Welcome to the School of Management Business Operations Services Catalog

Information about purchasing goods and services from a supplier, finding a supplier, shipping options, purchasing guidelines, payment guidelines and travel services assistance.

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If this is what you are looking for, visit the Purchasing Goods and Services page directly

Buying and Paying Toolkit

Payroll - Hiring Contact List, Student Employment (Hourly) and Teaching Assistant

Information about Payroll and Hiring at SOM, including contacts for Payroll, hiring types, information about Yale payroll and more

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If this is what you are looking for, visit the Payroll and Hiring Guides page directly

Payroll - Hiring Contact List, Student Employment (Hourly) and Teaching Assistant

	Hiring Contact List	Information on who to contact to hire different types of employee types at SOM.
	Hiring Student Employees (Non-Teaching Assistant Role)	Information on hiring temporary Yale University undergraduate student employees (both work-study and non-work-study students) and the hiring of graduate and professional student hourly employees.
	Hiring or Becoming a Teaching Assistant	Information about hiring a Yale Student for a Teaching Assistant role or registering to become a Teaching Assistant can be found here. Remember you must register for each course you teach.

Student Club Reimbursements, Enterprise Learning Credit (ELC), Purchasing and Case Competition Award Payments

Information about student club reimbursements, Enterprise Learning Credits (ELC) and Case Competition Award Payments

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If this is what you are looking for, visit the Student Clubs Reimbursements, Purchasing and Enterprise Learning Credit (ELC) page directly

Student Club Reimbursements, Enterprise Learning Credit (ELC), Purchasing and Case Competition Award Payments

	Ask a question?	Students use this form to ask the business operations team a question
	Enterprise Learning Credit (ELC)	Information about Enterprise Learning Credits (ELC) reimbursement. You must submit a Yale SOM Jira Ticketing System.
	Business Office CampusGroups Handbook	Information about student club reimbursement, purchasing, and prize/award payments. You must submit a Yale SOM Jira Ticketing System to receive reimbursement, make a purchase, or payout a prize/award.
	Purchase Order, Contract Signature, and Invoices	This procedure outlines the process for obtaining goods and services at Yale University, Contract Signature and Paying Invoices
	Zelle Payment Assistance	The University has established Zelle Digital Disbursements as a new Payment Type and implemented it as the primary payment method for students

Yale School of Management Spending Guides and Helpful Links

Annual spending memo's, Yale School of Management Business Operations helpful links to assist with financial transactions

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If this is what you are looking for, visit the Yale School of Management Spending Guides and Helpful Links page directly

YSOM Helpful Links

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	Deposit Form	Depositing Cash or Check to SOM Business Operations
	Study Subject Instructions	To clear/reconcile transactions related to any online study platform. All deposits should be cleared within 30 days per the University PCARD policy.
	SOM Faculty Spending Guidelines	Annual guidance for incurring and processing Faculty expenses, including travel, conferences, procurement, and restricted items.
	SOM Staff/Program Spending Guidelines -	Annual guidance for incurring and processing Staff/Program expenses, including travel, conferences, procurement, and restricted items.
	Frequently Used Expense Item and Spend Category (Spending Categories SC)	List of frequently used Expense Items vs. Workday Spend or Revenue category. Subject to change, Business Operations may request you to use a different Spend Category or Expense item.**
	Workday Mobile Application	Did you know? Workday provides a mobile application for iPad, iPhone, and Android devices. You can use the Workday app for multiple tasks, approve expense reports, and request a quick expense report or time off.

Yale University Helpful Links

Yale University helpful links for financial transactions and University websites

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If this is what you are looking for, visit the Yale University Helpful Links page directly

Yale University Helpful Links

	Directory	Yale University Faculty, Staff and Student Directory
	eShipGlobal site	Send packages via Federal Express, UPS, USPS and DHL and charge the expense directly to your account using a COA. Please login with your Net ID and password.
	International Tax Office Payment Planning Tool	This page provides the University community with a comprehensive guide and planning tool with respect to payments made to non-U.S. individuals who are not considered University employees and to non-U.S. entities.
	It's Your Yale	Yale's home page for human resources, finance, and administrative services information
	Oanda Currency Converter	Yale's preferred site for a currency converter
	Per- Diem Rates	When it is not practical to claim actual meal expenses, individuals may use the federally published Domestic Per Diem or Foreign Per Diem rates for meals and incidental expenses applicable for the city of travel.
	Transaction Control Number	To obtain a unique identifying number for an electronic form.
	University Forms Page	To ensure you are using the current up-to-date form, please use forms directly from this site, It is not recommended to save forms to your computer directly, this can result in using outdated forms.
	University Policy and Procedures	Yale's expectations of its community members, enhance operational efficiency, mitigate risk, and support compliance.
	Workday at Yale Training Guides	Explore training resources for Workday Financials, which include: Chart of Accounts, Expenses, Finance, Procurement, and Sponsored Awards. Training resources are available in a variety of formats including videos, training guides, quick guides, and other support documentation.
	Workday Mobile App	Did you know? Workday provides a mobile application for iPad, iPhone, and Android devices. You can use the Workday app for multiple tasks, approve expense reports, and request a quick expense report or time off.
	Yale Travel Management	Yale Travel Management provides travel services to faculty, staff, and students when traveling on official university business.