Requesting Workday Finance Security Roles

PRIMARY PURPOSE

This document details the eligibility criteria and procedures for requesting and approving Workday Financial security roles.

AUDIENCE

Finance, Planning & Budgeting - All Managers

DETERMINING ROLES

  • Who is eligible to Request Security Role(s)? Immediate supervisors
  • What are available Security Roles? All Workday Financial security roles
  • How to Determine Appropriate Roles:
    • Identify specific reports or data needed to perform the work
    • Consider a mirror request if a teammate is working on a similar task, if a teammate is working with the same access, consider a mirror request.
    • Consult centralse@uw.edu for guidance.

Important Notes:

  • Supervisor security roles may not be mirrored for a team member as this includes Managerial roles within Workday.
  • For a mirror request, you are required to review and validate a list of roles provided by centralse@uw.edu via the UW Connect ticket.
    • Supervisor must confirm individual security role access

REQUESTING ROLES

  • All Financial Workday Security Roles should be requested via the Provisioning Tool
    • Note: UW NetID and password are required to access the Provisioning Tool
  • Analyst view-only roles and any roles not listed on the Provisioning tool can be requested via the Comments field
  • Restricted roles:
    • Require additional justification
    • Undergo a vigorous Workday Security Governance team review process with a minimum SLA of 14 business days.
  • CSE Manager Review:
    • The CSE Manager will review and approve all provisioning tool submissions
    • If additional information or confirmation is required, please respond promptly to avoid delays in granting security roles.
  • Financial Analyst – Restricted role provides access to confidential and sensitive information and as such, requires additional justification.
  • Workday HR Security Roles must be requested from the FPB HR team (finsshr@uw.edu.)

APPROVALS & DENIALS

  • Request Denials: Central SE will reach out with training or alternative options for individuals or teams, before denying a request.
  • Guiding Principle: Actionable roles are not granted for view-only or reporting-only purposes. Alternatively, there are numerous Analyst view-only roles with high-level access to data.

URGENT AND/OR CRITICAL REQUESTS:

  • Must have documented support from the Associate Vice President/Vice President
  • The required lead time is 7 business days for granting security roles
  • Submit your requests early!

TRANSFERS

  • Please request a list of security roles before the current position's end date.
  • You may request a security role assignment with a future start date, by entering the future Position Number, on the Provisioning Tool form.
  • Turnaround time is a minimum of 7 business days, this is the SLA for the UW Central IT-Security team and Central Shared Environment Review.

QUESTIONS