some tips provided by Accounts Payable and Treasury Services:
Avoid using internet banks: Currently, we have experienced difficulties sending wires to internet banks. It is not recommended to use internet banks for wire...Policy & Procedure update - July 19, 2023
July 19, 2023
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...
The Bulldog Computer is coming this summer
July 13, 2023
Summary This summer, Information Technology Services (ITS) is introducing a new service, the Bulldog Computer, a new flexible and secure computing platform that replaces the current Yale pre-configured computer options. Faculty or staff needing a new computer will receive a customized experience,...
Upcoming journal entry deadlines - fiscal 2023 year-end
July 12, 2023
FY23 year-end - upcoming journal entry deadlines
Please take note of the following upcoming journal entry deadlines. All dates relate to the June period unless otherwise stated.
OneFinance: July 2023 program lead update
July 12, 2023
Our North Star To enable Yale’s mission, simplify and standardize financial services in order to make life easier where everyone has a role in building a strong culture of financial integrity, insight, and stewardship of Yale resources.
Since our...
Telephone replacement project - ongoing through August 15
July 12, 2023
Summary Yale ITS is conducting a campus-wide telephone upgrade running through August 15 to replace older phone models; not all buildings are impacted. We need your assistance - please share this survey as soon as...
OneFinance program update - June 2023
July 12, 2023
Our North Star
To enable Yale’s mission, simplify and standardize financial services in order to make life easier where everyone has a role in building a strong culture of financial integrity, insight, and stewardship of Yale resources.
Since...
Report, don’t respond to unexpected urgent emails - Cybersecurity tips
July 12, 2023
As technology changes, so do the ways cybercriminals stage their attacks. Be aware of the new ways cybercriminals use social engineering to trick you into providing access to your account.
Yale is seeing an uptick in attempted social engineering phishing attacks. These attacks consist...
Changes to USP policies and procedures
July 5, 2023
For those University Service Providers (USPs) that do not charge sponsored awards and/or external customers, changes to USP policies and procedures have been implemented. Specifically, the following procedures are no longer a requirement for these USPs, but are a best practice:
Performing...Changes to gift cards and prepaid reloadable cards
July 5, 2023
To all faculty and staff that have a prepaid Bank of America card and those that use Bank of America gift cards:
Effective July 1, 2023, all physical gift cards will be issued through U.S. Bank. There is no change to the Spend Authorization process and no transition period. Staff will...