Aug. 23, 2023

The sixth installment of the Workday Security Roles series shares seven security reports in Workday. These reports are available based on position roles. Of particular interest to supervisors are the second and third reports found below because the HCM manager roles have been granted additional security access to this data.

Role Assignment for Worker Position

This is a Workday delivered report available to every active worker. It is a quick, at-a-glance report of position-based roles assigned to the organizations they support. Follow these steps to run the report:

  • Type Role Assignment for Worker Position in the search bar
  • Do not adjust the effective date and time zone 
  • Enter the worker's name (required) in the filter prompt

User Assigned HCM Roles - CR(UNLV)

This is a custom report available to every manager that contains worker details such as job profile, employee ID number, email address, and supervisory organization. This report is helpful for many reasons. One example is that it allows managers to find all positions that hold AA or FAA roles. Follow these steps to run the report: 

  • Type User Assigned HCM roles - CR(UNLV) in the search bar
  • Type the role you wish to filter (e.g.,: Financial Administrative Assistant)
  • Leave the company prompt (University of Nevada, Las Vegas)

User Assigned Roles - TCH - CR(UNLV)

This is a custom report available to every manager that allows them to find roles assigned to a position by the effective date. The design includes the organization and organization type. Follow these steps to run the report:

  • Type User Assigned HCM roles - CR(UNLV) in the search bar
  • Type the role you wish to filter (e.g.,: timekeeper)
  • Type in the effective date only to filter effective dates earlier than today

The following four reports are used to audit the most important finance security roles discussed in the previous installments of this security series. Every unit should audit the cost center manager, HR finance coordinator, program manager, gift manager, and grant manager roles every year to ensure appropriate checks and balances of approval roles. These reports can, currently, be run by the central finance security support staff:

  • Cost Center and Role Assignments - TCH - CR(UNLV)
  • Programs and Role Assignments - TCH - CR(UNLV)
  • Gifts and Role Assignments - TCH - CR(UNLV)
  • Grants and Role Assignments - TCH - CR(UNLV)

Stay tuned for the final installment of the series, which will include important details to ensure accurate, efficient, and effective security when processing HCM and FIN transactions.

For more information, contact Danielle Gross at danielle.gross@unlv.edu or Elora Paik at elora.paik@unlv.edu.