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Administrator Guide
Last Updated: 2024-09-20
Resolve Packaging Reactions

Resolve Packaging Reactions

Security:
  • Manage: Merit Packaging
     domain in the Financial Aid functional area.
  • Manage: Need Packaging
     domain in the Financial Aid functional area.
You can review students that Workday flagged for manual review according to the need or merit packaging reaction policy of their academic unit or program of study. When a student experiences an event that triggers manual review, Workday doesn't package need or merit financial aid for them until you resolve the reaction.
  1. Access the relevant report:
    • Merit Packaging Reaction Review
      .
    • Need Packaging Reaction Review
      .
  2. (Optional) Workday displays the
    Exclude Non-Enrolled Students
     check box when you select
    Student
     in the
    Student Type
     prompt. When you select the check box, students won't display on the report when they have an
    Academic Period (All)
     load status that is
    Not enrolled
    .
    Example: A student's load status is
    Full-time
     for the Fall, but
    Not enrolled
     for Spring. The student displays on the report for the Fall academic period, but not for the Spring academic period. Workday uses projected enrollment until the
    Actual Enrollment Usage Start
     date.
  3. On the event you want to review and resolve, click
    View
    .
  4. Click
    Reaction Options
    .
  5. Select to resolve reactions or run packaging for each type of financial assistance as needed. To avoid downstream impacts, ensure that you resolve any pending upstream reactions before running this task:
    Option Description
    Cost of Attendance
    Select to either run Cost of Attendance or resolve the reaction and remove the student from the manual review report.
    Merit Packaging
    Select to either run Merit Packaging or resolve the packaging reaction and remove the student from the manual review report. Resolving a reaction doesn't automatically:
    • Process the record through the corresponding packaging job.
    • Flag the record for automatic processing in a subsequent Student Nightly Orchestration job run.
    Need Packaging
    Select to either run Need Packaging or resolve the packaging reaction and process the record for financial aid packaging simultaneously.
    You can also do this by:
    • Selecting
      Run
       on the reaction review report.
    • Using the
      Run Student Financial Aid Processes by Period
       report.
Workday resumes processing merit or need financial aid packages for the student.