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Administrator Guide
Last Updated: 2025-07-11
Create Transfer Credit Condition Rules

Create Transfer Credit Condition Rules

Security:
Set Up: Transfer Credit Rules
 domain in the Academic Advising functional area.
You can define criteria that students must meet to receive transfer credit based on coursework from their external transcripts. Examples:
  • Course start date must be after 09/01/2019
    .
  • Grade received must be B or better
    .
  1. Access the
    Create Transfer Credit Condition Rule
     task.
  2. Complete the task:
    Option Description
    Institution
    Select the institution for which the condition rule applies.
    Description
    Enter a meaningful description for identifying the condition rule. This description displays in prompts when you select from available condition rules.
    Derived Logic
    Workday displays a statement describing what you've defined through the rule conditions.
    Copy Condition from Rule
    Select to copy the criteria from an existing condition rule. Workday populates the
    Rule Conditions
     grid with the rows from the condition rule you select.
    Source External Field or Condition Rule
    Select the source data for which you're defining a condition. You can select from delivered Workday sources, or condition rules and custom worktags that you've already defined.
    Example: You can select report fields from these business objects:
    • Educational Institution
    • Student External Transcript
    • Student External Transcript Course Record
    Relational Operator
    Select how you want to compare the source data to the next value in your condition. The options depend on the data type of the source.
    When you use
    Grade
     as the
    Source External Field or Condition Rule
    , Workday interprets the value alphabetically and not in the context of education grades. To create a condition rule where a grade should be greater than or equal to a certain letter, select a
    Relational Operator
     of
    less than or equal to
    .
    Example: To assign students transfer credit only if they received a C or better for a course, create a condition rule with these values:
    • Relational Operator
      :
      less than or equal to
      .
    • Comparison Value
      :
      C
      .
    Because A and B precede (are less than) C in the alphabet, students with an A, B, or C grade pass the condition.
    Comparison Type
    Specify whether to compare the source data to another field, or to a value that you enter in the
    Comparison Value
    column.
    Comparison Value
    Select a comparison field or enter the value you want to compare to the source data.
Example 1
Create a transfer credit condition rule based on related courses. To grant transfer credit for a lower-level prerequisite course when a student receives an acceptable transfer grade on a higher-level course, specify these values in the
Rule Conditions
 grid:
And/Or
Source External Field or Condition Rule
Relational Operator
Comparison Type
Comparison Value
And
Grade Points
greater than
Value specified in this filter
2
Or
Highest Grade Points Received on Related Courses
greater than or equal to
Value specified in this filter
2.3
Example 2
Create a transfer credit condition rule based on educational institution accreditation. To grant transfer credit from only accredited educational institutions, specify these values in the
Rule Conditions
 grid:
And/Or
Source External Field or Condition Rule
Relational Operator
Comparison Type
Comparison Value
And
Current Accreditations
count is greater than or equal to
Value specified in this filter
1
Apply this condition rule to all transfer credit rules for an education institution on the
Maintain Educational Institution Transfer Credit Condition Rule Policy
 task.
Assign the condition rule to transfer credit rules for educational institutions. You can use the condition rule on:
  • New and existing educational institution transfer credit rules.
  • Educational institution transfer credit condition rule policies, to apply the condition to all transfer credit rules for an educational institution.
You can access the:
  • Edit Transfer Condition Rule
     task to edit a condition rule.
  • View Transfer Credit Condition Rule
     report to view a condition rule.