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Administrator Guide
Last Updated: 2025-12-12
Create Student Eligibility Rules

Create Student Eligibility Rules

Security:
  • Manage: Admissions Foundation
     domain in the Admissions functional area
  • Set Up: Student Eligibility Rules
     domain in the Academic Advising functional area.
You can create an eligibility rule that identifies a specific population of prospects or students. After you create rules, you can use them to:
  • Assign completion requirements to applications.
  • Create academic requirements for completing a program of study.
  • Control registration appointments for enrolling in classes.
  • Control which students can register for courses or activities.
Example: Create a rule that captures all applicants that are at least 18 years old.
  1. Access the
    Create Student Eligibility Rule
     task.
  2. From the
    Eligibility Rule Type
     prompt, select from the Workday-delivered rule types. Workday displays different fields based on the rule you select.
    Example:
    • An
      Age
       rule enables you to set a minimum age in whole years.
    • A
      Test Achievement
       rule qualifies students based on their test score for a specific test.
    • A
      Combination
       rule qualifies students based on whether they satisfy all or any of the combination of rules you select.
    By default, Workday displays machine learning recommendations based on your most recently and frequently used selections. You can optionally disable these recommendations. See Concept: Form Completion Assistant.
  3. Click
    OK
    .
  4. As you complete the task, consider:
    Option Description
    Academic Unit
    Select the academic unit that you can use the eligibility rule for.
    By default, Workday displays machine learning recommendations based on your most recently and frequently used selections. See Concept: Form Completion Assistant.
    Rule Name
    Enter a unique name for the eligibility rule. Example:
    Minimum Age = 18
    .
    Excludes
    Select the check box to exclude populations that meet the eligibility condition.
    Eligibility Criteria
    Workday filters results based on the condition you select.
    Meaning
    Workday displays a description that reflects what population your rule captures.
    Use Custom Meaning
    Select the check box to specify a custom meaning to help students and administrators understand the eligibility rule. When you select this option, Workday displays your custom text instead of the auto-generated meaning.
    Example: Workday auto-generates the meaning, "Student has completed all of the following course(s): MATH 123 - Advanced Mathematics with grade greater than or equal to C." You can override this message and use a custom meaning that says, "Student is eligible if they've completed MATH 123 with a C- or better."
  5. Click
    OK
     and
    Done
    .
You can review the rule with the
View Student Eligibility Rule
 report. You can also view the
Usage Details
 for any eligibility rule to see where your rule is being used.
Create a combination rule that selects non-U.S. citizens who don't speak English:
  1. Create a rule to select non-U.S. citizens.
    1. Access the
      Create Student Eligibility Rule
       task.
    2. Select an
      Eligibility Rule Type
       of
      Citizenship Status
      .
    3. Enter a
      Rule Name
       of
      Non-U.S. Citizen
      .
    4. Select the
      Excludes
       check box.
    5. For
      Eligibility Criteria
      , select
      Citizen (United States of America)
      .
  2. Create a second rule called
    Non-English Speaker
    .
    1. Select an
      Eligibility Rule Type
       of
      Language
      .
    2. Enter a
      Rule Name
       of
      Non-English Speaker
      .
    3. Select the
      Excludes
       check box.
    4. For
      Eligibility Criteria
      , select
      English
      .
  3. Combine the 2 rules:
    1. Select an
      Eligibility Rule Type
       of
      Combination
      .
    2. Enter a
      Rule Name
       of
      Non-English Speakers Who Are Non-U.S. Citizens
      .
    3. For
      Eligibility Criteria
      , select the 2 rules you created before.
You can use the
Find Student Eligibility Rules
 to search for and view existing rules.
On the report, the
In Use
 column indicates rules that are active. You can view the
Usage Count
 and use instances of the rule from the related actions preview of the rule.
From the related actions menu of an existing rule, you can:
  • Edit or copy the rule.
  • Inactivate or delete a rule that isn't in use. Use caution when deleting eligibility rules because the action is irreversible.