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90-Day Rule for Requests
Firstly, there is now a 90-day rule on requests, meaning that incomplete or unapproved requests that haven't met approvals within 90 days of the request being posted will be canceled. This update will help keep things moving in Workday, so the system doesn't get backed up with unsatisfied requests. This will also help address requests submitted under one position that cannot be applied to a user's new position.
For more information, check out our previous blog post on this rule.
New: Cancel Your Own Request
Secondly, initiators of requests in Workday are now able to go in and cancel their personal requests themselves. To do this, go into Menu, click System Access Requests, and choose the Request you wish to cancel. Click the "Twinkie" button next to the process under Approval Process, then choose the Business Process option that pops up. After that, there will be the option to cancel the request. Workday will automatically prompt the user for a comment, so add your reason for the cancellation and submit. If you'd like to review the specifics of your canceled request, select View Details, which will allow you to view your submission.
Note that if a request is "In Progress," the initiator has the ability to cancel it. Otherwise, if the request has been completed or denied, or cancelled prior, then the initiator will not be able to cancel their request.
This QRG goes into more detail on the steps of this cancellation process.
Adaptive Roles
Additionally, there are a couple of new Adaptive roles coming out later this month. As of now there is only one Adaptive Planning User role. Later this September, we'll have three roles available to request:
- Adaptive Viewer (view-only group)
- Adaptive Planning Access (current group that can take some action)
- Adaptive Power User (advanced users that are not administrators; limited to Central Budget staff)
More information on this new rule implementation is available in this QRG.