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Administrator Guide
Last Updated: 2025-09-19
Mass-Apply Student Charges

Mass-Apply Student Charges

  • Identify a custom report where the report data source is Student Institutional Financial Account (SIFA).
  • Security: These domains in the Student Financials functional area:
    • Manage: Student Charge Processing
    • Set Up: Student Charges
    • Set Up: Student Payments
You can use the Apply Student Charges Mass Operation Management (MOM) function to batch-apply manual fees to students based on criteria in a custom report. This allows you to quickly configure and automate student charges in Workday, potentially saving hours of time.
Workday enables you to mass-apply student charges for:
  • Late payment fees
  • Late registration fees
  • Add fees
  • Drop fees
  1. Access the
    Create Security Group
     task.
    1. In the
      Type of Tenanted Security Group
       field, select
      Segment-Based Security Group
      .
    2. In the
      Name
       field, enter a name for the security group and click
      OK
      .
    3. On the
      Edit Segment-Based Security Group
       page that displays, select the appropriate security groups (example:
      Student Financials Administrator
      ) in the
      Security Groups
       field.
    4. In the
      Access to Segments
       field, select
      Security Segments (Workday Owned)
      Mass Operation Type Segment
      Mass Apply Student Charges
      .
    5. Click
      OK
      , then
      Done
      .
  2. Run the
    Domain Security Configuration
     report.
    1. In the
      Domain
       field, select
      Mass Operation Management
       and click
      OK
      .
    2. From the
      Mass Operation Management
       link’s related actions menu, select
      Domain
      Edit Security Policy Permissions
      .
    3. In the
      Report/Task Permissions
       grid, add the segment-based security group you just created. Then give it both View and Modify permissions.
    4. Click
      OK
      , then
      Done
      .
  3. Access the
    Activate Pending Security Policy Changes
     task.
    1. In the
      Comment
       field, describe the security change to be published, then click
      OK
      .
    2. On the next page, select the
      Confirm
       check box and click
      OK
      .
  4. Access the
    Mass Operation Management
     task.
    1. In the
      Mass Operation Type
       field, select
      Apply Student Charges
      .
    2. In the
      Input Report
       field, select a custom report with a data source of Student Institutional Financial Account (SIFA).
    3. In the
      Run Frequency
       field, select the desired frequency for mass application of manual fees, then click
      OK
      .
    4. On the next page, complete these fields:
      • Request Name
      • Institution
      • Transaction Date
        . You can edit this field only after selecting a
        Run Frequency
         of
        Run Now
         on the initial
        Mass Operation Management
         prompt.
      • Due Date
      • Academic Period
      • Charge Item
        . For easy identification and accurate charge assessment, we recommend using an exclusive student charge item for MOM. When using the
        Create Student Charge Aggregate Rule
         task to configure aggregate rules for student charges, you must change
        Maximum Number
         or
        Maximum Amount
         (whichever field you don’t use) to a high value that the charge will never reach, such as 999 or 999,999, respectively.
      • Revenue Category
        . The default field value is based on the charge item and isn't editable.
      • Transaction Amount/Charge Calculation
      • Currency
      • Worktags
        . The default field value is based on the charge item and is editable.
      The
      Report Definition
       grid at the bottom of the page shows any filters that the report prompts the user to submit before running it.
    5. If scheduling the mass operation to run in the future, click the
      Schedule
       tab and complete the fields to define your mass operation schedule.
    6. Click
      OK
      .
Workday mass-applies the student charges you specified and records new charge origination on charge transactions. The results continue to update until all MOM child processes complete. Note that the Apply Student Charges mass operation has a limit of 50,000 instances per run.
If you future-scheduled the mass operation and a selected student charge item becomes inactivated before runtime, the mass operation won’t process and apply charges. Workday doesn’t apply charges to a student when:
  • They aren’t matriculated for the selected academic unit.
  • The selected academic period isn’t valid for the student.
  • The SIFA has already met the aggregate rule configuration for the charge item.
Validate the results to ensure that Workday correctly applied the student charges.