Assignable Roles

Assignable Role

Action

Examples

Assign On

Academic HR Information

This role is for reporting and view only to data related to academic appointments. 

View Academic Appointments, academic personnel, academic position, and academic reports, including aggregate data. 

Academic Hierarchy

Departmental Analyst

Provides for View Only access to Worker personal and position data to support review and oversight by appropriate high-level administrators of members.

View staffing and compensation events such as Hire or Change Job, employee compensation, Other IDs, and numerous reports.

Supervisory Organization

Employment Coordinator

Perform actions on members of assigned supervisory organizations, typically at a departmental level, such as hiring, termination, position and compensation changes, personal information changes and supporting onboarding of new employees. Initiate most staffing and compensation business processes.

Hire, Change Job, Termination, Add Additional Job, End Job, Create Position, Edit Worker Additional Data Event, Switch Primary Job, Title Change, No Show, Assign Roles, Request Compensation Change

Supervisory Organization

Learning Partner

Able to enroll, drop and cancel lessons, courses and programs in Workday Learning for the supervisory organizations they support.  They can also access learner transcripts and run assignment/learning enrollment reports.  Ensure employees have completed their required training in Workday.

Access to Workday Learning and the training modules. Supporting enrollments and confirmation of completion of training.

Supervisory Organization

Recruiting Coordinator for Job Requisition

Recruiting Coordinators have the ability to initiate the Create/Edit/Close job requisition and Evergreen Requisition Business Process for assigned organizations.

Perform some actions on Initial Review, Reference Check, Interview and Offer stage of the Recruiting process and view the process on the remaining stages of the Recruiting Process for Candidates in their assigned organizations.

Initial Review of Candidates

Moving candidates to screening steps

Submit review and generate offers

Job Requisition

Search Committee Member

This role is for individuals who have been identified and completed training for serving on a search committee. 

View candidate job application materials, candidate profile, and candidate job requsition status. 

Committee Hierarchy and Job Requisition

Timekeeper (Supervisory)

Performs time management functions for assigned organizations.

Submit, cancel, and delete time entries.

Enter and/or submit time on behalf of Employees. Manually advance to approve on behalf of Managers.

Supervisory Organization

Assignable Role

Action

Examples

Assign On

Dean/AVC

Executive security role above the Department Head for certain staffing events for staff, faculty and other Employee types depending upon System Member requirements

Department Head

Perform actions on members of assigned supervisory organizations and subordinates. Approval authority for some staffing and recruiting business processes.

Requisition, Hire, Change Job, Request Compensation Change, Termination, Add Additional Job, End Job, Create Position

Supervisory Organization

Manager

Managers can see information about employees who report to them, and are involved in many HR, and payroll processes their employees need like hiring, time, time off and performance reviews.

Hire, Timesheet, Time Off & Absence, Change Job, Request Compensation Change, Termination, Add Additional Job, End Job, Create Position

Supervisory Organization

Assignable Role

Action/Description

Assign On Organization

Company Financial Analyst

Run and view various Financial reports and data.  Combined with Cost Center Financial Analyst and Financial Payroll Information roles to optimize results.

Company

Cost Center Financial Analyst

Run and view various Financial reports and data.  Combined with Company Financial Analyst and Financial Payroll Information roles to optimize results.

Cost Center Hierarchy

Financial Payroll Information

Run and view various Financial reports and data.  Combined with Company Financial Analyst and Cost Center Financial Analyst roles to optimize results.

Company

Award Research Analyst

Run and view various Award reports and data.  Generally combined with Grant Financial Analyst role to optimize results. 

Company

Grant Financial Analyst

Run and view various Grant reports and data.  Generally combined with Award Research Analyst role to optimize results. 

Grant  Hierachy

Gift Financial Analyst

Run and view various Gift reports and data. 

Gift Hierachy

Accounts Payable Analyst

View various AP related data, such as Supplier Invoices and Supplier details. 

Company

Expense Analyst

Run and view various Expense reports and data, such as "RPT - Find Spend Authorizations". 

Company

Assignable Role

Action/Description

Assign On Organization

Cost Center Accountant 

Create Journals.  Generally, one Cost Center Accountant is assigned to each Dean/AVC area in order to process transactions otherwise not allowed to other departmental roles.

Company

Cost Center Accounts Receivable Specialist

Create Customer Invoices.

Company

Cost Center Budget Specialist

Create current year Budget Amendments.

Cost Center

Cost Center Business Asset Initiator

Initiate Transfer Assets, Dispose Assets, and other asset related actions.

Company

Expense Data Entry Specialist

Create Spend Authorizations or Expense Reports.

Company 

Institution Payroll Accounting Adjustment Specialist

Initiate Payroll Accounting Adjustments and view data within certain reports.

Company

Position Budget Specialist

Crossover role between HCM and FIN.  View certain Position data.  Receive certain Inbox tasks.  Approve certain transactions.  Create Position Budget.  Create Position Budget Amendment.  Generally held by one Position within a Dean/AVC unit.

Cost Center Hierarchy level 5

Procurement Data Entry Specialist

Initiate PCard Verification for another individual.  (Initiating your own PCard Verification is automatically provided under Employee Self Service.)

 Company

Requisitioner Requester

Create Requisitions and initiate Internal Service Delivery transactions.

Company

Assignable Role

Action/Description

Assign On Organization

Cost Center Business Asset Tracking Specialist 

Initiate or Approve Asset Disposal, Issue Assets, and Register Assets.  Always combined with the Cost Center Business Asset Initiator role.

Cost Center

Cost Center Hierarchy Accountant

Approves Financial transactions for an area, usually at the Dean/AVC level.

Cost Center or Cost Center Hierarchy level 5

Cost Center Manager

Approves Financial transactions for a Cost Center.  Financial materiality of this role is split with the Cost Center Fiscal Specialist role, which is generally (although not always) held by the same Position.  Limited to a single assignee.

Cost Center

Cost Center Fiscal Specialist

Approves Financial transactions for a Cost Center.  Financial materiality of this role is split with the Cost Center Manager role, which is generally (although not always) held by the same Position.  Limited to a single assignee.

Cost Center

Cost Center Sponsored Programs Manager

Used by Workday to route Grant specific transactions.  Is generally assigned to the same Position as the Cost Center Manager role but can be assigned to a Position at the Dean/AVC level when a Position is defined with that review responsibility.

Cost Center or Cost Center Hierarchy level 5

Effort Certification Reviewer

Receives Effort Certification transactions for review. 

Cost Center