Security roles are Workday designations that determine access to the initiation and approval of business processes as well as to data in this system. Below is a list of key Workday security roles distributed to campus users at UNLV.
Upon determining which security roles you need access to, please complete the Security Role Request Form below. Keep in mind that the form only lists those security roles that are most frequently requested. If you need a role that is not on the form, please submit a support ticket through the Business Affairs Administration Portal.
Please note: Employees of the School of Medicine must obtain approval from somfinance@medicine.unlv.edu for financial management security roles and/or hr.som@medicine.unlv.edu for Human Capital Management security roles prior to submitting a security role request. For all other employees, role submissions will require an approval from the employee's supervisor and/or the business manager from their area.
|
Role
|
Description
|
Assigned To
|
|---|---|---|
| Accounts Payable Analyst | Allows the user to perform accounts payable reporting functions. Examples include: reporting on suppliers, supplier invoices, and viewing payments. This role has no approval authority. | Company/Company Hierarchy |
| Award Contract Analyst (Award) | Provides access to view grant and award financial information. | Award Contract |
| Budget Analyst | Allows the user to perform budget reporting functions. Examples include: reporting on financial budgets and position budgets. | Company/Company Hierarchy |
| Cash Sale Specialist | Allows the user to record cash sales or non-invoiced receipt of funds. This role cannot create the deposit transaction that updates the bank reconciliation process. | Company/Company Hierarchy |
| Cost Center Budget Specialist | Allows the user to perform budget functions related to creating and maintaining financial and position budgets. These users can initiate budget amendments. | Cost Center/Cost Center Hierarchy |
| Cost Center Financial Analyst | Allows the user to perform financial reporting functions for assigned cost centers. Examples include: manager financial reporting and metrics, and spend analytics. This role has no approval authority. | Cost Center/Cost Center Hierarchy |
| Cost Center Journal Specialist | Allows the user to initiate journal entries, operational accounting adjustments, and payroll accounting adjustments. Approval is required from the Business Manager to assign the role. | Cost Center/Cost Center Hierarchy |
| Cost Center Manager | This user will serve as the primary fiscal manager for assigned cost center(s). The user has the ability to initiate as well as approve certain HCM (HR) and Finance business processes for workers in their Cost Center(s) or Cost Center Hierarchy. The user is able to view compensation and other information for workers in their Cost Center(s) as well as view details of multiple jobs for workers with multiple jobs even if they are in other Cost Centers. | Cost Center/Cost Center Hierarchy |
| Expense Analyst | Allows the user to perform expense reporting functions for assigned organizations. Examples include reporting on expense reports and payments. This role has no approval authority. | Company/Company Hierarchy |
| Financial Administrative Assistant | Users are able to initiate certain limited business processes on behalf of others including expense reports, spend authorizations, and reconciling P-Card transactions. Users cannot view budget information or reports without the addition of the Cost Center Financial Analyst role. | Cost Center/Cost Center Hierarchy |
| Fiscal Officer Accounting Analyst | Allows the user to perform financial reporting functions such as: run a trial balance, view financial statements, and review spend analytics. This role has no approval authority. | Company/Company Hierarchy |
| Gift Financial Analyst | Allows users to perform financial reporting functions for assigned gifts. Examples include viewing the trial balance, financial statements, and spend analytics. No approval authority. | Gift/Gift Hierarchy |
| HR Finance Coordinator | Users can initiate and/or approve financial costing and funding in HCM (HR) processes. Requires approval from Business Manager to assign the role. | Cost Center/Cost Center Hierarchy |
| Worktag Manager | Allows the user to review and approve all financial transactions for assigned worktag(s). The assigned user will have the ability to view all related transactions (requisitions, invoices, purchase orders, budget amendments, and journals as well as Manager Balance and Expenditure reports. Worktag Manager requires authority from Worktag Owner to manage business and financial transactions on his/her behalf). | Unit, Cost Center, Specific Worktags |
| Worktag Owner | This role allows the user to view financial information and reports. It should be assigned to the employee that is ultimately accountable for the worktag budget and the purpose it supports. This user is not routed Workday processes for review and approval but can be added as an additional approver on an ad hoc basis. | Cost Center, Gift, Grant, Program, Project and Hierarchies |
| Role | Description | Assigned To |
|---|---|---|
| Absence Support | Allows the user to perform absence management tasks for assigned organizations. Examples include entering time off and submitting leave of absence for employees in their assigned organization. Users can view employees on leave for their assigned organization. | Supervisory Organization |
| Administrative Assistant | Allows the user to support the Manager of an assigned supervisory organization in performing key HR functions such as: Create Position, Create Job Requisition, Hire Employee, Request Compensation Change, Change Job, Terminate Employee, Add Additional Job, One Time Payment and Period Activity Pay. | Supervisory Organization |
| Effort Certification Reviewer | This user serves as the initial approver for effort on grants. | Supervisory Organization |
| Manager | This role is automatically assigned to any NSHE employee with direct reports. It allows the user to perform actions on members of assigned supervisory organization(s). Examples include hiring staff and students, compensation changes, job changes, creating positions, requisitions, leaves, and time off. This role has approval authority for HCM (HR) business processes. | Supervisory Organization |
| Timekeeper | Allows the user to perform time entry management functions for assigned organizations by conducting a timely review and approval according to Payroll deadlines. Functions include: regular review and correction of time entry errors, performing audits to ensure time card accuracy, submitting and/or approving time entry revisions. | Supervisory Organization |