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Managing user-based security group assignments has been a major pain point for Workday customers for years on end…

Until now! Those days are finally behind us—if you implement the new functionality 😏

In today’s newsletter, I’m sharing a step-by-step guide to help you successfully upgrade your security setup.

With 2024R1 and 2024R2, Workday released two new business processes that replace the old, non-workflow-enabled tasks for assigning user-based security groups. With these business processes, we say goodbye to…

👎 Lack of approvals and process visibility
👎 Compliance risks / SOC concerns galore
👎 Lousy delivered and custom reporting

The User-Based Security Group Event for User business process replaces the “Assign User-Based Security Groups for Person” task for assigning / removing multiple user-based security groups for a user (2024R1).

And the User-Based Security Group Event for Group business process replaces the “Assign Users to User-Based Security Group” task for assigning / removing multiple users from a single user-based security group (2024R2).

Out with the old and in with the new! Seriously, don’t sleep on implementing these game-changing upgrades.

Without further ado, grab your coffee or tea, and let’s get this party started! 💃🏻

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Helena Smith2 years ago

Are these temporary settings since its user-based and not role-based?

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Mia EisenhandlerAuthor1 year ago

Hey, Helena! User-based security group assignments stay in place until they are updated. They're not temporary. That's why these business processes are so valuable! They allow your organization to track and approve these powerful security assignments.