Business Update

Update - New control prevents submission of Restricted Ledger Accounts on journals

March 31, 2021

In the August 26, 2020 issue of Business Update , a new journal entry control was announced. This control limits the ledger accounts available to...

New Effective Date - Zelle Student Payments implementation, PandA Enhancements and Information Session

March 31, 2021
Summary The new effective date for the Zelle Student Payments Implementation and PandA Enhancements is April 19, 2021. The planned changes include: establishing Zelle Digital Disbursements as a new Payment Type and implement it as the primary payment method to issue payments to Yale University...

Zelle Student Payment implementation, PandA enhancements, and information sessions

March 24, 2021

On Monday, April 5, 2021, the University will establish Zelle Digital Disbursements as a new Payment Type and implement it as the primary payment method to issue payments to Yale University students via their university email address for prizes, awards, stipends, and reimbursements. The...

Upcoming Workday Information Session - Faculty Annual Compensation Review

March 24, 2021

An information session on the Workday submission process for Faculty Annual Compensation recommendations will be offered on Monday, March 29. The session will include an overview of the Workday faculty annual compensation business processes, shared participation grid, and related Workday reports...

New Labor Plan and FTE Analysis Interactive Report now available

March 24, 2021
Summary The new Labor Plan and FTE Analysis Interactive Report is now available! Please view the video demo of the Labor Plan and FTE Analysis Interactive Report. Virtual training is...

Policy and Procedure Updates as of March 17, 2021

March 17, 2021

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

Faculty Phased Retirement Plan (FPRP) pay component posting rule change in Workday

March 17, 2021
Summary Faculty Phased Retirement Plan (FPRP) pay component posting rule change in Workday Update to Power BI Payroll Details Interactive Report to reflect FPRP change Details:

The Power BI Payroll Details Interactive Report displays faculty salaries, all other salaries, and fellowship payments...

Workday upgrade March 13, 2021 - What to expect

March 10, 2021

On Saturday, March 13, 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 Business Process Conclusion Pop-up Window Change...

Biennial Moveable Equipment Inventory begins April 15, 2021

March 10, 2021

The Biennial Moveable Equipment Inventory (MEI) begins on Thursday, April 15, 2021–with an expected completion date of Friday, July 30, 2021. Yale School of Medicine (YSM) Cost Centers will receive separate guidance from YSM Finance regarding a deliverable timeline.

Per Federal...

Reminder - Finance Data Mart Interactive Reports are available

March 3, 2021
Summary The new Finance Data Mart Interactive Reports are available Interactive Reports are launched from the Power BI Report Server . Please...

Self-serve training reports now available in TMS

March 3, 2021

There is a new way to quickly track and verify compliance with Yale’s coursework, including compliance status (such as required COVID-19 training), course enrollments, and assessment questionnaire status. A recently launched (TMS) My Orgs Reporting page offers supervisors, lead administrators,...

Action may be required - eShip Global impacted by FedEx service delay

February 24, 2021

A service delay at Federal Express is causing intermittent error messages in the eShip Global application. Hazardous weather conditions have caused service disruptions in their Memphis, TN facility resulting in delivery delay and limited pick up activity. Individuals who are attempting to...

New University Purchasing Card Process

February 24, 2021

Process changes that began in the fall of 2020 to support and streamline the fulfillment of Yale Purchasing Cards (PCards) are now being formalized. The process for any new, replacement, and/or renewal card distribution is detailed below.

New Card – Before a new card can...

Three Workday reports recently revised

February 24, 2021

Three Workday reports were recently revised as follows:

Revised - Find Accounting Adjustment by Cost Center – Yale

Based on user input the following items were changed in the report:

Removed Period and Time Period from the report prompts. Added prompt for Last...

Update Regarding Hy’s Limo

February 19, 2021

For over 70 years, Hy’s has been a global leader in luxury ground transportation, currently servicing all cities worldwide. It has been our company mission to serve our community in the safest way possible. The health and safety of our passengers and employees has always been our highest...

Financial Review Checklist – Revisions

February 17, 2021

The Financial Review Checklist (FRC) Form 1101 FR.01 was recently reviewed and revised by members of the Controller’s Office with input from others to provide enhanced clarity around the...

New - Financial Compliance website

February 17, 2021

The Financial Compliance website is now live. The site highlights the functions of the Financial Compliance Office and how it...

New - Costing Allocation alert

February 17, 2021

When a new Costing Allocation is assigned in Workday, the start date for the allocation automatically defaults to today’s date. In most cases, the date needs to be changed. Now, an alert message will appear during the assignment.

For questions, please contact the Finance Support...

Yale Travel agreement with Anton Limo

February 17, 2021
Anton Limo

Yale Travel Services is pleased to announce that they have entered into an agreement with Anton Limo to provide dicounted rates for private car service.

The rates listed below are the Yale discounted rates from New Haven to:...

Update - Policy 1301 Sponsored Projects Financial Reporting and Financial Closing

February 10, 2021

Recently, minor changes were made to Policy 1301 Sponsored Projects Financial Reporting and Financial Closeout and the corresponding Guide 1301 GD.02 Financial Reporting and Closeout emphasizing the need for timely and accurate filing of financial reports and award closeouts. ​​​​​​​ As a...

Change made to Participant Support Cost Award Line/Grant Setup

February 10, 2021

Participant Support Costs (PSC) are direct costs for items such as stipends or subsistence allowances, travel allowances, and registration fees. These are paid to or on behalf of participants or trainees (but not employees) in connection with conferences or training projects. To track or...

Change - Supplier setup request and supplier invoice request

February 10, 2021

A change is being implemented to improve paying and setting up international Yale University students as suppliers. Beginning Thursday, February 11, 2021, a direct link to the Foreign National Information System (FNIS) report will be added to both the Supplier Setup Request and Supplier Invoice...

Ordering or reordering PPE Supplies and Return-to-Yale kits

February 10, 2021

Departments needing to acquire Personal Protective Equipment (PPE) or additional Yale branded facemasks can order directly through Yale Printing and Publishing Services (YPPS). Return to Yale Orders webpage . YPPS has a full...

Help with non-cash gifts or bequests

February 10, 2021

If your school or unit receives a gift or correspondence related to a bequest (through a will or trust) or any kind of non-cash gift (such as securities, books, art, vehicles, equipment, or other property), please contact the Office of Planned Giving in Yale’s Development Office. They can often...

Policy and Procedure updates as of February 10, 2021

February 10, 2021

The following draft documents are now available for review and comment and are posted on the Policies and Procedures drafts website . The documents will be posted on the drafts site for a period of 30 days. Please...

Updated Workday reports

February 3, 2021

A change was made to the export function of the following Workday reports. Now, the Excel spreadsheet can be expanded to view “Spend Category” financial information.

Indirect Costs Reconciliation by Award – Yale Indirect Costs Reconciliation by Grant – Yale Award Closeout - Indirect Costs...

Reminder - Daily notifications for accounting journals and adjustments

February 3, 2021

​​​​​​​Notifications are sent, to the entry originator, when an accounting journal or accounting adjustment is canceled. The process runs daily at 8:00 a.m. and provides a list of accounting journals and accounting adjustments canceled the previous day.

To view the notifications, select...

A new SciQuest shopping experience

February 3, 2021

SciQuest has been progressively updating the user interface over the past several months. The next step in modernization includes changes to the shopping experience. Noticeable changes will be made to the following:

Home page Product search Product search results Shopping cart Checkout...

Cellular charge billing adjustments and updates

February 3, 2021

Yale ITS is working closely with AT&T and Verizon to correct billing errors. Issues include overage charges, duplicate charges for equipment, and delays in billing.


Overage charges due to COVID-19: AT&T is providing credits for...

Effort Certification Work Area Enhancement

January 27, 2021
Summary An Effort Certification Work Area has been added to Workday that Effort Certification Reviewers can access to manage and complete all required actions in their work queue. During the release of the fall 2020 (July 1, 2020 - December 31, 2020) effort certification period, in addition to...