Workday Security - Getting Started - Position-Based Security roles

Getting Started

Security roles are important because they guide what you can see or do in Workday. This knowledge base article provides instructions for requesting role changes, a link to a Knowledge Base article that lists roles available for request, and a link to Frequently Asked Questions that provides critical security concepts that all employees should know to succeed in Workday. 

Adding or Removing Workday Security Roles

Changes to security roles require approval from the employee's supervisor. To ensure accurate, efficient, and effective request processes, we suggest you perform the following before submitting a change request:

• Research the roles necessary for the position.  Click on Workday HCM and FIN roles available for request to review the security role descriptions 

• Utilize Workday Security Reports identified in Security in Workday - Frequently Asked Questions #6 to determine the roles a position already has

• Ensure your request contains the employee whose position-based roles are changing, the employee's manager, and the area's business manager

Upon determining which security roles an employee requires, complete the Position-based Role(s) Request.

Note: The form only lists security roles that are most frequently requested by campus facing departments.

If the employee needs position-based roles that are considered 'centralized', please use the Centralized Position-Based Role(s) Request.