Workday Financials Security Roles
Explore Workday Financials security roles, what each role can do, and recommended training. Use the search bar or filters below to quickly find roles relevant to your work.
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Accountant
Accounting
Creates and manages accounting journals and accounting adjustments.
Training
- Introduction to Workday Financials
- Accounting Journals and Accounting Adjustments
Tasks
- Create manual and bulk accounting journals
- Create accounting adjustments
- Reverse or edit journal entries
- Run accounting reports
Approver for Account Certification
Account Certification
Approves Account Certifications and remediates variances.
Tasks
- Approve Account Certifications
- Remediate Account Certification variances
Assigned automatically each month based on worktags.
Award Analyst
Grants
Accesses reporting for awards on which the user is assigned a role.
Training
- Introduction to Workday Financials
Tasks
- Access award reporting
- Assist with award report analysis
Cost Center Deposit Specialist
Accounting
Reviews Ad Hoc Bank Transactions to record revenue deposits or expenditure credits.
Training
- Introduction to Workday Financials
- Reviewing Ad Hoc Bank Transactions
Tasks
- Review and edit Ad Hoc Bank Transactions
- Update FDM worktags
Cost Center Financial Analyst
Accounting
Views financial reports for assigned cost centers.
Training
- Introduction to Workday Financials
Tasks
- View manager financial reports
- View metrics and spend analytics
Cost Center Fiscal Specialist
Account Certification
Prepares Account Certifications and remediates variances.
Training
- Introduction to Workday Financials
- Account Certification
Tasks
- Prepare Account Certifications
- Resolve variances
Cost Center Manager
Approvals
Approves financial transactions and Account Certifications.
Training
- Introduction to Workday Financials
- Cost Center Manager Approvals
- Account Certification
Tasks
- Approve journals, customer invoices, and ISDs
- Approve Account Certifications
- Remediate variances
Customer Billing Specialist
Customer Accounts
Creates and manages customers, invoices, invoice adjustments, statements, and document delivery.
Training
- Introduction to Workday Financials
- Customer Accounts
Tasks
- Create customers and invoices
- Adjust invoices
- Create statements
- Manage document delivery
Customer Contract Specialist
Customer Accounts
Creates and manages customers, customer contracts, billing schedules, and invoices.
Training
- Introduction to Workday Financials
- Customer Accounts
Tasks
- Create customer contracts
- Create billing schedules
- Amend contracts
- Create invoices and statements
Expense Data Entry Specialist
Expenses
Creates, edits, changes, cancels, and views expense reports and spend authorizations.
Training
- Introduction to Workday Financials
- Expense Reports
Tasks
- Create expense reports
- Create spend authorizations
- Edit or cancel expense reports
Expense Support Specialist
Expenses
Reviews and approves expense reports.
Training
- Introduction to Workday Financials
- Expense Reports
Tasks
- Approve expense reports
- Review documentation and worktags
- Return reports for updates
Grant Account Certifier
Grants
Approves grant-related Account Certifications and remediates variances.
Training
- Introduction to Workday Financials
- Account Certification
Tasks
- Approve Account Certifications
- Remediate variances
Grants Compliance Reviewer
Grants
Reviews and approves payroll accounting adjustments and related events.
Training
- Introduction to Workday Financials
Tasks
- Review and approve payroll accounting adjustments
Grant Financial Analyst
Grants
Runs reports for assigned grants and prepares Account Certifications.
Training
- Introduction to Workday Financials
- Account Certification
Tasks
- View and run grant reports
- Prepare Account Certifications
- Resolve variances
Grant Manager
Grants
Manages day-to-day grant activity.
Training
- Introduction to Workday Financials
- Grants Management
Tasks
- Create budget amendments
- Complete award tasks
- Approve financial transactions
Internal Service Delivery Data Entry Specialist
ISD
Creates, edits, changes, and requests cancellation of ISD events.
Training
- Introduction to Workday Financials
- Internal Service Delivery
Tasks
- Create ISD events
- Maintain catalog items
- View accounting for ISDs
- Request ISD cancellation
Internal Service Provider Manager
ISD
Approves Internal Service Deliveries and Catalog Loads.
Training
- Introduction to Workday Financials
Tasks
- Approve ISDs
- Approve Catalog Loads
Multi Funding Source Access
Capital Projects
Provides MFS access for Capital Projects team setup and processing.
Training
- Introduction to Workday Financials
P2P $10K Requisitioner
Procurement
Creates and approves purchase requisitions up to $10K within assigned authority.
Training
- Introduction to Workday Financials
- Purchase Requisitions, Purchase Orders and Supplier Invoice Requests
P2P $5K Requisitioner
Procurement
Creates and approves purchase requisitions up to $5K within assigned authority.
Training
- Introduction to Workday Financials
- Purchase Requisitions, Purchase Orders and Supplier Invoice Requests
P2P Approver
Procurement
Approves spend transactions.
Training
- Introduction to Workday Financials
Tasks
- Approve expense reports
- Approve supplier invoice requests
- Approve change orders and spend authorizations
Payroll Accounting Adjustment Specialist
Payroll
Creates accounting adjustments for current and historical payrolls.
Training
- Introduction to Workday Financials
- Payroll Accounting – Accounting Adjustments
Payroll Costing Manager
Payroll
Performs costing allocations across all companies and handles assigned HCM business process tasks.
Training
- Introduction to Workday Financials
- Payroll Accounting – Costing Allocation
- Payroll Accounting – HCM Subtasks
Payroll Costing Specialist
Payroll
Performs payroll costing allocation within assigned company.
Training
- Introduction to Workday Financials
- Payroll Accounting – Costing Allocation
Petty Custodian
Payments
Submits requests for replenishment of petty checking accounts.
Training
- Introduction to Workday Financials
- Petty Cash Account Replenishment
Preparer for Account Certification
Account Certification
Prepares Account Certifications and remediates variances.
Tasks
- Prepare Account Certifications
- Resolve variances
Assigned automatically each month based on worktags.
Procurement Shopper
Procurement
Creates requisitions, acts on assigned carts, and changes purchase-related documents.
Training
- Introduction to Workday Financials
- Purchase Requisitions, Purchase Orders & Supplier Invoice Requests
Project Budget Manager
Projects
Approves second-level Project-based approvals and Account Certifications.
Training
- Introduction to Workday Financials
- Account Certification
Project Budget Specialist
Projects
Reviews and approves Project-related transactions and prepares Account Certifications.
Training
- Introduction to Workday Financials
- Account Certification
Senior Department Finance Approver
Approvals
Approves expense report exceptions, high-dollar requisitions, delegation requests, and quarterly reconciliations.
Training
- Introduction to Workday Financials
Sponsored Programs Manager
Grants
Approves Grant Award business processes for assigned cost centers.
Training
- Introduction to Workday Financials
Unit Gift Manager
Gifts
Creates Gift Requests, views assigned gifts, approves transactions, and supports Account Certification.
Training
- Introduction to Workday Financials
- Gift Creation
- Account Certification