Workday Finance Training Role Matrix

To register for Workday’s current instructor-led training (ILT) courses,  webinar  sessions, computer-based learning (CBLs), and curriculum (mixed – ILT and CBL course) visit the   Workday  Finance  Training Catalog   for additional details. 

Workday FDM 101 is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: “FDM 101.” 

Accountant   |   Cost Center Manager   |   Cost Center Sponsored Program Manager 
Deposit Specialist   |   Employee as Self   |   Expense Data Entry Specialist
Finance Reviewer    |   HR Partner & HRBPI & FBPI   |   ISP Analyst   |   ISP Manager   
Procurement Data Entry Specialist   |   Program Manager   
Program Reviewer   |   Receiver   |   
Senior Business Manager 
   

Accountant   

This role can initiate accounting journals for assigned Cost Center(s) or Cost Center Hierarchy. This role assumes the person assigned understands fundamental accounting concepts (i.e. debits, credits) and the Workday Financial Data Model (FDM).

To learn more information specific to this role, click here.
Click here for Accountant Training

 
Cost Center Manager (CCM)   

This role can initiate and approve certain Workday HR business processes for workers in their Cost Center(s) or Cost Center Hierarchy, including assigning costing allocation, changing organization assignment, creating  payroll accounting  adjustments, processing period activity pay and requesting a one-time payment. This role will also receive notification of compensation and other information for workers in their Cost Center(s).    

A CCM will have approval rights on all non-grant related financial transactions in Workday. 

To learn more information specific to this role, click here.
Click here for CCM Training

 
Cost Center Sponsored Program Manager (CCSPM)   

This role can approve several Workday Finance business processes for assigned Cost Centers including grant-related purchase requisitions, expense reports, spend authorizations, PCard transaction submissions, supplier contracts, Internal Service Delivery, some Sponsor Invoices, and accounting journals.

To learn more information specific to this role, click here.
Click here for CCSPM Training


Deposit Specialist   

This role initiates recording “after the fact” cash deposits or withdrawals that appear on the Daily Bank Report  sent by the Office of the Treasury. These transactions are formerly known as “cash journals.”

To learn more information specific to this role, click here.
Note:  On the Medical Campus, this role is held in Medical Finance only.
Click here for Deposit Specialist Training
Deposit Specialist Training:  

Workday: Ad Hoc Bank Transactions  (Gables/RSMAS only)

Related Training:

Workday Foundational Concepts CBL

 
Employee as Self  

This role is automatically assigned to employees when they are hired and removed when terminated.

This role allows employees to initiate a number of transactions on their own behalf, including payment elections, requests for time off, purchase requisitions, spend authorizations, expense reports, and PCard and travel card reconciliations.

Click here for Employee as Self Training

 
Expense Data Entry Specialist   

This role can initiate expense reports (formerly eBERFs) on behalf of someone else. This role can also   initiate  a check request (formerly eCheck) to reimburse for expenses related to University activities, including travel to campus.

All employees will have the ability to initiate his/her own expense report.

To learn more information specific to this role, click here.
Click here for Expense Data Entry Specialist Training
Expense Data Entry Specialist Training:  

Workday: Expenses

Workday: Check Requests (Formerly eChecks)

Related Training:

Workday Foundational Concepts CBL

Workday Finance: Ask the Experts Videos

 


Finance Reviewer 

This role views some HR/Payroll information related to HR business processes. See previous descriptions: http://workday-finance.it.miami.edu/training/workday-finance/security-role-matrix/index.html

Click here for Finance Reviewer Training


HR Partner, HR Business Process Initiator (HRBPI), & Finance Business Process Initiator (FBPI)   

These roles initiated some HR/Payroll business processes. See previous descriptions: http://workday-hr.it.miami.edu/resources/roles/index.html

Click here for HR Partner, HRBPI, & FBPI Training 

Internal Service Provider (ISP) Analyst   

This role can create internal catalogs and Internal Service Documents (ISDs) in Workday.

 To Learn more information specific to this role, click here .
Click here ISP Analyst Training 

Internal Service Provider (ISP) Manager   

This role can create and approve internal catalogs and Internal Service Documents (ISDs) in Workday.

To learn more information specific to this role, click here.
Click here ISP Manager Training 

Manager  

These roles initiated some HR/Payroll business processes. See previous descriptions: http://workday-hr.it.miami.edu/resources/roles/index.html

Click here for Manager Training


Procurement Data Entry Specialist   

This role can both initiate PCard transaction submissions and purchase requisitions on behalf of other employees in an assigned organization.

This role can also initiate a check request (formerly eCheck) to reimburse for expenses related to University activities, including travel to campus.

To learn more information specific to this role, click here.
Click here for Procurement Data Entry Specialist Training
Procurement Data Entry Specialist Training:  

Workday: Procurement

Workday: Check Requests (Formerly eChecks)

Related Training:

Workday Foundational Concepts CBL

Workday Finance: Ask the Experts Videos


Program Manager 

This role   approves  business process related to his/her assigned Program and has access to reports and other information about the Program in Workday.   

Click here for Program Manager Training


Program Reviewer 

This role replaces the “Responsible Person” in FRS and is able to view financial information about assigned Program(s). This is not an approver role and will not see compensation details unless coupled with the Finance Reviewer (FR) role.
Click here for Program Reviewer Training

 
Receiver 

This role verifies that certain goods or services have been physically received and are appropriate for use (i.e. they are not damaged or defective). This role does not approve payment, but verifies the receipt of already approved goods or services.

Receiving will be required for certain purchases before payment to a supplier can be made, including consulting agreements, trackable assets/capital equipment, and non-capital equipment and furniture.
To learn more information specific to this role, click here.
Click here for Receiver Training 
UM Receiver Training:  

Workday for Receivers CBL  

Related Training:

Workday Foundational Concepts CBL


Senior Business Manager (SBM)   

This role can approve certain Workday HR business processes (including editing position restrictions, creating positions, and compensation-related processes) as well as certain Workday Finance business processes including purchase requisitions greater than or equal to $25,000, spend authorizations equal to or greater than $2,500, and non-grant related expense reports greater than or equal to $10,000.

Click here for SBM Training