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Administrator Guide
Last Updated: 2026-03-13
Create Student Waiver Items

Create Student Waiver Items

You can create waiver items for each waiver or discount available to students.
Workday restricts:
  • Waiver items to the Institution or subordinate academic unit.
  • Financial Aid Award Year field to award years for the attendance plan of the student and Institution.
  1. Access the
    Create Student Waiver Item
     task.
    You can also select
    Student Waiver Item
    Copy
    from the related actions menu to copy an existing student waiver item. Workday copies all configurable fields to the new waiver item, which you can change. When you save the task, Workday validates that the name is unique and creates a unique ID for the copied item.
  2. As you complete the task, consider:
    Option Description
    Inactive
    (Optional) Select the check box to prevent users from using this waiver item on waiver payments.
    Precedence Group
    Controls the charges that the waiver can offset.
    Spend Category
    A worktag used for aggregate reporting of expenses associated with waivers. It's also a dimension used on posting rules to drive the ledger accounting.
    No FA Need Impact
    (Optional) Select to exclude the waiver from financial aid need calculations and package. Workday continues to include the student waiver on the
    Total Financial Assistance
     report.
    1098-T Impact
    Select the type of impact the waiver has on 1098-T calculations.
    When you select
    Reduce QTRE
    , Workday subtracts the waiver from the student's qualified tuition and related expenses (QTRE) instead of recording it as a payment. Example: You can use this option when you assign the same tuition charges to all students, then use waivers to adjust tuition for specific student populations.
    Workday recommends creating new waiver items to avoid impacting previous calculations, when changes impact waivers in 1098-T processing for previous years.
    Override Spend Category
    (Optional) For waivers associated with an institution, you can select a spend company that isn't associated with the academic unit. When you clear the
    Override Spend Company
     field, Workday posts the spend to the company of the academic unit. You can:
    • Select from companies within the same hierarchy as the company of the institution.
    • Only specify override spend companies for waiver items associated with institutions.
    • Not edit this field after transactions exist for the student waiver item.
The waiver item is available through the
Find Student Waiver Items
 report.
When you associate the waiver item with waiver item rules, we display the waiver item rules on the
Usage
 tab of the
View Student Waiver Item
 report when you use the waiver item in 1 or more active rules.