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Administrator Guide
Last Updated: 2025-09-19
Configure Real-Time Student Accounts

Configure Real-Time Student Accounts

Workday enables students, administrators, and third-party proxies to view specific student account information in real time, allowing users to make timely and informed financial decisions.
When you enable real-time assessment, any student financial reaction triggers an immediate update to:
  • Student charges
  • Student waiver payments
  • Account balances
  • Hold removals
  1. Access the
    Maintain Institutional Student Financial Options
     task.
  2. In the
    Student Account Options
     section, select
    Real-Time Accounts
    .
  3. (Optional) In the
    Refresh Account Options
     section, select the
    Display Refresh Button During Peak Registration
     check box if the
    Enable Account Refresh Button for
     selection isn’t
    None of the Above
    .
  4. Select
    OK
    , then
    Done
    .
Workday enables real-time assessment of student accounts.
To disable real-time assessment, access the
Maintain Institutional Student Financial Options
 task and select
None of the above
 in the
Student Account Options
 section. After disabling real-time assessment, Workday still completes processing for students already being evaluated.