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Administrator Guide
Last Updated: 2024-05-17
Concept: Unfilled Role Assignments on Awards, Grants, and Grant Hierarchies

Concept: Unfilled Role Assignments on Awards, Grants, and Grant Hierarchies

When you assign a worker to roles on an award, grant, or grant hierarchy through the worker's position and not through an eligible investigator, the roles associated with the position become unfilled when the worker vacates that position. When you place a new worker in the vacant position, Workday assigns the new worker to the roles associated with the position automatically. If a position remains vacant, you might want to assign the roles associated with that position to other workers based on the reporting structure or job function of the previous assignee.

Last Worker Report Fields

To help you determine the correct workers to assign to an unfilled position-based role on an award, grant, or grant hierarchy, Workday provides you with these report fields that you can use to create a custom report to identify workers who last held positions in unfilled role assignments:
Business Object
Report Field
Security Domains
Award
Last Worker(s) in Unfilled Role Assignment on Award
  • View: Award Contract
    and
    Process: Award - View
    domains in the Grants Management functional area.
Grant
Last Worker(s) in Unfilled Role Assignment on Grant
  • Set Up: Basic Grant Worktag
    domain in the Common Financial Managment and Worktags functional areas.
  • Manage: Grants - View
    and
    Manage: Grant / Grant Hierarchies - Edit
    domains in the Grants Management functional area.
Grant Hierarchy
Last Worker(s) in Unfilled Role Assignment on Grant Hierarchy
  • Set Up: Basic Grant Worktag
    domain in the Common Financial Managment and Worktags functional areas.
  • Manage: Grants - View
    and
    Manage: Grant / Grant Hierarchies - Edit
    domains in the Grants Management functional area.

Unfilled Role Prompts

To return values in the
Last Worker(s) in Unfilled Role Assignment
fields, the report runner must specify the corresponding assignable roles with these prompts in the report:
  • Award Assignable Role
  • Grant Assignable Role
  • Grant Hierarchy Assignable Role
These prompts are optional and included by default, but you can make them required by adding them in the
Prompts
tab and selecting the
Required
check box when you create the report.

Custom Report Security

To successfully retrieve the last workers with these fields, the report runner must:
  • Be authorized to run the custom report.
  • Be able to approve assignments for the assignable roles. See Set Up Assignable Roles. Example: To retrieve the last workers for the award assignable role
    Principal Investigator
    , the report runner must be in the
    Assigned/Reviewed by Security Groups
    for
    Principal Investigators
    in the
    Maintain Assignable Roles
    task.
  • Belong to a security group that has
    View
    access to the domains securing the last worker report fields used in the report.