Role
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Description
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Compensation Visibility
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Assigned to:
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Implications
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Cost Center Manager (CCM)
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The CCMs role is an Approver in most financial business processes and some HCM business processes (e.g. costing allocation).
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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.
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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.
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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.
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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. |
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| Cost Center Sponsored Programs Manager (CCSPM) |
The CCSPM is an Approver in most financial business processes when Grants are used in assigned Cost Centers.
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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.
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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.
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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.
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A PDES does not have compensation visibility. |
This role is assigned to Cost Centers, Cost Center Hierarchies, Programs, Projects, Gifts, and Grants. |
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| 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.
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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.
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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.
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| 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.
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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.
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| Award Analyst |
The Award Analyst role has visibility into Awards and underlying Award Lines (Grants).
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An Award Analyst does not have compensation visibility. |
This role is assigned to Awards. |
An Award Analyst is assigned when an Award is created.
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| Grant Reviewer |
The Grant Reviewer role has visibility into Grants and can run reports.
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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.
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| Program Manager (PM) |
The PM role is an Approver in certain finance Purchase to Pay (P2P) business processes when an assigned Program is used.
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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.
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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).
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A GR has compensation visibility only if paired with the Finance Reviewer (FR) role.
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This role is assigned to Gifts (Basic Gifts (BG) and Endowed Gifts (EG)).
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The GR role is an optional role and assigned upon request. |
