Reimbursement System Approvals

How to Assign WD Security Roles

Approval Flow

Workday Security Roles

Travel Services Review

How are Security Roles assigned in Workday? 

Security Roles are assigned through a Security Role Request on Workday. Please note that users requesting a security role change must contact their department administrator or supervisor before submitting a request. 

Approval Flow

Expense Report

1. Compliance Approver (SE Expense Specialist)
2. Funding Approver (CC/Grant/Project Manager)
3. Expense Partner (Travel Services) 

Miscellaneous Payment

1. Funding Approver (CC/Grant/Project Manager)
2. Compliance Approver (SE Requisition Specialist)
3. Expense Partner (Travel Services)

Workday Security Roles

Initiator: Expense Data Entry Specialist OR Miscellaneous Payment Data Entry Specialist

Responsibilities: 

• Initiate and complete expense report for themselves or on behalf of another traveler (EDES)
• Initiate and complete miscellaneous payment request on behalf of another traveler (MPDES)
• Completes report in accordance with UW and department policy
• Attaches all required documentation (receipts, approvals, etc.)
• Ensures documentation is in accordance with retention & scanning policy set forth by UW Records Management

Compliance Approver: Shared Environment Requisition Specialist

Responsibilities:

• Reviews report in entirety to confirm adherence to UW and department policy
• Ensures documentation is in accordance with retention & scanning policy set forth by UW Records Management
• Ensures all expenses are necessary and critical to UW business, obtained at the most economical logical cost
• Ensures same expenses have not been previously reimbursed on an expense report or other payment module
• Edit expense line items if necessary and add documentation if missing. The report can be sent back to the preparer to make changes when needed.

Funding Approver: Cost Center Manager, Project Manager, Grant Manager

Responsibilities:

• Reviews report in entirety to confirm adherence to budget/funding policy
• Encouraged to review report in entirety to confirm adherence to UW and department policy as a back up to compliance role

Travel Services Review

• Travel will focus the approval review on the high risk flag(s) that prompted our approval
• Approval does not constitute a complete review of the expense report

2025 Review Flags: 

**Travel may perform random reviews to conduct a risk analysis

Please note at this current time, all Miscellaneous Payment Requests with the "Non-Employee Travel (SC2566)" Spend Category will be reviewed by Travel Services.