Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-03-08
Example: Configure Student Onboarding

Example: Configure Student Onboarding

This example illustrates 1 way to configure the
Student Onboarding Event
 business process to onboard students to your institution after they accept their offer of admission. You can change this configuration to meet the unique needs of your institution.
John is a Workday administrator for Alma Mater University (AMU). Alonzo Brown is an admissions counselor for AMU. John is trying to configure the
Student Onboarding Event
 business process so that Alonzo can onboard students in his application grouping. John wants to configure the business process so that reviewers and students can:
  • Create Student Workday Accounts.
  • Change Student Directory Information.
  • Send messages to specific application groupings.
  • Review documents.
  • Request residency materials.
  • Create primary academic plans.
  • Request students register for orientation.
  • Evaluate and apply any applicable transfer credits.
  • Access self-service tasks.
  • Complete action items.
  • Create an application grouping for Alonzo Brown.
  • Create action items.
  • Create eligibility rules.
  • Configure residency materials and document review steps.
  • Configure academic plans.
  • Security: Access to the
    Student Onboarding Event
     business process in the Student Records functional area.
  1. Access the
    Student Onboarding Event
     business process. As you complete the business process, enter these values for a new business process step:
    Field
    Option
    Order
    B
    If
    Student doesn't have a Workday Account (Workday-owned).
    Type
    Service
    Specify
    Create Student Workday Account
    Group
    Leave blank.
  2. Enter a new business process step with these values:
    Field
    Option
    Order
    C
    Type
    Review Documents
    Specify
    Leave blank.
    Group
    Student as Self
  3. Enter a new business process step with these values:
    Field
    Option
    Order
    C
    Type
    Action
    Specify
    Register for Orientation
    Group
    Student as Self
  4. Enter a new business process step with these values:
    Field
    Option
    Order
    C
    If
    Student doesn't have Primary Academic Plan.
    Type
    Service
    Specify
    Create Primary Academic Plan for Student.
    Group
    Leave blank.
  5. Enter a new business process step with these values:
    Field
    Option
    Order
    C
    If
    Application grouping for Alonzo Brown
    Type
    To Do
    Specify
    Congrats and Welcome to AMU
    Group
    Student as Self
  6. Enter a new business process step with these values:
    Field
    Option
    Order
    C
    If
    Is International Student
    Type
    Review Documents
    Specify
    Leave blank.
    Group
    Student as Self
  7. Enter a new business process step with these values:
    Field
    Option
    Order
    D
    If
    Student wasn't matriculated from Mass Matriculation Event.
    Type
    Service
    Specify
    Transfer Credit Evaluation Service
    Group
    Leave blank.
  8. Enter a new business process step with these values:
    Field
    Option
    Order
    D
    If
    Leave blank.
    Type
    To Do
    Specify
    Change my Photo
    Group
    Student as Self
  9. Enter a new business process step with these values:
    Field
    Option
    Order
    D
    If
    Leave blank.
    Type
    To Do
    Specify
    Add Emergency Contacts
    Group
    Student as Self
  10. Enter a new business process step with these values:
    Field
    Option
    Order
    E
    If
    Leave blank.
    Type
    To Do
    Specify
    Set Up Account Preferences
    Group
    Student as Self
  11. Enter a new business process step with these values:
    Field
    Option
    Order
    E
    If
    Leave blank.
    Type
    Review Documents
    Specify
    Leave blank.
    Group
    Student as Self
  12. Enter a new business process step with these values:
    Field
    Option
    Order
    F
    If
    Leave blank
    Type
    Action
    Specify
    Complete Action Item (Student Onboarding)
    Group
    Student as Self
  13. Enter a new business process step with these values:
    Field
    Option
    Order
    G
    If
    Leave blank.
    Type
    Review Documents
    Specify
    Leave blank.
    Group
    Student as Self
  14. Enter a new business process step with these values:
    Field
    Option
    Order
    I
    If
    Leave blank.
    Type
    Action
    Specify
    Complete Action Item (Student Onboarding)
    Group
    Leave blank.
  15. Enter a new business process step with these values:
    Field
    Option
    Order
    J
    If
    Student has no Residency Event In Progress for the same Institutional Academic Unit AND Student has a Workday Account or Student has an external account (Workday Owned).
    Type
    Action
    Specify
    Request Residency Materials
    Group
    Leave blank.
  16. Enter a new business process step with these values:
    Field
    Option
    Order
    L
    If
    Leave blank.
    Type
    To Do
    Specify
    Please view your academic plan to get started on your AMU journey!
    Group
    Student as Self
After students accept their offer of admission, this configuration for the Student Onboarding event business process will:
  • Create their Student Workday Account.
  • Create a primary academic plan for the student, if applicable.
  • Send tasks to the student's
    My Tasks
     welcoming them to the institution.
  • Review documents sent from the institution.
  • Request residency documents and contact information from students.
  • Enable students to complete self-service tasks.
Alonzo can use the
Application Grouping Work Area
 to process documents and action items from students.