Request a Workday Security Role Change

Tags workday

Quick Reference Guide

Objective or Task

Request the addition or removal of a Workday security role using the Security Role Assignment Change Request process.

Before You Begin

  • Discuss the required level of security access with your manager and Budget Manager (Lead Fiscal Officer).
  • Identify the Security Role(s) you need added or removed.
  • Identify the topmost supervisory organization, including the full name and organization ID if available.
  • Identify the Position ID for the worker affected by the security role change.

Instructions

  1. From the Workday landing page, enter Create Request in the search bar and select the task.
  2. Select All > Security Role Assignment Change Request for the Request Type.
  3. Select OK to open the request form.
  4. Complete the required fields in the form.
    a. Enter details in Describe the Request.
    b. Answer the required questions, including:
    i. The reason for the security role assignment request.
    ii. The topmost supervisory organization name and organization ID.
    iii. The Position ID for the worker.
    iv. Whether you need to add or remove role assignments.
  5. Add any Comments or Attachments if needed.
  6. Select Submit to route the request to the appropriate approvers.

Outcome

Your security role request is submitted and routed for approval. Approved changes update the worker’s access in Workday based on assigned roles and supervisory organization.

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