Training Pathways by Role - Maryland Connect

Welcome to Your Role-Based Training Guide

Now that Workday is live, it’s important to continue developing your skills based on the specific security role(s) you hold. This guide is designed to help you navigate ongoing training or which job aids to use, tailored to your assigned security roles, ensuring you have the tools and knowledge to thrive in Workday beyond the go-live phase. Whether you need to refine your understanding or explore new features, this resource will support your continued success.

Quickly Find Your Training Materials or Courses

Determine Your Security Role: Not sure about your assigned security role(s) within Workday? It’s essential to start here. All employees hold the “employee as self” security role. Many employees hold at least one or more additional security roles besides “employee as self”. Follow the steps below under How to Identify Your Security Role(s) in Workday to find any security roles you may hold in addition to “employee as self.”

Role Specific Training: Using the security roles as your guide, select the courses, computer based training videos, or job aids listed under each category that apply to your role(s). This ensures that the training materials needed are directly relevant to your responsibilities in Workday.

How to identify Your Security Role(s) in Workday:

Log into Workday.
Select your Profile in the upper right corner.
Choose View Profile.
Your Worker Profile displays.
Select Actions under your name and title.
Hover over Security Profile under Actions and choose View Role Assignments.
Role Assignments for Worker Position pop up displays with automatically populated information. Select OK.
Role Assignments for Worker Position report displays.
Your security roles display under Assignable Role column in the table. This report also shows the institution or supervisory organization (sup org) level(s) for your assigned security roles.

Supporting Your Workday Experience with Job Aids Directly Related to Your Security Role(s)

Now that Workday is live, our job aids are here to support you every step of the way. Whether you’re starting a new task, need a quick refresher, or find yourself stuck, these resources are designed to help. Each job aid provides step-by-step guidance and includes helpful screenshots to walk you through Workday’s functionalities with ease. By using these job aids, you’ll be able to navigate tasks confidently and efficiently. Access them anytime within Workday in the Learning app to reinforce your skills and ensure you’re always prepared to tackle your responsibilities.

Find Training Courses

Once you’ve identified your security role(s), it’s time to match it with the required training. Our comprehensive training catalog is divided into two key sections to cater to different learning preferences and needs.

On-Demand Computer-Based Training (CBT): Visit the CBT Course List page to explore self-paced training options. These courses are designed to fit into your schedule, allowing you to learn at your own pace. Most of our training is offered as CBTs and everyone will take at least three CBTS to get started in Workday, depending on their security role(s).
Recorded Instructor-Led Training (ILT) and Learning Labs: Our ILTs and Learning Labs are now available as recordings, allowing you to watch and learn at your own pace. Visit the ILT and Learning Labs Course List page to access the recordings. They are also available in Workday in the Learning app. If you’re a faculty member, visit the Faculty Training page to learn about upcoming live learning labs and ILTs that you can attend.

Building Success with Your Role-Based Training Pathways

Engaging in training that’s tailored to your security role(s) is essential for effectively using Workday, whether you’re new to the system or continuing to build your expertise. This training not only supports your current responsibilities but also sets the stage for long-term success.

By following the table below and fully engaging with the training designed for your security role(s), you’re setting yourself up for continued success in Workday.

Security Role	CBT	ILT	Job Aids	Learning Lab
Academic Faculty Action Initiator	- Academic Appointments	- Academic Appointments	- Academic Appointments - Academic Staffing Processes Overview	-HCM Learning Lab
Academic Chair/Manager	- Academic Appointments	N/A	- Academic Appointments - Academic Staffing Processes Overview	N/A
Academic Partner	- Academic Appointments	- Academic Appointments	- Academic Appointments - Academic Staffing Processes Overview	-HCM Learning Lab
Accountant	- Internal Services	N/A	- Accounting Adjustment Event - Create Accounting Journal - Reverse Accounting Journal - Schedule Allocation Run & Run Mass Finalize for Allocations - Create Allocation Definition & Statistics - Recurring Journal Generation - Edit/Change Internal Service Delivery - Internal Service Delivery Event	N/A
Accounting Operations Lead	- Internal Services	N/A	- Create Accounting Journal - Edit/Change Internal Service Delivery - Internal Service Delivery Event - Internal Service Provider - Procurement Events - Spend Authorization Mass Close for Administrators - Requesting a Budget Check Override or Modification - Asset Transfer, Disposal, and Reinstatement - Business Assets - Asset Registration - Ad Hoc Events	N/A
Accounts Payable Analyst	- Supplier Accounts Management: Supplier Contract, Prepaid Spend, and Supplier Events	- Supplier Accounts Management	N/A	N/A
Accounts Payable Data Entry Specialist	- Supplier Accounts Management: Supplier Contract, Prepaid Spend, and Supplier Events	- Supplier Accounts Management	- Create an Invoice from Purchase Order -Create Supplier Invoice from Contract - Supplier Invoice Requests -Match Exception Override -Create Supplier Invoice from Purchase Order	N/A
Accounts Payable Operations Lead	- Supplier Accounts Management: Supplier Contract, Prepaid Spend, and Supplier Events	- Supplier Accounts Management	- Ad Hoc Events	N/A
Accounts Payable Settlement Specialist	- Supplier Accounts Management: Supplier Contract, Prepaid Spend, and Supplier Events - Payment Management & Settlement - Ad Hoc Events	- Supplier Accounts Management	- Payment & Settlement Management - Settlement Events	N/A
Accounts Receivable Operations Lead	- Customer Events - Customer Payment Events	- Customer Events	- Customer Payment Events - On Demand and Schedule Dunning Letters - Sales Item -Bad Debt Write-Off -Customer Contract Change and Amendment	N/A
Award Billing Specialist	- Award Event for Grants	N/A	- Billing Events for Grants - Create Award Events and Schedules - Customer Invoices (Part 1)	N/A
Award Contract Specialist	- Award Event for Grants	N/A	- Budget Events for Grants - Create Award Events and Schedules - Award Budget Hub Event - Adding Subawards - Award Corrections & Amendments - Supplier Contracts and Amendments	N/A
Bank Configurator	- Bank Account Management	N/A	- Bank Account Management	N/A
Bank Reconciliation Specialist	- Ad Hoc Events - Bank Account Management	N/A	- Bank Account Management - Ad Hoc Events	N/A
Budget Administrator	N/A	N/A	- Budget Check Set Up	N/A
Budget Analyst	- Budget Amendment for Organization	N/A	- Budget Amendment for Organization	N/A
Budget Check Exception Override Approver	N/A	N/A	- Requesting a Budget Check Override or Modification	N/A
Business Asset Accountant	N/A	N/A	- Business Assets Events - Asset Registration - Asset Transfer, Disposal & Reinstatement - Create Accounting Journal - Accounting Adjustment Event - Reverse Accounting Journal	N/A
Business Asset Tracking Specialist	N/A	N/A	- Business Assets Events - Asset Registration - Asset Transfer, Disposal & Reinstatement	N/A
Business Managers (TBD on name)	- Grants Lifecycle	N/A	- Companion Guide to Grants Lifecycle CBT	N/A
Buyer	- Receipt and Requisition Events - Supplier Accounts Management: Supplier Contract, Prepaid Spend, and Supplier Events - Edit Purchase Orders and Change Orders	- Purchase Orders and Requisitions for Procurement Staff Only - Supplier Accounts	- Creating Purchase Orders from Requisitions - Editing Purchase Orders and Creating Change Orders - Requisition Sourcing Event - Procurement Events - Supplier Contracts and Amendments	N/A
Cash Operations Lead	N/A	N/A	- Settlement Events - Bank Account Management - Bank Signatories	N/A
Cash Settlement Specialist	N/A	N/A	- Settlement Events	N/A
Cash Specialist	- Ad Hoc Events	N/A	- Ad Hoc Events - Bank Account Management	N/A
Central Budget Manager	- Budget Amendment	N/A	- Plan Event for Budgets - Requesting a Budget Check Override or Modification - Job Requisition and Offer Letter Approval - Budget Amendment	N/A
Central Office Payroll Costing Specialist	-Payroll Accounting	-Payroll Accounting	-Payroll Accounting Adjustments -Assign Costing Allocations	N/A
Collections Manager	- Customer Events - Customer Payments	- Customer Events	- Customer Payment Events - Customer Invoice Events (Part 1) - On Demand and Schedule Dunning Letters -Customer Statement Event - Scheduling Events - Bad Debt Write-Off	N/A
Common Finance Configurator	N/A	N/A	-Sales Item	N/A
Compensation Partner	- HR Fundamentals	- HR Fundamentals	- Manage Positions - Compensation - Request One Time Payment - Job Requisition and Offer Letter Approval	-HCM Learning Lab
Contingent Worker as Self (included in Employee as Self; please refer to Employee as Self for additional training)	- Using Workday Learning	N/A	- Enroll/Drop Learning Courses	N/A
Course Creator	N/A	N/A	- Managing Classes in Workday Learning	N/A
Customer Billing Specialist	- Customer Change Events - Customer Events	- Customer Events	- Customer Invoice Events part 1 - Customer Invoice Events part 2 - Customer Statement Event - Customer Events - Scheduling Events - Customer Change Events - Billing Schedule for Customer Contract	N/A
Customer Collections Specialist	- Customer Events - Customer Payments	- Customer Events	- Customer Payment Event -Customer Change Events - Customer Invoice Events part 1 - On Demand and Schedule Dunning Letter -Bad Deb Write Off -Interest and Late Fees	N/A
Customer Contract Specialist	- Customer Events	- Customer Events	- Customer Contract Change and Amendment - Customer Change Events -Billing Schedule for Customer Contract - Customer Contract Event	N/A
Customer Payment Specialist	- Customer Payments	- Customer Events	- Customer Payment Events - Customer Invoices (Part 1) - Settlement Events	N/A
Department Payroll Costing Specialist	-Payroll Accounting	-Payroll Accounting	-Assign Costing Allocation	N/A
Driver Worktag Manager	- Budget Amendment for Organization	N/A	- Budget Amendment for Organization	N/A
Effort Certification Manager	N/A	N/A	- Effort Certification	N/A
Employee as Self (includes Contingent Worker as Self)	- Workday 101 (this is the pre-requisite video for all CBTs) - Reports & Dashboards in Workday - Enter, View, and Submit Time - Absence & Time Off Management - Spend Authorization and Expense Reports - P-Card Transaction Verification - Manage Personal Information in Workday - Performance Improvement Plan & Disciplinary Action-Employees - Performance Review Process for Employees - Using Workday Learning - Supplier Invoice Requests	N/A	- Enter, View, and Submit Time - Getting Started in Workday - Request and Manage Time Off - Legal and Preferred Name Change - Manage Photo Change - P-Card Transaction Verification - Enroll/Drop Learning Courses - Spend Authorizations - Expenses for Employees - Change Emergency Contacts - Home Contact Change - Personal Information Change - Tenure Clock Extension Request (faculty) - Disability and Veteran Identification (Employee as Self) - Applying to an Internal Job - Refer a Candidate - Supplier Invoice Request - Education Management Self Service - Performance Improvement Plan & Disciplinary Action - Employee - Performance Review Process - Employees - Job Analysis Request - Change Benefits ORP Life Change	- Workday Basics 101 - Expenses (after go live)
Expense Data Entry Specialist	- Spend Authorization and Expense Reports	N/A	- Spend Authorization for Worker - Create Expense Report for Worker	- Expenses for All Employees (after go live)
Expense Operations Lead	N/A	N/A	- Worker Credit Card Purge Event - Spend Authorization Mass Close for Administrators	N/A
Finance Analyst	N/A	N/A	- Bank Account Management	N/A
Grant Budget Specialist	N/A	N/A	- Budget Events for Grants	N/A
Grants Manager	- Grants Lifecycle	N/A	- Companion Guide to Grants Lifecycle CBT	N/A
HCM Action Initiator	- Job Requisition Process for Non-HR Employees - HR Fundamentals - Contract Contingent Workers - Payroll Accounting (assign costing allocation video(s) only	- Recruiting Fundamentals - HR Fundamentals - Payroll Accounting	- Change Jobs - Hiring in Workday for Managers and HR (optional) -Hiring for Students - Non-Paid Worker Management - Job Requisition for Non-HR Employees - Compensation - Regenerate Offer Documents - Service Dates Change - Academic Staffing Processes Overview - Assign Costing Allocation - I-9 Management - Request One Time Payment	-HCM Learning Lab
HCM Division Executive	N/A	N/A	- Job Requisition and Offer Letter Approval	N/A
HR Partner	- Talent & Performance - Management for HR - HR Fundamentals - Non-Paid Worker Manager - Termination	- HR Fundamentals	- Compensation - Change Jobs - Evergreen Requisition - Manage Jobs - Manage Workers - Service Dates Change - Manage Positions - Hiring in Workday for Managers and HR - Non-paid Worker Management - Terminations - Employee Onboarding on Workday - I-9 Management - Academic Staffing Processes Overview - Request One-Time Payment - Assign Manager Role on Supervisory Organization or Worker	-HCM Learning Lab
HR Specialist	- Contract Contingent Workers	N/A	- Non-paid Worker Management - Employee Onboarding on Workday - Manage Workers - I-9 Management - Service Dates Change - Academic Staffing Processes Overview	-HCM Learning Lab
Internal Service Delivery Data Entry Specialist	- Internal Services		- Internal Service Delivery Event - Edit/Change Internal Service Delivery	N/A
Learning Administrator	N/A	N/A	- Managing Classes in Workday Learning - Learning Enrollments - Managing Learning Equivalency Rules - Managing Learning Instructors - Workday Learning Admin Dashboard	N/A
Learning Coordinator	N/A	N/A	- Managing Classes in Workday Learning - Workday Learning Admin Dashboard	N/A
Manager	- Workday Basics 101 - Workday Basics 102 - Reports and Dashboards in Workday - Time, Absence and Time Off Approvals for Managers - Termination - Performance Review Process for Managers - Absence & Time Off Management - Enter, View, and Submit Time - Performance Improvement Plan and Disciplinary Action for Managers	N/A	- Approving in Workday - Disciplinary Action for Managers - Performance Review Process for Managers - Performance Improvement Plan for Managers - Probation Period - Performance Review - Review, Edit/Correct, and Approve Time for Managers and Time Keepers - Getting Started in Workday - Hiring in Workday - Tracking Learning Enrollment - Manage Jobs - Termination - Employee Onboarding in Workday - Candidate Management - Job Requisition and Offer Letter Approval - Compensation	- Workday Basics for Managers
Payroll Accountant	N/A	N/A	- Create Initial Payroll Commitment - Create Payroll Commitment Adjustment	N/A
Payroll Accounting Adjustment Specialist	-Payroll Accounting	-Payroll Accounting	-Assign Costing Allocation	N/A
Payroll Settlement Specialist	N/A	N/A	- Settlement Events	N/A
Primary Recruiter	- Workday Basics 101 - Recruiting: Job Requisition Process - Job Application & Candidate Management Process for Central HR	N/A	- Compensation - Candidate Management - Candidate Management Process for Central HR - Regenerate Offer Documents - Job Requisition Processes for HR - Evergreen Requisition - Recruiting Hub - View Job Application - Job Requisition Processes for Non HR - Create Job Application - Post Job and Update Job Posting	N/A
Procurement Operations Lead	N/A	N/A	- Worker Credit Card Purge Event - Procurement Events	N/A
Project Administrator	N/A	N/A	- Managing Organizations and Grant Hierarchies - Project Hierarchy - Create Project Budget	N/A
Project Creator	N/A	N/A	-Create Project Budget	N/A
Project Financial Analyst	N/A	N/A	- Project for Analysts - Funding Sources - Create Project Budget	N/A
Project Hierarchy Manager	N/A	N/A	- Managing Organizations and Grant Hierarchies - Project Hierarchy	N/A
Project Manager	N/A	N/A	- Project Management - Create Project Budget	N/A
Receiver	- Workday Basics 101 - Receipt and Requisition Events	N/A	- Receipts	N/A
Recruiter	- Recruiting: Job Requisition Process - Job Application & Candidate Management Process for Central HR	N/A	- Job Requisition Processes for HR - Evergreen Requisitions - Candidate Management - Candidate Management Process for Central HR - Recruiting Hub - Regenerate Offer Documents - View Job Application - Job Requisition and Offer Letter Approval Process - Create Job Application - Post Job and Update Job Posting	N/A
Recruiting Coordinator	N/A	N/A	- Evergreen Requisition - Post Job and Update Job Posting - Regenerate Offer Documents	N/A
Recruiting Support Initiator	- Job Application & Candidate Management Process for Search Chair, Search Committee Members		- Job Application & Candidate Management Process for Search Chair, Search Committee Members - Candidate Management Process for Central HR	N/A
Requester	- Receipt and Requisition Events	N/A	- Receipts - Requisition Event	- Requisitions and Punch Outs
Search Chair	- Job Application & Candidate Management Process for Search Chair, Search Committee Members	N/A	- Candidate Management Process for Search Chair and Search Committee Members - View Job Application	N/A
Search Committee Member	- Job Application & Candidate Management Process for Search Chair and Manager	N/A	- Candidate Management Process for Search Chair and Search Committee Members	N/A
Settlement Specialist	- Payment Management & Settlement	N/A	- Payment & Settlement Management - Settlement Events - Ad Hoc Events	N/A
Sponsored Programs Manager	- Grants Lifecycle - Award Event for Grants - Payroll Accounting	N/A	- Grants - Costing Events - Award Corrections and Amendments - Billing Events for Grants - Companion Guide to Grants Lifecycle CBT	N/A
Subaward Specialist	- Supplier Contract, Prepaid Spend, and Supplier Events	N/A	- Supplier Accounts - Creating and Updating Supplier Records - Supplier Connections	N/A
Supplier Contract Specialist	- Supplier Accounts Management: Supplier Contract, Prepaid Spend, and Supplier Events	N/A	- Supplier Contracts and Amendments	N/A
Supplier Coordinator	- Supplier Accounts Management: Supplier Contract, Prepaid Spend, and Supplier Events	N/A	- Creating and Updating Supplier Records - Supplier Connections	N/A
Supplier Subaward Approver	- Supplier Accounts Management: Supplier Contract, Prepaid Spend, and Supplier Events	N/A	N/A	N/A
Talent Partner	- Talent & Performance Management for HR	N/A	- Talent & Performance Management for HR	N/A
Time Keeper	- Time, Absence and Time Off Approvals for Managers	N/A	- Review, Edit/Correct, & Approve Time for Managers and Timekeepers	N/A

Safe Harbor Statement: The training outlined for specific security roles is subject to change. We recommend referring back to this table when training registration opens on April 22 at noon to confirm the accurate training courses for your security role(s), ensuring you’re up-to-date with any adjustments made prior to that date.

Common Security Roles Definitions

Understanding Your Security Role in Workday

To ensure a seamless and efficient transition to Workday, here is a comprehensive guide to the security roles that are receiving training. Each role is designed with specific capabilities and responsibilities to support our organization’s workflow. By understanding your assigned security role, you can more effectively contribute to our business processes.

Explore the table below to understand what your security role(s) mean. This will not only help you understand what is expected of you but also how you fit into the larger picture of our organization’s operations in Workday.

Security Role	Definition
Academic Chair/Manager	Primary manager for assigned academic units. Access to academic appointments. Approval authority for academic faculty business processes.
Academic Faculty Action Initiator	Perform academic faculty management functions for assigned academic units. Examples include creating and maintaining academic appointments, and viewing academic faculty setup data. Approval authority for academic faculty business processes.
Academic Partner	Perform academic faculty management functions for assigned academic units. Examples include creating and maintaining academic appointments, and viewing academic faculty setup data. Approval authority for academic faculty business processes.
Accountant	Perform accounting functions for assigned companies. Examples include creating journals, allocations, receipt accruals, depreciation, and intercompany settlements. Approval authority for financial accounting business processes.
Accounting Center Analyst	Unconstrained access to view all accounting center data. Examples include accounting sources, mapping tables, Prism datasets, and batches. No approval authority.
Accounting Operations Lead	Approval and correction authority for financial accounting business processes.
Accounts Payable Data Entry Specialist	Perform accounts payable data entry functions for assigned companies. Examples include creating supplier invoices and recurring supplier invoices. No approval authority.
Accounts Payable Operations Lead	Perform accounts payable management functions for assigned companies. Examples include managing the supplier invoice work queue. Approval and correction authority for supplier, supplier accounts, and miscellaneous payment business processes.
Accounts Payable Settlement Specialist	Perform accounts payable settlement functions for assigned companies. Examples include generating supplier payments and ad hoc payments. Approval authority for supplier accounts and settlement business processes.
Accounts Receivable Operations Lead	Approval and correction authority for customer accounts, customer contracts, project billing, and grants business processes.
Award Billing Specialist	Perform award billing functions for assigned companies. Examples include maintaining billing schedules and generating installments, as well as creating invoices and invoice adjustments. Approval authority for letter of credit business processes.
Bank Configurator	Unconstrained access to create and maintain all bank setup data. Examples include bank, branch, and bank account maintenance. Approval authority for bank account business processes.
Bank Reconciliation Specialist	Perform bank reconciliation activities for assigned companies. Examples include creating bank statements, reconciling bank statements, and creating ad hoc bank transactions. Approval authority for bank statement and ad hoc bank transaction business processes.
Budget Analyst	Perform budget reporting functions for assigned companies. Examples include reporting on company budgets, position budgets, amendments, and exceptions. No approval authority.
Budget Check Exception Override Approver	Security group that will be allowed to approve budget check exception overrides
Business Asset Accountant	Perform business asset accounting functions for assigned companies. Examples include editing asset accounting information and recording depreciation expense. Approval authority for business asset accounting business processes.
Business Asset Tracking Specialist	Perform business asset tracking functions for assigned companies. Examples include business asset registration, issue, transfer, and disposal. Approval authority for business asset tracking business processes.
Buyer	Perform sourcing functions for assigned companies. Examples include units of measure, purchase items, requisitions, purchase orders, and receipts. Approval authority for procurement business processes.
Buyer (Unconstrained)	Unconstrained version of Buyer. Access to recall reporting.
Cash Operations Lead	Approval and correction authority for banking, cash, and endowment business processes.
Cash Settlement Specialist	Perform cash settlement functions for assigned companies. Examples include generating bank account transfers for settlement. Approval authority for banking and settlement business processes.
Cash Specialist	Perform cash functions for assigned companies. Examples include managing bank account transfers, processing payment returns, and generating cash forecasting reports. Approval authority for banking and settlement business processes.
Cash Specialist (Unconstrained)	Unconstrained version of Cash Specialist. Access to run cash forecast data automation.
Central Budget Manager	Perform budget functions for assigned companies. Examples include creating budgets and maintaining budget details, position budgeting, and budget checking. Approval authority for budget business processes.
Collections Manager	Perform accounts receivable collections management related functions for assigned customers. Examples include creating and approving write-offs, managing customer invoices for dispute/collection, and processing refunds. Approval authority for customer accounts business processes.
Compensation Partner	Perform compensation management functions for assigned organizations. Examples include approving worker compensation plans, packages, and salary ranges. Approval authority for compensation and staffing business processes.
Compensation Partner (Local)	Perform compensation management functions for assigned location hierarchies. Examples include approving worker compensation plans, packages, and salary ranges. Approval authority for compensation and staffing business processes.
Compensation Partner (Supervisory)	Perform compensation management functions for assigned supervisory organizations. Examples include approving worker compensation plans, packages, and salary ranges. Approval authority for compensation and staffing business processes.
Customer Billing Specialist	Perform customer contract billing functions for assigned companies. Examples include maintaining billing schedules and generating installments, as well as creating invoices and invoice adjustments. Approval authority for customer contract business processes.
Customer Billing Specialist (Unconstrained)	This role is created to initiate Customer Invoice Email Events.
Customer Collections Specialist	Perform accounts receivable data entry and collections functions for assigned companies. Examples include creating customer invoice adjustments and writeoffs, as well as requesting customer refunds. Approval authority for customer accounts, payment, and settlement business processes.
Customer Contract Specialist	Perform customer contract management functions for assigned companies. Examples include maintaining customer contracts and amendments. Approval authority for customer contract business processes.
Customer Payment Specialist	Perform accounts receivable data entry functions for assigned companies. Examples include creating customer payments, invoice adjustments and writeoffs. Approval authority for customer accounts, payments, and settlement business processes.
Effort Certification Manager	Run effort certification for assigned companies. Approval authority for effort certification business processes.
Expense Data Entry Specialist	Perform expense report data entry functions for assigned companies. Examples include creating expense reports on behalf of other workers and applicants. No approval authority.
Expense Operations Lead	Approval and correction authority for expense business processes.
Finance Analyst	View all financial setup and operational data for assigned companies. No approval authority.
Grant Budget Specialist	Perform grant budget functions for assigned companies. Examples include maintaining budgets and amendments. Approval authority for budget business processes.
Grant Manager	Primary manager for assigned grants. Typically assigned to administrative personnel. Access to grant spend analytics. Approval authority for financial business processes.
HCM Action Initiator	Performs employee job management functions for assigned organization. Examples include initiating and/or approving additional jobs and managing changes to employee positions.
HCM Division Executive	VP Level / out in the units -- approval authority on HCM staffing transactions.
HCM Division Executive (Supervisory)	COPY OF HR EXECUTIVE --- View all HR operational data for assigned supervisory organizations. Approval authority for all HCM business processes.
HR Partner	Perform HR management functions for assigned organizations. Examples include creating and approving new positions, job assignments, and managing the job profile framework. Approval authority for HCM business processes.
HR Partner (Local)	Perform HR management functions for assigned location hierarchies. Examples include creating and approving new positions, job assignments, and managing the job profile framework. Approval authority for HCM business processes.
HR Partner (Supervisory)	Perform HR management functions for assigned supervisory organizations. Examples include creating and approving new positions, job assignments, and managing the job profile framework. Approval authority for HCM business processes.
HR Planning Administrator	Unconstrained access to create and maintain all HR planning setup data. Examples include assigning security roles, creating baseline plans, sharing plans, and creating versions. Approval authority for planning and headcount planning events.
HR President	COPY OF HR EXECUTIVE --- View all HR operational data for assigned organizations. Approval authority for all HCM business processes.
HR President (Supervisory)	COPY OF HR EXECUTIVE --- View all HR operational data for assigned supervisory organizations. Approval authority for all HCM business processes.
HR Provost - Aggregate	COPY OF HR EXECUTIVE --- View all HR operational data for assigned organizations. Approval authority for all HCM business processes.
HR Provost (Supervisory)	COPY OF HR EXECUTIVE --- View all HR operational data for assigned supervisory organizations. Approval authority for all HCM business processes.
HR Specialist	Perform HR transactions and basic HR functions for assigned organizations. Examples include creating and approving new positions, job assignments, and managing the job profile framework. Approval authority for HCM business processes.
HR Specialist (Local)	Perform HR transactions and basic HR functions for assigned for assigned location hierarchies. Examples include creating and approving new positions, job assignments, and managing the job profile framework. Approval authority for HCM business processes.
Internal Catalog Data Entry Specialist	Perform internal catalog data entry functions for assigned companies. Examples include loading and maintaining internal catalogs. No approval authority.
Internal Service Delivery Data Entry Specialist	Perform internal service delivery data entry functions for assigned companies. Examples include initiating and processing internal service delivery events. No approval authority.
Learning Administrator	Unconstrained access to create and maintain all learning setup data. Examples include the course catalog, course enrollment, and course ratings. Approval authority for learning business processes.
Manager	Perform actions on members of assigned supervisory organizations. Examples include hiring employees or contingent workers, compensation changes, job changes, performance reviews, creating positions and headcount, compensation reviews, staffing, recruiting, leaves, and time off. Approval authority for HCM, expense, and procurement business processes.
Manager (Unconstrained)	Unconstrained version of Manager. Access to all prospects and candidates.
Payroll Settlement Specialist	Perform payroll settlement functions for assigned companies. Examples include generating payroll payments and prenotes. Approval authority for settlement business processes.
Primary Recruiter	Perform recruiting functions for assigned job requisitions. Examples include creating, qualifying, and evaluating applicants for jobs and positions. Approval authority for pre-hire, recruiting, and staffing events.
Primary Recruiter (Unconstrained)	Unconstrained version of Primary Recruiter. Access to all prospects and candidates.
Procurement Operations Lead	Approval and correction authority for supplier, supplier contract, and procurement business processes.
Project Financial Analyst	Modified from delivered Perform setup functions for all projects. Examples include creation of project, assignment of Project Manager, creation of Project Budget. Approval authority on Project Request Form.
Project Hierarchy Manager	Primary manager for assigned project hierarchies. No approval authority.
Project Manager	Primary manager for assigned projects. Access to project spend analytics. Approval authority for expense, requisition, and timesheet business processes.
Receiver	Performs receiving functions for the company.
Recruiter	Perform recruiting functions for assigned organizations. Examples include creating, qualifying, and evaluating applicants for jobs and positions. No approval authority.
Recruiter (Local)	Perform recruiting functions for assigned location hierarchies. Examples include creating, qualifying, and evaluating applicants for jobs and positions. No approval authority.
Recruiter (Local) (Unconstrained)	Unconstrained version of Recruiter (Local). Access to all prospects and candidates.
Recruiter (Supervisory)	Perform recruiting functions for assigned supervisory organizations. Examples include creating, qualifying, and evaluating applicants for jobs and positions. No approval authority.
Recruiter (Supervisory) (Unconstrained)	Unconstrained version of Recruiter (Supervisory). Access to all prospects and candidates.
Recruiting Coordinator	Perform recruiting functions for assigned organizations. Examples include sourcing candidates, processing candidate dispositions, and scheduling candidate interviews. No approval authority.
Recruiting Coordinator (Local)	Perform recruiting functions for assigned location hierarchies. Examples include sourcing candidates, processing candidate dispositions, and scheduling candidate interviews. No approval authority.
Recruiting Coordinator (Local) (Unconstrained)	Unconstrained version of Recruiting Coordinator (Local). Access to all prospects and candidates.
Recruiting Coordinator (Supervisory)	Perform recruiting functions for assigned supervisory organizations. Examples include sourcing candidates, processing candidate dispositions, and scheduling candidate interviews. No approval authority.
Recruiting Coordinator (Supervisory) (Unconstrained)	Unconstrained version of Recruiting Coordinator (Supervisory). Access to all prospects and candidates.
Recruiting Support Initiator	Performs recruiting administrative support functions specific to the job requisition such as scheduling interview(s), preparing offer(s) and other recruiting administrative tasks. Recruiting Support roles are intended for someone who is associated to the hiring department and assigned at the job requisition level. This role is required to be assigned for academic recruitments
Requester	Requests goods and services for procurement.
Search Chair	Organizes and supports the recruitment process from start to finish including but not limited to screening candidates, setting up committee interview teams, coordinating interviews, conducting reference checks, etc. The Search Chair is required to be assigned for all job requisitions.
Search Committee Member	An individual who reviews candidates and may sit on the interview team and provide interview feedback. This role is designed to be viewing access to candidate applications and assigned at the job requisition level.
Settlement Specialist	Perform settlement functions across all payment categories for assigned companies. Use for centralized settlement operations (otherwise use Accounts Payable Settlement Specialist, Payroll Settlement Specialist, etc.). Approval authority for settlement business processes.
Sponsored Programs Manager	Manage award proposals and proposal grants for assigned companies. Approval authority for grant award business processes.
Sponsored Programs Manager (Cost Center)	Manage award proposals and proposal grants for assigned cost centers. Approval authority for grant award business processes.
Subaward Specialist	Perform subaward functions for assigned companies. Examples include supplier contracts and purchase orders. Approval authority for procurement business processes.
Supplier Coordinator	Enters new requests or changes for suppliers.
Timekeeper	Perform timekeeper functions for assigned organizations, supports time entry for employees (add/correct/delete time entries), has the ability to Mass Submit time, but will not approve the time submitted and can run reports related to time data.
Timekeeper (Local)	Perform timesheet management functions for assigned location hierarchies. Examples include submitting, canceling, and deleting timesheets. Approval authority for timesheet business processes.
Timekeeper (Supervisory)	Perform timekeeper functions for assigned organizations, supports time entry for employees (add/correct/delete time entries), and can run reports related to time data.