Skip to content
My.Environment

Security Role Requests for Workday Financials

Workday Financials

The Security Role Guide may be found here.

Workday Financials: Administrators or their delegated financial staff in the College of the Environment may download a “Security Role Request form” and email the request to eFAST@uw.edu.

Adaptive Planning

Send an email to eFAST@uw.edu with the following Information:

  • Name of Person
  • NETID of Person
  • EID of Person
  • Role: Planner or View Only
  • Center level or specific Cost Center

Human Resources & Payroll (HRP)

The eFAST team does not provision HR/Payroll security roles. While Workday is one platform, security roles related to Human Resources and Payroll are completed by the ISC. Please visit the ISC webpage to learn more.

Delegating Financial Tasks due to Employee Vacations or Sick Leave

If an employee will be out of the office for some time, it is best practice to request that their inbox be delegated. This will allow co-workers with the right training to act as a backup and complete any tasks that only the absent employee can do. For instance, if the employee initiated an expense report and it was sent back, only that employee can complete the “to do” tasks that may be associated with it. Delegating allows others to act on their behalf. Any delegation will allow an employee to still act on their behalf and have access to their inbox. All requests for delegations should be sent to efast@uw.edu with the following information:

  • Employee Name
  • Employee NetID
  • Start Date of Delegation
  • End Date of Delegation
  • Which workday financial Business processes should be delegated
  • Names of Delegates with their NetID
  • What tasks will each delegate perform (you can list multiple delegates for a single task)

Please note that the shared environment team does not delegate Human Resources/ Payroll delegations. The shared environment only processes Workday Financials Requests.

ASTRA

Most ASTRA security roles (of which there are limited) can be performed by unit administrators who have a delegation Role. This includes

  • EDW access
  • Canvas
  • SAGE Roles:
    • Preparer and Editors (including subaward)
      • Proposal Preparer
      • Global Edit
      • Subaward Preparer
      • Advance Preparer
    • Read Only

The Dean’s Office can provide the following SAGE roles if a unit emails information to Everett Abegg (eabegg@uw.edu):

  • Reviewers
    • Division Reviewer
    • Department or Center Reviewer
    • Dean’s Reviewer
  • Researchers (PI, Application PI, Multiple PI)
    • Principal Investigator
    • Non-PI Eligible Researcher
    • Researcher Requiring Faculty Sponsor