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Administrator Guide
Last Updated: 2024-03-22
Steps: Create Student Financials Communications

Steps: Create Student Financials Communications

You can automatically notify students or proxies when they have any of these changes in status:
  • Collections
  • Past Due Balance Hold
  • Proactive Notifications
  • Payment Plan Recalculation
  • Soft Drops
  1. Compose your message and contact method for 1 or more of the use cases.
  2. Access the
    Maintain Student Financials Communication Policy
     task.
    Security:
    Set Up: Student Financials
     Domain in the Student Financials functional area.
  3. As you complete the policy, consider:
    Option Description
    Inherit from Superior Academic Unit
    Select this check box to cancel the base policy and inherit the policy from the Superior Academic Unit.
    Create New Policy or Edit Existing Policy
    Select this check box to create or edit the current policy for this academic unit.
    Existing
    As of Effective Date
    When you select an existing policy snapshot or enter a date for an existing snapshot, Workday:
    1. Cancels the current policy.
    2. Creates a new policy as of the specified date.
  4. Specify the priority order of email addresses for Workday to use.
  5. (Optional) For Collections notifications, configure your messages.
  6. (Optional) For Past Due Balance Holds and Proactive Notifications, configure your messages.
  7. (Optional) For Payment Plan Recalculation notifications, Create Student Payment Plan Recalculation Schedules.
    Configure your communication message.
  8. (Optional) For Soft Drop notifications, Set Up Registration Soft Drops for Past Due Balances.
    Select the
    Soft Drop Notification Message
    .
  9. (Optional) Send your message manually using the task that you configured.
Workday sends new messages as part of the
Nightly Orchestration
 job.