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Administrator Guide
Last Updated: 2024-09-20
Steps: Mass Assign Financial Aid Action Items

Steps: Mass Assign Financial Aid Action Items

You can use a mass operation to assign financial aid action items to specific students at once.
When you assign financial aid action items in mass, you can set the mass operation to assign them to students immediately.
  1. You can create a new security group or edit a preexisting security group and give its members the ability to assign financial aid action items in mass.
    As you complete the task, consider:
    Option
    Description
    Security Groups
    Select the security groups that can access the
    Mass Operation Management
     task to assign financial aid action items.
    Access to Segments
    Select the
    Assign Financial Aid Action Items
     segment.
  2. Give your segment-based security groups
    View
     and
    Modify
     permissions for the Mass Operation Management domain in the System functional area.
  4. Create a custom report that defines the students you wish to assign financial aid action items.
    As you complete the task, consider:
    Field
    Description
    Report Type
    Select
    Advanced
     or
    Simple
    .
    Data Source
    Select
    Financial Aid Period Record
     or
    Students
    .
    You can mass-assign financial aid action items using reports created only from these data sources. When you select
    Financial Aid Period
     Record, you can mass assign to applicants with a financial aid period record.
  5. Access the
    Mass Operation Management
     task.
    As you complete the task, consider:
    Field
    Description
    Mass Operation Type
    Select the
    Assign Financial Aid Action Items
     mass operation.
    Workday only displays this option if you're a member of a security group with access to the Assign Financial Aid Action Items segment.
    Input Report
    Select the custom report that you created.
    Purpose
    For more details on the different purposes you can request financial aid information for, see Assign Financial Aid Action Items.
    Federal School Code
    Select the federal school code for your institution.
    Financial Aid Award Year
    Select the award year that you're assigning the action item for.
    Grade Level Group
    For award years 2024-2025 and later, select
    Graduate
    ,
    Undergraduate
    , or both. Workday creates action items only for grade level groups in use for the specified award year.
    This field displays only when
    Mass Operation Type
     is
    Assign Financial Aid Action Items
     and
    Purpose
     is any option other than
    Ad-Hoc Non-ISIR
     or
    Student Award
    .
    Action Items
    Select the action item that you wish to assign to the students on your input report.
    You can mass-assign only 1 action item per run.
When the mass operation runs, Workday assigns the selected financial aid action item to the students listed on the input report.