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Administrator Guide
Last Updated: 2025-10-31
Example: Create EIB for Student Cohort Memberships

Example: Create EIB for Student Cohort Memberships

This example illustrates how to use an inbound EIB to generate a spreadsheet template for a put operation.
As a student financials administrator at your university, you want to update cohort membership for student athletes. Because there are many changes to make in a short amount of time, you want to complete this task with a single batch update instead of having to make separate updates throughout Workday. You also want to be able to reuse the EIB for future updates to cohort membership.
To update student cohort membership, you:
  1. Generate the EIB template.
  2. Add student cohort information from integration reference IDs.
  3. Attach the spreadsheet to the integration system to update the records.
  • Ensure that these settings are enabled for the
    Put Student Cohort Membership
     web service:
    • Public Web Service Operation
       is
      True
      .
    • Allowed for Inbound Enterprise Interface Builder
       is
      True
      .
  • Security:
    Integration Build
     domain in the Integration functional area
  1. Create the EIB:
    1. Access the
      Create EIB
       task.
    2. On the task pop-up, complete these fields and click
      OK
      .
      Field
      Value or Option
      Name
      Student Athlete Cohort EIB
      Inbound
      Selected
    3. On the
      General Settings
       page, click
      Next
       to display the
      Get Data
       page.
    4. In the
      Data Format
       section, enter
      Put Student Cohort Membership (Web Service)
       in the
      Web Service Operation
       prompt.
    5. Click
      Next
       to display the
      Transform
       page.
    6. Click
      Next
       to display the
      Deliver
       page.
    7. Click
      Next
       to display the
      Review and Submit
       page.
    8. Click
      OK
       to create the EIB. The
      View Integration System
       page displays.
  2. Generate the EIB template:
    1. From the related actions menu of the
      Student Athlete Cohort EIB
      , select
      Template Model
      Generate Spreadsheet Template
      .
    2. On the
      Generate with Data
       task, click
      Submit
      .
    3. On the
      View Background Process
       report, click
      Refresh
       to see the completion status. When a download notification displays, click the
      Put_Student_Cohort_Membership
       hyperlink to download the Excel file.
    4. Open the Excel file. If necessary, click
      Enable Editing
       for editing access.
  3. Populate the EIB template:
    1. In the
      Spreadsheet Key
       column, enter
      1
       in the row for the first student. Increment this number in the next row for each student athlete you add.
    2. In your tenant, access the
      Find Student Cohorts
       report and click
      OK
       on the report pop-up.
    3. From the related actions menu of the cohort that you want to place new student athletes members into, select
      Integration IDs
      View IDs
      .
    4. On the
      Integration IDs
       page, select and copy the ID value of the
      Student_Cohort_ID
       row.
    5. In your Excel file, paste the ID value in the first row of the
      Student Cohort
       column.
    6. In your tenant, access the
      Find Students by Academic Record
       report.
    7. Find a student athlete you want to place into the cohort by searching or using the filters in the left pane to refine the results.
    8. From the related actions menu of the student's name, select
      Integration IDs
      View IDs
      .
    9. On the
      Integration IDs
       page, select and copy the ID value of the
      Academic_Person_ID
       row.
    10. In your Excel file, enter these values:
      Column
      Entry
      Student
      Paste the ID value you copied.
      Row ID
      Enter
      1
       to match the
      1
       value in the
      Spreadsheet Key
       column. Increment this number in the next row for each student athlete you add.
      Assignment Type
      ADD
      Assignment Date
      Enter today’s date in MM/DD/YYYY format.
    11. Repeat this process until you’re done adding students.
    12. Save and close your Excel file.
  4. Launch the EIB:
    1. Access the
      Launch / Schedule Integration
       task.
    2. On the task pop-up, enter these values and click
      OK
      .
      Field
      Value
      Integration
      Student Athlete Cohort EIB
      Run Frequency
      Run Now
    3. In the
      (Attachment) Put Student Cohort Membership (Web Service)
       row, select
      Create Integration Attachment
       under the
      Value
       column.
    4. On the
      Create Integration Attachment
       task, add your Excel file in the
      Attachment
       section and click
      OK
      .
    5. On the
      Schedule an Integration
       task, click
      OK
       to start the integration.
    6. On the
      View Background Process
       page, click
      Refresh
       until the
      Percent Complete
       field is 100% or the
      Status
       is
      Completed
      .
    7. In the
      Execution Summary
       grid, confirm that the total number of records processed is correct.
Workday updates the cohort membership for the specified student athletes. When changes occur on or before the standard start date of the academic period, Workday reevaluates the student cohort in the EIB.
For a reaction to trigger based on a student grouping, you must use the
Maintain Student Financials Reaction Policy
 task.