Steps: Mass Cancel Student Awards

Set up award packaging.

You can cancel student awards in bulk to save time and manual effort.

Workday can process up to 50,000 student awards for mass cancel operations. You can also cancel awards individually using the

Total Financial Assistance

report.

Mass cancel operations don’t apply to student applicant awards.

Create Segment-Based Security Groups.

From the

Access to Segments

prompt, select Cancel Student Awards
. Add your security group to the Mass Operation Management
domain.

Activate Pending Security Policy Changes.

Create Custom Reports.

Create a custom report with a data source of

Student Awards

to retrieve the awards on which to perform the cancel operation. To retrieve only active student awards, select Active Student Awards
from the

Data Source Filter

prompt.

To avoid discrepancies in alternative loan information between Workday and external loan servicers, we recommend that you omit alternative loans from the report.

Set Up Mass Operations.

From the

Mass Operation Type

prompt, select Cancel Student Awards
.

The

Results

section of your lock or unlock mass operation displays information about

Report Output

Data Processed

, and

Data Not Processed

When Workday processes awards successfully, we:

Create a new package and award instance.

Update the student’s

Total Financial Assistance

report.

Workday doesn’t process awards that:

Are inactive.

You already canceled.

Are from a different award year than the one you select when you set up the operation.

We repackage while the operation is in progress.

Have multiple sequences when your custom report doesn’t include all instances from all sequences of the award.