There are potentially two things that need to be done.
- If you need access to previous Account Certifications (Account Certifications that were already created and pushed out), you will need to ask for any Account Certification that has not been certified to be reassigned to you.
See Request Account Certification Reassignment QRG.
- If you need access to future Account Certifications (Account Certification for the current month and beyond), you will need to use the Workday System Access Request to request access to the necessary roles for Cost Centers (for Designated and some Gifts), Gifts (when Unit Gift Manager is approving), Grants, or Projects.
- For Grants and Projects, you will need to list every Grant or Project you need to reconcile.
- For those needing to approve Non-Allocated Gifts, you will need to list each of those gifts and request Unit Gift Manager.
- See Workday System Access Request QRG.
- If this is your first Finance Role, make sure to also request Finance Reporting Viewer role. You will not be able to view your Account Certifications without this role.
- If you have more than 50 roles to request, you can fill out the Security Roles Request - Mass Upload template and send the template to AskFinance.
NOTE: If you are requesting Unit Gift Manager, you must complete the required training is before requesting the role.
For all Account Certification roles, we highly encourage you to complete the recommended training before acting on any Account Certification.