Steps: Set Up Mass Student Holds

You can automatically apply holds to groups of students at once, rather than applying holds to 1 student at a time.

Select

Apply Student Hold

from the

Access to Segments

prompt.

(Optional) Edit Domain Security Policies for the Mass Operation Management
domain.

Grant your segment-based security group View
and Modify
permissions in the System functional area.

Create custom reports to define criteria for your mass operation for applying holds.

Select Advanced
for

Report Type

Build a report from any of these data sources:

Academic Records

Financial Aid Records

Student Charges

Student Course Registration Records

Select filters to define the student population to apply mass holds for.

You can use calculated fields in the report. When you run the report, make sure it runs within 5 minutes; otherwise, it'll stop running.

Security: Custom Report Creation
domain in the System functional area.

Access the

Mass Operation Management

task.

As you complete the task, consider:

Option	Description
Mass Operation Type	Select the Apply Student Hold mass operation. Workday displays this option only if you're a member of the segmented security group.
Input Report	Select the custom report that you created. Workday doesn't display temporary custom reports in the Input Report field.

Security: Mass Operation Management
domain in the System functional area.

As you complete the

Mass Operation Configuration

section, consider:

Option	Description
Hold Reason	You can see only the hold reasons that you have permission to view. Hold Types are based on the Hold Reason. Security: Access Hold Reasons domain in the Action Items and Holds functional area.
Reassign Criteria	When you schedule the hold, select whether you want to reapply the hold to the student in future. When you select Never , the hold applies only once when the student meets the same conditions. Workday excludes students who had the same hold type and hold reason applied in the past from this mass action.
Context	The Applies to All option applies the hold to the students across all institutions and all records. You can hide this option using the Edit Tenant Setup - Student task if you don’t want to enable holds to apply across your entire tenant.

Upon meeting the hold criteria, Workday:

Applies the holds to the students who meet the criteria.

Sends a notification to resolve or remove the hold, if you've configured notifications.