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Administrator Guide
Last Updated: 2025-09-19
Reference: Total Financial Assistance and Disbursement Changes in Real Time

Reference: Total Financial Assistance and Disbursement Changes in Real Time

Erin has the following 3 out of 4 possible anticipated disbursements:
  1. On 2025-08-15, $1,000 for Fall 2025.
  2. On 2025-09-02, $100 for Fall 2025.
  3. On 2026-01-15, $2,000 for Spring 2026.
  4. There is no disbursement schedule.
On the
Total Financial Assistance
 tab, Workday returns these values for the
Academic Period Amount Awarded
 and
Academic Period Amount Accepted
 fields:
  • $1,100 for Fall 2025.
  • $2,000 for Spring 2026.
On the
Disbursement
 tab, Workday returns these values for the anticipated disbursements:
  • $1,000 on 2025-08-15.
  • $100 on 2025-09-02.
  • $2,000 on 2026-01-15.
This table illustrates how Workday updates the total financial assistance and anticipated disbursements in real time when you change the above disbursements for Erin on the
Initiate Change
 task.
Changes to the Disbursements
Expected Results on Total Financial Assistance Tab
Expected Results on Disbursement Tab
You enter the
Revised Disbursement Amount
 of $999 for 2025-08-15.
Workday updates the
Academic Period Amount Awarded
 and the
Academic Period Amount Accepted
 fields to $1,099 ($999 + $100) for Fall 2025.
Workday updates the anticipated disbursement for 08/15/2025 to $999. There is no change to the other 2 disbursement dates and amounts.
You enter the
Revised Disbursement Amount
 of $1,001 for 2025-08-15.
Workday updates the
Academic Period Amount Awarded
 and
Academic Period Amount Accepted
 fields to $1,101 ($1,001 + $100) for Fall 2025.
The anticipated disbursement for 08/15/2025 updates to $1,001. There is no change to the other 2 disbursement dates and amounts.
You:
  • Enter the
    Revised Disbursement Amount
     of $1,100 for 2025-08-15.
  • Remove disbursement 2 (with the disbursement date 2025-09-02 for Fall 2025).
Workday updates the
Academic Period Amount Awarded
 and the
Academic Period Amount Accepted
 fields to $1,100 for Fall 2025.
Workday:
  • Updates the anticipated disbursement to $1,100 for 2025-08-15.
  • Removes the anticipated disbursement for 2025-09-02.
  • Keeps the anticipated disbursement for 2026-01-15.
For Disbursement 2, you:
  • Enter the
    Revised Disbursement Date
     of 2026-01-15.
  • Set the
    Academic Period
     to Spring 2026.
Workday updates the
Academic Period Amount Awarded
 and the
Academic Period Amount Accepted
 fields to:
  • $1,000 for Fall 2025.
  • $2,100 for Spring 2026.
Workday returns these values for the anticipated disbursements:
  • $1,000 for 2025-08-15.
  • $100 and $2,000 for 2026-01-15. These are 2 separate disbursements for the same date.
For Disbursement 3, you:
  • Enter the
    Revised Disbursement Date
     of 2025-12-31.
  • Set the
    Academic Period
     to Fall 2025.
For the
Academic Period Amount Awarded
 and
Academic Period Amount Accepted
 fields, Workday:
  • Updates Fall 2025 to $3,500.
  • Removes Spring 2026.
Workday returns these values for the anticipated disbursements:
  • $1,000 for 2025-08-15.
  • $100 for 2025-09-02.
  • $2,000 for 2025-12-03.
  • Removes Spring 2026.
You add a Disbursement 4 with:
  • Revised Disbursement Date
     of 2026-01-01.
  • Revised Disbursement Amount
     of $200.
  • Academic Period
     of Spring 2026.
Workday returns these values for the
Academic Period Amount Awarded
 and the
Academic Period Amount Accepted
 fields:
  • $1,100 for Fall 2025.
  • $2,200 for Spring 2026.
Workday includes the anticipated disbursement of $200 for 2026-01-01.
For Disbursement 2, you enter:
  • Disbursement Cancellation Amount
     of $100.
  • Disbursement Cancellation Date
     of 2025-09-02.
  • Academic Period
     of Fall 2025.
Workday updates the
Academic Period Amount Awarded
 and the
Academic Period Amount Accepted
 fields to $1,000 for Fall 2025.
For anticipated disbursement, Workday:
  • Returns $1,000 for Fall 2025, 2025-08-15.
  • Removes Fall 2025, 2025-09-02.
For Disbursement 3, you enter:
  • Disbursement Cancellation Amount
     of $500.
  • Disbursement Cancellation Date
     of 2026-01-15.
  • Academic Period
     of Spring 2026.
Workday updates the
Academic Period Amount Awarded
 and the
Academic Period Amount Accepted
 fields to $1,500 for Spring 2026.
Workday updates the anticipated disbursement for Spring 2026 on 2026-01-15 to $1,500.