蘑菇传媒

Skip to content
Administration and Finance UR Financials
Resources

Security Forms

Request access for UR Financials, UR Procurement, Supplier Invoice Viewing Permission (OnBase) and Data Warehouse access.

Steps on how to request access:

  1. 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. 聽UR Procurement was implemented on April 29th.聽 Affiliated entities are out of scope and will be implemented at a later timeline. 聽Users will be able to view their Workday permissions, modify them as necessary for business requirements, and monitor the status of their requests. 聽The respective employee鈥檚 manager will approve these requests within UR Workday and continue to follow the necessary business process approvals outlined by the 蘑菇传媒鈥檚 designated data stewards.

      A , 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鈥檛 see the .

      In addition, an instructional video and a P2P specific guide are available on the UR Procurement Website Security page:聽 /adminfinance/urprocurement/how-to-purchase/p2p-security-form/

      Please contact the 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 蘑菇传媒 Security Request Form.聽 However, any Workday requests for UR Financials and UR Procurement please redirected to the new application in UR Workday.

  2. Select the link for Axiom, UR Financials Banking, and URGEMS and enter your Active Directory username and password.聽 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 鈥� Director鈥檚 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 (耻谤蹿颈苍补苍肠颈补濒蝉蝉别肠耻谤颈迟测迟别补尘蔼鲍搁.搁辞肠丑别蝉迟别谤.别诲耻.)听 Please redirect to the new application in UR Workday for UR Financials and UR Procurement Workday authorization requests.
UR Financial system roles

 

Supplier Invoice Viewing Permission Form聽(OnBase)

Supporting documentation for electronic invoices are not stored in UR Financials. Visit the page to view how to request these. Contact Accounts Payable for issues on this .

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

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.

Data Warehouse Access Form

This (Cognos) 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.