Troubleshooting: Refresh Attendance Plan Fails to Build Academic Periods

Cause	Solution
There is an attendance plan job failure hold. When Workday puts a hold on a student’s attendance plan, it also prevents the processing of the student’s: Cost of attendance. Merit packaging. Need packaging. Charge assessment. Disbursements.	From the student’s profile, access the Action Items and Holds > Active Holds . Identify the reason for the hold, resolve, and remove it. Or Access the Find Students with Holds report . Security: Reports: Student Holds domain in the Action Items and Holds functional area. Workday recommends that you run this report weekly. This report is for students only. To find applicants with a hold, create a custom report using the Application business object and Active Holds report field. From the Hold Types prompt, select Attendance Plan (Load Status) . From the Hold Reason prompt, select Job Failure . Click OK . From the grid of students with the related holds, identify the reason for the hold. Ensure that: All Calendar, Load Status, Class Standing, and Federal Student Aid Program Policies are configured to a date that is before the earliest active student (even for non-Title IV programs). The Expected Completion Date is after the Declare Date . Resolve the hold. Remove the hold using the Put Student Hold Assignment web service. Refresh the attendance plan. You can also flag the attendance plan to refresh during the nightly orchestration using the Put Programs of Study Enrollment web service.
During configuration, you didn't do one of these: Set a reporting record. Select a primary program of study (POS). This could be because you haven’t configured policies for the POS and the academic unit. Additionally, the POS associated with the reporting record and the Federal Student Aid Program Policy must have the correct dates from 1900 onwards across these policies: Calendar. Load Status. Class Standing. Federal Student Aid Program.	Security: Manage: Programs of Study for Load Status domain in the Financial Aid functional area. From the student’s profile, select Actions > Financial Aid . Access the View Programs of Study for Load Status report to ensure that the student has a reporting record and a primary POS. Access the Edit Programs of Study for Load Status report to set a reporting record or select a primary program of study.
A program of study change has an incorrect effective date.	Security: Manage: Programs of Study for Load Status domain in the Financial Aid functional area. From the student’s profile, select Actions > Financial Aid . Access the View Programs of Study for Load Status report to identify the POS change date. If the POS date occurs as of the start date instead of the standard start date, backdate the program of study change using the Edit Programs of Study for Student task.
The status of the primary POS of the reporting record. Example: The primary POS of the reporting record is discontinued (or has another inactive status) and the student is in another active program in the reporting of a non-reporting record.	Security: Manage: Programs of Study for Load Status domain in the Financial Aid functional area. Identify the standard start date of the period that you are concerned with. Access the Edit Program of Study for Load Status task to find the primary POS of the reporting record as of that date. Note if the status of the primary POS of the reporting record is one of these: In Progress Pending Completion Leave of Absence If not, then the academic period is likely inactive and thus isn't built when the attendance plan refreshes. If the academic period is active but Workday still hasn’t built it, then the period has non-zero or uncancelled disbursements or waivers. Review and resolve such disbursements or waivers and then refresh the attendance plan.

Refresh Financial Aid Attendance Plans

Review Programs of Study for Load Statuses