Select ISIRs for Crossover Periods

Verify that the student has active Institutional Student Information Record (ISIR) transactions for both award years.

Security: Manage: Packaging Processing
domain in the Financial Aid functional area.

Workday processes Year-Round Pell for students in accordance with the Federal Pell Grant program. As a result, students might enroll in a crossover payment period, or a period that overlaps 2 award years. You can select which year's active ISIR transaction Workday uses to process a Pell Grant that crosses multiple award years. If you don't specify which year's ISIR transaction to use, Workday uses the one that corresponds to the award year at the start of the crossover period.

Access the

Attendance Plan

report on the Financial Aid profile group of the student profile.

Select

Financial Aid Period Record

Manage ISIR for Pell Grant Crossover Periods

from the related actions menu of the magnifying glass of the academic period.

You can only see this task on crossover periods where no Pell Grant has disbursed or the grant amount is 0.

On the

Financial Aid Award Year Selection

prompt, select the award year associated with the ISIR transaction you want to use.

After you select which year's ISIR transaction to use for a crossover payment period:

Workday uses the ISIR associated with the financial aid award year you selected to process the Pell Grant for the student.

The Pell Grant is included in the Common Origination and Disbursement (COD) Outbound file of the corresponding award year.

Add Pell Grant Crossover Award Year
as a reaction reason on these reaction policies:

Cost of attendance.

Merit packaging.

Need packaging.

When you add the reaction reason, Workday can:

Automatically process the student's financial aid package during the Student Nightly Job Orchestration.

Report the Pell Grant to COD for the award year in which you assigned the award.