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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Financial Aid Holds

Steps: Set Up Financial Aid Holds

Configure business processes to automatically apply holds that prevent Workday from carrying out financial aid processes, such as award packaging or disbursement, for students who meet the hold conditions.
You can also use the
Apply Student Hold
 task to manually apply holds to individual students.
  1. Select
    Business Process
    Edit Definition
     from the related actions menu of a business process.
    1. Add the
      Setup Student Hold
       service step.
    2. Click
      OK
      .
    3. Click
      Configure Setup Student Hold
      .
    4. Select the
      Hold Types
       to apply.
    Security:
    Business Process Administration
     and
    Manage: Business Process Definitions
     domains in the System functional area.
  2. In the
    Disbursement Eligibility Conditions
     field, select
    Disbursement Hold Exists
    .
  3. Select the
    Respect Disbursement Hold
     check box.
When you launch business processes configured to apply financial aid holds, Workday applies holds to students who meet hold criteria for those business processes. When packaging students or disbursing funds, Workday skips students who have financial aid holds.