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Administrator Guide
Last Updated: 2026-10-02
Create Academic Plans

Create Academic Plans

  • (Optional) For an updated user interface on academic plans, including drag-and-drop functionality, enable the
    User Interface for Creating, Editing, and Approving Academic Plans
     feature on the
    Maintain Feature Opt-ins
     report.
  • Security:
    Manage: Academic Planning
     domain in the Academic Advising functional area.
You can manually create academic plans for students who don't have one. Students can then create and edit primary and alternate plans from the
Plan
 report on the Academics profile group of the student profile.
  1. Access the
    Create Academic Plan
     task.
  2. Complete the task:
    Option Description
    Academic Period
    Workday automatically populates this field from the typical attendance pattern. You can only select academic periods defined in the academic calendar used in the typical attendance pattern.
    When using an academic plan template, the academic period corresponds to the period number defined in the template, based on the academic record start date for the student. Example: The first academic period corresponds with the template row with a
    Period Number
     of
    1
    .
    If you've opted in to the
    User Interface for Creating, Editing, and Approving Academic Plans
     feature, you can drag and drop requirements from an academic period to another.
    Add
    Click to add years to the plan.
    If you're using the
    User Interface for Creating, Editing, and Approving Academic Plans
     feature, Workday displays the academic years in tabs in a horizontal layout across the page. Add tabs to add years.
    You can only add years configured in the academic calendar used in the typical attendance pattern, up to the last year.
    The first year in the plan corresponds to the academic record start date for the student.
    Academic Requirement
    Workday displays the version of the requirement that's effective for the student's program of study as of its
    Requirements Effective Date
    .
    When multiple programs share an academic requirement, Workday displays the version effective on the
    Requirements Effective Date
     for the student's primary program of study.
    When using an academic plan template, Workday automatically populates this field from the template.
    Course
    Workday displays only courses that:
    • Satisfy the academic requirement based on the eligibility rule used in that version of the requirement.
    • The student can enroll in based on their enrollment access policy and registration restriction overrides.
    Workday displays the courses in these prompt categories:
    • All: All applicable courses offered by the institution.
    • Currently Offered: Courses with published course sections available for the academic period.
    • Typically Offered: Courses that are typically offered for the academic period type.
    When using an academic plan template, Workday automatically populates this field from the template.
    Status
    Workday displays information about the course eligibility, enrollment, and completion. See the
    Course Status on Academic Plans
     section inAbout Academic Plans.
    Remaining Academic Requirements
    (Available only for tenants opted in to
    User Interface for Creating, Editing, and Approving Academic Plans
    )
    Remaining requirements are those requirements not yet satisfied in the student's academic progress report.
    Individual requirements are organized into cards that are grouped by associated Program of Study and Program of Study Type.
    You can drag and drop requirement cards into plan periods on the
    Plan Period
     card.
    Each requirement card includes a
    Requirements Details
     link that displays a
    Requirements Details
     side panel containing additional information about the academic requirement.
    Each
    Plan Period
     includes a details column from which the
    Requirements Details
     side panel can also be viewed.
  3. Click
    OK
    .
If you’ve configured the
Academic Plan Event
 business process, students and advisors can also initiate an approval request. Workday sends the approval request to the approver's
My Tasks
. During the approval process, the approver can approve, deny, and send back the plan, or edit the requirements on the plan before sending it back to the student.
You and your students can view the
Plan
 report on the Academics profile group of the student profile.
Click
Update Plan
 to edit the academic plan.
To enable students to edit and view their academic plans, configure the security policy for the
Self-Service: Academic Planning
 domain in the Academic Advising functional area.
After academic plans are created, students have the option to:
  • Click
    Update Plan
     and update their plan using the
    Edit My Academic Plan
     task.
  • Click
    Create Saved Schedule
     to create saved schedules from their plan and use them to register for courses during their registration window. See Concept: Student Registration.
  • Click
    View Saved Schedules
     to view all upcoming and past saved schedules.