Workday: Assigning Finance-related Roles

There are roles in Workday that can be assigned to department members to facilitate the work of the department. See a description of roles and responsibilities below. 

Please email to Yvonne Harris (ydharris@wpi.edu) with a list of employee name(s) and the role(s) that should be assigned. Requests need to come from the Department Head/Program Manager.

• Cost Center Manager: Department head or program manager responsible for operating budget, approves expense reports against the cost center and purchase orders and invoices > $2,500 against the cost center. Run reports and query financials related to cost center. Only one employee per cost center. 

• Cost Center Financial Analyst: Can query and run financial reports related to cost center. Multiple employees allowed in this role. 

• Department Buyer: Approves all purchase orders or invoices for a cost center. Multiple employees allowed in this role. 

• Principal Investigator (PI): Approves grant transactions. Query and run reports related to assigned grants, including payroll details. 

• Co-PI: Query and run reports related to assigned grants, including payroll details. 

• Grant Financial Analyst: Query and run reports related to assigned grants, including payroll details. Multiple employees allowed in this role.

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See the Workday Portal page for FAQs, the training calendar, and documentation on Enterprise Transformation projects, including Workday. 

Join the etpcomm@wpi.edu mailing list to receive brief updates, including training opportunities and tips for using Workday. 

Contact us at workday@wpi.edu with your questions, comments, and concerns; we would love to hear from you. We would also be happy to visit your department, just drop us a line.