Account Requests - Financials

Process for financial related Account Requests; PeopleSoft Financials (FI), BI Reports and Budget App (BAM).

• For information on access to Workday HR, please view the UofL Training Resources - Workday under "Request a Workday Security Role Change"

Process Outline:

• Automated workflow to guide the request through the necessary approvals and setup for each type of access requested.
• Everyone in the process has visibility into the approval and setup process and can see the status of the request at any time.
• Notifications to users when any portion of the request has been completed and access granted.
• Once entered and saved, requests will be routed to the LFO of the unit associated with the primary department ID on the requested user for approval.  
• Once they approve, the request will be routed to the appropriate areas for processing. 

If you have any questions or issues, please feel free to reach out to Purchasing Systems at posys@louisville.edu.