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Administrator Guide
Last Updated: 2023-07-14
Steps: Set Up Past Due Balances

Steps: Set Up Past Due Balances

Configure the
Mass Drop Registration for Non-Payment
 and
Pre-Requisite Failure Mass Drop Registrations Event
 business processes in the Student Records functional area.
You can configure how Workday handles students with a past due balance including:
  • Assigning holds to students.
  • Placing registration soft drops on their courses.
  • Sending notifications about upcoming charge due dates.
  1. Access the
    Maintain Academic Period Date Controls
     task and add these date controls for soft drops:
    • Anticipated Aid Consideration Deadline for Registration Soft Drop
      : Specify the date up to which Workday considers anticipated payment amounts for a student against their past due balance.
    • Registration Soft Drop Window Start
       and
      Registration Soft Drop Window End
      : Define the window of time during which Workday soft drops students from their registered courses when their past due balances exceed configured tolerance amounts.
  2. Create emails to use in notifications, including past due hold assignments, proactive, and soft drop registrations.
  3. (Optional) Exclude charge items from past due balance considerations and payment plans.
    1. Access the
      Find Student Charge Items
       report.
    2. From the related actions menu of a charge item, select
      Student Charge Item
      Edit
      .
      • To exclude charge items from counting toward past due balance considerations, select:
        • Exclude from Past Due Hold Consideration
          .
        • Exclude from Registration Soft Drop Consideration
          .
      • To exclude charge items from payment plans, select
        Exclude from Student Payment Plans
        .
        When you include charge items in payment plans, Workday no longer evaluates their respective due dates. Workday considers students on payment plans past due after an installment due date passes or if any charges not included in payment plans are overdue.
  4. Configure hold assignments for students with balances that are past due.