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Workday Security Roles

In Workday there are standard security roles across the University. A security role determines what a user can see and do in Workday and provides individuals with access to business processes and data within their supervisory organization. The charts below outline the Finance and Human Capital Management (HCM) security roles.

Workday Security Roles
Workstream Workday Role Description
Absence Absence Partner Perform absence management functions for assigned supervisory organizations. Examples include adjusting accruals and time off and viewing employees on leave. Approval authority for time off and leave business processes.
Academic Academic Chair Primary manager for assigned academic units. Access to academic appointments. Approval authority for academic faculty business processes.
Academic Office of the Dean of Faculty Supporting Academic Unit role for managing academic appointments and decisions regarding academic faculty. Approval authority for faculty staffing and compensation events.
Academic Academic Associate Dean Supporting Leader of and manager of Academic Units and academic Unit Hierarchies. View access to core worker data and approval authority for academic appointment business processes.
Academic Academic Dean Perform absence management functions for assigned supervisory organizations. Examples include adjusting accruals and time off and viewing employees on leave. Approval authority for time off and leave business processes.
Academic Academic Faculty Analyst Access to initiate academic appointment processes. Approval authority when not initiator. Equivalent of the Faculty Coordinator.
Academic Academic Faculty Executive Used for AU's Associate Provost. Approval authority for academic faculty business processes.
Academic Academic Faculty Partner Departmental support role. Primary initiator of academic appointment processes. No approval authority.
Academic Faculty Coordinator Access to view worker data for assigned organizations and initiate staffing and compensation events. Participates in recruiting process for Faculty job requisitions. Approval authority for faculty staffing and compensation processes.
Academic Faculty Coordinator Assistant Access to initiate Period Activity Pay assignments and Edit Position Restrictions for assigned organizations. View core worker and position data required to initiate these transactions.
Academic Office of the Provost View employee and academic unit/appointment data. Approval authority for full-time Staff HR business processes.
Benefits Benefits Partner Perform benefits management functions for assigned supervisory organizations. Examples include initiating changing benefit elections and maintaining dependents and beneficiaries. Approval authority for benefits business processes.
Compensation Compensation Partner (Local) 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.
Compensation Compensation Partner (Supervisory) 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.
Cross Functional Security Partner Perform security management functions for assigned supervisory organizations. Examples include assigning users to security groups.
HCM Contingent Worker A worker who is not paid directly by AU's payroll, such as a vendor, next source, etc.  
HCM Employee as Self Security role assigned to each employee (faculty, staff, student work) that is paid through AU's payroll. 
HCM Employee Relations Access to initiate performance improvement plans, disciplinary actions, and leave of absence business processes. Approval authority for termination, probation period, performance improvement plans, and disciplinary action business processes. View access to core worker and talent data related to these processes.
HCM HR Analyst View all HR setup and operational data for assigned supervisory organizations. Approval authority for termination events including multiple positions and certain personal information processes.
HCM Immigration Partner Supports the processes and decisions around managing US and Non-US workers. Non-US employees are required to provide visa and/or passport details Non-US workers may require special payroll and HR compliance requirements.
HCM Retiree Partner Perform retiree management functions for assigned retiree organizations. Examples include maintaining retirees and viewing retiree data.
HCM Staffing Assistant Access to initiate high volume staffing and compensation events for assigned organizations. View only access for core worker data required to initiate these transactions.
HCM Faculty Coordinator Assistant Access to initiate compensation and position changes for assigned organizations. View core worker and position data required to initiate these transactions
HCM Union Representative Perform union liaison function for assigned unions. Examples include viewing union definitions and membership. No approval authority.
HCM Department Head Leader of assigned organizations. Does not initiate staffing transactions. Approval authority for Faculty or full-time staff or regular part time staff compensation and staffing events.
HCM Division VP Leader of assigned organizations. Does not initiate staffing transactions. Approval authority for Full Time Staff compensation and staffing events.
HCM HR Partner Perform HR management functions for assigned supervisory organizations. Examples include creating and approving new positions, job assignments, and managing the job profile framework. Approval authority for HCM business processes.
HCM Manager Employees that have direct reports in Workday. 
Payroll Timekeeper Perform timesheet management functions for assigned location hierarchies. Examples include submitting, canceling, and deleting timesheets. Approval authority for timesheet business processes.
Recruiting Recruiter Perform recruiting functions for assigned organizations. Examples include creating, qualifying, and evaluating applicants for jobs and positions. Approval authority for job requisitions.
Recruiting Recruiting Sourcer View and modify recruiting functions such as job requisitions, move candidates.
Talent Talent Partner Perform talent management functions for assigned organizations. Examples include processing employee reviews, creating talent and succession pools, and launching calibration. Approval authority for talent, performance, and succession business processes.
Budget Position Budget Specialist Perform position budget functions for assigned cost centers and oversight of HR actions with an impact on budget. Examples include creating position budgets and amendments, ensuring compensation changes are supported by existing budget, etc.
Financial Accounting Cost Center Accountant Ability to initiate Accounting Adjustments on behalf of the unit. Should only be held by administrative personnel with detailed understanding of the Workday FDM. Recommended to be assigned to at least one person per unit.
Financial Accounting Cost Center Financial Analyst Perform financial reporting functions for assigned cost centers. Examples include budget to actual reporting, financial reports, and other operational reporting. No approval authority.
Financial Accounting Cost Center Hierarchy Manager  Approval authority for cost centers within an assigned Cost Center Hierarchy. Typically held by a Unit Administrator. Access to cost center level reporting including budget to actual, financial reporting, and other operational reporting. Approval authority for most financial transactions impacting the Cost Center for purposes of administrative oversight and financial compliance at the cost center level.
Financial Accounting Cost Center Manager Primary manager for assigned cost centers. Access to cost center spend analytics. Approval authority for financial business processes.
Financial Accounting Departmental Cash Sale Specialist Ability to initiate Create Cash Sale which would replace AU's current departmental deposit form. Recommended to be assigned to at least one person per unit.
Financial Accounting Gift Financial Analyst Perform financial reporting functions for assigned gifts. Examples include the trial balance, financial statements, and spend analytics. No approval authority.
Financial Accounting Gift Manager Primary manager for assigned gifts. Access to Gift level reporting including budget to actual, financial reporting, and other operational reporting. Approval authority for financial transactions impacting the Gift.
Financial Accounting Program Financial Analyst Perform financial reporting functions for assigned Programs. Examples include budget to actual reporting, financial reports, and other operational reporting. No approval authority.
Financial Accounting Program Manager Primary manager for assigned Programs. Access to Program level reporting including budget to actual, financial reporting, and other operational reporting. Approval authority for financial transactions impacting the Program.
Grants Manager Effort Certification Review  Perform effort certification review function for assigned cost centers. Approval authority for effort certification business processes. Only required if cost center has grants/awards.
 Procurement Agency Managers  Primary manager for assigned Agencies. Access to Agency level reporting including budget to actual, financial reporting, and other operational reporting. Approval authority for financial transactions impacting the Agency.
Procurement Supplier Contract Specialist Ability to initiate Create Supplier Contract on behalf of the unit. Should only be held by administrative personnel with detailed understanding of the Workday FDM/Procurement Process. Recommended to be assigned to at least one person per unit.