Concept: Financial Aid Load Statuses

Workday uses projected load statuses to process financial aid calculations for future academic periods. To determine the projected load status, Workday evaluates the typically enrolled units of the relevant academic period type on a typical attendance pattern against the load status policy. Workday uses the attendance pattern and load status policy that are effective for a student's program of study as of the standard start date of the academic period.

For a less attended academic period like summer, Workday assigns a projected unit value based on your configuration on the

Create Typical Attendance Pattern

task. Workday then updates projected load statuses based on that unit value. For students who don't register for less attended academic periods, Workday displays a projected load status of

Not enrolled

.

After the AEUSD of an academic period, Workday uses actual load statuses in financial aid processing. To calculate the actual load status, Workday evaluates the total units for a student's courses against the load status policy that's effective for the student's primary program of study as of the standard start date of the academic period. When the student has multiple academic records, Workday uses the load status policy of the primary program of study on the student's reporting record.

The actual load statuses describe the different sets of courses that Workday includes. Workday provides these main types of actual load statuses:

Academic Period
: Includes units for courses for which the student has registered for the academic period.
Course Start
: Includes units for courses that have started at the time of the calculation.
Verified Participation
: Includes units for courses for which the student has verified participation at the time of the calculation.

Workday also organizes actual load statuses into these subtypes:

Load Status Type	Includes	Doesn't Include
All	Courses with a status of: Complete Registered Withdrawn	Audit courses
POS	Registered , Complete , or Withdrawn courses that satisfy academic requirements for the student's program of study (POS). Courses that count toward the student's maximum developmental units. Failed courses. Repeated registrations that meet the federal student aid (FSA) repeat logic.	Audit courses
Pell (POS)	Registered , Complete , or Withdrawn courses that satisfy academic requirements for the student's POS. Courses added before the final Pell Recalculation Date that count toward the student's maximum developmental units. Courses registered for before the Pell Recalculation Date or the First Time Awarded Pell for Actual Enrollment Date , whichever is later. Courses withdrawn from after the Pell Recalculation Date or the First Time Awarded Pell for Actual Enrollment Date , whichever is later. Example: The First Time Awarded Pell for Actual Enrollment Date is 2024-08-15 and the Pell Recalculation Date is 2024-09-01. Workday uses the later date to determine what courses count toward the Pell (POS) load status.	Audit courses

The

First Time Awarded Pell for Actual Enrollment Date

field populates only when a student receives a Pell Grant for the first time after their AEUSD.

A POS load status includes units for courses that satisfy academic requirements for the student's programs of study, including courses that the student has withdrawn from or completed.

POS load statuses also include units for courses that:

Satisfy developmental units, have a
Withdrawn
or
Complete
status, and don't exceed the developmental unit maximum defined on the federal student aid program policy for the student's primary program of study.
Repeat, or are equivalent to, a previous attempt that already satisfied an academic requirement.
When the student aid program policy for the program of study limits the number of attempts that count toward financial aid, a student who receives a passing grade can make only 1 more attempt that counts toward the load status. Workday doesn't count withdrawals from repeated attempts toward the load limit.

To view the academic requirements used to calculate POS load statuses, select

Financial Aid

View Programs of Study for Load Status

from the related actions menu of a student profile.

When a student unregisters for a course after the

Drop Without Record End

date, Workday considers it as a withdrawal instead of a drop. When a student withdraws from a course that previously counted toward a load status, Workday creates a withdrawal deficit for the student. Any courses that the student adds after the withdrawal must offset the withdrawal deficit before Workday counts the courses toward the load status for the academic period.

Example: A student withdraws from a course worth 5 units, creating a withdrawal deficit of -5 units. When the student adds a course worth 6 units, the student has a net gain of 1 unit that counts toward the load status.

Workday creates withdrawal deficits only for courses that were satisfying academic requirements. Only courses that satisfy academic requirements for programs of study counting toward the student's load status can fill withdrawal deficits.

When a student withdraws from a developmental course, Workday creates a withdrawal deficit for the units up to the maximum developmental units defined for the federal student aid policy of the student's primary program of study.

Example: Abigail's program of study has a maximum of 10 developmental units, and she's already completed 8 developmental units. When she registers for 5 more developmental units, Workday counts only 2 units toward her POS load status. When she withdraws from that course, Workday creates a withdrawal deficit of -2 units.

When a student has withdrawal deficits for both developmental and nondevelopmental courses, Workday always fills withdrawal deficits from developmental courses first. This minimizes the number of developmental units that count toward financial aid.