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Administrator Guide
Last Updated: 2025-10-31
Example: Create EIB for Student Charges

Example: Create EIB for Student Charges

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 student charges. 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 student charges.
To update student charges, you:
  1. Generate the EIB template.
  2. Add charge 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 Charges for Students
     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 Charges for Students 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 Charges for Students (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. Generate the EIB template:
    1. From the related actions menu of the
      Import Charges for Students 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_Charges_for_Students
       hyperlink to download the Excel file.
    4. Open the Excel file. If necessary, click
      Enable Editing
       for editing access.
  3. Populate the EIB template:
    1. In the
      Spreadsheet Key
       column, enter
      1
       in the row for the first charge. Keep this number the same for each row you add.
    2. In the
      ID
       column, enter
      1
       for the first charge. Increment this number for each charge that you add as a child object under the
      Spreadsheet Key
       column parent object.
    3. In your tenant, search for and select a student’s name to view their profile.
    4. Select
      Actions
      Integration IDs
      View IDs
      .
    5. On the
      Integration IDs
       page, select and copy the ID value for the
      Academic_Person_ID
       row.
    6. In your Excel file, and paste the ID value in the
      Student
       column.
    7. In your tenant’s search bar, search for and select your institution to view its academic unit page.
    8. From the related actions menu of the academic unit, select
      Integration IDs
      View IDs
      .
    9. On the
      Integration IDs
       page, select and copy the ID value of the
      Academic_Unit_ID
       row.
    10. In your Excel file, paste the ID value in the
      Institution Academic Unit
       column.
    11. In the
      Transaction Date
       column, enter today’s date in MM/DD/YYYY format.
    12. In the
      Due Date
       column, enter a future date in MM/DD/YYYY format.
    13. In your tenant, access the
      Find Academic Periods
       report.
    14. On the report pop-up, enter the current
      Academic Year
       and click
      OK
      .
    15. From the related actions menu of the academic period, select
      Integration IDs
      View IDs
      .
    16. On the
      Integration IDs
       page, select and copy the ID value of the
      Academic_Period_ID
       row.
    17. In your Excel file, paste the ID value in the
      Academic Period
       field.
    18. In your tenant, access the
      Find Student Charge Items
       report.
    19. On the report pop-up, enter a charge in the
      Name
       field and click
      OK
      .
    20. In the
      Find Student Charge Items
       grid, select the charge link to display the
      View Student Charge Item
       task.
    21. From the related actions menu of the charge item, select
      Integration IDs
      View IDs
      .
    22. On the
      Integration IDs
       page, select and copy the ID value of the
      Student_Charge_Item_ID
       row.
    23. In your Excel file, paste the ID value in the
      Student Charge Item
       field.
    24. In the
      Amount
       column, enter a charge amount.
    25. In your browser, go back to the
      View Student Charge Item
       page.
    26. From the related actions menu of the
      Currency
       field, select
      Integration IDs
      View IDs
      .
    27. On the
      Integration IDs
       page, select and copy the ID value of the
      Currency_ID
       row.
    28. In your Excel file, paste the ID value in the
      Currency
       field.
      A worktag is associated with each student charge item.
    29. Save and close your Excel file.
  4. 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 Charges for Students EIB
      Run Frequency
      Run Now
    3. In the
      (Attachment) Import Charges for Students (Web Service)
       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
      .
    7. In the
      Integration Process
       section, verify that the
      Response Message
       is
      SUCCESS : All records loaded successfully!!
Workday updates the charges for the specified students.
Run the
Find Student Charges
 report or create a custom report to verify that the expected charges loaded.