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Administrator Guide
Last Updated: 2025-10-31
Example: Create EIB for Course Section Fees

Example: Create EIB for Course Section Fees

This example illustrates how to use an inbound EIB to generate a spreadsheet template for an import operation.
As a student financials administrator at your university, you want to update certain course section fees. Because there are many changes to make, you want to complete this task with a single batch update instead of having to make separate updates throughout Workday. You also want to be able to reuse the EIB for future updates to course section fees.
To update course section fees, you:
  1. Generate the EIB template.
  2. Add course fee information from integration reference IDs.
  3. Attach the spreadsheet to the integration system to update the records.
  • Ensure that these settings are enabled for the
    Import Student Course Section Fees
     web service:
    • Public Web Service Operation
       is
      True
      .
    • Allowed for Inbound Enterprise Interface Builder
       is
      True
      .
  • Security:
    Integration Build
     domain in the Integration functional area
  1. Create the EIB:
    1. Access the
      Create EIB
       task.
    2. On the task pop-up, complete these fields and click
      OK
      .
      Field
      Value or Option
      Name
      Import Student Course Section Fees EIB
      Inbound
      Selected
    3. On the
      General Settings
       page, click
      Next
       to display the
      Get Data
       page.
    4. In the
      Data Format
       section, enter
      Import Student Course Section Fees (WS Background Process)
       in the
      Web Service Operation
       prompt.
    5. Click
      Next
       to display the
      Transform
       page.
    6. Click
      Next
       to display the
      Deliver
       page.
    7. Click
      Next
       to display the
      Review and Submit
       page.
    8. Click
      OK
       to create the EIB. The
      View Integration System
       page displays.
  2. Modify the EIB template:
    1. From the related actions menu of the
      Import Student Course Section Fees EIB
      , select
      Template Model
      View
      .
    2. In the left pane, select
      Course Section Fees HV
      Course Fee Data+
      .
    3. In the right pane, click
      Edit Template Model Area
      .
    4. In the
      Calculation
       row, complete these fields:
      Field
      Value or Option
      Separate Type Column
      Selected
      Reference ID Type
      Conditional Calculation ID
    5. Click
      OK
      , then
      Done
      .
    6. In the left pane, select
      Course Section Fees HV
      Additional Fee Data+
      .
    7. In the right pane, click
      Edit Template Model Area
      .
    8. In the
      Calculation
       row, complete these fields:
      Field
      Value or Option
      Separate Type Column
      Selected
      Reference ID Type
      Conditional Calculation ID
    9. Click
      OK
      , then
      Done
      . The
      View Integration System
       page displays.
  3. Generate the EIB template:
    1. From the related actions menu of the
      Import Student Course Section Fees EIB
      , select
      Template Model
      Generate Spreadsheet Template
      .
    2. On the
      Generate with Data
       task, select the
      Confirm
       check box and click
      Submit
      .
    3. On the
      View Background Process
       report, click
      Refresh
       to see the completion status. When a download notification displays, click the
      Import_Student_Course_Section_Fees
       hyperlink to download the Excel file.
    4. Open the Excel file. If necessary, click
      Enable Editing
       for editing access.
  4. Populate the EIB:
    1. In your tenant, access the
      Find Course Section Definitions
       report.
    2. Find your desired course by searching or using the filters in the left pane to refine the results.
    3. From the related actions menu of the course section for which you want to update fees, select
      Integration IDs
      View IDs
      .
    4. On the
      Integration IDs
       page, select and copy the ID value of the
      Student_Course_Section_ID
       row.
    5. In your Excel file, select the
      Course Section Fees HV
       tab and paste the ID value in the
      Course Section
       column.
    6. In the
      Header Key
      ,
      Line Key
      , and
      Row ID
       columns, enter
      1
       in the row for the first course. Increment this number in the next row for each course you add.
    7. In your tenant, access the
      All Calculations
       report to find the calculation you want to place on the course.
    8. On the report pop-up, enter these values and click OK.
      Field
      Value
      Category
      Student Financials
      Owner
      Customer
      If
      Customer
       isn’t an option:
      1. Select
        Create Calculation Owner
        .
      2. Enter
        Customer
         in the
        Name
         field.
      3. Click
        OK
        .
      4. Click
        OK
         to run the report.
    9. In the
      All Calculations
       grid, select the
      Calculation Type
       column, enter
      Conditional Calculation
       in the
      Value
       field, and click
      Filter
       to refine the results by the calculation type you specified when modifying the EIB template.
    10. From the related actions menu of the calculation for which you want to update fees, select
      Integration IDs
      View IDs
      .
    11. On the
      Integration IDs
       page, select and copy the value of the
      Type
       column.
    12. In the
      Course Section Fees HV
       tab of your Excel file, paste the type value in the
      ID Type
       column.
    13. On the
      Integration IDs
       page in your tenant, select and copy the value of the
      ID
       column.
    14. In your Excel file, paste the ID value in the
      ID Value
       column.
    15. In your tenant, access the
      Find Student Charge Items
       report and click
      OK
       on the report pop-up.
    16. From the related actions menu of the charge item for which you want to update, select
      Integration IDs
      View IDs
      .
    17. On the
      Integration IDs
       page, select and copy the ID value of the
      Student_Charge_Item_ID
       row.
    18. In your Excel file, paste the ID value in the
      Course Fee Charge Item
       column.
    19. Select the
      Import Course Section Fee
       tab and enter a
      Header Key
       of
      1
      .
    20. Repeat this process until you’re done adding course section fees.
    21. Save and close your Excel file.
  5. Launch the EIB:
    1. Access the
      Launch / Schedule Integration
       task.
    2. On the task pop-up, enter these values and click
      OK
      .
      Field
      Value
      Integration
      Import Student Course Section Fees
      Run Frequency
      Run Now
    3. In the
      (Attachment) Import Student Course Section Fees (WS Background Process)
       row, select
      Create Integration Attachment
       under the
      Value
       column.
    4. On the
      Create Integration Attachment
       task, add your Excel file in the
      Attachment
       section and click
      OK
      .
    5. On the
      Schedule an Integration
       task, click
      OK
       to start the integration.
    6. On the
      View Background Process
       page, click
      Refresh
       until the
      Percent Complete
       field is 100% or the
      Status
       is
      Completed
      .
Workday updates the fees for the specified course sections.