Student

Administrator Guide

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Student

August 7, 2026

Financial Aid

Troubleshooting: Invalid ID Value Errors for ISIR Reject Reason Codes

How to diagnose and resolve Invalid ID Value errors when importing ISIR files into Workday.

Student Data

Steps: Set Up Student Residency	Added Step 14 for setting residency task date controls.
Update Student Residency	In Step 1, added a new Effective Academic Period row and updated the Effective Date description.

July 24, 2026

Student Financials

Steps: Create Student Registration-Based Fees

Added a note about using the correct RBF field to the table in Step 4.

July 10, 2026

Financial Aid

Maintain Federal Student Aid Program Policies	Updated Step 2 by: Expanding the description of the Pell Formula option to recommend selecting Formula 4 for packaging Workforce Pell. Adding a new row for the Workforce Pell Tuition and Fees option.
Setup Considerations: Alternative Loan Processing	Added information about unmatched alternative loan applications to these sections: Integrations Limitations Reporting Security
Concept: Alternative Loans	In the Initial Alternative Loan Processing table, added a row for the Find Unmatched Alternative Loan Applications report. Added the Reporting section.

Student Financials

Concept: Course Attempt Limits for Student Charges

Added a note about configuring chargeable repeat units in rule-based fees.

June 26, 2026

Campus Engagement

Create Student Messages

In Step 4, updated Reply To description.

Financial Aid

Create Financial Aid Communication Rule Sets

Updated step 4 to indicate additional scenarios in which Workday will send Satisfactory Academic Progress Now Passed or Satisfactory Academic Progress Status Failed messages.

June 12, 2026

Campus Engagement

Steps: Set Up Security for Hold Reasons	Added more information about hold reasons to the Context section.
Steps: Set Up Student Holds	For improved clarity: Renamed the topic from Steps: Apply Student Holds to Steps: Set Up Student Holds. Added information about removing student holds in the Context section. Added new steps to explain more about adding, and removing holds. Removed the Results section. Added more information about manually adding, removing and viewing holds in the Next Steps section.
Concept: Student Holds	To reduce repeated information and improve clarity, removed these sections: Apply Student Holds Student Hold Reasons Apply Student Hold Service Remove Student Holds

Financial Aid

Edit Financial Aid Attendance Plans	In step 3, added a note to the description for Academic Year Sequence.
Concept: Financial Aid Class Standings	Expanded the Federal Student Aid Grade Levels section to provide information on automatic assignment of the 6 grade levels.
Set Up COD Loan Limit Exceptions	How to identify a student as a legacy borrower in accordance with the One Big Beautiful Bill Act for financial aid award years 2026-2027, 2027-2028, and 2028-2029.
Concept: PLUS Loans	Added the Packaging Limitations section.

Student Financials

Create Charge Adjustment Schedules	Added info about schedule anchors.
Create Charge Adjustment Schedules	Renamed these column labels: Drop Refund Percentage and Withdrawal Refund Percentage. Updated the instruction for the Withdrawal Refund Percentage field description.
Example Steps: Create Student Registration-Based Fees	Renamed these column labels: Drop Refund Percentage (to Registration Withdrawal or Drop Refund Percentage) and Withdrawal Refund Percentage (to Institutional Withdrawal Refund Percentage).

Student Records

Steps: Set Up Class Standing Policies

In Step 3a, added information on how you can find all active class standing policy snapshots on or after 2026-01-01 that have invalid graduate/professional grade levels.

May 29, 2026

Student Data

Steps: Set Up Third-Party Access

In the Result section, added a bullet with information about how third-parties view a student's name.

Student Records

Steps: Set Up Waitlists for Course Sections

Added a new step to explain how to create email notifications for waitlist promotion notifications.

May 15, 2026

Academic Foundation

Create Programs of Study

Step 4: Default Credentials - added addt'l details for configuring pos for granting single credential and specifying default addit'l credentials.

Financial Aid

Concept: Financial Aid Class Standings	Expanded the Federal Student Aid Grade Levels section to provide information on grade levels for award years 2026-2027 and later.
Concept: Packaging Financial Aid	Expanded the Packaging Periods section. Added a Student Awards and Financial Aid Awards section.
Concept: Viewing Financial Aid Packages	Added information about the new View Data Used for Financial Aid Award related actions task.
Reference: Financial Aid Packaging Glossary	Provides a glossary of financial aid packaging terminology.
Setup Considerations: Student Award Items	Updated the Use Cases and Security sections with information about award amount preservation.
Steps: Set Up Student Award Items	Added step 5 with information about setting up award amount preservation rules.
Maintain Student Award Amount Preservation Rules	How to set up student award amount preservation rules.
Create Student Award Items	Added step 4 with information about the new Preservations tab.

Student Records

Steps: Set Up Class Standing Policies

Added:

Step 3a for award year 2026-2027.

Instructions for award years 2026-2027 and later in the Federal Student Aid Grade Level row of Step 3c.

May 1, 2026

Academic Foundation

Setup Considerations: Academic Calendars	In the Questions to Consider section, clarified information about standard academic period spanning in the rows for Academic Periods and Term and Nonterm course Sections. In the Security section, moved the Set Up: Course Section Calendar Options domain to Setup Considerations: Standard Academic Period Spanning.
Setup Considerations: Standard Academic Period Spanning	Information to consider before setting up standard academic period spanning.
Steps: Set Up Academic Calendars	Clarified Step 9 about standard academic period spanning. Moved information to Setup Considerations: Standard Academic Period Spanning from Step 9, and these reports from the Result section: Find Non-Term Course Section Definitions Find Programs of Study with Non-Term Enrollments Moved the View Non-Instructional Days report from the Result section to Next Steps.
Concept: Standard and Nonstandard Academic Periods	Clarified the Course Spanning section, and moved information to Setup Considerations: Standard Academic Period Spanning.

Student Records

Steps: Manage Student Matriculation	Added: More information to the Context about student matriculation. More information to Step 2 to explain the different methods of matriculating students. A new Step 3 to explain how to set up matriculation for fast path-enabled programs of study. A new Next Steps section to include information about the Student Onboarding Event business process. Added a new Step 3 to explain how to set up matriculation for fast path-enabled programs of study.
Setup Considerations: Curriculum Management	In the Security section, moved the Set Up: Course Section Calendar Options domain to Setup Considerations: Standard Academic Period Spanning.
Reference: Reports for Finding and Viewing Courses and Sections	Added a row for the Find Non-Term Course Section Definitions report.
Steps: Set Up Continuing Student Onboarding	Added a new example of what institutions can do with the Continuing Student Registration Onboarding Event business process in the Context. Replaced information about the Academics dashboard with information about the Academics hub in Step 3.
Steps: Mass Drop Invalid Registrations	Removed information about academic periods on the Run Post-Grading Jobs task from Step 1 and the Example section.

April 17, 2026

Academic Advising

Create Restricted Requirement Groups	xpanded information about how Workday determines whether the restricted requirement group applies based on requirements effective dates, in: Step 5 on the Start Date and End Date row. The Result section.
Set Up Academic Requirements Effective Dates Policies	Added the Example section to describe the requirements effective dates when students add or change programs of study. Moved information from Step 3 to the Example section.
Concept: Course Evaluations for Academic Progress	Moved information about registration priority order from the Consistent Prioritization section to the Course Registration Applicability section. Clarified content in all sections. Renamed these sections for clarity, from: Course Applicability to Course Registration Applicability. Restricted Requirement Groups and Preferences to Restricted Requirement Groups. Prioritize Fewest Requirements First to Prioritize Fewest Requirements.
Override Academic Requirements Effective Dates	In the Result section, added information about how the override is linked to the student's program of study.

Student Records

GPA Calculator

Adding information about the new GPA Calculator task.

April 3, 2026

Financial Aid

Assign Cost of Attendance	Added information about the Financial Aid Application Complete check box.
Concept: SAP Separation	Describes the concept of SAP separation in Workday.

Student Records

Steps: Set Up Meeting Patterns

Expanded step 1 and added step 2.

March 20, 2026

Recruiting and Admissions

Troubleshooting: Students Can't See In-Review or Completed Financial Aid Requirements

How to diagnose and resolve issues with viewing financial aid action items on the external student site.

March 13, 2026

Academic Advising

Setup Considerations: Academic Requirements	In the Security section, added the Manage: Launch Academic Progress Evaluation for Student domain. Clarified the description for the Manage: Launch Academic Progress Evaluation domain.
Set Up Academic Requirement Configurations	In the Academic Requirements Required row on Step 6, added information about the eligibility rule types that can be used for academic requirement areas.
Evaluate Academic Progress	Added information about the Launch Academic Progress Evaluation for Student task on Step 1. Moved security information from Prerequisites to Step 1. Clarified the Context section about the options where you can launch academic progress evaluations. In Step 2, clarified the options that are only on the Launch Academic Progress Evaluation task.
Override Academic Requirements for Student	Added recommendation info to step 1 Exclude Reg fm Req.
Set Up Academic Requirements Evaluation Display Policies	In the Context section, added that Workday determines the effective requirements for the hypothetical evaluation based on the academic requirements effective dates policy, for requirements inherited from the academic unit or program area.
Evaluate Academic Requirements	In the Context section and the Requirements Effective Date row on Step 2, added information about Workday using the academic requirements effective dates policy to determine the applicable requirements.

Campus Engagement

Concept: Sending Printed Engagement Items

Clarified how to use the Student Prospect Records for Printing data source.

Financial Aid

Create Student Award Items	On Step 4, added information on the Frequency row to explain the required configuration for subsidized and unsubsidized loans.
Steps: Mass Cancel Student Awards	In step 3, added information about Workday omitting alternative loans from the custom report. In the Result section, added that Workday doesn't process alternative loan awards when you use mass actions.
Steps: Mass Lock or Unlock Student Awards	In step 3, added information about Workday omitting alternative loans from the custom report. In the Result section, added that Workday doesn't process alternative loan awards when you use mass actions.
Troubleshooting: Failures in the Return of Title IV Evaluation Job	How to diagnose and resolve failures in the Return of Title IV Evaluation job.

Student Data

Steps: Maintain and View Student Housing Assignments	In Step 1: Added the new security domain, Manage: Student Housing Assignment. Updated the Manage: Student Housing domain name to Manage: Student Housing Assignment Status. Removed the Import Student Housing Assignments web service from the Student Data: Housing domain access.
Steps: Set Up Student Journeys	In Step 4, added Reports: Student Journeys to list of domains.
Steps: Set Up Duplicate Management for Applicants, Prospects, and Students	In the Context section, added Matriculated Student to Student Prospect + Worker to the person types merge combinations in the bullet list.

Student Financials

Setup Considerations: Accounting and Worktags for Student Financials	Added operational journals information in the What They Are, Business Benefits, and Tenant Setup sections.
Steps: Set Up Student Financials	Added operational journals information in Step 7.
Reference: Account Posting Rules for Student Transactions	In the Student Charge Transactions section, replaced Adjustment transaction type with Cancel Charge
Setup Considerations: Student Charges	In Reporting, added the Find Student Charges report and removed the Domain column based on editorial advice. In Business Benefits, added content about grouping student charge transactions into aggregate journal lines.
Steps: Create Student Charge Items	In Context, added information about grouping student charge transaction journal lines for streamlined accounting.
Post Student Charges Manually	In Result, added instructions to view student charge transaction groups.
Concept: Adjusting and Canceling Student Charges	In Canceling Student Charges section, added information about grouping student charge transactions into aggregate journal lines.
Concept: Student Charge Transaction Groups	Describes the concept of student charge transaction groups in Workday
Setup Considerations: Student Payments	In Reporting, added the Unapplied Payments for Student Payment Transaction Types report.
Create Student Payment Items	Added information in step 1 about copying an existing student payment item.
Steps: Manage Student Payment Plans	In Context, added details about student charge transaction groups created during payment plan cancellation and mass enrollment when fees apply.
Setup Considerations: Student Sponsor Contracts	Expanded the topic to include functions of the new Student Sponsor Contract Invoice Modeling.
Steps: Manage Student Sponsor Contracts	Expanded the Steps section to include the new Student Sponsor Contract Invoice Modeling.
Create Student Sponsor Contracts	Expanded the Result section to include the new Student Sponsor Contract Invoice Modeling.
Create New Invoices for Student Sponsor Contract	How to create new invoice for student sponsor contract.
Sync Invoices and Contract Lines	Expanded the Result section to include the new Student Sponsor Contract Invoice Modeling.
Create Consolidated Student Sponsor Invoices	How to create new invoice for consolidated student sponsor contract.
Concept: Student Sponsor Contracts	Expanded the topic to include functions of the new Student Sponsor Contract Invoice Modeling.
Create Student Waiver Items	Added information in step 1 about copying an existing student payment item. Added information in result about the Usage tab in the View Student Waiver Item report.
Create Student Waiver Item Rules	Added information in step 1 about copying an existing student payment item. Added information in next steps about the Usage tab in the View Student Waiver Item report.
Steps: Set Up Refund Recovery Charges	In Context, added information about student charge transaction groups created for refund recovery charges when journal grouping is used.
Steps: Set Up Student Collections, Bankruptcies, and Writeoffs	In Context, added information about write-offs and collection agreement charges grouped into student charge transaction groups.
Steps: Set Up Consent for Electronic 1098-T Forms	Added a step about selecting a consent policy duration.
Steps: Process 1098-T Forms	Added information about the lifetime consent policy.
Maintain 1098-T Consent Policy	Created new topic to account for this new task and the new lifetime consent policy.
FAQ: 1098-T Reporting	Added 3 FAQs about the lifetime consent policy.

Student Records

Steps: Set Up Student Registration	Added a new Step 6 to explain how to enable the new user interface for creating and editing saved schedules.
Steps: Set Up Student Registration	add link to Prereqs.
Steps: Set Up Waitlists for Course Sections	For clarity: Renamed the topic from Steps: Set Up Waitlist Policies to Steps: Set Up Waitlists for Course Sections. Moved content from the Context section, and steps 2 and 3 to the new Set Up Course Waitlist Policies topic. Added a new step 3 to explain how to create custom help text for waitlisted students. Added a new step 5 to explain how to manually manage course section waitlists.
Set Up Course Waitlist Policies	How to configure course waitlist policies to determine course section waitlist behavior.
Steps: Manage Student Registrations	Added link to Set Up Reg Assign Policy to Prereqs.
Concept: Student Registration	For clarity: Added a new Saved Schedules section. Added information about the new opt-in feature User Interface for Student Registration Saved Schedules.
Set Up Registration Assignment Policy	How to set up registration assignment policy.
Steps: Override Program of Study Effective Date	Adding new topic.
Create Transcript Configuration Rule Sets	Added these new rows to the table in Step 2: Record Selection for Unofficial (Administrator Task). Record Selection for Unofficial (Self-Service Task). Changed the names of several fields in Step 2 to match the updated UI.