Financial System Report Security Form Instructions
- Opening the form(s) requires Adobe Acrobat Reader.
- Fill out the appropriate online PDF form for either Financial System or Financial System plus Payroll EBT access.
- Fill in the Employee Name (the individual requesting access), the employee ID (UNID), Department ORG, and Department name.
- Select whether access is being added or removed by clicking in the appropriate check box.
- If the responsible person wishes to grant access to all of their ORG-ID’s/Activities/Projects, then under the heading “Org Head/Account Executive/PI Granting Access”, enter the responsible person’s name and UNID, and check the box that states “Check box to give access to all of my Orgs/Activities/Projects”.
- If the responsible person wishes to grant ORG-ID or ORG-ID/Fund level access, enter the appropriate chart-field information in the ORG-ID section. Note: The name of the individual needing access will auto-populate in the name field.
- If the responsible person wishes to grant Activity or Project level access, enter the appropriate chart-field information in the Activity/Project section. Note: The name of the individual needing access will auto-populate in the name field.
- The responsible person (or authorized designee) then signs the form and enters the date and contact phone number.
- If more than one responsible signature is required, then a separate form must be prepared for each responsible person.
Note: Payroll EBT access must be verified at the VP/College level.
Completed Financial System forms must be sent to Financial Reporting & Accounting, 403 Park Building or
Completed Payroll EBT forms should be sent to Financial Services Technology Support, 405 Park Building or