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Administrator Guide
Last Updated: 2025-02-21
Steps: Set Up Student Disbursements

Steps: Set Up Student Disbursements

Create disbursement schedules and rules for displaying anticipated award payments in student accounts.
  1. Create at least 1 type of disbursement schedule.
  2. Disbursement schedule rules specify conditions for using a disbursement schedule.
  4. These rules control when to display anticipated payment amounts in student accounts.
  5. Access the
    Maintain Financial Aid Disbursement Job Process
     task.
    Set the days you want disbursement to run in the Student Nightly Job Orchestration. To include student sponsor contracts in nightly orchestration, see Set Up Financial Information Display Options.
    Security:
    Manage: Disbursement Processing
     domain in the Financial Aid functional area
  6. Access the
    Maintain Academic Period Date Controls
     task.
    Configure the
    Disbursement End Date
     date control for each academic period. Workday only disburses financial aid for academic periods for which you’ve configured the date control.
    Security:
    Set Up: Academic Calendar Controls and Dates
     domain in the Academic Foundation functional area
  7. (Optional) Set up disbursement holds.