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Administrator Guide
Last Updated: 2024-03-08
Create Disbursement Proration Rules

Create Disbursement Proration Rules

Security:
Set Up: Disbursement
 domain in the Financial Aid functional area.
Workday enables you to create financial aid packages according to a student's load status. If a student's load status for disbursement differs from their load status for packaging, you're able to prorate their financial aid disbursements accordingly. You can create disbursement proration rules and assign them to different award items. Workday disburses award amounts appropriate to the student's actual load status.
For award years 2024-2025 and later, you can create disbursement proration rules for Pell Grants using the Pell Enrollment Intensity.
  1. Access the
    Create Disbursement Proration Rule
     task.
  2. (Optional) Select the
    Pell Grant Proration
     check box if you're creating a disbursement proration rule for a Pell Grant.
    Workday automatically aligns Pell Grant disbursements with annual Pell Table amounts and uses:
    • The
      Projected
       load status as the
      Enrollment Status Type Used for Packaging
       when the
      Actual Enrollment Usage Start
       date hasn't yet passed.
    • The
      Academic Period Pell (POS)
       load status as the
      Enrollment Status Type Used for Packaging
       when the
      Actual Enrollment Usage Start
       date has passed.
  3. Select an
    Enrollment Status Type Used for Packaging
     and an
    Enrollment Status Type Used for Disbursement
    .
    Your selection determines which units Workday uses to calculate student load status. As you complete the task, consider:
    Option Description
    Academic Period (All)
    All courses the student is enrolled in for the academic period.
    Academic Period (POS)
    Program of study courses the student is enrolled in for the academic period.
    Academic Period Pell (POS)
    Program of study courses that:
    • The student is enrolled in for the academic period.
    • Were registered for before the
      Pell Recalculation Date
      .
    Course Start (All)
    All courses the student is enrolled in that have already started at the time of disbursement.
    Course Start (POS)
    Program of study courses the student is enrolled in that have already started at the time of disbursement.
    Course Start Pell (POS)
    Courses the student is enrolled in that:
    • Have already started at the time of disbursement.
    • Were registered for before the
      Pell Recalculation Date
      .
    Not Prorated (Full Time)
    The load status is automatically defined as full-time. Workday recommends that you select this option on the
    Enrollment Status Type Used for Packaging
     prompt when you want to package students based on full-time enrollment only.
    Projected
    The projected load status defined for the program of study. Workday calculates the student's projected load status based on their typical attendance pattern, which might not be full-time.
    Verified Participation (All)
    All courses for which the student has verified participation.
    Verified Participation (POS)
    Program of study courses for which the student has verified participation.
    Verified Participation Pell (POS)
    Courses for which the student:
    • Has verified participation.
    • Was registered before the
      Pell Recalculation Date
      .
  4. Add a row for each
    Enrollment Status Used for Packaging
    .
    1. Add a row for each
      Enrollment Status Used for Disbursement
      .
    2. Enter the
      Award Percentage
       the student should receive for that load status type.
The proration rule is available on the
Find Disbursement Proration Rule
 report.
Alma Mater University disburses prorated amounts of financial aid awards to students whose load status changes after Workday packages their awards. Students who have a greater load status than before receive the entirety of their original award amount.
To meet this policy, financial aid administrator Julie Winston creates these disbursement proration rules:
Load Status for Packaging
Load Status for Disbursement
Award Percentage
Full-time
¾-time
0.75
½-time
0.5
Less-than-½-time
0
Assign the disbursement proration rule to 1 or more student award items using the
Find Student Award Items
 report.