Role Name
|
Role Description
|
Can this role see compensation?
|
Level of Role Assignment
|
Caveats
|
Role Requests
Managed By
|
Cost Center Sponsored Programs Manager (CCSPM)
|
Role can approve several Workday Finance business processes for assigned Cost Centers |
The CCSPM can view pay details for employees assigned to the CCSPM’s Cost Center |
Cost Centers or Cost Center Hierarchies |
In Workday, this role does not automatically see details on Driver Worktags (this visibility requires additional roles). Data visibility in BI does not require additional roles. |
ERP https://my.it.miami.edu/wda/erpsec/wd-forms/WD-Security-Role-Request-Form---ApproverRoles.pdf |
Principal Investigator (PI)
|
Role can approve purchase requisitions, change orders, ad hoc payments, check requests, PCard reconciliations, expense reports, and Internal Service Delivery (ISD) Documents that include a Grant driver worktag
|
Yes |
Awards and Grants |
Role is assigned by Research Administration (RA) at time of Award Creation. If a change is needed, it will need to be reviewed and approved by ORA to determine what actions are to be taken. |
ORA
https://umiami.policystat.com/policy/token_access/fca3a15b-fc79-4ea5-a317-2070cd5cd0e1/ |
Grants Manager
|
Role approves Supplier Invoices for subawards for assigned organizations
|
No |
Grants |
Role is assigned by Research Administration (RA) at time of Award Creation. Assigned to CCSPM by default. |
ORA
https://rrs.miami.edu/rdPage.aspx?rdReport=WDRoles.RoleRequest |
Grant Financial Analyst
|
Role provides access to reports secured by Grant role
|
The Grant Reviewer can only view pay details if he/she also holds the FR role, or is also a CCM, or SBM |
Grants |
Role is assigned upon request. |
ORA
https://rrs.miami.edu/rdPage.aspx?rdReport=WDRoles.RoleRequest
|
Grant Reviewer
|
Role provides access to reports secured by Grant role
|
The Grant Reviewer can only view pay details if he/she also holds the FR role, or is also a CCM, or SBM |
Grants |
Role is assigned upon request. |
ERP https://my.it.miami.edu/wda/erpsec/wd-forms/WD-Security-Role-Request-Form---InitiatorReviewerRoles.pdf |
Award Analyst
|
Role provides ability to view and access information on assigned Awards, reports secured by Award role and receive Award Tasks or related notifications, as applicable |
No |
Awards |
Will not provide visibility to Grant-based reporting. |
ORA
https://rrs.miami.edu/rdPage.aspx?rdReport=WDRoles.RoleRequest |
