In Workday, access controls are used to restrict access to sensitive data and actions, and to ensure that only authorized users have access to sensitive data and functions. This guide will walk you through the steps of setting up and configuring access controls for sensitive data and actions in Workday.
- Define Access Roles: The first step in setting up Workday access controls is to define the roles that will have access to the system. Determine which roles will be allowed to perform specific actions within the system.
- Create Security Groups: Once the access roles have been defined, create security groups within the Workday system. These groups will be used to assign access roles to users.
- Assign Access Roles: Assign the appropriate access roles to each security group. This will determine the level of access that each user within the group will have.
- Create User Accounts: Create user accounts for each individual who will be using the system. Each user account should be assigned to the appropriate security group based on their job duties and level of access required.
- Implement Segregation of Duties (SoD): To prevent conflicts of interest or fraud, implement segregation of duties controls by assigning access to specific tasks and roles to different users or teams.
- Monitor Access: Monitor user access to the system to ensure that users are only accessing the data and functions they need to perform their job duties. Implement automated access monitoring tools or review user access logs regularly.
- Conduct Periodic Reviews: Conduct periodic reviews of access roles, security groups, and user accounts to ensure that access remains appropriate and that there are no security breaches or policy violations.
- Implement Password Policies: To ensure strong password security, implement password policies that require users to create strong passwords and change them periodically.
- Educate Users: Educate users on proper security practices, such as keeping their passwords confidential, logging out of the system when not in use, and reporting any suspicious activity to the IT team.
In summary, setting up and configuring access controls for sensitive data and actions in Workday involves creating access controls, selecting the data or action to restrict, choosing which users or groups to restrict access to, and setting the level of access. This helps to ensure that only authorized users have access to sensitive data and functions, maintaining the security of your organization's Workday account.