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Administrator Guide
Last Updated: 2026-02-20
Reference: Disbursement Eligibility Conditions

Reference: Disbursement Eligibility Conditions

Workday provides a number of predefined conditions that you can configure on your award items to withhold award disbursements. These conditions enable you to control when students can and can't receive an award.
In the table below, use the
Troubleshooting
 column to help resolve disbursement failures for student awards. For help resolving a disbursement issue with the Student Nightly Job Orchestration, see Troubleshooting: Award Disbursement.
Condition
Description
Troubleshooting
Active ISIR
Workday doesn't disburse the award when a student doesn't have an active ISIR.
On the
ISIR
 report of the student’s Financial Aid profile group, check if there’s an ISIR transaction status other than
Active
.
Alternative Loan Requirements
Workday doesn't disburse the award when any of these conditions are true:
  • There's no loan application linked to the award.
  • The loan application doesn't have a status of
    Accepted
    .
  • A student's information hasn't been received through the
    Alternative Loan Disbursement Roster Inbound
     integration.
Check the loan application status on the
Loan Application
 report of the student’s Financial Aid profile group.
Award Fiscal Limit Reached
Workday doesn't disburse the award when the amount left to disburse has been reached for the academic year.
Validate the amount within an award item by viewing the fiscal limit information on the
Calculations
 tab. You can drill into it further to check the assigned values.
Disbursement Batch In Progress
Workday doesn't disburse the award when a student sponsor contract disbursement (SSC) batch is in progress.
When a user initiates an SSC disbursement, Workday checks whether a line amount has changed since the last disbursement. Workday also filters out lines that are part of an
In Progress
 disbursement.
Wait until the SSC disbursement batch is no longer in progress, then rerun disbursement.
Disbursement Hold Exists
Workday doesn't disburse the award when a student has a hold that impacts financial aid. You can manually assign these holds.
On the student’s Action Items and Holds profile group, view the hold context on the
Active Holds
 report, then check for any holds that are preventing disbursement.
Exceeds COA
Workday doesn't disburse the award when doing so would result in a student exceeding their cost of attendance.
Check for COA or packaging reaction flags to resolve on the
Total Financial Assistance
 report of the student’s Financial Aid profile group.
Federal Direct Loan MPN Requirements
Workday doesn't disburse a subsidized or unsubsidized loan award to a student who:
  • Hasn't completed the Master Promissory Note (MPN) requirement.
  • Has an expired MPN linked to 1 or more of their awards.
For more information on expired MPNs, see Concept: Master Promissory Notes.
You can view the MPN on the COD information section of the PLUS loan application. The institution may also have an action item for the PLUS loan that could be completed with the COD inbound file as with the student loan MPN.
Incomplete Payment Period
Workday doesn't disburse the award when a student in a Pell Formula 4 program of study or academic unit hasn’t met half of the required weeks of instruction or clock hours defined for the academic period. You can add this disbursement eligibility condition only to Pell Grants.
On the
Attendance Plan
 report of the student's Financial Aid profile group, determine the student's halfway point by comparing the start and end dates of the academic period with today's date.
Load Status
Workday doesn't disburse the award when a student doesn’t have an Academic Period (POS) Load Status or Course Start (POS) Load Status.
Loan Fee
Workday doesn't disburse the award if it:
  • Was awarded on or before September 30 of each year.
  • Hasn't been disbursed.
  • Becomes ready to disburse on or after October 1 of each year, and the loan fee on the award doesn't match the configured loan fee that's effective on that date.
  • Has no loan fee configured on the
    Create Student Award Items
     task.
You can add this disbursement eligibility condition only to Federal Direct loans.
To view the loan fee, access the
Total Financial Assistance report
 of the student’s Financial Aid profile group, then selecting the related actions menu for the award item.
To resolve the loan fee, re-award the loan, originate it with the correct loan fee, then disburse the funds.
Official EFC
Workday doesn't disburse the award when a student's ISIR status isn't
Accepted
 doesn't have an active ISIR. A student’s ISIR can be locked manually or automatically. When used for packaging, Workday automatically locks an ISIR.
After you manually edit an ISIR, such as with federal verification, the ISIR status changes to
Transmitted
. During this period, disbursement will fail until CPS returns the approved ISIR with an official EFC or SAI. When that happens, the ISIR status changes to
Accepted
 and Workday disburses the award.
View the ISIR, the ISIR transaction status, and the lock status on the
ISIR
 report of a student’s Financial Aid profile group.
PLUS Loan Requirements
Workday doesn't disburse the award when any of these conditions are true:
  • The PLUS loan application doesn't meet credit requirements.
  • The PLUS loan application has a default overpay code of either
    Yes
     or
    Not Returned from NSLDS.
  • The loan doesn't have a valid Master Promissory Note (MPN).
For Parent PLUS loans, Workday supports up to 2 parent borrowers. You can assign an MPN action item for each unique borrower associated with a Parent PLUS student award.
Workday doesn't release disbursements to students for borrowers who haven’t completed the MPN requirement or who have an expired MPN. Example: Borrower 1 on a student’s Parent PLUS loan has a valid MPN, but Borrower 2 doesn’t. Workday doesn’t release disbursement to the student for Borrower 2's loan.
View the credit status on the PLUS loan application, on the
Loan Application
 report of the student’s Financial Aid profile group, or on the
Total Financial Assistance
 report when clicking the loan application number next to the award amount.
You can view the MPN on the COD information section of the PLUS loan application. The institution may also have an action item for the PLUS loan that could be completed with the COD inbound file as with the student loan MPN.
SAP
Workday doesn't disburse the award when a student has a satisfactory academic progress (SAP) status of either
Failed
 or
Undetermined
 for:
  • The previous academic period, if you assess SAP on a per-period basis.
  • The latest academic period in the previous financial aid award year, if you assess SAP on an annual basis.
When the SAP evaluation frequency is Financial Aid Award Year and the student’s SAP status for the previous year is
Probation
, Workday:
  1. Switches the evaluation frequency to Academic Period.
  2. Disburses awards based on the SAP status of the most recent academic period.
On the student’s Financial Aid profile group, view their SAP status on the
Attendance Plan
,
Satisfactory Academic Progress
, or
SAP History
 reports.
Transfer Monitoring
Workday doesn't disburse the award when either of these conditions is true:
  • If a student's Financial Aid Transfer Monitoring Date (FATMD) has not yet passed, their transfer monitoring date must be earlier than today's date.
  • The transfer monitoring date is blank and the
    Academic Record Start Date
     is less than 90 days prior.
The
Transfer Monitoring
 disbursement eligibility condition doesn't reference the logic used within the
TSM and FAH NSLDS Transaction Outbound
 integration.
Workday disburses the award when either of these conditions is true:
  • A student doesn't have a transfer monitoring date and their enrollment begin date is more than 90 days before the date of disbursement.
  • A student has a transfer monitoring date and the transfer monitoring period (transfer monitoring date plus 7 days) has passed.
You may view the FATMD on the student’s
Overview
 report of their Financial Aid profile group, or edit it using the
Edit Financial Aid Transfer Monitoring Date
 task. When editing, you can view the student’s specific date if it exists, change it to a different date, or remove the date.
Workday also checks these conditions when the Disburse Payments job runs and withholds award disbursements when students meet any of them.
Condition
Description
Troubleshooting
Action Items
Workday doesn't disburse the award when it has associated action items with a status of
In Progress
 or
Canceled
.
On the
Action Items
 report of a student’s Financial Aid profile group, check for missing action items or incomplete federal verification that’s preventing disbursement.
Award Not Accepted
Workday doesn't disburse the award when the status of the award isn’t
Accepted
 at the time of disbursement.
Check the award status on the
Total Financial Assistance
 report of the student’s Financial Aid profile group.
COD
Workday doesn't disburse the award when:
  • The COD origination status isn't
    Accepted
    .
  • The COD disbursement status isn't
    Accepted
     or
    Ready to Transmit
    .
When you opt out of this eligibility condition on the
Configure Disbursement Eligibility Condition Policy
 task, Workday doesn't check for COD eligibility before disbursing the award.
Check COD on the
COD Status
 report of the student’s Financial Aid profile group.
Disbursement Eligibility Calculation
Workday doesn't disburse the award if you configured a disbursement eligibility calculation that the student doesn't meet.
Pending Repackaging
Workday doesn’t disburse the award if it flags a student’s academic record for evaluation due to a change in data. Instead, Workday evaluates the flagged academic record during the Student Nightly Job Orchestration and, based on your packaging reaction policies, either:
  • Repackages the student’s financial aid package.
  • Places the student on the corresponding reaction review report so that you can manually review and resolve the reaction.
To manually process changes to the student's academic record, run the
Run Student Financial Aid Processes by Applicant
 report or
Run Student Financial Services Processes by Student
 report.
Reaction Review Required
If the student appears on any reaction review report, Workday doesn't disburse the award until you've completed a manual review.
When you opt out of this eligibility condition on the
Configure Disbursement Eligibility Condition Policy
 task, Workday disburses the award even if the student is on a reaction review report.
Review any outstanding reactions after running one of these reports:
  • Cost of Attendance Reaction Review
  • Merit Packaging Reaction Review
  • Need Packaging Reaction Review
On the
Total Financial Assistance
 report of a student’s Financial Aid profile group, you can also view individual reactions, where reaction buttons appear for outstanding reactions.
To see why a disbursement failed for a student, access the
Disbursement
 report on the Financial Aid profile group of the student profile. You can see the disbursement failure reason in the
Disbursement Failures
 column.