Assignee is a worktag that supports the tracking of funds or expenses identified to an individual.

Assignee worktags are used to identify the faculty or staff member assigned to specific funds and to track how those funds are used. Assignee is not a required field.

Assignee is used with Grants to identify the principal investigator, but it can be used on any Project or Program where an individual may need visibility into the financial activity.

Assignees follow these naming conventions:

  • Assignee ID codes are the user's Net ID (i.e., the prefix in their @iastate.edu email address).
  • Assignee ID codes are not included in the Assignee name.
  • The Assignee name is the user's full name with last name first, such as Kirk, James Tiberius.

Assignees are not assembled into a hierarchy structure. 

Anyone can request to become an Assignee by submitting by submitting a New Assignee request through Workday. Visit the FDM Workday Requests and Updates page for more information on this process. Your request is routed to the appropriate Cost Center Manager for review and approval. The Financial Accounting and Reporting Office also validates the user's Net ID before creating the Assignee record.

Visit the Worktag Inactivation Procedures page for guidance on how to request worktag inactivation.

  • Assignee IDs - This report returns a complete list of all users who have an assignee record. It includes employees and non-employees.
  • ISU Workers with Assignee Role - This report is similar to Assignee IDs, but it includes only employees of the university.
  • ISU Find NetIDs - This report helps you identify workers' Net IDs.
  • ISU Transaction Detail for PI/Faculty - 
  • ISU Driver Worktag Balance for PI/Faculty - 
  • ISU Labor Summary for PI/Faculty - 
  • Assignees with count of PIIN programs - This report returns all Assignee records in Workday with a count of PI Incentives Programs to which they are assigned the role of Assignee. Select the hyperlinked number in the Count column to view the PIIN Programs.

  • How do I know when to add an Assignee to a transaction?
    • Assignee is a required related worktag to PI Incentives and Grant driver worktags. Validation rules configured in Workday prevent you from completing a PI Incentives or Grant transaction without an Assignee. They are optional with all other worktags and worktag types. Each unit is responsible for establishing their own rules for Assignee worktags usage. Work with your unit's fiscal officer to ensure you are using Assignee worktags properly and consistently.