Workday Document Category Access

	A	B	C	D	E	F	G	H	I	J	K
1	UPDATED 9/1/2020		All Employees View ONLY	Career Data (Learning/Training)	Company HR Document Access	Crisis Management Document Access	Dependent Document Access	Employee Self Service Documents	Global Projects Document Access	HR Finance Management Document Access	Manager

2	Categories	Types of Documents		Career Data Management; Career Guidance; Learning Partner; Assessment Approvers	Company HR Admin; HR Area Support; HR Data Entry Access	Crisis Management	Dependent Management, Dependent Read Access	Employee as Self	Field Coordinator, Financial Analyst, Global Projects Accountant, Global Projects Read Access, Wycliffe Integrations GP Accountant	HR Finance Management; USA Member Finance Management	Manager, Manager's Manager
3	Agency	Staffing agency contract									Add, View
4	Application - Shared	Resume, PIF (Australia)			Company HR: Add, View
5	Application	Application and supporting paperwork/questionnaires			Primary Only: Add, Edit, Delete, View			Add, View
6	Assessment	Evaluations: Technical, School, short-term; assessments; transcripts and certifications		Add, View	Primary Only: Add, Edit, Delete, View						Add, View
7	Assignment	Assignment and Secondment Agreement Master (ASAM); AAMS docs; Release to assignment; clearance; departure to assignment; readiness to leave; visa letters; affiliation and assignment review. ICC readiness assessment			Company HR: Add, View					Add, Edit, Delete, View
8	Assignment Departure				Primary Only: Add, Edit, Delete, View
9	Awards & Recognition	Letter of Recognition; service awards; congratulatory letters; certificates of appreciation		Add, View	Company HR: Add, View					Add, Edit, Delete, View	Add, View
10	Background Check	Background Check Consent and Clear Results			Primary Only: Add, Edit, Delete, View
11	Beneficiary Form	Insurance document for beneficiaries
12	Benefit Waivers	Waiver permitting someone to not sign-up for benefits
13	Benefits	Any benefit documents for ALL staff to see but NOT to upload personal documents						View
14	Candidate Resume and Cover Letter	WD delivered document category									Add, View
15	Certification	Verification of certifications		Add, View	Primary Only: Add, Edit, Delete, View			View			Add, View
16	Commissioning	Commissioning Certificate			Company HR: Add, View			View
17	Company Policy Related		View		Primary Only: Add, Edit, Delete, View
18	Compensation	Compensation Information Form; Salary Evaluation Research; Pay Changes; Salary Cap Letters; Bonus Approval and Letters
19	Confidential Posthire	Performance Improvement; Development Plans; MMPI; Verbal Warnings; Written Warnings			Primary Only: Add, Edit, Delete, View
20	Confidential Prehire	Confidential questionnaire; Life History; Member Application Confidential; Confidential Correspondence; Confidential Evaluation Form; Confidential Interviews; Member hold and decline letters			Primary Only: Add, Edit, Delete, View
21	Contingency Planning	Risk assessment documents			Primary Only: Add, Edit, Delete, View	Add, View		View
22	Contract
23	Correspondence	Email or Other Correspondence, sympathy letter, Death Donor Letter; policy correspondence			Company HR: Add, View			View
24	Dependents	Any documentation on dependents					Edit, Delete
25	Doctrinal Statement	Doctrinal Statement, Statement of Faith			Primary Only: Add, Edit, Delete, View			Add, View
26	Donors	Donor Notification Letters; Notification of Membership sent to pastors; Donor Lists			Primary Only: Add, Edit, Delete, View			View			Add, View
27	Education	Verification of education, graduation, degrees, etc.		Add, View	Company HR: Add, View
28	Emergency Forms				Primary Only: Add, Edit, Delete, View
29	Employment Paperwork	Power of Attorney; Mediation Agreement; Policy Statement Agreements; Policy Agreements; Handbook form			Primary Only: Add, Edit, Delete, View			View
30	EOI	Insurance document - evidence of insurability
31	Federal Tax Documents	Does not include historical W-2s or 1099R						View
32	Financial Posthire	Financial forms, Money Matters, Initial Financial Response and any Partnership Development information; PMC						View		Add, Edit, Delete, View
33	Financial Prehire	Retirement Resource Form; Retirement Savings Letter; Alternate Retirement Savings Approval; Social Security Estimate for Retirement, Social security statement; College loan info						View		Add, Edit, Delete, View
34	Global Projects								Add, View
35	Health/Dental Enrollment Form
36	Historical Agreements				Company HR: Add, View
37	Home Assignment	Furlough Summary Report, PA hand off, PA Recommendation (etc.), Monthly Update; End of Stay report (EOS):			Company HR: Add, View			View		Add, Edit, Delete, View
38	I-9 Form	I-9 form for USA employment			Primary Only: Add, Edit, Delete, View
39	I-9 Placeholder	I-9 documentation prior to 1986			Primary Only: Add, Edit, Delete, View
40	I-9 Supporting Documents	Social Security Card, Certification of Coverage; Birth Certificate; Driver's License, Passport, Permanent Residence Card; Section 1			Primary Only: Add, Edit, Delete, View
41	Independent Contractor	Independent Contractor contract; proof of status			Primary Only: Add, Edit, Delete, View						Add, View
42	Insurance				Primary Only: Add, Edit, Delete, View
43	Interview	Pastor Interviews, church interview, candidate interview, initial interview, pastor interview, pastor call, church call, Interview notes; Initial Interview; Evaluation forms			Company HR: Add, View
44	Investigations	Investigations
45	Leave of Absence	Leave of Absence; Service Leave			Primary Only: Add, Edit, Delete, View			View
46	Licenses	Verification of licensing		Add, View
47	Life Enrollment Form	Life insurance enrollment
48	Medical Assignment Issues	Counselor Reports; medical information			Primary Only: Add, Edit, Delete, View
49	Medical Employee Records	Leave Records; Medical Status Updates; Medical Certification; Medical Leave; Drug Testing Forms/Results; Workers Comp Claims; Doctor's Notes; Medical Insurance Forms; Drug Testing Forms/Results; Request for special accommodations
50	Ministry Budget	Ministry Budget Form; Special Project Fund			Primary Only: Add, Edit, Delete, View			View		Add, Edit, Delete, View
51	Ministry Statements				Primary Only: Add, Edit, Delete, View			View		Add, Edit, Delete, View
52	MOU Primary Partner	Secondment/loan to another org			Company HR: Add, View
53	MOU Sending Church or Organization				Company HR: Add, View
54	Newsletters	Prayer and Newsletters (Private to HR staff)			Company HR: Add, View			View		Add, Edit, Delete, View
55	Newsletters - Australia (Public)	Newsletters that all staff of Wycliffe Australia can view
56	Newsletters - UK & Ireland (Public)	Newsletters that all staff of Wycliffe UK & Ireland can view			Primary Only: Add, Edit, Delete, View
57	Offers	acceptance letter, administrative action motion form, SIL acceptance letter, AD Approval letter, AD Acceptance letter, Wycliffe/SIL membership letter; Invitation to serve; Job offer; Prefield Comprehensive Plan			Company HR: Add, View			View		Add, Edit, Delete, View	Add, View
58	Orientation	Orientation documents		Add, View
59	Other Documents
60	Passports & Visas				Company HR: Add, View			Add, View
61	Payroll Related
62	Performance	Performance Appraisals, Confidential Questionnaire Yearly Review, evaluation special term member; Field training evaluations; Entity performance reviews; competency assessments; AMPRs; position results description;			Primary Only: Add, Edit, Delete, View Company HR: Add, View			View			Add, View
63	Professional Development	Personal and Professional Development Plan, Growth plan; Career Guidance Profile, counseling summary, profile; Summary career profile; Personality test; Motivation profile		Add, View	Company HR: Add, View
64	Proof of Identity	Legal name change notification; Marriage certificate, ID for name change			Primary Only: Add, Edit, Delete, View			Add, View
65	References	Reference			Primary Only: Add, Edit, Delete, View						Add, View
66	Resignation	Letter of Resignation and any resignation paperwork			Primary Only: Add, Edit, Delete, View			View
67	Retirement Planning	Retirement Letters (Retirement Resource Report); Request/Statement ot Volunteer; Retirement Certificate			Primary Only: Add, Edit, Delete, View			View		Add, Edit, Delete, View
68	Retirement Savings				Primary Only: Add, Edit, Delete, View					Add, Edit, Delete, View
69	Retirement Savings Waivers/Exemptions				Primary Only: Add, Edit, Delete, View
70	Special Cases
71	SRF Documents	Supplemental Retirement Fund documents
72	Staff Contract	Confidentiality Policy; SIL Graduate Study Agreement; Missionary in Residence Agreement; Non-Compete Agreements; Non-Disclosure Forms; Special Job Arrangements			Company HR: Add, View			View			Add, View
73	Staff Overview	Snapshot, Member History, Personal History Sheet
74	State Tax Forms							Add, View
75	Status Changes	Status Change Forms/Notifications; Documentation; Retropay Calculation; Reduced Assignment			Primary Only: Add, Edit, Delete, View
76	Telecommuting Agreement	Telecommuting or Remote Assignment Agreement			Company HR: Add, View			View			Add, View
77	Termination	Layoffs, Firings, Deaths, Obituary, Death checklist, etc			Primary Only: Add, Edit, Delete, View			View
78	Time Off	SRS; Short Stay			Primary Only: Add, Edit, Delete, View						Add, View
79	Training	Harassment Prevention Certificate; Child Safety Code of Conduct; ICC Waiver; SIL Graduate Study Recommendation; ICC courses		Add, View	Company HR: Add, View			Add, View			Add, View
80	USA Legal Posters		View
81	Verifications	Verification of Employment, Letter of Good Standing		Add, View	Company HR: Add, View
82	Vision Enrollment Form							View
83	W4 Historical	USA govt W-4 form
84	Workday Job Aids		View
85	Wycliffe UA Historical Documents
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