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Administrator Guide
Last Updated: 2023-06-23
Set Up Business Processes for Admission Deposits

Set Up Business Processes for Admission Deposits

Security:
  • Business Process Administration
     domain in the System functional area.
  • Manage: Business Process Definitions
     domain in the System functional area.
You can set up business processes so that students receive action items to make admissions deposits as they matriculate.
  1. Configure the
    Complete Action Item Event
     business process.
    1. Select
      Business Process
      Edit Definition
       from the related actions menu of the business process.
    2. If you haven't already, add a
      Complete Action Item in BP
       action step.
    3. In the
      Group
       field, select a security group that is able to initiate the
      Submit Student Payment
       web service.
      Admission deposit payments come in through the web service, so security access to the web service is required to complete the action item. Groups such as
      Student as Self
       or
      Student as Prospect
       typically don't have access to the
      Submit Student Payment
       web service.
    4. Select the
      Complete
       check box.
  2. Configure the
    Student Application Pre-Matriculation Event
     and
    Student Onboarding Event
     business processes.
    1. Select
      Business Process
      Edit Definition
       from the related actions menu of the business process.
    2. Add a
      Complete Action Item
       action step.
    3. Click the
      Configure Action Item
       button and in the
      Application Action Item
       field, select
      Undergraduate Admissions Deposit
      .
    4. If you have more admissions deposits to configure, configure them on separate action steps. Action items on the same step can overwrite each other.
      Order the steps according to priority. Workday assigns the first admissions deposit action item that a student qualifies for.
  3. (Optional) Add an approval step to the
    Student Payment Event
     business process for admission deposit payments.
    Without an approval step, the admission deposit action item automatically completes when Workday receives the payment.
Edit Business Processes