- February 28, 2023
February Controller's Office Reminders
- February 28, 2023
Finance Training Highlights
- February 28, 2023
Form 1301 FR.01 & Form 1410 PR.03
- February 28, 2023
Inactive Intergovernmental Personnel Act (IPA) Balances
Financial & Operational Resources
What Do You Need?
- Business Office Operational SupportBOOST provides reliable and efficient business and financial administration to all medical school departments.
- Central Administrative UnitsCAU supports the operations and financial management of the central departments of YSM.
- Controller's OfficeThe Controller's Office serves as the central financial function for YSM: Cashiering, wire transfers, financial reporting, billing, monitoring, and more.
- Continuous ImprovementContinuous improvement partners with business areas to strengthen and standardize financial and operational processes.
- Faculty Affairs & Academic AnalyticsFaculty Affairs & Academic Analytics is responsible for data collection systems, advanced analysis, focused metrics, and effective tools to inform decisions and continuous improvement.
- Financial Planning & AnalysisFP&A is responsible for YSM’s annual Budget, Q2 Forecast and Long Range Plan cycles, managing Academic Program Support commitments, and GA Allocation distributions.
- Yale Medicine FinanceYM Finance assists clinical administrators with detailed business, strategic, and marketing plans for new and existing clinical programs
- YSM Pre-Award TeamYPAT is here to help investigators with the preparation and submission of grant and contract proposals for extramural funding.
Policies & Procedures
Policies, Procedures, Guidelines, Forms and Documents for Finance & Administration
Training Reference Guide
Find, sort, and filter relevant training opportunities and resources applicable to several finance and post-award research administration positions.
Leadership & Staff People List
Finance & Administration leadership, staff, and all lists of people
Need a Web Edit?
If you see something that needs to be changed on the MyYsm website send an email to ysm.editor@yale.edu.
Quick Docs & Spreadsheets
- Training OpportunitiesTraining Opportunities Calendar January - June 2023
- Cash Sales COACash Sales COA Guidance
- Indirects, Fringe, & RecoveryIndirect Cost Rates (F&A), Fringe Benefit Rates, and Recovery Mechanisms
- Centralized Billing ProcessCalendar July - December 2022
- Epic Clinical Revenue Epic Clinical Revenue Mapping Request
- RFP TemplateFY23 Request for Proposal Template
- Revenue AssessmentFY23 YSM Revenue Assessment Chart
- Workday Invoice TemplateWorkday Invoice Template & COA Guidance
Space Request
Quick Reference
- WorkdayView Yale employee organizational charts, job titles, your vacation days, your pay stub, and other HR information.