FY26 Merit Process

FY26 Merit Process presentation from the Wharton BA meeting on April 30. 2026. FY26 Merit Process – Key Dates, Instructions, and Resources FY26 Merit Planning Template (no rounding) FY26 Merit Planning Template (with rounding) FY26 Confidential Merit Folder for Merit Templates Importance of Running Merit Audit Reports Prior to MeritRead More

FY25 Year-End Close Updates

FY25 Year-End Close has begun. Please make sure to check the Year-End Close section for the calendar of dates and the workshop presentation. Round 1 Reports due back to F&A = April 22nd (complete) Round 2 Reports due back to F&A = June 13th

T&E Policy Changes Effective July 1, 2025

As part of the Finance Forward’s program and the Procurement Transformation initiative, Procurement Services is announcing two upcoming Procurement policy changes, effective July 1, 2025: Expense Report Submission Window: The submission window for expense reports will change from 182 days to 60 days to ensure Penn is compliant with IRSRead More