Platform(s) Utilized	Workday Salesforce
Viewer Position(s)

Procedure

During Fiscal Year

Task		Workday Security Role (Designated User)

Task		Workday Security Role (Designated User)
A	Create Next Fiscal Year	Finance Administrator (John/Penney)
B	Create Ledger Year	Finance Administrator (John/Penney)
C	Create Ledger Period	Finance Administrator (John/Penney)
D	Create Budget Template for Fiscal Year	Budget Manager (Brittaney/Emily)

Task		Workday Security Role (Designated User)

Task		Workday Security Role (Designated User)
A	Open First Fiscal Period for Next Fiscal Year	Finance Administrator (John/Penney)
B	Load New Fiscal Year Budget	Budget Manager (Brittaney/Emily)
C		Accounting Manager (John/Penney/Maguel/Walter)
D		Payroll Administrator (Shannon)
E		Payroll Administrator (Shannon)
F		Payroll Administrator (Shannon)
G		Payroll Administrator (Shannon)

Task		Workday Security Role (Designated User)

Task		Workday Security Role (Designated User)
A		Accounting Manager (John/Penney/Maguel/Walter)
B		Accounting Manager (John/Penney/Maguel/Walter)
C		Procurement Manager (Andrea)
D		Expense Data Entry Specialist (Charlene/Cristina/John)
E		Settlement Specialist (Charlene/Cristina)
F		Accounting Manager (John/Penney/Maguel/Walter)
G		Finance Administrator (John/Penney)
H		Expense Data Entry Specialist (Charlene/Cristina/John)

Task		Workday Security Role (Designated User)

Task		Workday Security Role (Designated User)
A		Business Analyst (Karen)
B
C

Task		Workday Security Role (Designated User)

Task		Workday Security Role (Designated User)
A		Accounting Manager (John/Penney/Maguel/Walter)
B		Procurement Manager (Andrea)
C		Controller (Penney)