Aug. 30, 2023

This seventh and final installment of the Workday Security Roles series shares seven important details to ensure accurate, efficient, and effective security that will keep transactions running smoothly.

  1. Research the roles necessary for the position
    1. Read the security role descriptions on the Workday webpage
    2. Refer to the descriptions detailed in the first five security role messages
    3. Utilize the Workday Security Reports described in message six to determine what roles a position already has
  2. Request security with accurate and complete details
    1. Submit security requests using the Workday Security Request application
  3. Ensure internal, unit-specific procedures are followed. If you do not know them, reach out to your unit business manager.
  4. Remind colleagues to delegate their Workday MyTask items when they have time off; especially crucial, single-instance approver roles.
    1. If a worker is unable to complete a delegation request themselves, have their manager (or a business manager) submit a delegation request through the Business Affairs Portal.
  5. Learn about role assignments vs. role inheritance as it affects either HCM or FIN transactions
    1. Proactively maintain single-role assignment security or utilize hierarchical security assignments to ensure that business processes do not go unassigned or get blocked at a lower level.
  6. Create a My Tasks inbox filter to find transactions pending action by only you.
    1. Search ‘my inbox filters’ and select ‘create inbox filter’
    2. Name the filter in the ‘description box’
    3. Select ‘for all business processes’
    4. Click the ‘+’ under conditions 
    5. Enter ‘person’ in the ‘source external field’
    6. Select ‘exact match with the selection list’ in the ‘relational operator field'
    7. Select ‘value from another field’ in the ‘comparison type field'
    8. Enter ‘current worker’ in the ‘comparison value field'
  7. In cases where business processes are completely stuck, reach out to Danielle Gross (HCM) or Elora Paik (FIN), or put in a ticket to have business processes reassigned.