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Administrator Guide
Last Updated: 2024-11-01
Example: Calculate Overload Fees (Student Charge Item Assignments)

Example: Calculate Overload Fees (Student Charge Item Assignments)

This example illustrates how to create calculations that you can use as eligibility rules in student charge item assignments, and includes these calculations:
  • Instance Set Comparison
  • Logic
  • Value Comparison
Alma Mater University charges tuition through course fees and charges an administrative fee to students who are registered for more than 18 units. Students whose residency status is in district have different charge amounts and worktag requirements for the overload fee than students whose residency status is out of district. As a result, Alma Mater University uses separate student charge items for them and needs eligibility calculations to assign the correct charge items to the correct students.
Create a constant value calculation of
18
 in the Student or Common category, if it doesn't already exist in your tenant.
Create student charge items called
In District Administrative Fee
 and
Out of District Administrative Fee
.
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: Student Charges
     domain in the Student Financials functional area.
  • Set Up: Time Off (Calculations - Generic)
     domain in the Time Off and Leave functional area.
  1. Access the
    Value Comparison Calculation
     task.
    1. Enter or select these values:
      Field
      Value
      Name
      Total Registered Units > 18
      Category
      Student Financials
      Academic Unit
      Leave blank.
      1st Operand
      Billable Units Registered for Academic Period
      Operator
      greater than
      2nd Operand
      18
    2. Click
      OK
      .
  2. Access the
    Create Instance Set Comparison Calculation
     task.
    1. Enter or select these values:
      Field
      Value
      Name
      Student is a Resident
      Category
      Student Financials
      Academic Unit
      Leave blank.
      Source Field
      Residency Status
      Relational Operator
      in the selection list
      Target Instance
      Resident
    2. Click
      OK
      .
  3. Access the
    Create Instance Set Comparison Calculation
     task.
    1. Enter or select these values:
      Field
      Value
      Name
      Resident Detail is Out of District
      Category
      Student Financials
      Academic Unit
      Leave blank.
      Source Field
      Resident Detail
      Relational Operator
      in the selection list
      Target Instance
      Out of District
    2. Click
      OK
      .
  4. Access the
    Create Instance Set Comparison Calculation
     task.
    1. Enter or select these values:
      Field
      Value
      Name
      Resident Detail is In District
      Category
      Student Financials
      Academic Unit
      Leave blank.
      Source Field
      Resident Detail
      Relational Operator
      in the selection list
      Target Instance
      In District
    2. Click
      OK
      .
  5. Access the
    Create Logic Calculation
     task.
    1. Enter or select these values:
      Field
      Value
      Name
      Student is over 18 units and out of district
      Category
      Student Financials
      Academic Unit
      Leave blank.
    2. In the
      Calculation
       grid, add these rows:
      Operator
      Calculation
      AND
      Total Registered Units > 18
      Residency Detail is Out of District
      Residency Status is Resident
    3. Click
      OK
      .
  6. Access the
    Create Logic Calculation
     task.
    1. Enter or select these values:
      Field
      Value
      Name
      Student is over 18 units and in district
      Category
      Student Financials
      Academic Unit
      Leave blank.
    2. In the
      Calculation
       grid, add these rows:
      Operator
      Calculation
      AND
      Student is a Resident
      Residency Detail is In District
      Residency Status is Resident
    3. Click
      OK
      .
  7. Access the
    Maintain Student Charge Item Assignments
     task.
    1. Enter or select these values:
      Field
      Value
      Academic Unit
      Alma Mater University
      Academic Level
      Undergraduate
      As of Effective Date
      The beginning of the next financial aid award year.
    2. In the grid, add these rows:
      If
      Student Charge Item
      Student is Over 18 Units and In District
      In District Administrative Fee
      Student is Over 18 Units and Out of District
      Out of District Administrative Fee
When students register for over 18 units, Workday assigns the:
  • In District Administrative Fee
     to students whose residency status is in district.
  • Out of District Administrative Fee
     to students whose residency status is out of district.