Security Roles: Gaining Access to HR and Finance Related Services

Summary

If you’re unable to access a Workday app, service, or feature you typically use, it may be due to missing or incorrect security roles.

Full Description

New Access

If you’re unable to access a Workday app, service, or feature you typically use, it may be due to missing or incorrect security roles. Review the relevant Workday job aid, specify the most appropriate security role, and then follow the access request process outlined below.  

Already Have the Role

If you’ve already been granted the appropriate security role in Workday, but are still experiencing issues, please submit a Workday support ticket with specific details about the problem.  

Requesting Access

For audit and internal control purposes, all Workday security role changes must have approvals documented, just like Banner. Given that the financial accounting and HR organizational structure is different between Banner and Workday, the configuration was not a one-to-one match. Please follow these quick instructions to submit a security request for approval. Thank you! 

1. Visit https://workday.wm.edu and log in with your W&M SSO credentials 

2. In the search bar, type “create request”, select create request task 

3. Select “Workday Security Access Request” from the dropdown menu 

4. Complete the form with relevant details, as prompted 

If you’re unsure of what security access you already have, you can review access in Workday by searching on “My Roles” and reviewing the “My Supporting Roles” and “My Leadership Roles” reports.  

My Supporting Roles: View the organizations you support with organization roles, included members (such as workers and business sites), organization type and subtype, and organization roles you fulfill.  

My Leadership Roles: View the organizations you manage with organization roles, business site, organization type and subtype, and organization roles you fulfill.  

If you think your security roles in Workday are incorrect, let us know by submitting a ticket through the Workday Support Portal.