Newsletters
Financial Operations and Treasury Newsletters
The newsletters below are created by the Communications, Design, and Training group within Financial Operations and Treasury.
FO&T Update
The FO&T Update is a collaboration of Finance and Employee Systems & Services, Global Accounting & Financial Reporting, Global Payroll & Tax Compliance, Grants, Gifts, & Investment Accounting & Compliance, Office of the Bursar, Office of the Controller, Procurement & Payables, StudentLink, and Treasury.
In these newsletters, we will highlight important news, information, training updates, and upcoming deadlines for Finance individuals across the University.
FO&T Update Newsletters
The Financial Flash Newsletters
- Fall 2022
- Summer 2022
- Spring 2022
- Winter 2022
- Fall 2021
- Spring 2021 (PDF)
- Winter 2021 (PDF)
- Summer 2020 (PDF)
- Spring 2020 (PDF)
- Winter 2020 (PDF)
- Summer 2019 (PDF)
- Spring 2019 (PDF)
- Winter 2019 (PDF)
- Spring 2018 (PDF)
- Winter 2018 (PDF)
- Fall 2017 (PDF)
- Summer 2017 (PDF)
- Spring 2017 (PDF)
- Winter 2017 (PDF)
- Fall 2016 (PDF)
- Summer 2016 (PDF)
- Spring 2016 (PDF)
- Winter 2016 (PDF)
- Fall 2015 (PDF)
- Spring/Summer 2015 (PDF)
- Winter 2015 (PDF)
- Fall 2014 (PDF)
- Summer 2014 (PDF)
- Spring 2014 (PDF)
- Winter 2013 (PDF)
- Fall 2013 (PDF)
- Summer 2013 (PDF)
PeopleSync Newsletter
The newsletter for PeopleSync users in the HR Community. It is issued on an ad hoc (bi-monthly) basis.
PeopleSync Newsletter: Issue 37
- Customize Payments – Activity Pay (WSQ Only)
- FY’24 AMI Prep: Primary Data Integrity Audits (WSQ Only)
- Adjunct Payment Reminders (WSQ Only)
- Assigning PeopleSync Roles to Temp Employees
- Terminated Employees and TSA/TOA Assignments (WSQ Only)
- I-9 Tips/Reminders (WSQ Only)
- Timing of Termination Transactions
- MRR Data Uploaded (WSQ Only)
- Ticket Spotlight: "I transferred [or hired] an employee into the wrong position, what should I do?" (WSQ Only)
Previous PeopleSync Newsletters
PeopleSync Newsletter: Issue 36
- Automation of Early Dismissal for Holidays Notice (US only)
- Hybrid/Remote Job Classification (US only)
- Rule to Prevent Activity Pay on Salary-based Positions (US only)
- Local 7902 AY 23 Minimum Hourly Rates (US only)
- Madrid Absence Management Launch
- Global Sites — Edit Position
- Reminders on Assigning Timesheet Approver (US only)
- Updates to Personal Information: Gender Identity and Pronoun (US only)
- Updated Sup Org Form (US only)
- Mass Ending of Hourly, Non-Primary Student Jobs (US only)
- Ticket Spotlight: "I submitted a Request Compensation Change transaction but it does not appear in Pay Change History — why?"
- Ticket Spotlight: "How do I change the time type or exempt status of an Admin/Professional position? (US only)"
PeopleSync Newsletter: Issue 35
- New PeopleSync Homepage
- Hybrid/Remote Job Classification (WSQ only)
- Absence Management for Adjuncts (WSQ only)
- Semester Dates and Local 2110 Appointments (WSQ only)
- Costing Allocation Step Added to Edit Position (WSQ only)
- Performance Management Shared Resources (WSQ only)
- Accurate Adjunct Data in SIS and PeopleSync (WSQ only)
- FY23 Local 3882 Union Increase and Position Budgets (WSQ Only)
- Ticket Spotlight: "How can I make sure a Staff employee in a Union received an anniversary increase?"
- Ticket Spotlight: "How do I enter the annual work/disbursement fields for FT Faculty members who will be paid 9/12 but start date is before 9/1?"
- Ticket Spotlight: "I tried to remove an employee’s role assignment from a sup org but I don’t see the sup org in the security profile list. Why is this the case and how do I change the role?"
- Ticket Spotlight: "I am trying to complete a hire, but I can’t find the position?"
PeopleSync Newsletter: Issue 34
- FY23 AMI Deadline – Faculty/Researcher Data Audit
- Grace Period Update for Biweekly and Weekly Timesheets
- Onboarding Surveys
- Personal Info Page – Field Change
- New Forms for Supervisory Organization Changes
- Updating Directory Information through PeopleSync
- Training Reminders: Termination/Leaves and Assigning Managers
- Ticket Spotlight: ” I am trying to open a job requisition, but I don’t see the transaction listed in the related actions menu?”
- Ticket Spotlight: I selected ‘Do NOT send to ATS” on the job requisition. I meant to choose Send to ATS - can you fix this?”
PeopleSync Newsletter: Issue 33
- Upcoming JDX System Upgrade
- How to Assign Timesheet or Time off Approver Role
- Global Staffing Transactions
- FY2023 ACP Prep: Primary Data Integrity Audits
- MRR (Market Reference Range) Updated
- Are Contact Hours in SIS Up to date for BUE Adjuncts?
- Ticket Spotlight: “How do I change an Admin/Professional or Staff (filled) position from Regular to Fixed?"
- Ticket Spotlight: “I was extending a fixed term employee and the compensation listed was wrong, why?"
- Ticket Spotlight: “What is the Pay/Forfeit button on the activity pay page?"
PeopleSync Newsletter: Issue 32
Guide to Timesheets for Weekly or Biweekly Paid
- Change to Hire Process: Onboarding To-Do Automation
- Multiple Timesheet Sheet (TSA) and Time Off Approvers (TOA)
- Approving Timesheet/Time Off on Behalf of Someone
- Update: Workers Compensation Codes
- New Task/Hours Rule in Manage Period Activity Pay
- New Reason in Manage Period Activity Pay - Labor Law Form
- Assign Pay Group and SM Student Pay Group
- Local 2110 Appointments – Guidelines for Start and End Dates
- Steps for Primary Job Ending and Non-Primary Job Continuing
- Guide to Timesheets for Weekly or Biweekly Paid
- Performance Review Process for HR
- NYU Bonus Spend Report
- Ticket Spotlight: “When I search for a position # I get two search results – position and position restriction – what’s the difference?”
PeopleSync Newsletter: Issue 31
- FY22 ACP – Key Dates and Upcoming Information Sessions (US Only)
- Time & Absence: New Resources and Updates to Transactions and Paycodes (US Only)
- Reminder: Hold Local 2110 GSOC Transactions (US Only)
- Update to AP Workflow and Payment Elections (US Only)
- New Roles and Change Assignment Task (US Only)
- PeopleSync Error Alerts: Resignation Date and Vacation Payment (US Only)
- Ticket Spotlight: Checking a Performance Evaluation Form’s Status (US Only)
PeopleSync Newsletter: Issue 30
- PeopleSync Upgrade 2021R1: Mini-Conclusion/Pop-Ups and Table Viewing
- FY2022 AMI Prep: Primary Data Integrity Audits (US Only)
- Time and Absence Data Audits Due in Early April (US Only)
- PeopleSync Replacing MyTime Updates (US Only)
- New Performance Review Tip Sheet (US Only)
- Pay Group Reminder for Graduate Adjunct Jobs/STNT07 (US Only)
- Reports Corner: Dashboards (US Only)
- PeopleSync Error Alerts: Terminating Retired-Active (WSQ Only)
- PeopleSync Tips: Inbox Overload? Idea for Filter
- Ticket Spotlight: An employee was transferred, but the role assignments are missing or not correct, what happened? (US Only)
PeopleSync Newsletter: Issue 29
- PeopleSync Training Updates – New Web Site and Updated Tip Sheets
- JDX – Exporting Job Descriptions as Editable Word Documents (WSQ Only)
- Change to Finance Executive Approval Steps (WSQ Only)
- Reports Corner: New Student Staffing Dashboard (WSQ Only)
- PeopleSync Error Alerts: Terminating Retired-Active (WSQ Only)
- PeopleSync Tips: : Configure Applications
- Ticket Spotlight: Correcting Employee Type (WSQ Only)
PeopleSync Newsletter: Issue 28 (PDF)
- New Research Assistant Job Profiles (US Only)
- New One-Time Payment Plans for Adjuncts (Local 7902) (US Only)
- Local 3882 BUI Update (US Only)
- PeopleSync (Workday 2020R2) Upgrade
- Faculty Tenure-Eligible Dashboards and Updates to Academic Appointment Transaction (US Only)
- Labor Law 195 Form Automated (US Only)
- Update to Change to Preferred Name Tip Sheet
- Reports Corner: Academic Unit Audit Report (US Only)
- PeopleSync Error Alerts: Student Hourly Jobs (US Only)
- PeopleSync Tips: Related Actions Ellipse
- Ticket Spotlight: Performance Management: Archived Goals (US Only)
PeopleSync Newsletter: Issue 27 (PDF)
- Coming Soon to PeopleSync: Faculty Tenure Milestone Dashboards (US Only)
- Adjuncts and Activity Pay Details (US Only)
- Reports Corner: Active Primary and Non-Primary Job Effective Date (US Only)
- PeopleSync Error Alerts: Termination and Non-Primary Jobs (US Only)
- PeopleSync Tips: How to Search PeopleSync
- Ticket Spotlight: Performance Management: I can view my goals but can only edit some of them – why? (US Only)
PeopleSync Newsletter: Issue 26 (PDF)
- Retirement Transactions in PeopleSync (New Tip Sheet) (US Only)
- How Pay Groups Are Assigned in PeopleSync (US Only)
- Reports Corner: Employee Gross Pay Report (US Only)
- PeopleSync Error Alerts: Activity Types in Manage Period Activity Pay (US Only)
- PeopleSync Tips: Managing Your Inbox - Cancelling Outdated in Progress Transactions
- Ticket Spotlight: I am trying to end a job on a specific date, but PeopleSync is displaying an alert: “The effective date can’t be before the “last staffing organization change.” What does this mean?
PeopleSync Newsletter: Issue 25 (PDF)
- Coming Soon: PeopleSync Is Replacing myTime (US Only)
- Upcoming Audit: Timesheet & Time Off Approver Assignments (US Only)
- Costing in PeopleSync: Review of Default, Position/Worker, Override, and Activity (US Only)
- How to Request Supervisor Organization Changes
- PeopleSync Alerts: Compensation Page Alerts (US Only)
- PeopleSync Tips: Reassign Task
- Ticket Spotlight: I submitted a role enhancement for an Administrative/Professional employee, how will the employee record get updated? (US Only)
PeopleSync Newsletter: Issue 24 (PDF)
- Guidelines for Selecting Reason in Edit Position & New Tip Sheet (Academic) (US Only)
- Review and Update: Edit Position Restrictions (US Only)
- New Activity: Training Pay for Graduate Student Adjuncts (US Only)
- Ending Hourly Student Jobs & Update on Mass Ending Jobs (US Only)
- Manage Period Activity: Reminder on Pay Period and Costing Override Dates (US Only)
- How N# and NetID Update in PeopleSync & W#s
- PeopleSync Error Alerts – Fixed Term Employees (US Only)
- PeopleSync Tips – Scheduling Reports
- Ticket Spotlight – I received a Complete/Approve I-9 Task for an employee who is not working at my school. Why did this happen and what should I do? (US Only)
PeopleSync Newsletter: Issue 23 (PDF)
- Tips and Best Practices on Hiring
- Changes in PeopleSync to Costing Allocations and Chartfields (US Only)
- AMI Reminders (US Only)
- Managing the Job Change and Hire Process Between Schools
- Reason Field Moved in Request Compensation Change
- New Academic Edit Position Reasons
- PeopleSync Error Alerts – Student Hourly Job Profiles (US Only)
- PeopleSync Tips – What to Do with To-Dos
- Ticket Spotlight – Conflicting Transactions – Edit Position Restrictions (US Only), Title Fields in Hire or Job Change
PeopleSync Newsletter: Issue 22 (PDF)
- FY2020 AMI Prep: Primary Data Integrity Audits (US Only)
- FY2020 AMI/Compensation Program Information Session (US Only)
- New Addition to Worker Profile: Activity Pay Overview (US Only)
- Updated Reports: Employee Visas by Sup Org Report and WSQ Visa Expire & I-9 Status Report (US Only)
- Reminder: Retroactive Costing Adjustment
- New Hire Onboarding Tasks (US Only)
- EIB Overview: Extending End Employment Date & Compensation for Regular Employees (US Only)
- PeopleSync Training
- PeopleSync Error Alerts
- PeopleSync Tips: Selecting Job Profiles and Reviewing a Job Profile’s Job Family Group
- Ticket Spotlight: How do I remove activity pay? How do I stop the activity pay? (US Only)
PeopleSync Newsletter: Issue 21 (PDF)
- JDXpert Launch & New Training Guides (US Only)
- PeopleSync and Interfolio Updates (US Only)
- FY20 AMI Prep: Primary Data Integrity Audits (US Only)
- FY20 AMI Prep: Review of Proposed FY20 AMI Notification Letter (US Only)
- How to complete the Annual Work and Disbursement Period Fields (US Only)
- Business Process Change: Costing Allocation approvals (US Only)
- PeopleSync Tips: EIBs or Bulk Upload of Transactions (US Only)
- Ticket Spotlight: Duplicate Applicant Records (US Only)
- Ticket Spotlight: Routing New Hire Onboarding Tasks (US Only)
PeopleSync Newsletter: Issue 20 (PDF)
- New York Labor Law (NYLL) Salary Threshold Increase Effective 12/31/2018 (Includes non-NY work locations) (US only)
- Winter and Spring Courses available in PeopleSync (US Only)
- Onboarding (US Only)
- Retirees and Rehire Date (Adjuncts) (US Only)
- PeopleSync Tips: Organization Support Roles and New Way to Assign Roles
- Ticket Spotlight : Position available for overlap
PeopleSync Newsletter: Issue 19 (PDF)
- Job Change - Post Doc Associate to Fellow & Tip Sheet (US Only)
Place FT Faculty Employee on Reduced Pay Leave Transaction & Tip Sheet (US Only) - Find Reports – new report available in PeopleSync
Important Reminders and Dates:
- Reminder on Retirement One Stop (US Only)
- AMI Reminders (US Only)
- Summer Pay for Faculty (US Only)
- Student Hiring (US Only) - Tips on Using PeopleSync: How to navigate to create Job Requisition
- Ticket Spotlight: Activity for student related positions (e.g. TA, RA, GA etc.). (US Only)
PeopleSync Newsletter: Issue 18 (PDF)
- Completing the Job Classification field for Student Hourly Jobs & Updated Grad Student Tip Sheet (US Only)
- AMI Information Sessions - May and June (US Only)
New Retiree Tip Sheet (US Only) - Tips on Using PeopleSync – Setting up Email Notifications
- Ticket Spotlight: Uncompensated Positions/ Placeholder Salary Amounts (US Only) and Common Questions on Sup Orgs.
PeopleSync Newsletter: Issue 17 (PDF)
- Change Work Space
- Update on Assign Roles step in Job Change (for Security Partners)
- New Notification Alert for Fixed Term Jobs (US Only)
- FY19 Annual Merit Increase (AMI) Process (US Only)
- New Salary Grade Minimums for UCATS, Local 3882 available in PeopleSync (US Only)
- Tips for Using PeopleSync: Most Popular Reports and Configuring Worklets
- Ticket Spotlight: How to check the status of a transaction
PeopleSync Newsletter: Issue 16 (PDF)
- FLSA Minimum Wage & FLSA Salary Threshold Will Increase Effective 12/31/2017 (US Only)
- New Process for Edit Position Restrictions > Title Change for Administrative Professionals and Staff & New Tip Sheet (US Only)
- New Revised Report: MyTime Approvers Report (US Only)
- FT Scheduled Weekly Hours for Bargaining Unit Eligible Staff (US Only)
- Tips for Using PeopleSync: Two Ways to Access a Task.
- Ticket Spotlight: Cancelling Activity Pay (US Only), Extending a Student Job (US Only), and I-9 Reverification (US Only)
PeopleSync Newsletter: Issue 15 (PDF)
- New Worker Profile released 9/9/2017
- New I-9 Form released 9/9/2017 - Complete pending I-9s by 9/15/2017 (US Only)
- Actual End Date Field Required for Fixed Term Employees (US Only)
- AMI Reminders- FY18 Performance Ratings Upload (US Only)
- Interfolio/ PeopleSync Integration Update (US Only)
- Reminders: Deadlines for Student Hiring and Updating Contact Hours in SIS for Adjunct Benefit Eligibility (US Only)
- Tips for Using PeopleSync – Search My InBox, Search Settings, Gear Icon
- Ticket Spotlight- Updating Contact Info
PeopleSync Newsletter: Issue 14 (PDF)
- AMI Reminders
- Activity Pay Updates
- Non-Adjunct Multi-year academic period for ad compensation
- New H Activities
- New X – Non BUE Adjunct Activities
- Job Classifications for Non-Union Student, Hourly Jobs and Hourly Rate Guidelines
- Reports - Support Role Assignment Audit by Organization and Student Hire Metrics
- New Hire Onboarding Tasks – Military and Veteran Status
- Scheduled Weekly Hours Guidelines
- Tips and Tricks for using PeopleSync
- Ticket Spotlight:
- Cancelling or Sending Back In-progress transactions
- How to end a non-primary job with current/future activity pay and Pay/Forfeit button
PeopleSync Newsletter: Issue 13 (PDF)
- A Reminder on Allowable Transactions during AMI
- How to extend the job of a Fixed Term Employee – Non Student
- New Restructure Reason: Temporary Faculty Replacement
- Supervisory organization ID to display in PeopleSync
- Reminders on hiring and adding jobs for the summer semester
- Semester dates
- Hiring a Graduate Student who has graduated
- How to enter in Summer Pay for Faculty
- How to request an academic unit
- Ticket Spotlight – Hiring a student into a FT position/job.
PeopleSync Newsletter: Issue 12 (PDF)
- Action Icon
- All Compensation Overview in Employee Profile
- Retired-Active employees and important note on ending jobs
- PeopleSync access date for terminated employees
- Ticket Spotlight: Compensation step in Edit Position transaction for Administrative Professional (Fixed Term) and Faculty (Fixed Term)
PeopleSync Newsletter: Issue 11 (PDF)
- Preparing for the AMI
- Tip sheets for hiring casual employees and agency temps into PeopleSync
- New training video on Hiring Adjuncts
- Ticket spotlight – changing the title of an Administrative Professional and uploading an I-9 document
PeopleSync Newsletter: Issue 10 (PDF)
- New I-9 Form and revised tip sheet are available in PeopleSync as of 1/13
- New Job Classification for Graduate Student hourly jobs
- Reminder on new paycheck locations and region codes for Students
- Best practices for assigning courses to adjuncts
- Troubleshooting hire and job change transactions in position management
PeopleSync Newsletter: Issue 9 (PDF)
- An update on the upcoming I-9 form
- A new, optional step in Create Proposed Position
- A new report on compensation
- Helpful tools for hiring students including a checklist and guide to the paycheck pick up locations and regions
- A way to pre-populate fields in hiring transactions using sup org hiring restrictions
- A new PeopleSync role, Costing Allocation Partner
- An update to the one-time payment form
PeopleSync Newsletter: Issue 8 (PDF)
- New Hiring Basics Video available in iLearn – HRS 301
- Update I-9 Tip Sheet Posted on iLearn
- Update on FLSA guidelines
- How to Submit Dual Employment
- New Report to check Work Study Balances
PeopleSync Newsletter: Issue 7 (PDF)
- Reminders on Multi-Factor Authentication
- New Onboarding Task for New Hires – Review Personal Info
- Assigning Roles in PeopleSync
- How to Request New Supervisory Orgs and Moving Employee to a New Sup Org
PeopleSync Newsletter: Issue 6 (PDF)
- New PeopleSync Training Video
- Semester Dates for Students and Adjuncts
- Submitting New Jobs for Students
- FY17 AMI Process Reminders
- Position Management Key Dates
- Activity Pay – AY 2017 is Available
- Legal Name changes in PeopleSync
- Change in Form to Payment Elections for Employees and One Time Payments
PeopleSync Newsletter: Issue 5 (PDF)
- Overview of changes to PeopleSync due to Shanghai integration
- AMI Reminder
- PeopleSync Scheduled Downtime
- Payment Form Changes
- I-9 Completion and Verification
PeopleSync Newsletter: Issue 4 (PDF)
- New Additional Comp Profiles – Faculty Ad Comp and Non-Faculty Ad Comp
- Transaction Alert for Professional Researchers and Time Type
- Transaction Alert for Adjuncts and Activity Type
PeopleSync Newsletter: Issue 3 (PDF)
- Uploading documents in the I-9 Transaction
- How to Request a myTime Time Sheet Approver and Time Off Approver
- Assigning Roles in PeopleSync
- Link to the Updated Activity Pay Matrix
PeopleSync Newsletter: Issue 2 (PDF)
- Review of Two Reports: Grad Student Eligibility – Custom ID Listings and End Date Report
- Costing Allocation Tips
- How to Retire an Employee
PeopleSync Newsletter: Issue 1 (PDF)
- How to Rehire a Terminated Employee
- Review of Graduate Student Pool Job – STNT04 and Activity Pay
- Fixed Term vs Regular Employee – Definitions