Security & Request Best Practices for Workday Financials

Managers and employees requesting a security role addition or removal should review the list of best practices below relating to request-based access in Workday.

• Review the list of finance security roles to identify which security role best fits the transactions you need to complete in the system and to determine whether training is required.
• Run the Workday Security Roles Report in UBI to ensure you have not already been provisioned the role. 
• Confirm security role requests with your manager and determine whether you or your manager will request access.
• Complete all fields pertaining to the request, including organization type and organization. 

Read more about the Security Request-Based Access process.