F&A Documents
Finance & Administration school-wide policies and procedures are housed in PolicyTech. This page also lists additional forms and reference documents.
On this page:
Quick F&A Policies, Procedures & Guidelines
Standard Operating Procedures
COA Guidance
All F&A Policies & Procedures
Policies, Procedures, Guidelines, Forms and Documents for Finance & Administration
Forms & Templates
- BOOST Support Request Form
- Cost Sharing Approval Request – Sponsored
- YSM Gift Assessment Reduction or Waiver Request | Step-by-Step User Guide
- YSM Non-Sponsored Assessment Reduction or Waiver Request | Step-by-Step User Guide
- Facilities and Administrative (“F&A”) Rate Reduction/Waiver Request - Sponsored
- FY24 RFP Template and Funds Flow Business Planning Tool
- YSM Pre-Award Proposal Information Form
- YSM Pre-Award Proposal Timeline
- Request To Transfer Residual Balance From Sponsored Projects
- Residual Balance Transfer Flowchart – YSM
- VA Intergovernmental Personnel Agreement IPA
- VA Joint Personnel Agreement JPA
- Workday Invoice Template
- Workday Journal Entry Batch Upload Template
- YSM Faculty Compensation Above Salary Request | Step-by-Step User Guide
-
YSM Finance Appropriate Use of University Information
- YSM Journal Entry Request Form
F&A Helpful Reports
Here is a list of helpful Finance and Operation reports that may not be recognized as frequently used reports. These reports may require permissions to view them. Please consult with your supervisor to request access.
Category
| Report Name | Source
| Description |
---|---|---|---|
Accounts Receivable | Workday | Provides a list of all non-sponsored customer invoices and their status based on parameters selected. | |
Budgeting and Planning | YBT | Provides fund balance activity and deficit balance details at a detailed worktag level for any time period | |
Business Assets | Workday | Provides a list of Assets filtered by various COA segments and secured by Cost Center access. | |
Business Process | Workday | This report enables users to access all business process steps that are awaiting by role. | |
Business Process | Workday | This report provides a list of all completed business processes based on the criteria selected, and provides the business process type, reason, date initiated and completed, who initiated and approved, and days it took to complete. It also includes information regarding any steps that may have been completed by a delegate. | |
Clinical / YNHH | YBT | Provides a profit & loss statement with categories important to the clinical mission for any time period | |
COA | Workday | Provides a list of Revenue and Spend Categories and thederived Ledger Accounts based on the Account PostingRules. | |
COA | Workday | Provides a monthly trend of activity in the SOA format with ledger account level detail for twelve months based on selected parameters. | |
Directory | Workday | This report lists the Lead Administrator, Operations Manager and Senior Director by Cost Center. Filter the report results by employee by clicking on the appropriate column heading.
Notes:
To see the details for Cost Center Hierarchy, please run the following report “Cost Center Hierarchy Details – Yale” and click into the individual Cost Center Hierarchy item, as applicable.
To see a hierarchy view of Cost Centers, please run the following report: “Cost Center in Hierarchy View - Yale”. | |
Financial Analysis | Detailed report of ITS charges based on entered criteria | ||
Financial Analysis | Power BI/Finance Data Mart | This monthly trend report provides quick access to transaction details of interest defaulted at the Ledger Account Summary with the ability to drill through to the transaction level. (from Power BI / Finance Data Mart: Finance > Interactive Reports) | |
Gifts | Workday | Provides a list of contributions and journal activity for the selected gift. | |
HR | Workday | This report lists those Academic Appointees having a current appointment with an Appointment End Date in the past. Includes all Academic Affiliates and Academic Appointees (even if inactive) | |
HR | Workday | Displays information on contingent workers whose contracts are expiring before a selected date, including contingent worker name, position, latest contract end date, manager, supervisory organization, home organization, … | |
Payroll | YBT | Model for labor allocations by cost center | |
Payroll | IBS | Workday | To view IBS in Workday – go under Actions for this person in WD, then go to Compensation, then go to View Compensation Basis Details. Click OK then scroll to bottom where it will show the IBS clearly. |
Procurement | Workday | Provides expense item trend by calendar quarter based on accounting date of the expense line. | |
Procurement | Workday | This report assists with the monitoring of non-PO invoice activity and recommending best practice for initiating purchases based on the spend category used. | |
Sponsored | Workday | Provides a list any effort reports with suspense and thereport status (combination notification and report) brokendown by Effort Certification Period and cost Center. | |
Sponsored | Workday | Provides budget, actuals, commitments, obligations and a calculated balance for the awards selected. Provides cost sharing if applicable. Allows drilling from award to individual grant. |
View full list of Helpful Reports
So many helpful reports for payroll, financial analysis, gifts, budgets, and business processes. You'll look like a genius in no time!
Open Workday
Learning, benefits & pay, financial reporting, expenses, hiring, dashboards and more are all available in Workday.