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Administrator Guide
Last Updated: 2023-11-03
Create Educational Institutions

Create Educational Institutions

  • Define any educational institution districts or designations associated with educational institutions.
  • Create any custom educational institution grading schemes.
  • Security:
    Manage: Educational Institution
     domain in the Academic Foundation functional area.
You can create profiles for secondary and postsecondary schools to store information about each institution, such as contact names and accreditation history. You can load this information with a web service or add it manually.
You can use educational institutions to:
  • Support recruiting activities, such as defining student recruiting regions and creating student recruiting events.
  • Associate with student prospects for their previous education, or specify a student's intended institution.
You can also:
  • Add courses to the institution course catalog to record courses on external transcripts.
  • Set up transfer credit rules for the educational institution courses.
  • Create transfer credit condition rules based on educational institution accreditation.
Workday also creates educational institutions when importing external transcripts from new educational institutions through the
Put External Student Transcript
 web service. To prevent Workday from creating new educational institutions, you can set the
Do Not Create Educational Institution
 option on the web service to
True
.
  1. Access the
    Create Educational Institution
     task.
  2. As you complete the task, consider:
    Option Description
    Category
    Level
    Type
    Religious Orientation
    Designations
    Workday uses these optional fields as search facets in the
    Find Educational Institution
     report, enabling you to filter the institutions.
    Grading Schemes
    You can:
    • Select from Workday-delivered or custom grading schemes.
    • View the grades and corresponding grade point values from the related actions menu of any code in the prompt.
    Workday makes the selected grading schemes available when you add external transcripts from this institution.
  3. (Optional) On the
    Contact Information
     tab, enter the applicable information for the institution.
    To display the primary contact information at the top of the educational institution profile, select the:
    • Public
       check box.
    • Primary Academic Contact
       check box, when there are multiple contacts.
  4. On the
    ID Schemes
     tab, enter at least 1 identifier for the institution.
  5. (Optional) As you enter information on the
    Accreditation History
     tab, consider:
    Option Description
    Last Updated
    The date the Department of Education created the file.
    Start Date
    The date the institution first received the accreditation.
    End Date
    The date that the accreditation ended.
    Leave this field blank when the accreditation is still valid.
  6. (Optional) On the
    Other Names
     tab, add former and unofficial names for the educational institution.
  7. Click
    OK
    .
  8. (Optional) Access the
    Representatives
     tab on the Contact Information profile group of the educational institution profile.
    Click
    Add
     to enter names and contact details for individuals at the institution.
    When the institution hosts recruiting events, you can select these representatives as host contacts.
You can view educational institutions on the
Find Educational Institutions
 report.
Admissions counselors and administrators can use a mobile device to view the educational institution profile and the associated student prospects.
  • Create a course catalog for the educational institution. On the
    Course Catalog
     tab on the educational institution profile, click
    Create
     to add courses. You can select from these courses when you record the course history on external transcripts.
  • To edit the educational institution, select
    Educational Institution
    Edit
     from the related actions menu of the educational institution.
  • To delete an educational institution, access the
    Delete Educational Institution
     task.