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Administrator Guide
Last Updated: 2024-11-01
Example: Calculate State-Based Financial Aid Award Eligibility and Amounts (Top-Down Approach)

Example: Calculate State-Based Financial Aid Award Eligibility and Amounts (Top-Down Approach)

This example illustrates 1 way to use a top-down approach to calculate the eligibility and the amount for a financial aid award and includes these calculations:
  • Conditional
  • Constant Value
  • Instance Set comparison
  • Logic
  • Value Comparison
In every academic period, Alma Mater University awards a need-based award called the Peach Grant to residents of the state of Georgia. They package this grant directly after federal subsidized loans.
Eligible student applicants must:
  • Be a Georgia resident.
  • Have a student aid index (SAI) of less than or equal to 5,486.
  • Have a full-time projected enrollment.
  • Have applied for an undergraduate program.
Based on the SAI of the applicant, the award amounts are:
SAI
Award Amount
Less than or equal to 2,743
2,300
Greater than 2,743 and less than or equal to 5,486
1,150
Greater than 5,486
The student isn't eligible for the award.
Security:
  • Set Up: Calculations - Generic
     domain in the Core Payroll functional area.
  • Access Calculation (Segmented)
     domain in the functional areas for Core Payroll, Implementation, Payroll Interface, and Time Off and Leave.
  • Set Up: Time Off (Calculations - Generic)
     domain in the Time Off and Leave functional area.
  1. Calculate eligibility for the award.
    1. Access the
      Create Instance Set Comparison Calculation
       task.
    2. Enter or select these values:
      Field
      Value
      Name
      Applicant Is a Georgia Citizen
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      Source Field
      Student's State of Legal Residence
      The business object for this report field is ISIR Transaction.
      Relational Operator
      in the selection list
      Target Instance
      Georgia
      Verify that you've selected the state of Georgia, not the country.
    3. Click
      OK
      .
    4. Access the
      Create Value Comparison Calculation
       task.
    5. Enter or select these values:
      Field
      Value
      Name
      SAI <= 5,486
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      1st Operand
      SAI (Formerly EFC)
      Operator
      less than or equal to
      2nd Operand
      Select
      Create
      Constant Value Calculation
      .
    6. Enter or select these values:
      Field
      Value
      Name
      5486
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      Numeric Value
      5486
    7. Click
      OK
      .
    8. Click
      OK
      .
    9. Access the
      Create Instance Set Comparison Calculation
       task.
    10. Enter or select these values:
      Field
      Value
      Name
      Applicant Is Projected to be Full-Time
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      Source Field
      Projected Load Status
      The business object for this report field is Financial Aid Period Record.
      Relational Operator
      in the selection list
      Target Instance
      Full-time
    11. Click
      OK
      .
    12. Access the
      Create Logic Calculation
       task.
    13. Enter or select these values:
      Field
      Value
      Name
      Peach Grant Logic Calculation
      Category
      Financial Aid
      Academic Unit
      Leave blank.
    14. In the
      Calculation
       grid, add these rows:
      Operator
      Calculation
      AND
      Applicant is Georgia Citizen
      SAI <= 5,486
      Applicant Is Projected to be Full-Time
      Academic Level = Undergraduate
      This calculation is a Workday-delivered instance set comparison calculation.
    15. Click
      OK
      .
    16. Click
      Done
      .
  2. Calculate the amount to award.
    1. Access the
      Create Conditional Calculation
       task.
      Enter or select these values:
      Field
      Value
      Name
      Peach Grant Amount Calculation
      Category
      Financial Aid
      Academic Unit
      Leave blank.
    2. In the
      Conditional Calculations
       grid, add 3 rows and enter these values for the
      Order
       field:
      • a
      • b
      • c
    3. In the
      Condition
       field for Row A, select
      Create
      Create Value Comparison Calculation
      .
    4. Enter or select these values:
      Field
      Value
      Name
      SAI > 5,486
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      1st Operand
      SAI (Formerly EFC)
      Operator
      greater than
      2nd Operand
      5486
      You created this constant value calculation in a previous step.
    5. Click
      OK
      .
    6. In the
      Result
       field for Row A, select
      Create
      Create Constant Value Calculation
      .
    7. Enter or select these values:
      Field
      Value
      Name
      0
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      Numeric Value
      0
    8. Click
      OK
      .
    9. In the
      Condition
       field for Row B, select
      Create
      Create Value Comparison Calculation
      .
    10. Enter or select these values:
      Field
      Value
      Name
      SAI >= 2,743
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      1st Operand
      SAI (Formerly EFC)
      Operator
      greater than or equal to
      2nd Operand
      Select
      Create
      Create Constant Value Calculation
    11. Enter or select these values:
      Field
      Value
      Name
      2743
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      Numeric Value
      2743
    12. Click
      OK
      .
    13. Click
      OK
      .
    14. In the
      Result
       field for Row B, select
      Create
      Create Constant Value Calculation
      .
    15. Enter or select these values:
      Field
      Value
      Name
      1150
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      Numeric Value
      1150
    16. Click
      OK
      .
    17. In the
      Condition
       field for Row C, select
      Create
      Create Value Comparison Calculation
      .
    18. Enter or select these values:
      Field
      Value
      Name
      SAI >= 0
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      1st Operand
      SAI (Formerly EFC)
      Operator
      greater than or equal to
      2nd Operand
      0
      You created this constant value calculation in a previous step.
    19. Click
      OK
      .
    20. In the
      Result
       field for Row C, select
      Create
      Create Constant Value Calculation
      .
    21. Enter or select these values:
      Field
      Value
      Name
      2300
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      Numeric Value
      2300
    22. Click
      OK
      .
      You should have these values in the
      Conditional Calculations
       grid:
      Order
      Condition
      Result
      a
      SAI > 5,486
      0
      b
      SAI >= 2,743
      1150
      c
      SAI >= 0
      2300
    23. In the
      Default Response
       field, select or create a constant value calculation that will help you identify when a calculation fails.
      Example:
      999
       or
      1234567
      .
    24. Click
      OK
      .
    25. Click
      Done
      .
  3. Tie the eligibility calculation and the amount calculation together in a single conditional calculation.
    1. Access the
      Create Conditional Calculation
       task.
      Enter or select these values:
      Field
      Value
      Name
      Peach Grant Final Conditional Calculation
      Category
      Financial Aid
      Academic Unit
      Leave blank.
    2. In the
      Conditional Calculation
       grid, add this row:
      Order
      Condition
      Result
      a
      Peach Grant Logic Calculation
      Peach Grant Amount Calculation
    3. In the
      Default Response
       field, select or create a constant value calculation that will help you identify when the calculation fails.
      Example:
      999
       or
      1234567
      .
    4. Click
      OK
      .
    5. Click
      Done
      .
The final calculation is available for you to add to student award items.
  • Add the calculation as an amount calculation for a student award item.
  • Add the student award item to a need packaging strategy, below federal subsidized loans.