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Administrator Guide
Last Updated: 2026-05-15
Package Financial Aid Manually

Package Financial Aid Manually

  • Assign packaging strategies to academic units, academic levels, or programs of study.
  • Students have a financial aid attendance plan.
  • Students have ISIRs for need packaging.
  • Calculate cost of attendance (COA) for need packages or merit packages that require COA.
  • Security:
    • Reports: Financial Aid Period Records
       domain in the Financial Aid functional area.
    • Manage: Merit Packaging
       domain in the Financial Aid functional area.
    • Manage: Need Packaging
       domain in the Financial Aid functional area.
You can manually run the financial aid packaging process for selected students outside of the regularly scheduled process. The packaging process excludes students who:
  • Have incomplete action items with a packaging hold.
  • Don't have a valid ISIR for the financial aid award year. A valid ISIR can have any status except for
    Reject
    . Students must have a valid ISIR for need packaging.
When you run packaging for an academic period, Workday also packages the other academic periods that belong to the same packaging period.
You can also adjust individual financial aid packages without running packaging using the
Total Financial Assistance
 report on the Financial Aid profile group of a student profile. Workday recommends that you don't manually adjust a student's financial aid package using the
Total Financial Assistance
 report when:
  • Someone else is editing the report for the student.
  • When a merit or need packaging job that includes the student is in progress.
  1. Access the
    Run Student Financial Aid Processes by Period
     report.
  2. As you complete the task, consider:
    Option Description
    Student Type
    Select
    Student
    .
    Award Year
    Workday packages students who have a financial aid attendance plan that includes the award year you select.
    Academic Period Type(s)
    Workday packages students who have a financial aid attendance plan that includes the period type you select.
  3. Select the students to package.
    The reporting results display the student's original program of study. To view the student's current and historical programs of study, access the
    Review Programs of Study for Load Status
     report.
  4. Select
    Package Need Financial Aid
     or
    Package Merit Financial Aid
    .
    Selecting the
    Package Provisional Awards
     check box sets the status of each packaged award to
    Provisional
    , regardless of the initial award status configured for the student award item. Example: If you're packaging awards to attract prospective students, you might set the status to
    Provisional
    .
    Provisional awards don't count towards fiscal limits.
Students can accept or decline awards. Administrators can also accept or decline awards on their behalf.