Reference: Student Financials Impacts of Academic Period Date Changes

When you change academic period dates, Workday places a charge assessment hold with a reason of Calendar Date Change on students who have registrations in impacted academic periods. The holds enable you to review any impacts to Student Financials data before resuming charge assessments.

To remove the holds and resume charge assessments, run the

Refresh SFS Based on Calendar Setup Date Change

task. (You can access the task from the

Refresh Financial Aid Based on Configuration Changes

task.) Because this task also removes financial aid holds and flags financial aid period records for processing, Workday recommends that you coordinate with financial aid administrators before running it.

Review these Student Financials impacts before removing the charge assessment holds:

Impact	Considerations	Related Information
Academic Policies	Review the effective dates of these academic policies: Course Attempt Limit for Student Charges Policy Student Charge Item Assignments Student Wash Period Policy Student Financial Reaction Policy Student Payment Plan Policy Student Registration-Based Fee Assignment	Concept: Academic Policies
Charge Aggregate Rules	Review the effective dates for charge aggregate rules.	Create Student Charge Aggregate Rules
Anchor Dates	Review charge adjustment schedules and charge due date rules that are anchored on academic period start dates. Charge adjustment schedules that use a schedule basis of Calendar Days or Instructional Days can use academic period start dates as their anchor.	Create Charge Adjustment Schedules Create Due Date Rules for Student Charges
Disbursement Schedules for Student Sponsor Contracts	Review anticipated disbursement dates for student sponsor contracts. Student sponsor contracts can use disbursement schedules to determine anticipated disbursement dates. Workday bases disbursement schedules on academic period standard start and end dates. Student sponsor contracts that don't have disbursement schedules use academic period start dates as their anticipated disbursement dates.	Create Student Sponsor Contracts Create Disbursement Schedules
Date Controls	Review date controls for impacted academic periods. You might need to coordinate with other administrators at your institution to ensure that all date controls are up to date. Date controls that are related to Student Financials features include: Anticipated Aid Consideration Deadline for Registration Soft Drop Late Course Add Fee Start Date Late Registration Fee Start Date Payment Plan Sign-Up Window End Payment Plan Sign-Up Window Start Registration Soft Drop Window End Registration Soft Drop Window Start	Reference: Date Controls

Update Academic Period Dates

Refresh Financial Aid Data

Reference: Financial Aid Impacts of Academic Period Date Changes