Workday Finance Security Role Matrix

Review the Workday Finance Security Role Matrix and learn about role visibility, assignments, and implications. Click here to visit the Workday Finance Training Role Matrix for more information on role-based training.

Role
Description 
Compensation Visibility
Assigned to:
Implications

Cost Center Manager (CCM)

The CCMs role is an Approver in most financial business processes and some HCM business processes (e.g. costing allocation).

A CCM has compensation visibility for employees assigned to their Cost Center. This role is assigned to Cost Centers or Cost Center Hierarchies. CCMs do not automatically see details for Driver Worktags in Workday. This requires additional roles in Workday (but not in the Business Intelligence (BI) portal).
Senior Business Manager (SBM)

The SBM role is an Approves in high dollar financial business processes and staffing and compensation HCM business processes.

A SBM has compensation visibility for employees assigned to their Cost Center. This role is assigned to Cost Centers or Cost Center Hierarchies. SBMs do not automatically see details for Driver Worktags in Workday. This requires additional roles in Workday (but not in the Business Intelligence (BI) portal).
Senior Business Officer (SBO)

The SBO role is limited to an individual who reports to a dean, Vice President, or medical chair.  This role is paired with the Cost Center Manager (CCM) or the Finance Reviewer (FR) role.  This role provides expanded visibility to HCM personnel data.

A SBO has compensation visibility for employees assigned to their Cost Center. This role is assigned to Cost Center Hierarchies. SBOs do not automatically see details for Driver Worktags in Workday. This requires additional roles in Workday (but not in the Business Intelligence (BI) portal).
Finance Reviewer (FR)

The FR role is assigned by itself or with other roles to provide visibility for compensation.

A FR has compensation visibility for employees assigned to their Cost Center. This role is assigned to Cost Centers, Cost Center Hierarchies, Programs, Projects, Gifts, and Grants.
Cost Center Sponsored Programs Manager (CCSPM)

The CCSPM is an Approver in most financial business processes when Grants are used in assigned Cost Centers.

A CCSPM has compensation visibility for employees assigned to their Cost Center. This role is assigned to Cost Centers or Cost Center Hierarchies. CCSPMs do not automatically see details for Driver Worktags in Workday. This requires additional roles in Workday (but not in the Business Intelligence (BI) portal).
Finance Business Process Initiator (FBPI)

The FBPI role Initiates costing allocations, organizational changes, and payroll accounting adjustments.

An FBPI has compensation visibility only if paired with the Finance Reviewer (FR) role. This role is assigned to Cost Centers or Cost Center Hierarchies. FBPIs do not automatically see details for Driver Worktags in Workday. This requires additional roles in Workday (but not in the Business Intelligence (BI) portal).
Accountant

The Accountant role Initiates accounting journals.

An Accountant does not have compensation visibility. This role is assigned to Cost Center Hierarchies. Accountants do not automatically see details for Driver Worktags in Workday. This requires additional roles in Workday (but not in the Business Intelligence (BI) portal).
Purchase Data Entry Specialist (PDES)

The PDES role Initiates change orders, P-Card verifications and supplier invoices (check requests).  This role has visibility into purchases and payments for assigned Cost Centers.

A PDES does not have compensation visibility. This role is assigned to Cost Centers, Cost Center Hierarchies, Programs, Projects, Gifts, and Grants.
Expense Data Entry Specialist (EDES)

The EDES role Initiates expense reports on behalf of other workers and P-Card verifications.  This role has visibility into expense reports for assigned Cost Centers.

An EDES does not have compensation visibility. This role is assigned to Cost Centers or Cost Center Hierarchies. EDESs do not automatically see details for Driver Worktags in Workday. This requires additional roles in Workday (but not in the Business Intelligence (BI) portal).
Principal Investigator (PI)

The PI role is an Approver in Purchase to Pay (P2P) business processes when their Grant is used.  This role has visibility into the PI dashboard and other reports.

A PI has compensation visibility. This role is assigned to Awards and Grants.

The PI role is required and will be assigned when an Award is created.

Grants Manager

The Grants Manager role is an Approver on certain Award and Grant business processes but not Purchase to Pay (P2P) business processes.  This role has visibility into assigned Grants.

A Grants Manager does not have compensation visibility. This role is assigned to Grants.

The Grants Manager role is required and will be assigned when an Award is created.

Award Analyst

The Award Analyst role has visibility into Awards and underlying Award Lines (Grants).

An Award Analyst does not have compensation visibility. This role is assigned to Awards.

An Award Analyst is assigned when an Award is created.

Grant Reviewer

The Grant Reviewer role has visibility into Grants and can run reports.

A Grant Reviewer has compensation visibility only if paired with the Finance Reviewer (FR) role or is Cost Center Manager (CCM), or  Senior Business Manager (SBM). This role is assigned to Grants.

A Grant Reviewer role is assigned upon request.

Program Manager (PM)

The PM role is an Approver in certain finance Purchase to Pay (P2P) business processes when an assigned Program is used.

A PM role has compensation visibility only if paired with the Finance Reviewer (FR) role This role is assigned to Programs. A PM role is assigned upon request (please note: every Program must have at least one PM assigned).
Program Reviewer (PR)

The PR role is able to view and report on assigned Programs.

A PR role is has compensation visibility only if paired with Finance Reviewer (FR) role. This role is assigned to Programs. The PR role is an optional role and assigned upon request.
Gift Reviewer (GR)

The GR role is able to view and report on Gifts (please note: there is no Gift specific approval role).

A GR has compensation visibility only if paired with the Finance Reviewer (FR) role.

This role is assigned to Gifts (Basic Gifts (BG) and Endowed Gifts (EG)).

 

The GR role is an optional role and assigned upon request.