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Administrator Guide
Last Updated: 2025-03-14
Steps: Set Up and Assign Advisors

Steps: Set Up and Assign Advisors

  • Set up assignable roles and enable them for academic records or student cohorts. See Set Up Assignable Roles.
  • Create student cohorts for advising. See Create Student Cohorts.
Set up advisors and advisor roles so you can assign them to your students' academic records. You can assign advisors to advisor roles on:
  • Individual academic records.
  • Multiple academic records through a student cohort.
  1. Access the
    Maintain Advisor Role Options
     task.
    Select the:
    • Advisor
       check box for each role that you consider an advisor role.
    • Visible to Students
       check box for advisor roles that you want students to see in the
      View My Support Network
       report.
    Security:
    Set Up: Advisor Management
     domain in the Academic Advising functional area.
  2. Access the
    Create Advisor
     task.
    Designate a person whom you want to assign directly to an academic record as an advisor.
    Users designated as Student Workers and Academic Affiliates in Workday won't be able to select themselves in any of the menu prompts on the
    Create Advisor
     task and can't assign themselves as advisors.
    Security:
    Set Up: Advisor Management
     domain in the Academic Advising functional area.
  3. Assign advisors to advisor roles on student cohorts or academic records.
    From the related actions menu of the student cohort or academic record, select
    Roles
    Assign Roles
    .
    You can only assign someone created as an advisor in the
    Create Advisor
     task to an academic record in a role that is both:
    • Enabled for academic records.
    • Selected as an advisor role in the
      Maintain Advisor Role Options
       task.
Workday displays advisors and the roles that you assigned to them on the:
  • View Support Network for Student
     report.
  • View My Support Network
     report, if you made the role visible to students.
On the
Maintain Advisor Role Options
 task, Workday displays the
In Use
 check box as selected for advisor roles that you:
  • Enable for academic records.
  • Already assigned to an advisor on an academic record.
  • Scheduled for future assignment on an academic record.
Create role-based security groups for your advisor roles and configure security. You can grant advisors access to only the academic records that you assigned to them either directly or through a student cohort.
You can also:
  • Review the advisors enabled for academic records and their currently assigned advisor roles using the
    Find Advisors
     report.
  • Remove or reassign the roles enabled for academic records or student cohorts so that they are no longer advisor roles. On the
    Maintain Advisor Role Options
     task, clear the
    Advisor
     check box. For roles enabled for academic records, you can only clear the
    Advisor
     check box on roles without current or future assignments.