Business Update

Possible action required: Account Holder Report and Financial Activity and Balances reports

September 13, 2023

To maintain 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 a “Disabled” status before October 4,...

Annual tax notification reminder: Supporting organizations of Yale University

September 13, 2023

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...

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...

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