Concept: Posting Student Waivers

Posting Waivers

You can post waiver payments to a student's account:

Manually, using the

Record Student Waiver Payment

task, secured to the Student Waiver Payment Event
business process. You can allocate waivers by amount or percentage to different funding accounts.

Workday routes the waiver for approval according to the business process configuration before it applies the precedence rules and creates accounting.

Automatically, when you select the

Assign Waivers

check box while using the

Run Student Financials Processes by Period

report to assign student waiver item assignments.

Workday calculates the waiver amount and student eligibility according to the waiver item assignment or rules. When the waiver item assignment doesn't have an eligibility calculation, Workday doesn't post the waiver payment.

You can use the

Find Student Waiver Payments

report to view student waivers that Workday posted to student accounts.

Workday assigns waiver payments for eligible students when you configure a waiver item rule with a valid amount on a waiver item assignment with valid eligibility criteria.

Workday doesn't assign any waiver payments when you configure a:

Waiver item rule with a valid amount on a waiver assignment without valid eligibility criteria.

Waiver item rule without a valid amount on a waiver item assignment with valid eligibility criteria.

Waiver item rule with an inactive waiver item attached.

Waiver item assignment with an inactive academic unit or program of study.

Adjusting and Canceling Waivers

To adjust or cancel a waiver payment, select

Student Waiver Payment

Edit

Student Waiver Payment

Cancel

from the related actions menu of the waiver payment. When you cancel a student waiver payment, Workday unapplies the waiver payment from the charge and reverses the accounting.

Reference: Run Student Financial Processes Reports