• Payment to Individual Report (PIR): To request payments to individual non-employees, create a supplier invoice request (PIR) for goods and services.
• Direct Payment (DP): To request payments to vendors, companies (including LLCs), institutions, and organizations that provide an invoice, create a supplier invoice request (PIR) for goods and services. Direct payments are used for one-time non-repetitive payments below $5,000.

Before submitting, ensure the expense is allowable, budgeted, and adheres with policy. 

If you need any security roles to complete this process, discuss with your next level leader. If approved, reach out to your department/unit’s Workday Role-Based Access Requester.  

 To check your current security role access: 

1. Click on the Employee Lookup tab in Tableau.
2. Enter your name in the legal name field. 

To find your department/unit’s Workday Role-Based Access Requester:  

1. Go to your Workday profile and click "Job” in the left navigation menu.
2. Click “Support Roles” in the top header. 
3. In the Assignable Role column, scroll to find the Role-Based Access Requester.