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Welcome to Your Role-Based Training Guide

Navigating your training journey to be ready for our Workday go live starts with understanding the specific security role you will hold. This guide is designed to direct you through the training process tailored to your assigned security roles, ensuring you have the tools and knowledge to succeed at go-live and beyond.

Quickly Find Your Training Courses

Determine Your Security Role: Not sure about your assigned security role within Workday? It’s essential to start here. Consult your management chain at your institution to clarify your security roles, setting the stage for a well-aligned training path.

Role Specific Training: Using the security roles as your guide, select the courses listed under each category that apply to your role. This ensures that the training you undertake is directly relevant to your responsibilities in Workday.

Find Your 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).

  • Instructor-Led Training (ILT) and Learning Labs: For a more interactive learning experience, check the ILT and Learning Labs Course List page. These sessions provide live instruction and demonstrations led by Workday experts.

Utilize Job Aids for Your Role

  • Supplement Your Training with Job Aids: Alongside CBTs, ILTs, and Learning Labs, job aids are invaluable resources that can supplement your learning. Designed with step-by-step guidance and helpful screenshots, job aids are your go-to resources for navigating Workday’s functionalities with confidence. Available for access at training deployment in Workday Learning and go-live, they are designed to help you navigate Workday with confidence and efficiency.

Quick Links

Prepare for Success with Your Training Pathways By Role

Taking part in training that’s tailored to your security role(s) not only prepares you for a smooth transition to Workday but also lays the groundwork for your success in the future. It’s more than getting ready for go-live; it’s about establishing a strong foundation for your security role’s ongoing success.

By following the table below and making the most of the training designed for your security role(s), you’re on track for a successful Workday experience. The effort and time you invest in your training now will significantly boost your effectiveness and confidence with the system from go-live and beyond.

Security RoleCBTILTJob AidsLearning Lab
Academic Faculty Action Initiator- Academic Appointments- Academic Appointments- Academic Appointments
- Academic Staffing Processes Overview
-HCM Learning Lab
Academic Chair/Manager- Academic AppointmentsN/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 ServicesN/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 ServicesN/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 ManagementN/AN/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 EventsN/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 GrantsN/A- Billing Events for Grants
- Create Award Events and Schedules
- Customer Invoices (Part 1)
N/A
Award Contract Specialist- Award Event for GrantsN/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 ManagementN/A- Bank Account ManagementN/A
Bank Reconciliation Specialist- Ad Hoc Events
- Bank Account Management
N/A- Bank Account Management
- Ad Hoc Events
N/A
Budget AdministratorN/AN/A- Budget Check Set Up N/A
Budget Analyst- Budget Amendment for OrganizationN/A- Budget Amendment for Organization N/A
Budget Check Exception Override ApproverN/AN/A- Requesting a Budget Check Override or ModificationN/A
Business Asset AccountantN/AN/A- Business Assets Events
- Asset Registration
- Asset Transfer, Disposal & Reinstatement
- Create Accounting Journal
- Accounting Adjustment Event
- Reverse Accounting Journal
N/A
Business Asset Tracking SpecialistN/AN/A- Business Assets Events
- Asset Registration
- Asset Transfer, Disposal & Reinstatement
N/A
Business Managers (TBD on name)- Grants LifecycleN/A- Companion Guide to Grants Lifecycle CBTN/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 LeadN/AN/A- Settlement Events
- Bank Account Management
- Bank Signatories
N/A
Cash Settlement SpecialistN/AN/A- Settlement EventsN/A
Cash Specialist- Ad Hoc Events
N/A- Ad Hoc Events
- Bank Account Management
N/A
Central Budget Manager- Budget AmendmentN/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 ConfiguratorN/AN/A-Sales ItemN/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 LearningN/A- Enroll/Drop Learning CoursesN/A
Course CreatorN/AN/A- Managing Classes in Workday LearningN/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 AllocationN/A
Driver Worktag Manager- Budget Amendment for OrganizationN/A- Budget Amendment for OrganizationN/A
Effort Certification ManagerN/AN/A- Effort CertificationN/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
- 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
- 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 LeadN/AN/A- Worker Credit Card Purge Event
- Spend Authorization Mass Close for Administrators
N/A
Finance AnalystN/AN/A- Bank Account Management
N/A
Grant Budget SpecialistN/AN/A- Budget Events for GrantsN/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
- Manage Workers
- Hiring in Workday for Managers and HR (optional)
- 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 ExecutiveN/AN/A- Job Requisition and Offer Letter ApprovalN/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
-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 AdministratorN/AN/A- Managing Classes in Workday Learning
- Learning Enrollments
- Managing Learning Equivalency Rules
- Managing Learning Instructors
- Workday Learning Admin Dashboard
N/A
Learning CoordinatorN/AN/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- 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 for HR and Managers
- Resignation-Manager
- Tracking Learning Enrollment
- Manage Jobs
- Termination
- Employee Onboarding in Workday
- Candidate Management
- Job Requisition and Offer Letter Approval
- Compensation
- Workday Basics for Managers

Payroll AccountantN/AN/A- Create Initial Payroll Commitment
- Create Payroll Commitment Adjustment
N/A
Payroll Accounting Adjustment Specialist-Payroll Accounting-Payroll Accounting-Assign Costing AllocationN/A
Payroll Settlement SpecialistN/AN/A- Settlement EventsN/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 LeadN/AN/A- Worker Credit Card Purge Event
- Procurement Events

N/A
Project AdministratorN/AN/A- Managing Organizations and Grant Hierarchies
- Project Hierarchy
- Create Project Budget
N/A
Project CreatorN/AN/A-Create Project BudgetN/A
Project Financial AnalystN/AN/A- Project for Analysts
- Funding Sources
- Create Project Budget
N/A
Project Hierarchy ManagerN/AN/A- Managing Organizations and Grant Hierarchies
- Project Hierarchy
N/A
Project ManagerN/AN/A- Project Management
- Create Project Budget
N/A
Receiver- Workday Basics 101
- Receipt and Requisition Events
N/A- ReceiptsN/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 CoordinatorN/AN/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 MembersN/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 ManagerN/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 EventsN/A- Supplier Accounts
- Creating and Updating Supplier Records - Supplier Connections
N/A
Supplier Contract Specialist- Supplier Accounts Management: Supplier Contract, Prepaid Spend, and Supplier EventsN/A- Supplier Contracts and AmendmentsN/A
Supplier Coordinator- Supplier Accounts Management: Supplier Contract, Prepaid Spend, and Supplier EventsN/A- Creating and Updating Supplier Records - Supplier Connections N/A
Supplier Subaward Approver- Supplier Accounts Management: Supplier Contract, Prepaid Spend, and Supplier EventsN/AN/AN/A
Talent Partner- Talent & Performance Management for HR
N/A- Talent & Performance Management for HRN/A
Time Keeper- Time, Absence and Time Off Approvals for ManagersN/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.

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 RoleDefinition
Academic Chair/ManagerPrimary manager for assigned academic units. Access to academic appointments. Approval authority for academic faculty business processes.
Academic Faculty Action InitiatorPerform 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 PartnerPerform 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.
AccountantPerform 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 AnalystUnconstrained access to view all accounting center data. Examples include accounting sources, mapping tables, Prism datasets, and batches. No approval authority.
Accounting Operations LeadApproval and correction authority for financial accounting business processes.
Accounts Payable Data Entry SpecialistPerform accounts payable data entry functions for assigned companies. Examples include creating supplier invoices and recurring supplier invoices. No approval authority.
Accounts Payable Operations LeadPerform 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 SpecialistPerform 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 LeadApproval and correction authority for customer accounts, customer contracts, project billing, and grants business processes.
Award Billing SpecialistPerform 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 ConfiguratorUnconstrained 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 SpecialistPerform 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 AnalystPerform budget reporting functions for assigned companies. Examples include reporting on company budgets, position budgets, amendments, and exceptions. No approval authority.
Budget Check Exception Override ApproverSecurity group that will be allowed to approve budget check exception overrides
Business Asset AccountantPerform 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 SpecialistPerform business asset tracking functions for assigned companies. Examples include business asset registration, issue, transfer, and disposal. Approval authority for business asset tracking business processes.
BuyerPerform 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 LeadApproval and correction authority for banking, cash, and endowment business processes.
Cash Settlement SpecialistPerform cash settlement functions for assigned companies. Examples include generating bank account transfers for settlement. Approval authority for banking and settlement business processes.
Cash SpecialistPerform 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 ManagerPerform 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 ManagerPerform 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 PartnerPerform 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 SpecialistPerform 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 SpecialistPerform 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 SpecialistPerform customer contract management functions for assigned companies. Examples include maintaining customer contracts and amendments. Approval authority for customer contract business processes.
Customer Payment SpecialistPerform 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 ManagerRun effort certification for assigned companies. Approval authority for effort certification business processes.
Expense Data Entry SpecialistPerform 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 LeadApproval and correction authority for expense business processes.
Finance AnalystView all financial setup and operational data for assigned companies. No approval authority.
Grant Budget SpecialistPerform grant budget functions for assigned companies. Examples include maintaining budgets and amendments. Approval authority for budget business processes.
Grant ManagerPrimary manager for assigned grants. Typically assigned to administrative personnel. Access to grant spend analytics. Approval authority for financial business processes.
HCM Action InitiatorPerforms employee job management functions for assigned organization. Examples include initiating and/or approving additional jobs and managing changes to employee positions.
HCM Division ExecutiveVP 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 PartnerPerform 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 AdministratorUnconstrained 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 PresidentCOPY 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 - AggregateCOPY 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 SpecialistPerform 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 SpecialistPerform internal catalog data entry functions for assigned companies. Examples include loading and maintaining internal catalogs. No approval authority.
Internal Service Delivery Data Entry SpecialistPerform internal service delivery data entry functions for assigned companies. Examples include initiating and processing internal service delivery events. No approval authority.
Learning AdministratorUnconstrained 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.
ManagerPerform 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 SpecialistPerform payroll settlement functions for assigned companies. Examples include generating payroll payments and prenotes. Approval authority for settlement business processes.
Primary RecruiterPerform 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 LeadApproval 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 ManagerPrimary manager for assigned project hierarchies. No approval authority.
Project ManagerPrimary manager for assigned projects. Access to project spend analytics. Approval authority for expense, requisition, and timesheet business processes.
ReceiverPerforms receiving functions for the company.
RecruiterPerform 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 CoordinatorPerform 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 InitiatorPerforms 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
RequesterRequests goods and services for procurement.
Search ChairOrganizes 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 MemberAn 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 SpecialistPerform 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 ManagerManage 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 SpecialistPerform subaward functions for assigned companies. Examples include supplier contracts and purchase orders. Approval authority for procurement business processes.
Supplier CoordinatorEnters new requests or changes for suppliers.
TimekeeperPerform 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.
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