Security Forms

Steps on how to request access:

Workday Authorization Request application (UR Workday in-the-system menu apps)
- ALERT: Effective July 1, 2024, we are extending our Authorization Request application in UR Workday for requesting or removing access for UR Financials. UR Procurement was implemented on April 29^th. Affiliated entities are out of scope and will be implemented at a later timeline. Users will be able to view their Workday permissions, modify them as necessary for business requirements, and monitor the status of their requests. The respective employee’s manager will approve these requests within UR Workday and continue to follow the necessary business process approvals outlined by the University of Rochester’s designated data stewards.
  A user guide, including examples and definitions, provides detailed instructions on using the Authorization Request application. Use our help assistant [Need Help?] to step through the Authorization Request for Initiators or Authorization Request for Approvers process for in-the-system guidance. Don’t see the Need Help? button, download it here.
  
  In addition, an instructional video and a P2P specific guide are available on the UR Procurement Website Security page: https://www.rochester.edu/adminfinance/urprocurement/how-to-purchase/p2p-security-form/
  
  Please contact the UNIVIT help desk for assistance with the Authorization Request application in UR Workday.
  
  We will continue to use the link below for the existing authorization request process for Axiom, UR Financials Banking, and URGEMS via the existing web portal, the University of Rochester Security Request Form. However, any Workday requests for UR Financials and UR Procurement please redirected to the new application in UR Workday.
Select the University of Rochester Security Request Form link for Axiom, UR Financials Banking, and URGEMS and enter your Active Directory username and password. Please redirect to the new application in UR Workday for UR Financials and UR Procurement Workday authorization requests.
1. Complete the form and choose the PRINT option at the bottom of the form
2. This form needs to be signed by your manager. Depending on permissions requested, additional signatures may be needed ( e.g. Company level access – Director’s signature)
3. Forward completed requests for authorization to the contact instruction located at the bottom of the form
4. Note: Access termination requests should be emailed to the UR Financials Security Team (urfinancialssecurityteam@UR.Rochester.edu.) Please redirect to the new application in UR Workday for UR Financials and UR Procurement Workday authorization requests.

UR Financial system roles

Supporting documentation for electronic invoices are not stored in UR Financials. Visit the Electronic Invoice Reference page to view how to request these. Contact Accounts Payable for issues on this Supplier Invoice Viewing Permission Form.

This form allows the user to view stored PDFs of Supplier Invoices within UR Financials. Complete the form, including signatures, and scan /send or return to UnivITHelp@ur.rochester.edu. Watch this quick reference video that instructs users on how to view Supplier Invoices in UR Financials using OnBase.

Access termination requests should be emailed to the UnivITHelp UnivITHelp@ur.rochester.edu.

For technical issues with OnBase or security access questions please contact the University IT Helpdesk at 275-2000.

This (Cognos) access form allows users to run Cumsal against their respective areas are pushed monthly reporting that indicates the monthly payroll summaries, broken down by FAO, spend category, and person. Access termination requests should be emailed to the UnivITHelp UnivITHelp@rochester.edu.

In addition, there are other manually executed reports for looking at payroll overtime, area, category, and user. Aggregate salary charges are shown in UR Financials.

Steps on how to request access:

Supplier Invoice Viewing Permission Form (OnBase)

Data Warehouse Access Form