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Administrator Guide
Last Updated: 2026-05-01
Steps: Set Up Continuing Student Onboarding

Steps: Set Up Continuing Student Onboarding

Continuing students are students who have an active student record, are eligible to register for the upcoming academic period, and aren't registering for courses for the first time.
You can onboard continuing students for the upcoming academic period, helping them prepare for course registrations. Examples: You configure the
Continuing Student Registration Onboarding Event
 business process to:
  • Send continuing students welcome messages and email notifications about upcoming onboarding deadlines.
  • Ensure that continuing students complete required onboarding tasks. Examples: Review academic honesty policies.
  • Apply holds to prevent continuing students from registering for courses before completing onboarding tasks.
  • Notify continuing students, advisors, and administrators about actions and holds.
  • Ensure continuing students follow the correct steps when they're close to completing programs of study, such as setting an appointment with an academic advisor.
  1. Edit Business Processes.
    1. (Optional) Add
      Approval
       steps to the
      Mass Continuing Student Registration Onboarding Event
       business process.
    2. Add steps to include onboarding tasks to the
      Continuing Student Registration Onboarding Event
       business process.
    Example: You configure the
    Mass Continuing Student Registration Onboarding Event
     business process so that departments must receive approval from the registrar's office before they can onboard their continuing students. Once the registrar approves onboarding for continuing students in the College of Arts & Sciences, Workday can initiate the
    Continuing Student Registration Onboarding Event
    . This enables those students to complete their onboarding tasks, such as reviewing their mailing address.
    Security: Configure the
    Mass Continuing Student Registration Onboarding Event
     and
    Continuing Student Registration Onboarding Event
     business processes in the Student Records functional area.
  2. Create emails and additional push notifications to remind students about the onboarding process.
  3. (Optional) Enable students to view their required actions and holds.
    We recommend you display that information to students on the
    Academics
     hub:
    1. Access the
      Maintain Hubs
       report.
    2. Select
      Actions
      View Overview Configuration
       for the
      Academics
       hub.
    3. Configure the
      My Holds
       card in the
      Content
       section.
    Security:
    Set Up: Tenant Setup - General
     domain and
    Set Up: Tenant Setup - Hubs
     domain in the System functional area.
Continuing students won't be able to onboard when they have:
  • A locked academic record.
  • An inactive academic record during the target academic period. Examples: Students who matriculate in the spring, but won't attend the institution until the fall semester.
  • An in-progress onboarding event for the upcoming academic period.
Access the
Find Academic Records
 report to initiate onboarding for the continuing students that you select.