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WORKDAY ROLE ASSIGNMENT REQUEST FORM INSTRUCTIONSRole Based and User Based1. For use by Departments/Units requesting Role Based accessPURPOSE OF THE FORMThis form should be used to request the addition and/or removal of Workday role assignment(s).Please note: if a new hire or transferring employee is a direct replacement for an outgoing employee and the incoming employee will occupy the sameposition number as the outgoing employee, the role assignments will automatically convey to the incoming employee and no request is necessaryThis form will be used when an existing employee is assuming a new/additional role or when a new employee requires a role not held by the incumbent.DEFINITIONSRole Based roles are those roles that are assigned to a position. The roles stay with the position and are automatically assigned to the personoccupying the position. Examples are Strategic Business Partner, Department HR Support Specialist and Business Partner, among others.User Based roles are those roles that are assigned to a specific user. The roles are not attached to a position and must be assigned to the individualoccupying the position. Examples are Benefits Administrator, Compensation Administrator and Payroll Administrator, among others.INSTRUCTIONS1.2.3.All requests should be submitted by valid requester (see Attachment A). All Business Operations/Departmental requests should besubmitted by the valid requester for the supervisory orgs/academic units for which access is requested.Fill out required information (see Form Area section for detailed instructions).Email form to employee.services@yale.eduNote: Entry of information is required for all except when marked optionalFORM AREAREQUIRED INFORMATIONREQUESTED BYDATE Date of form submissionNAME Name of person filling out the requestPOSITION Position of person filling out the request (must be Strategic Business Partner or Business Partner)REQUESTED WORKDAY ROLES (request can be for multiple persons)EMPLOYEE ID Employee ID of the person for whom the request is being made (“Workday user”)NAME Name of Workday userEMPLOYEE’S SUPERVISORY Supervisory Organization of Workday userPOSITION Position of Workday userORGANIZATIONACTION Change to Workday user‘s role assignment (Add or Remove)WORKDAY ROLE NAME Workday role name to be added or removedROLE SUPERVISORY ORGANIZATION For each HCM role, list the Supervisory Organization(s) to which the Workday user will be assignedOR ACADEMIC UNIT/NODE FOR(use Workday to find list of Supervisory Organizations)WORKDAY ROLE ASSIGNMENToNOTE: List the highest level Supervisory Organization affected by this change; allsubordinate Supervisory Organizations will receive the same role assignment. For each Academic role, list the Academic Unit(s)/Node(s) to which the Workday user will beassignedREASON FOR REQUEST Business purpose or reason the Workday user should have the role assignmentEFFECTIVE START DATE Effective Start Date of the Workday user‘s role assignmentEFFECTIVE END DATE Effective End Date of the Workday user’s role assignment (if applicable)

Attachment ASecurity Group NameSecurity GroupTypeFunctional AreaValid RequesterAbsence PartnerRole-BasedHCMAssoc. Director, Employee ServicesAcademic Business PartnerRole-BasedAcademicOffice of the Asst VP for BusOpsAcademic- HR Support SpecialistRole-BasedAcademicStrategic Bus. Partner/Bus. PartnerAppointment & Promotions SpecialistRole-BasedAcademicStrategic Bus. Partner/Bus. PartnerBenefits PartnerRole-BasedBenefitsBenefits Senior Manager or Role StewardBusiness PartnerRole-BasedHCMOffice of the Asst VP for BusOpsCommittee Portfolio OwnerRole-BasedAcademicCompensation AssociateRole-BasedCompensationDirector, Faculty Support/Director, Office ofFaculty Admin ServicesDirector, CompensationCompensation PartnerRole-BasedCompensationDirector, CompensationDean's Office (Medical)Role-BasedAcademicYSM Dean’s OfficeDepartment- HR Support SpecialistRole-BasedHCMStrategic Bus. Partner/Bus. PartnerEmployee Relations SpecialistRole-BasedHCMOffice of the Assoc. VP, Employee RelationsEmployee ServicesRole-BasedHCMAssoc. Director, Employee ServicesFaculty Affairs Coordinator (Academic)Role-BasedAcademicDirector, Office of Faculty AffairsFaculty Affairs Coordinator (Supervisory)Role-BasedAcademicDirector, Office of Faculty AffairsHCM View-Only AcademicRole-BasedAcademicStrategic Bus. Partner/Bus. PartnerHCM View-Only AllRole-BasedHCMHCM View-Only Payroll (Confidential)Role-BasedPayrollHCM View-Only w/ CompensationRole-BasedHCMOffice of the VP for Human Resources andAdministrationStrategic Business Partner, Office of thePresidentStrategic Bus. Partner/Bus. PartnerHCM View-Only w/out CompensationRole-BasedHCMStrategic Bus. Partner/Bus. PartnerHR PartnerRole-BasedHCMOffice of the Assoc. VP, Employee RelationsI-9 CenterRole-BasedHCMStrategic Bus. Partner/Bus. PartnerManagerRole-BasedHCMStrategic Bus. Partner/Bus. PartnerPayroll PartnerRole-BasedPayrollDirector or Senior Manager, PayrollPayroll Settlement SpecialistRole-BasedPayrollDirector or Senior Manager, PayrollPayroll StaffRole-BasedPayrollDirector or Senior Manager, PayrollPostdoc Office (Academic)Role-BasedAcademicDirector, Postdoc OfficePostdoc Office (Supervisory)Role-BasedAcademicDirector, Postdoc OfficeProfessorship PartnerRole-BasedAcademicProvost Compensation Partner (Academic)Role-BasedAcademicProvost Compensation Partner (Supervisory)Role-BasedAcademicProvost's Office (Academic)Role-BasedAcademicProvost's Office (Supervisory)Role-BasedAcademicRecruiter, Admin/Tech StaffRole-BasedHCMDirector, Faculty Support/Director, Office ofFaculty Admin ServicesStrategic Business Partner, Office of theProvostStrategic Business Partner, Office of theProvostStrategic Business Partner, Office of theProvostStrategic Business Partner, Office of theProvostDirector, StaffingRecruiter, Professional StaffRole-BasedHCMDirector, StaffingRecruiter, Service StaffRole-BasedHCMDirector, StaffingRecruiter, Temporary Admin/Tech StaffRole-BasedHCMDirector, StaffingRecruiter, Temporary Professional StaffRole-BasedHCMDirector, StaffingSalary Program DirectorRole-BasedCompensationDirector, CompensationSection Academic- HR Support Specialist(Internal Med only)Role-BasedAcademicStrategic Bus. Partner/Bus. Partner

Section Appointment & Promotions Specialist(Internal Med only)Staffing AssociateRole-BasedAcademicStrategic Bus. Partner/Bus. PartnerRole-BasedHCMDirector, StaffingStrategic Business PartnerRole-BasedHCMOffice of the Asst VP for BusOpsSummer Comp Assistant (Academic)Role-BasedAcademicSummer Comp Assistant (Supervisory)Role-BasedAcademicWorker CompRole-BasedHCMDirector, Faculty Support/Director, Office ofFaculty Admin ServicesDirector, Faculty Support/Director, Office ofFaculty Admin ServicesOffice of the Asst VP, HR Operations2. For use when requesting User Based accessPURPOSE OF THE FORMThis form should be used to request the addition and/or removal of Workday user based role assignment(s).DEFINITIONSRole Based roles are those roles that are assigned to a position. The roles stay with the position and are automatically assigned to the personoccupying the position. Examples are Strategic Business Partner, Department HR Support Specialist and Business Partner, among others.User Based roles are those roles that are assigned to a specific user. The roles are not attached to a position and must be assigned to the individualoccupying the position. Examples are Benefits Administrator, Compensation Administrator and Payroll Administrator, among others.INSTRUCTIONS4.Fill out required information (see Form Area section for detailed instructions).5.Email form to employee.services@yale.eduNote: Entry of information is required for all except when marked optionalFORM AREAREQUIRED INFORMATIONREQUESTED BYDATE Date of form submissionNAME Name of person filling out the requestPOSITION Position of person filling out the requestREQUESTED WORKDAY ROLES (request can be for multiple persons)EMPLOYEE ID Employee ID of the person for whom the request is being made (“Workday user”)NAME Name of Workday userEMPLOYEE’S SUPERVISORY Supervisory Organization of Workday userPOSITION Position of Workday userORGANIZATIONACTION Change to Workday user‘s role assignment (Add or Remove)WORKDAY ROLE NAME Workday role name to be added or removedROLE SUPERVISORY ORGANIZATION For each user based role, list the Supervisory Organization(s) to which the Workday user will beOR ACADEMIC UNIT/NODE FORassigned (use Workday to find list of Supervisory Organizations)WORKDAY ROLE ASSIGNMENToNOTE: List the highest level Supervisory Organization affected by this change; allsubordinate Supervisory Organizations will receive the same role assignment. For each Academic role, list the Academic Unit(s)/Node(s) to which the Workday user will beassignedREASON FOR REQUEST Business purpose or reason the Workday user should have the role assignmentEFFECTIVE START DATE Effective Start Date of the Workday user‘s role assignmentEFFECTIVE END DATE Effective End Date of the Workday user’s role assignment (if applicable)