Set Up Financial Aid for External Student Sites

Create an external student site.

Set up financial aid. See Steps: Set Up Student Financial Aid.

Set up financial aid packaging schedules. See Concept: Packaging Financial Aid.

Set up integrations for ISIRs. See Steps: Set Up ISIR Processing.

Security: These domains:

Set Up: External Site Financial Aid Configuration
in the Academic Foundation functional area.

Set Up: Financial Aid Rule Sets and Policies
in the Financial Aid functional area.

Set Up: System
in the System functional area.

Configure these business processes and security policies:

Federal Verification Event
in the Financial Aid functional area.

ISIR Action Items Event
in the Financial Aid functional area.

Student Application Pre-Matriculation Event
in the Admissions functional area.

You can enable student applicants to view their financial aid packages and complete financial aid action items on the external student site. You can also enable financial aid administrators to process action items and packaging for applicants before admissions decisions become public. This provides a smoother experience for applicants.

Access the

Configure Financial Aid for External Student Site

task.

Enable students to complete financial aid action items and view financial aid packages on the external site.

(Optional) Select the

Exclude Indirect Costs from Cost of Attendance

check box to exclude any student cost items with the

Cost Category

of Indirect
from the cost grid and total cost of attendance on the external site. Examples: Books or transportation. Once selected, Workday excludes indirect cost items when applicants view their

Estimated Cost Details

, total estimated costs, and out-of-pocket cost values.

Configure the Complete Action Item Event
business process and security policy in the Action Items and Holds functional area.

For a Complete Action Item Event
business process that's for financial aid, ensure that the Complete Action Item in BP
step routes to the Student Prospect as Self (External)
security group. This enables student prospects to complete financial aid action items using their external site accounts.

Maintain Federal Student Aid Program Policies.

Specify a

Financial Aid External Site System User

. This enables applicants to print their financial aid award letter and college financing plan on the external student site.

(Optional) Access the

Edit Federal School Code

task.

You can display descriptive display names on the external student site instead of the numerical federal school code that a student enters on their FAFSA.

(Optional) Access the

Maintain Feature Opt-Ins

report.

For institutions that want to enable student applicants to access financial aid information before their admission decision is public, select

Opt In to Feature

for the Enable applicant access to financial aid information before admission decision is public
feature.