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Administrator Guide
Last Updated: 2025-10-31
Place Students in Collections or Active Bankruptcies

Place Students in Collections or Active Bankruptcies

  • Create Student Messages in the
    Student Financials
     category to use for
    Student Collections
    .
  • Security:
    • Manage: Student Financial Accounts
       domain in the Student Financials functional area.
    • Manage: Student Collections
       domain in the Student Financials functional area.
You can track:
  • Student Bankruptcy.
  • Collection efforts for students with past due charges.
  1. Access the
    Find Students with Past Due Charges
     report.
  2. From the related actions menu of a student, select
    Financials
    Maintain Collection Tracking History
    .
  3. As you complete the task, consider:
    Option Description
    Collection Status
    Select
    Active
    .
    Assigned Collector
    (Optional) Select the person responsible for the student's collections.
    Active Bankruptcy
    When selected, this check box automatically selects the
    Exclude from Notifications
     check box.
    Exclude from Notifications
    Select to block:
    • Systematic collections communications with the student
    • Soft Drops
    • Proactive Notifications
    • Past Due Balance Holds
    • Past Due Hold Notifications
    Example: Cease collection notifications for students in bankruptcy.
    When selected, Workday:
    • Removes
      Send Ad Hoc Engagement
       as an action you can take from the
      Maintain Collection Tracking History
       task.
    • Doesn't prevent you from sending emails and other notifications to the student.
    You’re responsible for withholding relevant notifications from the student.
  4. (Optional) In the
    Collection Tracking
     grid, record the steps you've taken to collect on the student's past due charges.
    Workday adds rows when you:
    • Create collection agreements.
    • Cancel collection agreements.
    • Send engagement items related to collection agreements.
    • Change the current collection agency.
    • Write off student charges.
  5. (Optional) On the
    Documents
     tab, click
    Add
     to include new documents for collection or bankruptcy tracking.
You can return to the
Maintain Collection Tracking History
 task to record additional:
  • Calls
  • Emails
  • Letters
  • Collection efforts