YSM Training Reference Guide

The YSM Training Reference Guide is divided into three categories:

• Finance
• Grant & Contract Administration
• Workday Roles training opportunities and resources.

• Group 1 outlines recommended foundational training opportunities and resources.
• Group 2 outlines training opportunities and resources to be taken on an as needed basis.

Duplicate values in the Source, Category/Role, and Module/Resource columns indicate there are several Additional Resources referenced.

This Guide may not be all-inclusive of every training opportunity/resource that may be available or applicable to a role. The Guide includes filtering capabilities and links to existing training opportunities and resources. Please reference the Column Field definitions below.

The information contained in the referenced trainings/resources are the responsibility of the course owners. For training module/resource content-related questions listed in this Guide, please reach out directly to the course owner. If you are unsure who the course owner is, reference the training module/resource and reach out to askfinance@yale.edu.

Note: Annual review/maintenance of the YSM Training Reference Guide will occur at the beginning of each FY. Ad hoc maintenance may be made periodically to account for substantial changes to referenced trainings, references, policies, and procedures.

Links to existing training materials to be completed or fully reviewed in conjunction with the Training Module/Resource. Duplicate values in the Source, Category/Role, and Module/Resource columns indicate there are several Associated Policies, Procedures and Additional Resources. Recommended that the Additional Resources column is reviewed in full, including links for additional reading, supplemental forms, or related policies/procedures.