Security Roles

Review the Workday Security Role matrix below and learn about role visibility, assignments, and implications. Click here for more information on role-based training.

Security roles are Workday designations that determine access to the initiation and approval of business processes as well as to data in Workday. Below is a comprehensive list of Workday Finance security roles at University of Miami.

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.

 

HR Security Roles in Workday

Security roles are Workday designations that determine access to the initiation and approval of business processes as well as to data in Workday. Below is a comprehensive list of Workday HR security roles at University of Miami.

Employee-As-Self (Non-Exempt)

Security Role

Access and Responsibilities

Employee-As-Self (Non-Exempt)

Clock-in and clock-out according to work schedule. Review and submit timesheet on a weekly basis at the end of the period (Wednesdays).

Supervisory Organization

Security Role

Access and Responsibilities

FPC Approver

Approves create position and job requisition tasks for UMH cost centers only as part of the Flexible Position Control process.

FPC Reviewer

This role is assigned to the UMH Leadership Team by area of responsibility (COO, CMO, and CNO) for the review and approval of the create position and job requisition requests as part of the Flexible Position Control process.

HR Business Process Initiator (HRBPI)

Perform HR management functions for assigned organizations. Examples include creating and approving new positions, job assignments, and managing the job profile framework. Approval authority for HCM business processes.

HR Partner

Ability to view and initiate HCM business processes initiated at the supervisory organization. This role is only for HR staff.

I-9 Verifier (Students)

Perform completion of Part 2 of I-9 Form for assigned supervisory organizations.

Manager

Perform actions on members of their supervisory organization(s). Examples include hiring staff and students, compensation changes, job changes, performance reviews, creating positions and headcount, requisitions, leaves, and time off. Approval authority for HCM business processes.

Manager's Manager

This role is used to capture the approval of the manager of the initiator.

Timekeeper

Perform time sheet management functions for assigned organizations by conducting a timely review and approval according to Payroll deadlines (biweekly by noon). Functions include regular review and correction of time card errors, performing edits to ensure time card accuracy, submitting and/or approving time card revisions. Approval authority for time sheet business processes.

Cost Centers or Cost Center Hierarchies

Security Role

Access and Responsibilities

Cost Center Manager (CCM)

Ability to initiate as well as approve certain HCM and Finance business processes for workers in their Cost Center(s) or Cost Center Hierarchy. May be assigned at either the Cost Center or the Cost Center Hiearchy depending on responsibilities in the organization. Able to view compensation and other information for workers in their Cost Center(s). Able to see details of multiple jobs for workers with multiple jobs even if they are in other Cost Centers.

Finance Reviewer (FR)

Able to see same information as CCM, but has no ability to initiate or approve. May be assigned to FBPI's in order to provide access to compensation information for workers in their Cost Center(s). Individuals with the FR role who do not also possess the FBPI role are generally assigned at the Cost Center Hierarchy (reflective of the enhanced level of responsibilities for that position). Assignment of role requires approval by the CCM.

Finance Business Process Initiator (FBPI)

Able to initiate certain limited business processes including costing allocations, changes to org assignments, and payroll accounting adjustments. Cannot see compensation without the addition of the FR role. Has no approval authority and cannot see multiple jobs in other Cost Centers. Generally assigned only to specific Cost Centers with the exception of the Specialty Hospitals where role is assigned at the Cost Center Hierarchy. Assignment of role requires approval by the CCM.

Sr. Business Officer (SBO)

Has elevated view access to information for workers in assigned Cost Center Hierarchy. Role is assigned to those who have either the FR or CCM role and requires approval by their Dean, Chair (MSOM), or Vice President. Also requires approval by the Vice President for Human Resources. Has no approval authority unless combined with CCM role.

Eligibility Company

Security Role

Access and Responsibilities

Budget Approver

Reviews and approves of business processes that may represent additional budgetary approval.

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