Finance Security Roles

Payroll Accounting Adjustment Specialist

Perform accounting adjustments for current and historical payrolls

• Create payroll accounting adjustments for workers in assigned Company/Company Hierarchy or the Cost Center/Cost Center Hierarchy
• Perform historical payroll accounting adjustment
• Request accounting adjustment for self

Payroll Costing Manager

Perform costing allocations for workers across all companies and apply HCM business processes where assigned

• Assign costing allocations
• Act on HCM subtasks when received in Workday inbox
• Assign worker-position-earning costing allocations
• Assign position restriction costing allocation
• Request costing allocation for self
• Review period activity pay costing overrides
• Review one-time payment costing overrides

Payroll Costing Specialist

Perform payroll costing allocations within assigned company

• Assign costing allocations
• Assign worker-position-earning costing allocations
• Assign position restriction costing allocation
• Request costing allocation for self

Petty Custodian

Perform and submit requests for replenishment of a petty cash account after it has been established and initially funded

• Create Miscellaneous Payment Request for petty cash account

Procurement Shopper

Submit requisitions, create change orders (for purchase orders), approve supplier invoices, change supplier invoices requests, and view various procurement reports

• Create Requisition Worktags Template
• Create and Change Supplier Invoice Requests
• Approve supplier invoices
• Act on assigned UVAMarketplace carts
• Create/Edit/Cancel/Copy Supplier Invoice Requests
• Change purchase requisitions
• Create change orders

Project Budget Manager

Responsible for a portfolio of Projects and second-level Project-based approvals; approve Account Certifications to verify the legitimacy, appropriateness, and necessity of transactions recorded against FDM worktags

• Approve second-level Project-based approvals
• Approve Account Certifications
• Remediate Account Certification Variances

Project Budget Specialist

Responsible for reviewing and approving Project-related transactions and for preparing Account Certifications to ensure that all transactions are appropriate, necessary, and supported by documentation

• Review and approve Project-related transactions
• Prepare Account Certifications
• Remediate Account Certification Variances

Senior Department Finance Approver

Approve expense report exceptions and requisitions over $250,000, delegation requests, and quarterly reconciliations; approve requests for Workday security roles

• Approve Expense Report exceptions
• Approve requisitions over $250,000
• Approve delegation requests
• Perform quarterly reconciliations
• Approve requests for Workday security roles

Sponsored Programs Manager (Cost Center)

View Grant functions for assigned cost centers and approve grant award business processes 

• View grant functions for assigned cost centers
• View grant functions for assigned cost centers

Unit Gift Manager

Perform gift requests through Workday Extend; run reports on gifts assigned; approve Account Certifications to verify the legitimacy, appropriateness, and necessity of transactions recorded against FDM worktags

• Create Gift Requests
• Run reports
• Approve operational transactions and manual journals on assigned gift worktags
• Approve Account Certifications

In addition to this role, you will also need to request the Custom Gift App User and Finance Reporting Viewer (top of all hierarchies) roles. However, if you are not a Unit Gift Manager and you need this role for a new Gift (i.e., the gift is not yet created to be assigned to as the Unit Gift Manager), you only need to request the Custom Gift App User and Finance Reporting Viewer roles. Then submit a create custom gift request and assign yourself as the Unit Gift Manager in the Unit Gift Manager field.