Mass Assign Account Reconciliation Preparers and Approvers

Set up preparer and approver roles for account reconciliation. See Steps: Set Up Roles for Account Reconciliation.

Set Up Account Reconciliation Definitions.

Security: Set Up: Account Reconciliation
domain in the Financial Accounting functional area.

You can mass assign or remove users to account reconciliation preparer and approver roles on account reconciliation definitions. This enables you to update the users assigned to roles on multiple reconciliation definitions at one time.

Access the

Account Reconciliation Hub

Access the

Rules and Configuration

tab.

In the

Assign Roles

section, click

Mass Assign

Complete the initiation screen:

Option	Description
Reconciliation Definitions	Select account reconciliation definitions to filter the number of rows displayed on the grid on the following screen. Workday will only display the selected reconciliation definitions.
Workers	Select workers to filter the number of rows displayed on the grid on the following screen. Workday will only display reconciliation definitions on which these workers have roles.
Role	Select whether you want to assign users to account reconciliation preparer or approver roles.
Effective Date	Select the date on which these assignments become active.

Click

Complete the task:

Option	Description
Existing Role Assignments	Select how to manage any existing assignments to the selected role: Replace removes the users you select from the Remove Workers prompt and adds the users you select from the Add Workers prompt. Add retains any users currently assigned and adds the workers you select from the Add Workers prompt. Remove removes the workers you select from the Remove Workers prompt.
Remove Workers	Select users to remove from the selected role on the selected reconciliation definitions. You can select from all users in this prompt. Workday doesn’t filter the options to show only users who are currently assigned to the role on the reconciliation definitions displayed on the grid.
Add Workers	Select users to assign to the selected role on the selected reconciliation definitions.

On the grid, select the reconciliation definitions on which you want to make these role assignment changes.

Click

(Optional) Enter a comment to note the reasons for the change.

Workday changes the users assigned to the selected role on the selected account reconciliation definitions.