The following updated policy documents are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...
Business Update
Primary Country and Activity now required for international students in PandA
April 13, 2022
To support tax reporting needs for international students, Prizes and Awards (PandA) transactions will now populate the Country of Activity worktag on the invoice line when imported to Workday. Effective Monday, April 18, PandA users must populate the following required fields (Columns Y – AA)...
Planning for year-end close: Key dates
April 13, 2022
As in past years, the Controller’s Office plans to release the year-end closing instructions and calendar during the first full week of May (on or about May 4, 2022). The instructions and calendar will be posted in the...
Finance course offerings: Introduction to the Chart of Accounts - dates added
April 13, 2022
Additional course offerings have been added for the instructor-led Finance Course,...
Policy & Procedure updates - April 6, 2022
April 6, 2022
The following updated document is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...
COA Closures & Hierarchy changes - FY22 year-end timetable
April 6, 2022
Please note that prior to the FY22 year-end close period, the last opportunity for Chart of Accounts (COA) requests related to segment closures, cost center hierarchy changes, or reorganizations is May FY22 month-end (calendar June). Please submit all closure or reorganization requests to COA or...
Possible action required: Capital Asset Accounting MEI RFID and FY22 Biennial Inventory
April 6, 2022
Summary
As previously announced , on April 11 , as part of an ongoing...
New service for federal grant-funded travel
April 6, 2022
Summary
To ensure compliance with Federal grant funding agency requirements , Yale Travel Management is piloting a new travel booking platform for federal grant-funded travel. The new...
Information session - Faculty Annual Compensation Review
March 30, 2022
Academic Appointee Administration will offer a virtual Faculty Annual Compensation Review information session on Tuesday, April 5, at 10:00 a.m. This Zoom session will outline the submission process for Faculty Annual Compensation recommendations and include an overview of the Workday Faculty...
ePAY website: Resources page updates
March 30, 2022
Summary The ePAY website Resources page has been updated to provide the user community with information, training resources, and Frequently Asked Questions. An ePAY Customer Support page has...
Fit for Purpose Computing at Yale
March 30, 2022
Summary
The Fit for Purpose Computing initiative will capture the experiences of Yale personnel involved in computer provisioning processes, and then leverage that information in the development of a managed desktop program.
FY22 Q4 focus will be on sharing information and gathering...Fit for Purpose Computing: MyApps pilot for Mac users
March 30, 2022
Summary MyApps for Mac users is now available for Yale employees. The cloud-based, virtual environment will allow Mac users access to “Windows only” applications without installing additional software. Details
The Yale Central IT, Fit for Purpose Computing team is happy to announce that our...
Possible action required: Capital Asset Accounting MEI retagging
March 30, 2022
Summary
On April 11 , as part of an ongoing initiative to safeguard University assets, streamline the biennial inventory process, and continue to meet A-81 Federal Uniform Guidance, the Capital Asset Accounting team, along with a team from the Yale School of Medicine’s...
Updated process for expiring NetIDs beginning Thursday, March 31
March 23, 2022
To improve security, beginning Thursday, March 31, Yale ITS will change how we process expiring NetIDs.
Currently, ITS manually disables NetIDs of faculty and staff no longer affiliated with the University periodically. As of Thursday, March 31, ITS will automate this process and...
Policy & Procedure updates - March 23, 2022
March 23, 2022
The following updated policy documents are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...
Workday release update and Workday Assistant video
March 16, 2022
Summary
Workday was upgraded to a new version last Saturday, March 12:
As previously announced , there are several changes users should be aware of, including a new display for tasks, Process History...Workday upgrade March 12, 2022: What to expect
March 9, 2022
Summary
On Saturday, March 12, 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 Assistant, a new virtual chatbot tool...Graduate Student Funding Process upgrade underway
March 9, 2022
Summary
In July 2022, Yale will transition to a new Graduate Student Funding (GSF) process. This new process will improve usability, enhance functionality, and streamline processes for graduate students and faculty and staff supporting graduate funding.
User Testing will occur in April and...Updated guidance on allowability of COVID-19 testing on university funds
February 23, 2022
Health & Safety leadership and the Office of Sponsored Projects are providing guidance on the allowability of COVID-19 testing on university funds, including important information about the application of these costs to sponsored awards. Reminder: Any faculty, staff, and students who are...
ePAY project update
February 23, 2022
Summary
As previously announced , the ePAY Project (e-Commerce Payment Acceptance at Yale) is working with University departments to standardize credit...
Process change for requesting updates to account certification roles
February 16, 2022
Effective February 21, 2022, departments and central university units will be able to assign and modify the Account Certification Reviewer and the Account Certification Approver roles for the account certification over which they have responsibility without assistance from General Accounting. As...
REMINDER: On February 28, Secure File Transfer Facility Service will retire
February 10, 2022
Summary
Yale ITS will retire the Secure File Transfer Facility service (files.yale.edu) on Monday, February 28, 2022.
Service users will need to...Upcoming Space Function Survey training session
February 9, 2022
Summary Lead administrators, operations managers, or other designated staff members, who oversee schools or departments that occupy research space are asked to participate in a Space Function Survey training session in March 2022. This course will be led by the Space Function Survey team and is...
New inventory management system to be implemented in FY22
February 2, 2022
As part of an ongoing effort to safeguard University assets as well as continue to meet A-81 Federal Uniform Guidance, a new inventory management system will be implemented in FY22, utilizing Radio Frequency Identification (RFID) technology. RFID technology utilizes radio waves to send and...
Policy & Procedure update - February 2, 2022
February 2, 2022
The following draft document is now available for 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 30 days...
Reminder: FY23 - ITS rate change information now available
February 2, 2022
Summary ITS has completed a rate review that will impact the FY23 operating budget for schools and units A new rate table is available online: ITS – Rate Review - FY23 Rates (login required...
FY23 - ITS rate change information now available online
January 26, 2022
Summary ITS has completed a rate review that will impact the FY23 operating budget for schools and units A new rate table is available online: ITS – Rate Review - FY23 Rates (login required...
Supply chain restraints: Impact on desktop and laptop purchases
January 26, 2022
The supply chain issues plaguing multiple industries...
Policy & Procedure update - January 26, 2022
January 26, 2022
The following policy document has been updated and is now published and effective. This document, for regulatory and compliance reasons, was published through an expedited review process that did not include the usual 30-day period for community review. Community comments are, however, still...
Elimination of SPFA Financial Status Report (FSR) notifications
January 26, 2022
Effective immediately, Sponsored Projects Financial Administration will no longer send monthly FSR reminders/escalation emails to departments regarding financial packets that are due. Departments should continue to utilize the Sponsored Report Tracking (Award Tasks) – Yale ...