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Administrator Guide
Last Updated: 2025-09-19
Steps: Evaluate and Manage Transfer Credits

Steps: Evaluate and Manage Transfer Credits

You can use the
Transfer Credit
 report on the Academics profile group of the student profile to view the transfer credit granted. This report includes transfer credit granted at matriculation from external transcripts and test results recorded on the prospective student profile.
For external transcripts and test results received after you matriculate a student, you can grant transfer credit by:
  • Initiating automatic transfer credit evaluations. Workday uses the transfer credit rules that you set up to grant transfer credit.
  • Assigning transfer credits manually.
You can only:
  • Grant and assign transfer credit from official transcripts and test results.
  • Initiate transfer credit evaluations for students who are active.
You can use the
Assign Student Transfer Credit
 task to assign transfer credit to:
  • Inactive students, when the inactive academic record has existing transfer credit.
  • Students with multiple active academic records, to indicate which record you want to grant the transfer credit towards.
  1. Access 1 or more of these tasks to initiate a transfer credit evaluation:
    Task
    Description
    Initiate Transfer Credit Evaluation
    Initiate a transfer credit evaluation of an individual student’s:
    • Most recent external transcript.
    • Education test result.
    You can access this task from the
    External Records
     report on the Academics profile group of the student profile. From the related actions menu of the transcript or test result, select:
    • Student External Transcript
      Initiate Transfer Credit Evaluation
      .
    • Test Result
      Initiate Transfer Credit Evaluation
      .
    For external courses and education test sections with no transfer credit results, click
    Transfer Credit Troubleshooting
     for more details of why transfer credit isn’t granted.
    For coursework that doesn’t have applicable transfer credit rules and doesn’t receive transfer credit, click
    Create Rules and Evaluate
     on the summary page to:
    • Create new transfer credit rules.
    • Initiate another transfer credit evaluation using the new rules.
    Launch Mass Transfer Credit Evaluation
    Initiate transfer credit evaluations for multiple:
    • External transcripts.
    • Education test results.
    • Students.
    For external transcripts and education tests, specify the criteria for the external records that you want to evaluate. Workday evaluates external records that meet all evaluation criteria. When you select multiple criteria in a single prompt, Workday evaluates external records that meet any of the criteria.
  2. Access the
    Assign Student Transfer Credit
     task to assign transfer credits manually.
    Example: After you initiate a transfer credit evaluation, the student has additional courses that you don't have transfer credit rules for. You can run this task to assign transfer credit for those courses.
    Complete the task:
    Option Description
    Official External Transcript
    Displays the official transcript with the most recent
    Issued Date
    .
    External Records
    For transcripts, Workday populates this column with information from the course history on the transcript.
    For test results, this column displays only the test results with transfer credit already granted. You can award transfer credit for the student's remaining test results by adding rows.
    You can select multiple courses or test section results in a single row.
    Internal Equivalent
    You can specify the equivalent:
    • Courses from the course catalog for your institution.
    • Grades from your student grading schemes.
    Lock Credit
    Select to prevent the transfer credit from being overridden by future transfer credit evaluations.
On the Academics profile group of the student profile, Workday:
  • Displays the transfer credit on the
    Academic History
     and
    Transfer Credit
     reports.
  • Updates the academic requirements for the student on the
    Academic Progress
     report.
You can manage transfer credits granted from the student’s transcripts and education test results on the student profile. On the
Transfer Credit
 report on the Academics profile group:
  • To edit an individual transfer credit registration, select
    Actions
    Edit
     on the transfer credit.
  • To assign new transfer credits and manage existing transfer credits, click
    Assign
    .
  • To delete all unlocked transfer credits from an educational institution or exam, click
    Delete All
    .
To grant transfer credit for additional attempts of a course in a single transcript, assign the transfer credit manually.
Users with access to the
Manage: Student Transfer Credit
 domain can use the
Student Transfer Credit Troubleshooting Console
 report to:
  • Troubleshoot issues with granting transfer credits.
  • Examine potential and assigned transfer credits.
This report considers the transfer credits from a student’s transcript or test result for the academic record that has either:
  • The earliest active academic record start date.
  • Existing transfer credits assigned.