FAQ: Award Packaging

How do I update a student award item?: Select
Student Award Item
Edit
from the related actions menu of the student award item. You can:
Update the existing definition.
Create a new version of the award and select an
Effective Date
.

Updating instead of adding an award overwrites the definition. If you repackage the award, Workday uses the updated definition to recalculate it.
How can I edit a student financial aid package?: You can manually adjust financial aid packages when necessary, or even create one from scratch, without repackaging financial aid. You can add awards, change award amounts, and change award statuses by award year and academic period.
Access the
Total Financial Assistance
report on the Financial Aid profile group of a student profile.
To edit financial aid for an award year for which the student:
Already has awards, click
View/Edit
and then
Edit/Simulate
.
Doesn't have any awards yet, click
Edit/Simulate
.
(Optional) Select
Lock
to prevent the packaging process from overwriting your changes.
Where can I view all the awards a student has received?: Access the related actions menu of the student profile. Select
Financial Aid
View Lifetime Student Award Amounts
from the related actions menu of the student profile.
Use the
View Total Financial Assistance History
report to view a history of a student's awards from their previous packages. To access this report, click
View History
on a student's
Total Financial Assistance
report.
To view the history of a single award, access the
View Award History
report from the related actions menu of a student award.
If I edit a Pell Grant on the Total Financial Assistance report, what happens to the remaining academic periods in the award year?: If the amount you enter is greater than the Workday-calculated amount, Workday packages the student with the original Workday-calculated amount for the remaining academic periods.
How can I compare awards packaged, accepted, and disbursed to the fiscal limits?: Access the
Find Fiscal Limits
report.
Can I assign action items for accepted awards instead of assigning them when the awards are packaged as offered?: Yes, when you create, edit, or copy a student award item, select the
Assign Action Items for Accepted Awards Only
check box on the
Packaging
tab.