Business Operations Service Catalog
New Business Operation Forms
- Individual or Department PCard limit increase: Under appropriate circumstances, with proper business reasons, exceptions to the standard PCard limits may be justified. In such instances, the below form should be completed and submitted. 3215 PR.01 Yale Purchasing Card Procedure
Deposit Form: The University requires checks/cash must be deposited within 24 hours of receipt. Funds belonging to the University should be deposited promptly using the below form. This will create a Jira ticket for easy tracking. When you have a check/cash you must complete this form prior to bringing the check to Business Operations. Once you bring the check/cash to Business Operations, we will print a copy of the Jira ticket along with a signature from Business Operations staff as a receipt. You will also receive an email once the ticket has been closed.
Welcome to School of Management!
On behalf of the Business Operations for the School of Management, we would like to offer you a Business Operations Toolkit. I am confident you will find these best practices beneficial to your role. Below are the best practices, attachments, and helpful links for you.
Financial Training
Onboarding - Finance Foundations
Finance Foundations is an onboarding program for staff new to a finance-related role, either as a new hire or a transfer from within the university. The program provides the foundational knowledge and skills needed to fulfill the roles and responsibilities of a financial professional in the Yale community.
Contact Business Operations for Help!
Looking for Forms? All Yale forms can be found here
Explore the SOM Business Operations Service Catalog by Category
Service Category | Description | |
---|---|---|
Procurement Toolkit | Information about purchasing goods and services from a supplier, finding a supplier, shipping options, purchasing guidelines, payment guidelines and travel services assistance. | |
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 | |
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 | |
Yale University Helpful Links | Yale University helpful links for financial transactions and University websites | |
Welcome Tool Kit | Welcome to School of Management! On behalf of the Business Operations for the School of Management, we would like to extend a Business Operations Toolkit. I am confident you will find these best practices beneficial to your role. I have included below best practices, attachments, and helpful links. |
Additional Resources
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