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Workday Job Aid3/22/13
Security Partner: Assign Roles and Reset Passwords
The Security Partner explains two frequent tasks that this role
performs: assign roles to a worker and resetpasswords for
workers.
Assign (or un-assign) roles to a worker
1) In the search box , type the name of the employee and then
clickthe Search button, or press the Enter key. The Search Results
pane displays.
2) Select the Employee record
3) On the View Worker page, next to the employees name, click
the Actions icon. The Worker preview pane displays.
4) Under Avai lable Act ions , highlight Security Profile , and
then select Ass ign Roles The initial Assign Roles page is
displayed.
5) Enter the Effective Date for when the role(s) is(are) to take
effect.
6) Click the icon to add a role; click the to remove a role.
7) In the Organization field, type all or part of the
supervisory organization (or the managers
name who owns the supervisory organization) or click the to see
a list of all of theorganizations in which you hold the role of
security partner. Select the appropriate
organization.8) In the Role field, click the to open a list of
roles; select one or more roles to assign.
9) The Worker field, type the name of the worker who will have
the role; hit enter or click on the
icon. Note that you can assign more than one worker to each role
in an organization: forexample, if you want to assign the role to
worker A, type worker As name in the Worker fieldand hit enter;
then, type worker Bs name in the same field and hit enter.
10) Click Submit . A submission confirmation displays,
indicating that the process is complete.
Click the blue arrow icon to expand Details and Process
information.
11) Click Close .
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Reset an employees password
1) In the search box , type the name of the employee and then
clickthe Search button, or press the Enter key. The Search Results
pane displays.
2) Select the Employee record
3) On the View Worker page, next to the employees name, click
the Actions icon. The Worker preview pane displays.
4) Under Avai lable Act ions , highlight Security Profile , and
then select Edit Workday Account.
The Edit Workday Account for Person page is displays.
5) In the New Password field, enter a new password for the
employee; re-type the new passwordin the New Password Verify
field.
6) Leave the Require New Password at Next Sign In box
checked.
7) Modify other fields, if appropriate.
8) Click Okay . A submission confirmation displays, indicating
that the process is complete.
9) Click Close .
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