Thursday, January 26, 2023

Finance System Access Requests Updates

Finance System Access Requests for Workday and Adaptive go through multiple stages of approval including checking for the completion of training for roles where training is required. 
 
Requests are processed according to the date received. A best practice is to submit requests after or at the same time as the user is completing training (for roles that require training.) This speeds up the approval process. Also, if requesting multiple roles that require the completion of different training (e.g. Accountant and Payroll Costing Specialist) it is recommended that you submit separate requests for each. The request will not be approved until ALL required training is complete.

Here are some suggestions from our colleagues in IT to make the request process smoother:
  • When submitting requests to remove roles, it is very important to choose the role from the drop-down list. Many people have been entering the roles in the Comments field rather than choosing from this list. This slows down the process. The comment field is optional and should be used ONLY for additional relevant information.
  • If a new certifier has account certifications to review prior to 11/01/22, they need to submit a request for access to them via askfinance@virginia.edu
  • Users can check on the status of submitted requests on the System Access Requests dashboard in Workday. It is preferred that they use this feature rather than send a message to askfinance@virginia.edu to check on the status of requests.
  • All approvals for a request (including roles for Adaptive) are required before the role will be assigned; the process takes more than 1 day so access will not be granted on the same day as a request. 
  • Use the drop-down list for adding roles to ensure that all necessary details are included. Using the comment field slows down the process. Use the comment field only for additional relevant information.
Share:

No comments

Post a Comment

© UVAFinance | All rights reserved.
Blog Layout Created by pipdig