Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-10-04
Assign Financial Aid Action Items

Assign Financial Aid Action Items

  • Configure when to activate Institutional Student Information Record (ISIR) transactions. ISIRs must be active before you can assign action items for students. See Configure ISIR Processing Policies.
  • Set up financial aid action items. See Steps: Set Up Financial Aid Action Items.
  • Security:
    Manage: Financial Aid Action Item Processing
     in the Financial Aid functional area.
When an ISIR load comes in, Workday initiates business processes that automatically assign action items to students. You can also:
  • Add action items to a student award item so that recipients of the award are notified in My Tasks. For more information, see Create Student Award Items.
  • Manually assign financial aid action items to individual students for cases like professional judgment.
  1. Access the
    Assign Financial Aid Action Items
     task.
  2. As you select a
    Purpose
    , consider:
    Option Description
    Ad-Hoc
    Requests additional documentation from a student on an ad hoc basis for a particular award year. Based on the conditions, this request triggers one of these actions:
    • Initiates the
      Ad-hoc Action Items Event
       business process if you manually assign financial aid action items using this purpose.
    • Relaunches the
      Ad-hoc Action Items Event
       business process if it was previously completed and a new action item is assigned.
    Ad-Hoc Non-ISIR
    Requests additional documentation from a student without an active ISIR on an ad hoc basis for a particular award year. Example: You assign exit counseling to a student who doesn't have an ISIR for the award year in which they plan to leave your institution.
    Based on the conditions, this request triggers one of these actions:
    • Initiates the
      Non-ISIR Ad-Hoc Action Items Event
       business process if you manually assign financial aid action items using this purpose.
    • Relaunches the
      Non-ISIR Ad-Hoc Action Items Event
       business process if it was previously completed and you assign a new action item.
    Selecting the
    Ad-Hoc Non-ISIR
     purpose displays the
    Institution
     field. If you have a multi-institution tenant, select the specific institution for the student.
    Federal Verification
    Requests additional information to complete federal verification. This request sets the
    Federal Verification Business Process Status
     back to
    In Progress
     and relaunches the
    Federal Verification Event
     business process.
    ISIR
    Requests additional ISIR-related information that's not related to federal verification, such as proof of citizenship. This request sets the
    Other (ISIR) Business Process Status
     back to
    In Progress
     and relaunches the
    ISIR Action Items Event
     business process.
    Professional Judgment
    Requests additional information to adjust financial aid for special circumstances, such as loss of employment. Based on the conditions, this request triggers one of these actions.
    • Launches the action item for the first time.
    • Relaunches the
      Professional Judgment Event
       business process if it’s previously been completed and a new action item is assigned.
    Student Award
    Assigns an action item for an individual award. This adds a disbursement hold to the award without affecting the rest of the student's financial aid package. When the student completes the action item, Workday removes the hold.
  3. Select the appropriate
    Grade Level Group
    . This field displays only when selecting these options:
    Option Description
    Student
    A student with multiple active ISIRs in the same award year
    Purpose
    Any option other than
    Ad-hoc Non-ISIR
     or
    Student Award
    Financial Aid Award Year
    An award year that’s 2024-2025 or later. For award years prior to 2024-2025,
    Grade Level Group
     defaults to the read-only value of
    Undergraduate or Graduate
    on the prompt.