Setup Considerations: Preliminary Transfer Credit
You can use this topic to help you make decisions when planning your configuration and use of preliminary transfer credit. It explains:
- Why to set it up.
- How it fits into the rest of Workday.
- Downstream impacts and cross-product interactions.
- Security requirements and business process configurations.
- Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.
What It Is
Preliminary transfer credit provides information about the potential credit that a prospective student can receive at your institution from their previous educational history. In Workday, you can assign and evaluate preliminary transfer credit for prospects from their official or unofficial:
- External transcripts.
- Education test results.
Business Benefits
Preliminary transfer credit in Workday enables you to:
- Record and compile a prospective student's preliminary transfer credit on their prospect profile.
- Review transcripts and test results during the admissions process before an official transfer credit evaluation.
- Provide accurate preliminary transfer credit information to prospective students in a timely manner. You can share this information on your external site using Workday-delivered web services.
Workday saves you time and effort in tenant setup by using the same transfer credit rules for:
- Preliminary transfer credit evaluations for applicants.
- Transfer credit evaluations for matriculated students.
Use Cases
As a recruiter or admissions application reviewer, you can:
- Use preliminary transfer credit to see how prepared a prospect is before they apply or you admit them to your institution.
- Share preliminary transfer credit results with prospects. Example: Report preliminary cumulative transfer totals in admissions engagement items as rich text fields.
As a prospective student, you can:
- See how your previous coursework transfers to the institution that you're applying to.
- Consider preliminary transfer credit in your decision whether to apply to or accept an offer of admission at this institution.
Questions to Consider
Questions | Considerations |
|---|---|
How do you want to implement transfer articulation agreements you have with other educational institutions? | You can configure transfer credit rules according to these agreements. This configuration enables you to initiate preliminary and student transfer credit evaluations against these rules. |
How do you assign preliminary transfer credit for your institution? | Workday enables you to manually assign credit for internal courses from external coursework and education test results.
You can also initiate automatic evaluations of a prospect's external transcript or education test result for preliminary transfer credit. These evaluations use the same configuration that you set up for transfer credit evaluations for matriculated students. In this configuration, you can define how coursework from external educational institutions converts to credit at your institution using:
You can also set up transfer credit rules for your tenant by:
|
Where do you want to share preliminary transfer credit with prospects? | You can:
For applicants, you can configure applicant home pages to display the preliminary transfer credit report on the external student site. |
How do you assign transfer credit when a student matriculates? | Preliminary transfer credit doesn't convert to transfer credit when a student matriculates. To grant student transfer credit at matriculation, you can:
|
Recommendations
Configure the applicant home page to display the preliminary transfer credit report. Applicants can then view their potential earned credit on the external student site.
Create a custom report work area to identify prospects who:
- Have external transcripts and education test results.
- Don't have preliminary transfer credit assigned to those transcripts and test results.
Requirements
Configure the security domains so the appropriate users can configure and view preliminary transfer credit for your institution.
To enable admitted applicants to see their preliminary transfer credit, you must:
- Set up an external student site and applicant home page.
- Assign or evaluate preliminary transfer credit.
Limitations
You can assign and evaluate preliminary transfer credit for:
- An individual student prospect before they matriculate.
- Only 1 external transcript or education test result at a time.
You can't:
- Initiate preliminary transfer credit evaluations for a group of student prospects.
- Configure preliminary transfer credit evaluation as a step in a business process.
Users with view permission can access preliminary transfer credit only on desktop.
Only applicants with a published decision of Admit can see the preliminary transfer credit report when you configure the applicant home page.
Preliminary transfer credit doesn't convert to transfer credit when a student matriculates. At matriculation, you can grant transfer credit from an official transfer credit evaluation of the student's final transcripts and test results.
Tenant Setup
For assigning and evaluating preliminary transfer credit, Workday uses the same configuration and transfer credit rules you set up for matriculated students.
Security
Domains | Considerations |
|---|---|
Manage: Create Transfer Credit Rules and Evaluate Preliminary Transfer Credit in the Admissions functional area. | Enables users to:
Inherits permissions from the Manage: Preliminary Transfer Credit domain. |
Manage: Delete Preliminary Transfer Credit in the Admissions functional area. | Enables users to delete unlocked preliminary transfer credits.
Inherits permissions from the Manage: Preliminary Transfer Credit domain. |
Manage: Preliminary Transfer Credit in the Admissions functional area. | Enables users to evaluate and assign preliminary transfer credit for student prospects. |
Reports: Preliminary Transfer Credit in the Admissions functional area. | Enables users to view the preliminary transfer credit results on the prospect profile and access report fields. |
Self-Service: Student External Site User Access in the Academic Foundation functional area. | Enables applicants to view the preliminary transfer credit report on the external student site, when:
|
Set Up: Transfer Credit in the Student Records functional area. | Enables users to set up policies and grading for transfer credit. |
Set Up: Transfer Credit Rules in the Academic Advising functional area. | Enables users to configure transfer credit rules for transfer credit evaluations for matriculated students.
Workday uses the same rules for preliminary transfer credit evaluations for prospective students. |
Business Processes
No impact.
Reporting
Workday provides the
Preliminary Transfer Credit Troubleshooting Console
report that you can use to:
- Troubleshoot issues with granting preliminary transfer credits.
- Examine potential and assigned preliminary transfer credits.
You can create custom reports using report fields on these business objects:
- Preliminary Transfer Credit Registration
- Student External Transcript
- Student Prospect Record
Integrations
Web Services | Considerations |
|---|---|
Bulk Import Put Preliminary Transfer Credits
| Creates or updates preliminary transfer credits for multiple student prospects. |
Delete Preliminary Transfer Credits
| Deletes 1 or more unlocked preliminary transfer credits from the student prospect record. |
Get Preliminary Transfer Credits
Put Preliminary Transfer Credit | Retrieves and uploads data for preliminary transfer credits for a student prospect. |
Put Preliminary Transfer Credit Evaluation
| Evaluates a student prospect’s external transcripts and education test results and assigns preliminary transfer credit. |
Connections and Touchpoints
Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.