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Administrator Guide
Last Updated: 2026-10-02
Student

Student

October 2, 2026

Academic Advising

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In the Result section, clarified what the Requirements Effective value displays when the student has requirements configured at different nodes of the academic structure.
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In the Program of Study Requirements section, clarified the Requirements Effective row for when the student has requirements configured at different nodes of the academic structure.
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In the Result section, expanded the bullet about the Requirements Effective field.
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Moved information about enabling the updated user interface from the Context section to Prerequisites.
In the Status row on Step 2, moved information about possible statuses to About Academic Plans.
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Renamed from Concept: Academic Plans.
Added the Course Status on Academic Plans section.
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Added a section for Students can't register for courses that show Eligible to Enroll on the plan.

Financial Aid

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Updated the Context section to note that these communications are only sent once per day.

Recruiting and Admissions

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Updated Step 2 for accuracy now that it's no longer optional.

Student Records

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Added information to Step 2 about the Put Student Course Registered Registration web service.
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Added a row for students unable to register for courses that display Eligible to Enroll on their academic plan.

September 18, 2026

Academic Advising

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In the Limit Type row on Step 8, added information about course and registration limits with examples. Added courses and course registrations to the Registration Criteria row.
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Under Academic Progress Limits, added course registrations to the No. of Items Used row.

Financial Aid

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  • In step 4, added a row for the new Use typical attendance pattern for start of packaging period for summer trailer check box.
  • In the Next Steps section, added information about the new check box and report fields that you can use to report on packaging periods.
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Added information about the Find Student Nightly Orchestration Job Runs report.
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How to correct academic periods for disbursement that Workday removed from the Total Financial Assistance report.
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Added information about the Initiate Satisfactory Academic Progress Appeal task that students can use to start SAP appeals for themselves.
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Added a new SAP Appeals section.

Recruiting and Admissions

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n the Student External Transcript Designations row on Step 3, added information about creating and viewing external transcript designations.
In the Next Steps section, added information about tracking the status of transfer credit evaluations on the external transcript.

Student Data

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New step 14: Configure access to Student Reporting Record History.
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  • In Step 1, added the
    Manage: Third Party User Accounts
    domain to the list.
  • In the Result section, added a bullet with information on how administrators can look up a Friends and Family account to see linked students and permissions.
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  • In Step 1, added a Note about enabling policy restrictions on the security policy.
  • Moved original Step 6 before Step 5.
  • Added a new Step 6 to describe how to configure help text for the Add Friends and Family and Manage Third Party Permissions tasks.
  • In Step 7, updated bulleted information.
  • In Step 8, updated task access information.
  • In Step 9, added a note about the Student Onboarding Event process.
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New topic for relinking third-party permissions.
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Updated the Context section to mention that you can use date controls to control when academic periods are available.

Student Financials

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In the Questions to Consider section, added a row addressing which optional balancing worktags to set on student charges, student waivers, student awards, and student sponsor contracts to ensure both sides of the journal carry the same optional balancing worktag.
In the Tenant Setup section, clarified tenant setup requirements for required balancing and the default Fund for excess payments under "Worktag Balancing," and noted that optional balancing worktags can be added or removed at any time.
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Provides additional information about optional worktag balancing on student transaction journals
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Deleted real-time exceptions for web services and course registrations past a student's expected completion date.
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In the Reporting section, added the Find Pending Student Sponsor Refunds report
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Added details on contract sort order to specify that Workday displays the most recently created contracts first.
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In the Result section, added details on refund sort order to specify that Workday displays the most recent refund dates first.
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Created new topic to be linked from the Write Off Student Charges topic.
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In the Prerequisites section, updated the write-off reasons link to go to the new Maintain Write-Off Reasons for Student Charges topic.

Student Records

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New topic detailing how to view student reporting record history.
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Add new section: View Student Reporting Record History.
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Added an example to the Security section.
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In the Context section, added information about rolling over more than 10,000 course sections.
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Added a new Step 9 to include information about custom objects for student registration.
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Added additional info under step 5 for modifying assigned academic period record for a registration.
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Added a new row with information on how to drop course sections during course swap.
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For clarity and accuracy, removed information about not being able to swap course section clusters from the Course Registrations section.
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Added addt'l detail under step 3b for academic standing values.
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In Step 7, updated the security domain.
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Renamed from Steps: Evaluate and Manage Transfer Credits.
Expanded and reorganized the Steps section.
In the Result and Next Steps sections, added information about fields that track the status of transfer credit evaluations on external transcripts.
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Added step 3: config BP complete step.
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In Step 1, updated the domain name.
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In Step 3, updated the task name and security domain.
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Step 5, information for configuring security for program completion reporting fields.
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Added Anticipated Academic Period for Completion details; updated Expected Completion Date behavior, documented report fields.
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Included details for Edit My Program Completion Application and anticipated period/conferral date.
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Added new correction task and notes that moving a registration deletes any existing cumulative GPA overrides for that registration.
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New topic for overriding academic period records for registration.
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New topic for setting up academic period record overrides.
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Updated the security domain in Prerequisites.
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New topic for overriding academic period records.