UW Purchasing Cards (P-Card, Department P-Card, Shared Liability/Corporate Card)

To check your security role access: 

1. Click on the Employee Lookup tab in Tableau.
2. Enter your name in the legal name field (last name, first name).

Setting Up Access for Expense Report Reviewer (Optional)

The Expense Report Reviewer UW security role enables departments to perform an additional review of expense reports before the Expense Partner review step.

Responsibilities include:

• • Reviewing funding worktags for accuracy.
  • Making edits prior to the expense report advancing to Expense Partner review.

Additional Role Details:

• • Roles are assigned at the Cost Center or Cost Center Hierarchy Level (CCHL). 
  • The Expense Report Reviewer may be assigned to multiple workers within the same cost center or hierarchy.
  • Expense reports that are routed to multiple Expense Report Reviewers only require one approval. This includes when multiple Expense Report Reviewers are assigned to the same cost center/hierarchy and when split-funded expense reports have Expense Report Reviewers assigned to both cost centers.  
  • There are no routing exclusions - the Expense Report Reviewer will see ALL expense reports that use their assigned CCHL, including any expense report they create or are the subject of. 
  • Expense reports still route to worktag managers for approval. If the Expense Report Reviewer is also the worktag manager, the expense report then routes to the cost center manager for approval as their alternate. If that is the same person still, the expense report skips the worktag manager's approval step. 
  • Employees assigned both Expense Data Entry Specialist (EDES) and Expense Report Reviewer UW may encounter the same expense report multiple times in the workflow—once during submission and again during review.

To request this role, discuss the need with your department leadership and contact your department's Workday Role-Based Access Requester.