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Administrator Guide
Last Updated: 2024-06-14
Steps: Set Up ISIR Processing

Steps: Set Up ISIR Processing

Configure Workday Student so that you can process Institutional Student Information Records (ISIRs). An ISIR is an electronic file that the FAFSA Processing System (FPS) sends to schools and contains:
  • Student information on the Free Application for Federal Student Aid (FAFSA).
  • Important processing results.
  • National Student Loan Data System (NSLDS) financial aid history information.
Workday uses ISIRs to assign financial aid action items, calculate cost of attendance, and create financial aid packages.
  1. Configure the federal school code, COD Routing ID, and other IDs for each superior academic unit that processes ISIRs.
    School codes on incoming ISIRs identify a student's academic unit.
  2. Set up integrations to load ISIRs into Workday and transmit ISIR correction files to the U.S. Department of Education (ED).
  3. Configure the
    ISIR Data Load Event
     business process.
    See Edit Business Processes.
  5. Create and assign ISIR action items.
    Workday associates action items with ISIRs as you load them.
    See Steps: Set Up Financial Aid Action Items.
  6. Add the
    ISIR Activation
     and
    ISIR Edit
     reaction reasons to these reaction policies:
    • Cost of attendance.
    • Merit packaging.
    • Need packaging.
As you load ISIRs, Workday:
  • Assigns financial aid action items to ISIRs, based on your assignment rules.
  • Sends My Tasks
     items to students, requesting documents needed to complete action items or requesting some other action.
After students complete the action items, you can use the
Review Financial Aid Action Items
 report to review each uploaded document and confirm that they're valid. You can also approve the documents or send them back to students.