Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-05-17
Example: Configure Federal Verification Action Items

Example: Configure Federal Verification Action Items

This example illustrates 1 way to configure federal verification action items. You can copy and modify this definition for the next award year.
You're a Workday financial aid administrator at a university. You want to configure the
Federal Verification Event
 business process to specify the financial aid and nonfederal verification action items assigned to students. When you configure the business process, students can submit their:
  • Dependent Verification Form
  • Independent Verification Form
  • Official high school transcript
  • Parent's IRS Federal Tax Transcript
  • Statement of Educational Purpose
  • IRS Federal Tax Transcript
  1. From the related actions menu of the
    Federal Verification Event (Default Definition)
     business process, select
    Business Process
    Copy or Link Business Process Definition
    .
    1. Select
      Rule Based Workflow Definition Name
      .
    2. Enter
      2024-2025
      .
    3. Click
      OK
      .
    4. In the
      Business Process Steps
       grid, add rows and enter these values:
      Order
      Notes
      Type
      Specify
      Group
      b
      Service
      Setup Student Hold
      c
      Official High School Transcript
      Action
      Complete Action Item (Student Aid Verification)
      c
      2022 Parent IRS Federal Tax Transcript
      Action
      Complete Action Item (Student Aid Verification)
      c
      2022 Student IRS Federal Tax Transcript
      Action
      Complete Action Item (Student Aid Verification)
      c
      2024-2025 Dependent Verification Form
      Action
      Complete Action Item (Student Aid Verification)
      c
      2024-2025 Independent Verification Form
      Action
      Complete Action Item (Student Aid Verification)
      c
      Statement of Educational Purpose
      Action
      Complete Action Item (Student Aid Verification)
      d
      Action
      Evaluate and Complete Financial Aid Action Items
      Student Administrator
      Student Financial Aid Administrator
      Student Financial Aid Analyst
      Student Financial Aid Awards Specialist
      Student Financial Aid Disbursement Specialist
      Student Financial Aid Manager
      Student Financial Aid Packaging Specialist
    5. Click
      OK
      .
  2. From the related actions menu of the
    Initiation
     step, select
    Business Process
    Create Condition Rule
    .
    1. In the
      Description
       field, enter
      Parent IRS Tax Transcript Required
      .
    2. In the
      Rule Conditions
       grid, add rows and select these values:
      And/Or
      Source External Field or Condition Rule
      Relational Operator
      Comparison Type
      Comparison Value
      And
      Parent FTI IRS Response Code
      in the selection list
      Value specified in this filter
      Tax Filer
      And
      Parent IRS Request Flag
      not in the selection list
      Value specified in this filter
      IRS data used and not changed
    3. Click
      OK
      .
  3. Access the
    Federal Verification Event (2024-2025)
     business process.
    1. From the related actions menu of the
      Initiation
       step, select
      Business Process
      Create Condition Rule
      .
    2. In the
      Description
       field, enter
      Dependent Student
      .
    3. In the
      Rule Conditions
       grid, select these values:
      Option
      Value
      And/Or
      And
      Source External Field or Condition Rule
      Dependency Model
      Relational Operator
      in the selection list
      Comparison Type
      Value specified in this filter
      Comparison Value
      Dependent
      Rejected Dependent
    4. Click
      OK
      .
  4. Access the
    Federal Verification Event (2024-2025)
     business process.
    1. From the related actions menu of the
      Initiation
       step, select
      Business Process
      Create Condition Rule
      .
    2. In the
      Description
       field, enter
      Student Not Admitted
      .
    3. In the
      Rule Conditions
       grid, select these values:
      Option
      Value
      And/Or
      And
      Source External Field or Condition Rule
      Admission Decision
      Relational Operator
      not in the selection list
      Comparison Type
      Value specified in this filter
      Comparison Value
      Admit
    4. Click
      OK
      .
  5. Access the
    Federal Verification Event (2024-2025)
     business process.
    1. From the related actions menu of the
      Initiation
       step, select
      Business Process
      Create Condition Rule
      .
    2. In the
      Description
       field, enter
      Verification Group V4 or V5
      .
    3. In the
      Rule Conditions
       grid, select these values:
      Option
      Value
      And/Or
      And
      Source External Field or Condition Rule
      Verification Tracking Group
      Relational Operator
      in the selection list
      Comparison Type
      Value specified in this filter
      Comparison Value
      Aggregate Verification Group
      Custom Verification Group
    4. Click
      OK
      .
  6. Access the
    Federal Verification Event (2024-2025)
     business process.
    1. From the related actions menu of the
      Initiation
       step, select
      Business Process
      Create Condition Rule
      .
    2. In the
      Description
       field, enter
      Student IRS Tax Transcript Required
      .
    3. In the
      Rule Conditions
       grid, add rows and select these values:
      And/Or
      Source External Field or Condition Rule
      Relational Operator
      Comparison Type
      Comparison Value
      And
      Student FTI IRS Response Code
      in the selection list
      Value specified in this filter
      Tax Filer
      And
      Student IRS Request Flag
      not in the selection list
      Value specified in this filter
      IRS data used and not changed
    4. Click
      OK.
  7. Access the
    Federal Verification Event (2024-2025)
     business process.
    1. On
      step b
      , click
      Configure Setup Student Hold
      .
    2. Click
      OK
      .
    3. From the
      Hold Types
       prompt, select
      Disbursement
       and
      Need Packaging
      .
    4. Click
      OK
       and
      Done
      .
  8. On the
    Official High School Transcript
     step, click
    Configure Complete Action Item
    .
    1. Click
      OK
      .
    2. From the
      Financial Aid Action Item
       prompt, select
      Official High School Transcript or GED
      .
    3. Click
      OK
       and
      Done
      .
    4. From the related actions menu for the
      Official High School Transcript
       step, select
      Business Process
      Maintain Step Conditions
      .
    5. Click
      OK
      .
    6. Add 2 rows to the
      Entry Conditions
       grid and select
      Verification Group V4 or V5
       and
      Student Not Admitted
      .
    7. Click
      OK
      .
  9. On the
    2022 Parent IRS Federal Tax Transcript
     step, click
    Configure Complete Action Item
    .
    1. Click
      OK
      .
    2. From the
      Financial Aid Action Item
       prompt, select
      2021 Parent IRS Federal Tax Transcript
      .
    3. Click
      OK
       and
      Done
      .
    4. From the related actions menu for the
      2021 Parent IRS Federal Tax Transcript
       step, select
      Business Process
      Maintain Step Conditions
      .
    5. Click
      OK
      .
    6. Add 3 rows to the
      Entry Conditions
       grid and select
      Dependent Student
      ,
      Parent IRS Tax Transcript Required
      , and
      Verification Group V1 or V5
      .
    7. Click
      OK
      .
  10. On the
    2022 Student IRS Federal Tax Transcript
     step, click
    Configure Complete Action Item
    .
    1. Click
      OK
      .
    2. From the
      Financial Aid Action Item
       prompt, select
      2021 Parent IRS Federal Tax Transcript
      .
    3. Click
      OK
       and
      Done
      .
    4. From the related actions menu for the
      2022 Student IRS Federal Tax Transcript
       step, select
      Business Process
      Maintain Step Conditions
      .
    5. Click
      OK
      .
    6. Add a row to the
      Entry Conditions
       grid and select
      Verification Group V1 or V5
      .
    7. Click
      OK
      .
  11. On the
    2024-2025 Dependent Verification Form
     step, click
    Configure Complete Action Item
    .
    1. Click
      OK
      .
    2. From the
      Financial Aid Action Item
       prompt, select
      2024-2025 Dependent Verification Form
      .
    3. Click
      OK
       and
      Done
      .
    4. From the related actions menu for the
      2024-2025 Dependent Verification Form
       step, select
      Business Process
      Maintain Step Conditions
      .
    5. Click
      OK
      .
    6. Add 2 rows to the
      Entry Conditions
       grid and select
      Dependent Student
       and
      Verification Group V1 or V5
      .
    7. Click
      OK
      .
  12. On the
    2024-2025 Independent Verification Form
     step, click
    Configure Complete Action Item
    .
    1. Click
      OK
      .
    2. From the
      Financial Aid Action Item
       prompt, select
      2024-2025 Independent Verification Form
      .
    3. Click
      OK
       and
      Done
      .
    4. From the related actions menu for the
      2024-2025 Independent Verification Form
       step, select
      Business Process
      Maintain Step Conditions
      .
    5. Click
      OK
      .
    6. Add 2 rows to the
      Entry Conditions
       grid and select
      Independent Student
       and
      Verification Group V1 or V5
      .
    7. Click
      OK
      .
  13. On the
    Statement of Educational Purpose
     step, click
    Configure Complete Action Item
    .
    1. Click
      OK
      .
    2. From the
      Financial Aid Action Item
       prompt, select
      Statement of Educational Purpose
      .
    3. Click
      OK
       and
      Done
      .
    4. From the related actions menu for the
      Statement of Educational Purpose
       step, select
      Business Process
      Maintain Step Conditions
      .
    5. Click
      OK
      .
    6. Add a row to the
      Entry Conditions
       grid and select
      Verification Group V1 or V5
      .
    7. Click
      OK
      .
  14. Click
    Done
    .
  15. Access the
    Federal Verification Event (2024-2025)
     business process.
    1. From the related actions menu, select
      Business Process
      Rule Based Business Process Configuration
      .
    2. Click
      OK
      .
    3. Add a row to the grid.
    4. From the
      Rule
       prompt, select
      2024-2025 Award Year
      .
    5. From the
      Rule Based Workflow Definition
       prompt, select
      Federal Verification Event (2024-2025)
      .
    6. Click
      OK
       and
      Done
      .
A student's verification status updates to
Verified
 upon completion and review of the
Federal Verification Event
 business process. ISIRs loaded for the year follow the rule-based definition of the same award year.