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Administrator Guide
Last Updated: 2023-06-23
Concept: Student Matriculation

Concept: Student Matriculation

Matriculation is the process of moving students from Applicant to Student stage. By default, Workday creates an academic record for the student the first and every time they matriculate into a program of study. You can configure Workday to append incoming programs to an existing academic record by setting up append policies.
Students can have multiple academic records. Workday associates each academic record with 1 or more programs of study that support a distinct educational objective.
Examples of multiple academic records for a student:
  • Consecutive: Ali completes her undergraduate degree in Political Science in 2016. She returns for her graduate degree in Public Policy in September, 2018.
  • Overlapping: Aaron starts a medical program in August, 2018 while taking a certificate program in Medical Billing.
  • Concurrent: Amy is working on undergraduate degrees in Mechanical Engineering and Sociology concurrently.

The Matriculation Process

The matriculation process:
  • Creates the academic record for:
    • The first application of a student.
    • Subsequent applications when you don't configure an append policy.
  • Appends programs to an existing academic record based on the append policies you configure.
  • Sets the academic record as the reporting record when the student doesn't already have one in the institution.
  • Copies details from the application to the academic record, such as:
    • Academic unit and level.
    • Program of study.
    • Declare date.
    • Anticipated start date.
    • Anticipated load status.
    • Location.
  • Creates program of study assignments:
    • Sets the
      Expected Completion
       based on the
      Program Duration
       configured on the program of study.
    • Sets the initial program of study status as
      Matriculated
       as of the record creation date.
    • Sets the program of study status as
      In Progress
       as of the
      Declare Date
      .
  • Creates privacy preferences for the student.
  • Creates the financial aid record with financial aid period data from the application.
  • Calculates class standing based on the class standing policy assigned to the program of study.
  • Initiates student onboarding.
  • Assigns registration appointments.
  • Creates a Student ID if there isn't one already.