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Administrator Guide
Last Updated: 2026-03-13
Steps: Manage Student Sponsor Contracts

Steps: Manage Student Sponsor Contracts

You can use student sponsor contracts to enable these entities to pay educational expenses for 1 or more students:
  • Corporations
  • Educational institutions
  • Governmental bodies
  • Third-party organizations
Disbursement payments from sponsor contract contracts apply to student charges according to payment precedence rules.
  2. Manage ID sequences for student sponsor invoices and related documents at the tenant level using the
    Edit Tenant Setup – Student
    task or at the company level using the
    Edit Company ID Definitions
     task.
  3. Set up disbursement schedules, disbursement schedule rules, anticipated payment display rules, and holds for student sponsor contracts.
  6. (Optional) Access the
    Recalculate Student Sponsor Contract
     task.
    Incorporate the impacts of registration activity, enrollment changes, and other events on calculated amounts before invoicing sponsors. This task doesn't update manually entered line amounts.
    Security:
    Manage: Student Sponsor Contracts Processing
     domain in the Student Financials functional area.
  7. Access the
    Find Student Sponsor Contracts
     report.
    Invoice student sponsors for payments that you've disbursed to students on their behalf.
    1. From the related actions menu of a student sponsor contract, select
      Student Sponsor Contract
      Create New Invoices
      .
    2. Select the contract lines to invoice.
    Security: These domains in the Student Financials functional area:
    • Manage: Student Sponsor Contract Invoicing
    • Reports: Student Sponsor Contracts
  8. (Optional) Access the
    Create Student Sponsor Invoice Layout Rule
     task. Select the business form layout.
    Security: Manage: Student Sponsor Contract Invoicing
     domain in the Student Financials functional area.
  9. Access the Print Student Sponsor Invoices task.
    Print and email student sponsor invoices. After Workday generates the PDF files, click
    Email Invoices
     to send them to sponsors.
  10. (Optional) Access the
    Create Consolidated Invoice for Student Sponsor Contract
     task.
    Simplify invoicing and payments by grouping individual contract lines for student sponsors into a single invoice.
    Security: The domains in the Students Financials functional area:
    • Manage: Student Sponsor Contract Invoicing
    • Manage: Student Sponsor Contracts Processing
  11. (Optional) Access the
    Create Consolidated Student Sponsor Invoice Layout
     task. Select the custom business form layout for consolidated invoice.
    Security: Manage: Student Sponsor Contract Invoicing
     domain in the Student Financials functional area.
  12. Access the
    Print Consolidated Student Sponsor Invoices
     task.
    You can print and email consolidated student sponsor invoices with or without the individual invoices. When you select the Include Individual Invoices option, Workday generates a single PDF with the individual invoices, in addition to the consolidated invoice PDF.
    After Workday generates the PDF files, click
    Email Invoices
     to send them to sponsors.
  14. (Optional) Manage refunds for issues with student sponsor payments.