This article provides a list of Workday reports that may be useful for Role-Based Access Requesters and Approvers.
- UW Security Catalog: Assignable Roles and User Based Groups: Use to find out information about roles and how they work. This report is the source of truth for the current security configuration in Workday. For a simplified version of the catalog with only HR roles and notes specific to UW-Madison, see Simplified HR Security Role Catalog.
- Role and User Based Security Assignments with Filters (UW): Use to see a list of workers and which roles are assigned to them. Does not show which organization(s) the role is assigned for. Can be run for individual workers, or for all workers in an organization and subordinate organizations. Includes optional filters for company/campus, organization and subordinate organizations, business area, level of operations, sensitivity ranking, worker, and security group.
- UW Role Based Security Assignments (with filters) UW: Use to see role assignments, including assigned organizations, for a particular worker or all workers for a company/campus. Also includes additional info such as role description, paired roles, level of operations, and role assignment effective date. Includes optional filters for worker, company/campus, business area, level of operations, unfilled positions, and assignable roles.
- Role Assignments for Worker Position: Use to see which roles are currently assigned for a particular worker. Includes required filters for effective date and worker, as well as optional filters for position, roles, and whether to include inherited role assignments. This report can also be accessed through a worker profile by clicking Actions, then hovering over Security Profile, then selecting View Role Assignments for Worker Position.
- Access Requests and Approvals (by Initiator) (UW): Use to see current and historical access requests initiated by a particular requester or requester(s). Includes a required filter for initiator(s), as well as optional filters for transaction status, range of the effective date, range of the initiated date, and assignable roles.
- Access Requests Approved by Me in the Past 30 Days (UW): Use to see a list of Assign Roles requests that you've approved within the last 30 days. Includes information such as the date approved, request status, assignee, roles requested, and initiator.
- Access Requests Awaiting Next Approver (by Approver) (UW): Use to see if there are any requests waiting for a particular approver or approver(s). Includes optional filters for transaction status, range of the effective date, range of the initiated date, assignable roles, and awaiting person(s).
- Access Requests In Progress (By Worker) (UW): Use to see if there are any requests in progress for a particular worker. Includes optional filters for range of the effective date, range of the initiated date, assignable roles, initiator, and worker.
- View Business Process Security Policy: Use to see which security groups can view, initiate, and approve steps for a particular business process.
- View Security for Securable Item: Use to see which security groups have access to particular securable items, including Workday-delivered tasks and reports. Does not provide information about custom reports or custom report fields.