Resources

See how business processes flow by what roles are required to take action.  

Alternatively, see Business Processes by Action Required

See actions required by role for each business process.  

Alternatively, see Business Actions required by each role. 

Slides for the Account Certification Workday Process lesson.

This Quick Reference Guide (QRG) is designed to walk employees through requesting finance security roles 
in mass in Workday.

A mass request is when more than 25 grants/projects/worktags/organizations are 
requested at once. Once a request is submitted, it will move through a business process for approval. 
Consider reviewing the Finance List of Security Roles and Definitions before making a request.
Previously, mass upload requests were done through an AskFinance request.

Fill out this template if you have more than 25 roles to request. 

For more information, see Workday Finance System Access Mass Upload Request QRG 

Updated September 25, 2023

This Quick Reference Guide (QRG) is designed to walk employees through how to cancel a delegation in Workday. On the My Delegations screen, you can cancel a delegation from the Current Delegations tab or the Delegation History tab.

FST is hosting drop-in office hours for users to view demonstrations and get their questions answered.  The August calendar is linked below.

FST is hosting drop-in office hours for users to view demonstrations and get their questions answered.  The calendar is linked below.

The Workday FIN Security FAQ covers frequently asked questions surrounding Workday Finance Security.

Slides for the Account Certification Policy and Procedure lesson.