Security roles are set-up to allow users to review, act, or approve tasks in Workday and allow employees to functionally support organizations to which the role is assigned.
- Security roles are not job titles.
- Security roles are assigned on the position not the person: all views or actions stay with the position and will not transfer should an employee change jobs.
- View-only role access grants users permission to view items and does not allow access to modify the content.
For HCM security role support, please contact University Human Resources.
| Assignable Role | Description | Functional Area | Assign on |
|---|---|---|---|
| Absence Partner | Perform absence management functions for assigned organizations. Examples include adjusting accruals and time off, and viewing employees on leave. Approval authority for time off and leave business processes. | HCM | Supervisory Organization |
| Benefits Partner | Perform benefits management functions for assigned organizations. Examples include initiating open enrollment, changing benefit elections, and maintaining dependents and beneficiaries. Approval authority for benefits business processes. | HCM | Supervisory Organization |
| Compensation Partner | Perform compensation management functions for assigned organizations. Examples include approving worker compensation plans, packages, and salary ranges. Approval authority for compensation and staffing business processes. | HCM | Supervisory Organization |
| Department Admin | Perform actions on members of assigned supervisory organizations. Examples include hiring employees or contingent workers, compensation changes, job changes, performance reviews, creating positions and headcount, compensation reviews, staffing, recruiting, leaves, and time off. Approval authority for HCM, expense, and procurement business processes. | HCM | Supervisory Organization |
| Faculty Partner | Perform actions on members of assigned supervisory organizations. Examples include hiring employees or contingent workers, compensation changes, job changes, performance reviews, creating positions and headcount, compensation reviews, staffing, recruiting, leaves, and time off. Approval authority for HCM, expense, and procurement business processes. | HCM | Supervisory Organization |
| HR Executive | View all HR operational data for assigned organizations. Approval authority for all HCM business processes. | HCM | Supervisory Organization |
| HR Partner | Perform HR management functions for assigned organizations. Examples include creating and approving new positions, job assignments, and managing the job profile framework. Approval authority for HCM business processes. | HCM | Supervisory Organization |
| HR Talent Acquisition | Copy from Recruiter. Perform recruiting functions for assigned organizations. Examples include creating, qualifying, and evaluating applicants for jobs and positions. No approval authority. | HCM | Supervisory Organization |
| Payroll Interface Partner | Perform payroll interface review functions for assigned pay groups. Examples include setup data for positions, new hires, transfers, and terminations. Approval authority for payroll interface business processes. | HCM | Supervisory Organization |
| Payroll Partner | Perform payroll review functions and time entry for assigned pay groups. Examples include setup data for positions, new hires, transfers, and terminations. Approval authority for payroll business processes and ability to manually advance time entry business processes. | HCM | Supervisory Organization |
| Payroll Settlement Specialist | Perform payroll settlement functions for assigned companies. Examples include generating payroll payments and prenotes. Approval authority for settlement business processes. | HCM | Supervisory Organization |
| Recruiter | Perform payroll settlement functions for assigned companies. Examples include generating payroll payments and prenotes. Approval authority for settlement business processes. | HCM | Supervisory Organization |
| Staff Partner | Perform actions on members of assigned supervisory organizations. Examples include hiring employees or contingent workers, compensation changes, job changes, performance reviews, creating positions and headcount, compensation reviews, staffing, recruiting, leaves, and time off. Approval authority for HCM, expense, and procurement business processes. | HCM | Supervisory Organization |
| Timekeeper | Perform timesheet management functions for assigned organizations. Examples include submitting, canceling, and deleting timesheets. Approval authority for timesheet business processes. | HCM | Supervisory Organization |
For Finance security role support, please contact Data Control.
| Assignable Role | Description | Functional Area | Assign on |
|---|---|---|---|
| 1099 Specialist | Maintain 1099 category mapping and perform 1099 reporting function for assigned companies. No approval authority. | Finance | Company |
| Accountant | Perform accounting functions for assigned companies. Examples include creating journals, allocations, receipt accruals, depreciation, and intercompany settlements. Approval authority for financial accounting business processes. | Finance | Company |
| Accounting Analyst | Perform accounting reporting functions for assigned companies. Examples include reporting on journals, allocations, and tax. No approval authority. | Finance | Company |
| Accounting Manager | Approval and correction authority for financial accounting business processes. | Finance | Company |
| Accounting Operations Lead | Approval and correction authority for financial accounting business processes. | Finance | Company |
| Accounting Operations Lead VIMS | Approval and correction authority for VIMS financial accounting business processes. | Finance | Company |
| Accounting Specialist | Approval and correction authority for financial accounting business processes. | Finance | Company |
| Accounts Payable Analyst | Perform accounts payable reporting functions for assigned companies. Examples include reporting on suppliers, supplier invoices, and payments. No approval authority. | Finance | Company |
| Accounts Payable Data Entry Specialist | Perform accounts payable data entry functions for assigned companies. Examples include creating supplier invoices and recurring supplier invoices. No approval authority. | Finance | Company |
| Accounts Payable Operations Lead | Perform accounts payable management functions for assigned companies. Examples include managing the supplier invoice work queue. Approval and correction authority for supplier, supplier accounts, and miscellaneous payment business processes. | Finance | Company |
| Accounts Payable Settlement Specialist | Perform accounts payable settlement functions for assigned companies. Examples include generating supplier payments and ad hoc payments. Approval authority for supplier accounts and settlement business processes. | Finance | Company |
| Accounts Receivable Analyst | Perform accounts receivable reporting functions for assigned companies. Examples include reporting on customers, customer contracts, customer invoices, and payments. No approval authority. | Finance | Company |
| Accounts Receivable Lead | Approval and correction authority for customer accounts, customer contracts, project billing, and grants business processes. | Finance | Company |
| Ad Hoc Payment Data Entry Specialist | Perform ad hoc payment data entry functions for assigned organizations. No approval authority. | Finance | Company |
| Award Billing Specialist | Perform award billing functions for assigned companies. Examples include maintaining billing schedules and generating installments, as well as creating invoices and invoice adjustments. Approval authority for letter of credit business processes. | Finance | Company |
| Award Contract Analyst | Perform award reporting functions for assigned grants across one or more awards. Examples include reporting on suppliers, supplier invoices, and payments. No approval authority. | Finance | Company |
| Award Contract Specialist | Perform award functions for assigned companies. Examples include creating sponsors, award schedules, and F&A cost schedules. Approval authority for grant award business processes. | Finance | Company |
| Award Contract Specialist (Unconstrained) | Unconstrained version of Award Contract Specialist. Access to create grants and grant hierarchies. Assign grant roles. | Finance | Company |
| Bank Reconciliation Specialist | Perform bank reconciliation activities for assigned companies. Examples include creating bank statements, reconciling bank statements, and creating ad hoc bank transactions. Approval authority for bank statement and ad hoc bank transaction business processes. | Finance | Company |
| Budget Analyst | Perform budget reporting functions for assigned companies. Examples include reporting on company budgets, position budgets, amendments, and exceptions. No approval authority. | Finance | Company |
| Budget Manager 1 | Perform budget functions for assigned companies. Examples include creating budgets and maintaining budget details, position budgeting, and budget checking. Approval authority for budget business processes. | Finance | Company |
| Budget Manager 2 | Perform budget functions for assigned companies. Examples include creating budgets and maintaining budget details, position budgeting, and budget checking. Approval authority for budget business processes. | Finance | Company |
| Business Asset Accountant | Perform business asset accounting functions for assigned companies. Examples include editing asset accounting information and recording depreciation expense. Approval authority for business asset accounting business processes. | Finance | Company |
| Business Asset Analyst | Perform business asset reporting functions for assigned companies. Examples include reporting on business asset tracking, accounting, and capital projects. No approval authority. | Finance | Company |
| Business Asset Operations Lead | Approval and correction authority for business asset business processes. | Finance | Company |
| Business Asset Tracking Specialist | Perform business asset tracking functions for assigned companies. Examples include business asset registration, issue, transfer, and disposal. Approval authority for business asset tracking business processes. | Finance | Company |
| Buyer | Perform sourcing functions for assigned companies. Examples include units of measure, purchase items, requisitions, purchase orders, and receipts. Approval authority for procurement business processes. | Finance | Company |
| Cash Analyst | Perform cash reporting functions for assigned companies. Examples include viewing bank reconciliation and cash forecasting reports. No approval authority. | Finance | Company |
| Cash Settlement Specialist | Perform cash settlement functions for assigned companies. Examples include generating bank account transfers for settlement. Approval authority for banking and settlement business processes. | Finance | Company |
| Cash Specialist | Perform cash functions for assigned companies. Examples include managing bank account transfers, processing payment returns, and generating cash forecasting reports. Approval authority for banking and settlement business processes. | Finance | Company |
| Collections Manager | Perform accounts receivable collections management related functions for assigned customers. Examples include creating and approving write-offs, managing customer invoices for dispute/collection, and processing refunds. Approval authority for customer accounts business processes. | Finance | Company |
| Committee Partner (Committee) | Perform committee tasks for assigned committees. Examples include maintaining committee definitions, membership, and meetings. Approval authority for committee business processes. Assign committee roles. | Finance | Company |
| Common Finance Analyst | Perform common finance reporting functions for assigned companies. Examples include reporting on account sets, ledgers, journal sources, fiscal schedules, and currency rates. No approval authority. | Finance | Company |
| Common Finance Operations Lead | Open/close ledger periods and years for assigned companies. Approval and correction authority for common finance business processes. | Finance | Company |
| Customer Billing Specialist | Perform customer contract billing functions for assigned companies. Examples include maintaining billing schedules and generating installments, as well as creating invoices and invoice adjustments. Approval authority for customer contract business processes. | Finance | Company |
| Customer Collections Specialist | Perform accounts receivable data entry and collections functions for assigned companies. Examples include creating customer invoice adjustments and writeoffs, as well as requesting customer refunds. Approval authority for customer accounts, payment, and settlement business processes. | Finance | Company |
| Customer Contract Specialist | Perform customer contract management functions for assigned companies. Examples include maintaining customer contracts and amendments. Approval authority for customer contract business processes. | Finance | Company |
| Customer Deposit Specialist | Perform accounts receivable data entry functions for assigned companies. Examples include creating customer bank deposits and other types of customer deposits. Approval authority for customer accounts, payment, and settlement business processes. | Finance | Company |
| Customer Payment Specialist | Perform accounts receivable data entry functions for assigned companies. Examples include creating customer payments, invoice adjustments and writeoffs. Approval authority for customer accounts, payments, and settlement business processes. | Finance | Company |
| Customer Refund Specialist | Perform accounts receivable settlement functions for assigned companies. Examples include settling refunds. Approval authority for customer accounts, payment, and settlement business processes. | Finance | Company |
| Expense Advance Repayment Specialist | Perform expense advance repayment functions for assigned companies. Examples include creating and editing cash advance repayments. No approval authority. | Finance | Company |
| Expense Analyst | Perform expense reporting functions for assigned companies. Examples include reporting on expense reports and payments. No approval authority. | Finance | Company |
| Expense Data Entry Specialist | Perform expense report data entry functions for assigned companies. Examples include creating expense reports on behalf of other workers and applicants. No approval authority. | Finance | Company |
| Expense Operations Lead | Perform expense management functions for assigned companies. Examples include creating payment elections for workers and viewing expense reports. Approval authority for expense business processes. | Finance | Company |
| Expense Partner | Perform expense management functions for assigned companies. Examples include creating payment elections for workers and viewing expense reports. Approval authority for expense business processes. | Finance | Company |
| Expense Settlement Specialist | Perform expense settlement functions for assigned companies. Examples include generating expense payments and prenotes. Approval authority for expense and settlement business processes. | Finance | Company |
| Finance Analyst | View all financial setup and operational data for assigned companies. No approval authority. | Finance | Company |
| Finance Executive | View all financial operational data for assigned companies. Approval authority for all financial business processes. | Finance | Company |
| Gift Financial Analyst | Perform financial reporting functions for assigned gifts. Examples include the trial balance, financial statements, and spend analytics. No approval authority. | Finance | Company |
| Grant Budget Specialist | Perform grant budget functions for assigned companies. Examples include maintaining budgets and amendments. Approval authority for budget business processes. | Finance | Company |
| Investment Pool Manager | Perform investment pool functions for assigned companies. Examples include creating and maintaining contributions, gifts, and investment pools. Approval authority for endowment business processes. | Finance | Company |
| Miscellaneous Payment Data Entry Specialist | Perform miscellaneous payment data entry functions for assigned organizations. No approval authority. | Finance | Company |
| Payroll Accountant | Perform commitment accounting functions for assigned companies. Examples include maintaining budgets, budgeting for positions, and running payroll commitment processes. Approval authority for budget business processes. | Finance | Company |
| Payroll Settlement Specialist | Perform payroll settlement functions for assigned companies. Examples include generating payroll payments and prenotes. Approval authority for settlement business processes. | Finance | Company |
| Position Budget Specialist | Perform position budget functions for assigned cost centers. Examples include creating position budgets and amendments. No approval authority. | Finance | Company |
| Procurement Analyst | Perform procurement reporting functions for assigned companies. Examples include reporting on suppliers, supplier contracts, requisitions, purchase orders, and receipts. No approval authority. | Finance | Company |
| Procurement Operations Lead | Approval and correction authority for supplier, supplier contract, and procurement business processes. | Finance | Company |
| Procurement Settlement Specialist | Perform procurement settlement functions for assigned companies. Examples include generating procurement card transaction payments. Approval authority for settlement business processes. | Finance | Company |
| Receiving Specialist | Perform receiving functions for assigned companies. Examples include recording receipts, adjustments, goods delivery, and returns. Approval authority for receiving business processes. | Finance | Company |
| Revenue Specialist | Perform revenue management functions for assigned companies. Examples include milestone setup and revenue recognition accounting. Approval authority for customer contract business processes. | Finance | Company |
| Services Coordinator | Perform services sourcing functions for assigned companies. Examples include requisitions, purchase orders, and receipts. Approval authority for procurement business processes. | Finance | Company |
| Settlement Specialist | Perform settlement functions across all payment categories for assigned companies. Use for centralized settlement operations (otherwise use Accounts Payable Settlement Specialist, Payroll Settlement Specialist, etc.). Approval authority for settlement business processes. | Finance | Company |
| Sponsored Programs Manager | Manage award proposals and proposal grants for assigned companies. Approval authority for grant award business processes. | Finance | Company |
| Subaward Specialist | Perform subaward functions for assigned companies. Examples include supplier contracts and purchase orders. Approval authority for procurement business processes. | Finance | Company |
| Supplier Contract Specialist | Perform supplier contract functions for assigned companies. Examples include supplier contracts and recurring supplier invoices. Approval authority for procurement business processes. | Finance | Company |
| Tax Manager | Perform tax management functions for assigned companies. Examples include processing tax declarations, reviewing tax on expense reports and supplier invoices, and maintaining non-accounting asset books. Approval authority for business asset tracking and accounting business processes. | Finance | Company |
For Cost Center security role support, please contact Data Control.
| Assignable Role | Description | Functional Area | Assign on |
|---|---|---|---|
| Cost Center Financial Analyst | Perform financial reporting functions for assigned cost centers. Examples include manager financial reporting and metrics, and spend analytics. No approval authority. | Finance | Cost Center |
| Cost Center Manager | Primary manager for assigned cost centers. Approval authority for expense, requisition, and timesheet business processes. | Finance | Cost Center |
| Assignable Role | Description | Functional Area | Assign on |
|---|---|---|---|
| Absence Administrator | Unconstrained access to create and maintain all absence setup data. Examples include time off types, leave types, and leave families. Approval authority for time off and leave business processes. | HCM | User |
| Academic Faculty Administrator | Unconstrained access to create and maintain all academic faculty setup data. Examples include academic units, academic calendars, and academic pay. Approval authority for academic faculty business processes. | HCM | User |
| Accounting Configurator | Unconstrained access to create and maintain all accounting setup data. Examples include ledger account segment security, investors, loans, matching rules, and consolidations. No approval authority. | Finance | User |
| Accounts Payable Configurator | Unconstrained access to create and maintain all accounts payable setup data. Examples include aging groups, matching rules, and supplier invoice work queue. No approval authority. | Finance | User |
| Accounts Receivable Configurator | Unconstrained access to create and maintain all accounts receivable setup data. Examples include customer contract types and templates, customer invoice types, collection codes, and dispute reasons. No approval authority. | Finanace | User |
| Athletics Foundation Supplier Admin | Unconstrained access to manage Athletics Foundation Suppliers | Finance | User |
| Bank Configurator | Unconstrained access to create and maintain all bank setup data. Examples include bank, branch, and bank account maintenance. Approval authority for bank account business processes. | Finanace | User |
| Bank Configurator | Unconstrained access to create and maintain all bank setup data. Examples include bank, branch, and bank account maintenance. Approval authority for bank account business processes. | Finance | User |
| Benefits Administrator | Unconstrained access to create and maintain all benefits setup data. Examples include benefits plans, programs, providers, eligibility rules, and validations rules. Approval authority for benefits business processes. | HCM | User |
| Business Asset Configurator | Unconstrained access to create and maintain all business asset setup data. Examples include asset types, classes, books, depreciation profiles, and disposal codes. No approval authority. | Finance | User |
| Business Process Administrator | Unconstrained access to create and maintain all business process setup data. Examples include business process definitions, steps, condition rules, notifications, checklists, and to dos. View all business process events. Manage business processes that are in progress and reassign tasks as necessary. Approval authority for organization and system business processes. | Cross-Platform | User |
| Calculations Configurator | Unconstrained access to create and maintain generic calculations for absence and payroll. No approval authority. | Finance | User |
| Cash Configurator | Unconstrained access to create and maintain all cash setup data. Examples include payment types, bank routing rules, and cash forecasting. No approval authority. | Finance | User |
| Cash Configurator | Unconstrained access to create and maintain all cash setup data. Examples include payment types, bank routing rules, and cash forecasting. No approval authority. | Finance | User |
| Committee Administrator | Unconstrained access to create and maintain all committee setup data. Examples include committee types, classifications, definitions, and meetings. Approval authority for committee business processes. Assign committee roles. | Finance | User |
| Common Finance Configurator | Unconstrained access to create and maintain all compensation setup data. Examples include grades, pay structures, elements, programs, plans, and rules. Approval authority for compensation and staffing business processes. | Finance | User |
| Compensation Administrator | Unconstrained access to create and maintain all compensation setup data. Examples include grades, pay structures, elements, programs, plans, and rules. Approval authority for compensation and staffing business processes. | HCM | User |
| Credit Card Administrator | Unconstrained access to create and maintain all credit card setup data. Examples include corporate credit cards, expense credit cards, and merchant accounts. No approval authority. | Finance | User |
| Customer Administrator | Unconstrained access to create and maintain all customer data. Examples include customer groups, customers, and contacts. Approval authority for customer business processes. Assign collection roles. | Finance | User |
| Expense Configurator | Unconstrained access to create and maintain all expense setup data. Examples include expense items, business purposes, and expense rate tables. No approval authority. | Finance | User |
| Finance Auditor | Unconstrained access to view all financial setup and operational data. View all financial business processes. | Finance | User |
| Finance Configurator | Unconstrained access to create and maintain financial business processes. No approval authority. | Finance | User |
| Finance Organization Administrator | Unconstrained access to create and maintain all organization setup data and financial organizations. Examples include organization types and subtypes, companies, cost centers, and regions. Approval authority for organization business processes. | Finance | User |
| Grant Configurator | Unconstrained access to create and maintain all grant setup data. Examples include award task types and statuses, sponsor award types, invoice types, payment terms, and aging groups. No approval authority. | Finance | User |
| HR Administrator | Unconstrained access to create, maintain, view, and report on all HR operational data. Examples include compensation, compliance, hires, job changes, organizational assignments, performance reviews, personal data, positions and headcount, recruiting, staffing, and time off. Approval authority for HCM business processes. | HCM | User |
| HR Auditor | Unconstrained access to view all HCM setup and operational data. View all HCM business processes. | HCM | User |
| HR Configurator | Unconstrained access to create and maintain HCM business processes. No approval authority. | HCM | User |
| HR Organization Administrator | Unconstrained access to create and maintain all organization setup data and HCM organizations. Examples include organization types and subtypes, supervisory organizations, locations, and membership rules. Approval authority for organization business processes. Assign HR organization roles. | HCM | User |
| HR Planing Administrator | Unconstrained access to create and maintain all HR planning setup data. Examples include assigning security roles, creating baseline plans, sharing plans, and creating versions. Approval authority for planning and headcount planning events. | HCM | User |
| Inventory Configurator | Unconstrained access to create and maintain all inventory setup data. Examples include inventory locations, put-away rules, and markup rules. Approval authority for inventory item business processes. | Finance | User |
| Job and Position Configurator | Unconstrained access to create and maintain all job and position setup components. Examples include job profiles, job groups, and job families. No approval authority. | HCM | User |
| Journey Administrator | Unconstrained access to create and maintain all journey setup data. Examples include journey categories, journeys, journey videos, and external cards. No approval authority. | HCM | User |
| Law Foundation Supplier Admin | Unconstrained access to manage Law School Foundation Suppliers | Finance | User |
| Learning Administrator | Unconstrained access to create and maintain all learning setup data. Examples include the course catalog, course enrollment, and course ratings. Approval authority for learning business processes. | HCM | User |
| Payroll Administrator | Unconstrained access to create and maintain all payroll setup data. Examples include earnings, deductions, pay groups, pay periods, payroll entities, and payroll calendars. Approval authority for payroll business processes. | HCM | User |
| Payroll Auditor | Unconstrained access to view all payroll setup and operational data. View all payroll business processes. | HCM | User |
| Payroll Calculations Configurator | Unconstrained access to create and maintain payroll calculations. No approval authority. | HCM | User |
| Payroll Configurator | Unconstrained access to create and maintain payroll calculations. No approval authority. | HCM | User |
| Payroll Interface Administrator | Unconstrained access to create and maintain all payroll interface setup data. Examples include earnings, deductions, pay groups, pay periods, payroll entities, and payroll calendars. Approval authority for payroll interface business processes. | HCM | User |
| Procurement Configurator | Unconstrained access to create and maintain all procurement setup data. Examples include spend instructions, supplier links, and purchase items. Approval authority for purchase item business processes. | Finance | User |
| Professorship Administrator | Unconstrained access to create and maintain gift setup data. Examples include gift types and purposes. Approval authority for named professorship business processes. | HCM | User |
| Project Administrator | Unconstrained access to create and maintain all project data. Examples include project hierarchies, projects, and period schedules. Approval authority for projects business processes. Assign project roles. | Finance | User |
| Recruiting Administrator | Unconstrained access to create and maintain all recruiting setup data. Examples include career sites, recruiting agencies, and job application and posting templates. Approval authority for pre-hire and recruiting business processes. Assign recruiting roles. | HCM | User |
| Report Writer | Unconstrained access to create and maintain custom reports and calculated fields. | Cross-Platform | User |
| Sponsor Administrator | Unconstrained access to create and maintain all sponsor data. Examples include sponsor types and status change reasons. No approval authority. | Finance | User |
| Subrecipient Administrator | Unconstrained access to create and maintain subrecipients. No approval authority. | Finance | User |
| Supplier Administrator | Unconstrained access to create and maintain all supplier data. Examples include supplier groups, suppliers, and contacts. Approval authority for supplier business processes. | Finance | User |
| Talent Administrator | Unconstrained access to create and maintain all talent setup data. Examples include review templates, ratings, statuses, succession, potential, and retention. Approval authority for talent management business processes. Assign candidate, talent, and succession pool roles. | HCM | User |
| Time Tracking Administrator | Unconstrained access to create and maintain all time tracking setup data. Examples include time entry codes, time entry templates, calculations and time periods. Authority to adjust calculated time and manually advance a time entry event. | HCM | User |
| Top Level Manager's Approver | Unconstrained access to approve business processes that have the top-level supervisory organization manager as the subject. This group should be assigned to the Chairman of the Board, Corporate Secretary, CFO, HR VP, or some other worker who has authority to approve CEO transactions. | Cross-Platform | User |
| Travel Administrator | Unconstrained access to process travel booking records. No approval authority. | Finance | User |
| VIMS Foundation Supplier Admin | Unconstrained access to manage VIMS Foundation Suppliers | Finance | User |
| W&M Foundation Supplier Admin | Unconstrained access to manage W&M Foundation Suppliers | Finance | User |