Take a moment to elect to receive your W-2 electronically if you did not already consent to do so last year. Beyond simplifying your personal tax filings, this method will ensure the following benefits:
Privacy & security : Fast and secure delivery, protecting your...Due to the pandemic, the United States Department of Homeland Security had permitted interim completion of I-9s remotely for individuals working remotely. However, the U.S. government now requires anyone who onboarded using remote verification to now complete the I-9 verification in person....
Workday enhancements have been made based on the guidance issued in February 12, 2020 edition of Business Update . Policy 1305 Cost Transfers...
A new control point has been added to the Create Supplier process in Workday. Whenever a W9, W8BEN, or W88ENE is required, an error message will be displayed indicating that the necessary documents must be attached in order to submit the request.
An warning...
A new activity step has been added to the Financial Review Checklist ( Form 1101 FR.01 ), to address the need for reviewing Payroll Accounting Adjustments in progress to ensure they are processed...
Additional course offerings have been added for the instructor-led Finance course, Introduction to the Chart of Accounts (COA) . Please register for one of the upcoming Zoom sessions via the...
Discover training opportunities aligned to your role and level of expertise within the ESI Learner Experience Portal (LxP) by participating in Microsoft’s Enterprise Skills Initiative (ESI). Courses include topics such as:
Getting Started with Microsoft Data Analytics Getting Started with...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...
Individuals using Power BI Desktop are reminded that a virtual private network (VPN) connection is required when connecting to the (SSAS) Finance Data Model whether you are on-campus or off-campus. Please ensure that your VPN connection is recent before opening Power BI Desktop....
We all know that cybersecurity risk is increasing worldwide at a rapid pace. It poses a growing threat to the work we do across Yale. But did you know that your small steps can protect Yale’s big mission? By working together, we have the power to make a big difference in keeping Yale safe...
There are yearly tax implications for Yale employees who utilize university vehicles for personal purposes. Yale University is required to report the value of the personal use of a university vehicle by an employee as additional taxable wages on the employee’s Form W-2, Wage and Tax Statement...
Most small tax-exempt organizations whose annual gross receipts are normally $50,000 or less are required to submit Form 990-N electronically, also known as the e-Postcard. If they choose instead to file a complete Form 990 or Form 990-EZ, the e-Postcard is not necessary. For additional...
Workday has provided an update which allows users to cancel journals that are in a “Created” status when the ledger period is closed. Previously, journals could not be canceled or edited to change the accounting date, so the journal was left in Created status for the period. While this did not...
The general ledger for FY21 officially closed last week, and first quarter FY22 closes the week of October 4, 2021, with the September month-end. When running FY22 financial reports, your July beginning balances reflect the final year-end close balances .
Other...
The Financial Review Checklist ( Form 1101 FR.01 ) has been reviewed and the following revisions and updates have been made:
The quarterly step, “Review Workday Roles,” has been revised to...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...
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...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...
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...
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...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.
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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...To help streamline University Purchasing Card (P-Card) request processing, Procurement has compiled the following tips to use when submitting requests through...
