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...
Business Update
Policy & Procedure update: Policy 3301 & Procedure 3301 PR.03
March 1, 2023
The following draft documents are now available for community review and comment and are posted on the Policies & Procedures Drafts Site . The documents will be posted on the drafts site until they...
Reminder: Retirement of the Perspectives from the Finance Data Model
March 1, 2023
On March 31, 2023, Fund balance, Detailed Transactions Trend, Payroll Details, Budget Variance Analysis, and Awards and Grants Perspectives will be retired from Finance Data Model. Therefore, it is important to repoint any downloaded reports to the two new Perspectives before March 31,...
Bee Cyber Fit podcast
March 1, 2023
No one is immune to cybercriminals, not even Jeremy Rosenberg, Yale’s chief information security officer (CISO). Learn how Jeremy fell victim to a phishing scam, was tricked into clicking on a malicious link, and how it could happen to us too.
This informative...
Policy & Procedure updates - Feb. 15, 2023
February 15, 2023
The following draft document is now available for community review and comment and is posted on the Policies & Procedures Drafts Site . The document will be posted on the drafts site for a period of...
Retirement of perspectives from the Finance Data Model
February 1, 2023
On March 31, 2023, Fund Balance, Detailed Transactions Trend, Payroll Details, Budget Variance Analysis, and Awards and Grants Perspectives will be retired from the Finance Data Model. Therefore, it is...
Cybersecurity lunch & learn: Looking for Love in All the Wrong Places
February 1, 2023
In February, join the Information Security Office for a timely lunch and learn series on catfishing and romance scams. Looking for Love in all the Wrong Places offers insights and information to keep you safe online.
Catfishing occurs when scammers set up fake profiles promising romance...
OneFinance: January 2023 program update
January 25, 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.
The One...
Yale Fleet Management updates - January 25, 2023
January 25, 2023
Summary New vehicle orders - plan ahead Safelite Glass - Yale’s new preferred vendor for glass repairs Managed maintenance - Pilot program Fuel cards - Replacement gas card coming in February Accident reporting Details
New vehicle orders
Currently, we are seeing...
Workday report updates for PCard payment processing
January 18, 2023
The following reporting updates have been made in accordance with the new PCard payment process:
The Unexpensed Credit Card Transactions – Yale report filter is updated to include both ‘new’ and ‘prepaid’ credit card expenses that are not attached to an expense report. The EMS Unapproved...Business process change: new virtual orientation for J-1 international scholar hires – NetID credentials required as soon as possible
January 18, 2023
Within the next 6 months, the Office of International Students & Scholars (OISS) will implement a new virtual orientation for incoming scholars on a J-1 visa. Currently this orientation is held over Zoom, so this new format will allow for much more flexibility.
The new orientation...
Be empowered to protect your online privacy during Data Privacy Week
January 18, 2023
While it’s true that you can’t control how each byte of your data is shared and processed, you are not helpless! In many cases, you can control how you share your data with a few simple steps.
Get advice from the experts on protecting your personal data!...Requirement to report cash transactions over $10,000
January 11, 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...
IRS mileage rate increase effective January 1, 2023
January 11, 2023
Effective January 1, 2023, the IRS standard mileage rates for the use of a car, van, pickup truck, or panel truck for university business purposes are:
65.5 cents per mile for business use 22 cents per mile for moving purposesThese rates apply to electric and hybrid-electric automobiles...
Enhancements to Power BI Interactive Reports
January 11, 2023
The Interactive Reports in the Power BI report server will be pointed toward new perspectives and deployed at the prod environment of Power BI Report Server, as of January 12, 2023.
Perspective: Sponsored Awards and Grants Awards and Grants FD29 Industry Clinical Trials...Yale transitions to new Graduate Student Funding process
December 21, 2022
Last July, Yale successfully implemented the new Graduate Student Funding (GSF) process using Banner, Workday, and a Data Mart for Graduate School payment transaction execution and reporting. The Graduate Student Payment System (GSPS) was shut down in June, and the plan to decommission the 25-...
Change to postdoctoral fellow healthcare subsidy as of Jan. 1, 2023
December 21, 2022
Effective Jan, 1, 2023, through support of the provost and YSM Dean, a new central fund will be used to subsidize health insurance premium costs for postdoctoral fellows when there are no available funds for single health insurance. The fund will also provide a new subsidy for postdoctoral fellows...
Recruiting Strategic Initiative Program update
December 14, 2022
December 2022 update
A message from the Recruiting Program leads Janet Gipson, head of Talent Acquisition, HRSSTA Staffing, Bridgett LaFountain, director, Yale School of Medicine - Employee Relations, and Randal Ritter, senior program manager, ITS Shared Services.
Before and since the...
Procedure 3215 PR.02 Yale Expense Management (PCard and Out-of-Pocket Expenses) – Important Reminders
November 30, 2022
Procedure 3215 PR.02 Yale Expense Management (PCard and Out-of-Pocket Expenses) – Important Reminders Related Documents: Procedure 3215 PR.02 Yale Expense Management (...
Procedure 3215 PR.02 Yale Expense Management (PCard and Out-of-Pocket Expenses) – Important Reminders
November 30, 2022
Procedure 3215 PR.02 Yale Expense Management (PCard and Out-of-Pocket Expenses) – Important Reminders Related Documents: Procedure 3215 PR.02 Yale Expense Management (...
Policy & Procedure updates - Nov. 30, 2022
November 30, 2022
The following documents have been updated and are now published and effective. Please share the documents with the appropriate people in your department.
Policy 3201 General Purchasing Related Documents: ...Holiday recess schedules and adjusted deadlines 2022
November 23, 2022
Yale University will be closed for the holiday recess from Friday, December 23 through Monday, January 2, 2023. The following is a brief summary of systems availability, adjusted deadlines, and support services related to this period.
Payroll Schedule and Important...Upcoming changes in the perspectives of the Finance Data Model
November 23, 2022
Two perspectives have been added to Finance Data Model:
Sponsored Awards and Grants: analysis and reporting involving sponsored funds General Financial–Depts.: for general financial analysis and reportingThe eight interactive reports currently on the Power BI report server will be re-...
Reminder: Policy 3210 information sessions
November 16, 2022
As a reminder, the Information Sessions for Policy 3210 will occur between Wednesday, November 30, and Thursday, December 15.
Policy 2100 Revenue Principles, General – Important reminders
November 16, 2022
Policy 2100 Revenue Principles, General – Important Reminders Related Documents: Policy 2100 Revenue Principles, General...
Announcing new Operations website
November 16, 2022
Yale University Operations is pleased to announce the launch of a new website that provides our community with an engaging way to learn about the Operations team and how it supports Yale’s mission.
The website will be the best place for the...
Reminders from HR Operations
November 16, 2022
Check your inbox for awaiting action items
Please be mindful that absences and timesheets must be reviewed and approved earlier than usual during the months of November and December. The upcoming Thanksgiving and Christmas holidays and recess days will have an impact to the...
Restrictions on charging or moving charges by USPs to sponsored awards
November 9, 2022
Certain University Service Providers (USPs) are restricted from charging sponsored awards for policy and regulatory reasons. In the event of a charge from such a USP to a non-sponsored account, it is not permitted to move that charge after-the-fact onto a sponsored award.
To comply with...
Policy & Procedure updates - November 9, 2022
November 9, 2022
The following document has been updated and is now published and effective. Please share the document with the appropriate people in your department.
Policy 1370 Export-Controlled Information Related Documents: Policy 1370 Export-Controlled...Improved Windows updates beginning on or after November 15, 2022
November 9, 2022
Summary Mac users will not be impacted and may ignore this message. Windows Update, an improved mechanism for keeping Windows computers up to date with the latest security and feature updates will be deployed on ITS managed Windows computers on or after November 15, 2022. Windows...