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Administrator Guide
Last Updated: 2024-09-20
Create Financial Aid Action Items

Create Financial Aid Action Items

  • Set up document types with a category of
    Action Item
     on the
    Maintain Student Document Types
     task.
  • Configure the
    Financial Aid Action Item Event
     business process and security policy in the Financial Aid functional area.
You can define and assign action items to students so they can receive their financial aid. The U.S. Department of Education (ED) requires students to provide proof of eligibility or meet certain criteria before Workday can assign them financial aid.
  1. Access the
    Create Financial Aid Action Item
     task.
  2. As you complete the task, consider:
    Option Description
    Public Description
    Displays in a student's My Tasks when Workday assigns the action item. Consider entering instructions for students, such as
    Upload your most recent W-2 for the previous year.
    Public Action Type
    Select:
    • Completed via Integration
       to autocomplete action items through an integration. You don't need to reassign integration action items when completed.
    • Document Upload - Admin to Verify and Upload
       to enable students to bring physical documents, which admins can then verify and upload.
    • Document Upload - Student to Upload
       to enable students to submit documents. Selecting this option displays an
      Attachment
       section in the My Tasks item that students receive. Workday recommends that you reassign these action items once a year.
    Autocomplete Criteria
    Specify the criteria that students must satisfy to complete the action item. ED requires students to meet certain requirements before they can receive Direct Loan disbursements.
    Always select an autocomplete criteria when the Public Action Type is
    Completed via Integration
    .
    If the autocomplete criteria is:
    • Direct Loan PLUS Master Promissory Note Completed
      , Workday only completes the action item if Common Origination and Disbursement (COD) returns an MPN Status Code of
      Accepted (A)
       or
      Pending (P)
      . Workday only disburses awards to students for borrowers whose MPN status is
      Accepted
      .
    • Direct Loan Stafford Master Promissory Note Completed
      , Workday only completes the action item if COD returns an MPN Status Code of
      Accepted (A)
      .
    Document Type
    Document types categorize the documents that students upload. You can use only document types with a
    Category
     of
    Action Item
     for financial aid action items. Select a document type when the public action type is
    Document Upload
    .
    Lifetime
    Designate an action item as lifetime only if you require students to complete it once.
    Student responses to lifetime ISIR action items persist for as long as the federal school code on the ISIR applies to a student's institution. If the student transfers to an institution with a different federal school code, you might have to create a new action item for them to complete.
    For other lifetime action items, student responses persist on their academic record. If a student has multiple academic records, you might have to create a new action item for them to complete.
Assign action items to students. See Assign Financial Aid Action Items.