We're condensing those helpful points here for you!
Keep in mind that we're available to help you with Account Certification. Take advantage of Time with a Trainer -- Danielle Hancock holds time on her schedule to assist.
Time with a Trainer (scroll down to find links to register for a time)
Helpful Reminders:
- Once the Account Certifications have been generated for the month, the Preparer and Approver roles assigned to them are static and do not change. Subsequent changes to the base roles on the worktags only affect future Account Certifications.
- It is the department’s responsibility to ensure the right people are assigned to the base roles on the worktags. To change the role assignments, e.g. to remove or add a role assignment, a System Access Request to Security needs to be submitted. In certain cases, a Mass Security Request can be submitted to the Security Team via AskFinance. See FAQ “My Account Certifications are going to the wrong person, what should I do?” for more details.
- Current, already generated Account Certifications have to be reassigned by the WD Finance Support team. To have already generated Account Certs reassigned, please follow this process: Request Account Certification Reassignment (Quick Reference Guide). Please note the following when requesting reassignments:
- The Preparer cannot be the same as the Approver
- The Preparer step cannot be reassigned once an Account Cert has been prepared. Likewise, Approver step cannot be reassigned if the Account Cert has been certified.
- We cannot remove a Preparer/Approver once the Account Certs have been generated. We can only reassign from one person to another.
- How do I request reassignment of an Account Certification when an employee is on leave? For previous months' Account Certifications that were already pushed out, you can request the account certifications be reassigned using the Reassignment Request Template within the Account Certification UBI. If the person will be on leave across a month end when a new Account Certification will be pushed out, you will need to request the role using the Workday System Access Request. If this is a temporary role, you will need to use the Workday System Access Request to remove the role once you are no longer responsible for the Account Certification. WD Finance Support will generally not accommodate standing reassignment requests.
- Preparers please do not send Account Certifications back to the generator (i.e. WD Finance Support at the moment). The generator does not have insight into the underlying transactions. If you have a question about the transaction(s) you are certifying, please reach out to the initiator of the transaction(s). Likewise, please do not send the Account Certifications back if you believe you have been wrongfully assigned the Preparer/Approver role for a particular Account Cert. In this case, a Reassignment Request and/or System Access Request should be submitted. Also, see What do I do if I do not agree with a charge? Do I send it back? for more details.
 |
| click on image for larger view |
Resources mentioned above and more!
- Workday Account Certification home page
- My Account Certifications are going to the wrong person, what should I do?
- How do I request reassignment of an Account Certification when an employee is on leave?
- My position changed and now I can’t see my Account Certifications. What do I do?
- What do I do if I do not agree with a charge? Do I send it back?
- I need access to Account Certifications. What do I need to do?
- Can I delegate my Account Certification?
- What are the Roles for Account Certification?
- Request Account Certification Reassignment (Quick Reference Guide)