Managers and employees requesting a security role addition or removal should review the list of best practices below relating to request-based access in Workday.
- Review the list of finance security roles to identify which security role best fits the transactions you need to complete in the system and to determine whether training is required.
- Run the Workday Security Roles Report in UBI to ensure you have not already been provisioned the role.
- Confirm security role requests with your manager and determine whether you or your manager will request access.
- Complete all fields pertaining to the request, including organization type and organization.
