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Administrator Guide
Last Updated: 2025-01-24
Steps: Manage Continuing Student Onboarding

Steps: Manage Continuing Student Onboarding

When you onboard continuing students for the upcoming academic period, you can help them prepare for course registrations. Examples: You configure the steps in the
Continuing Student Registration Onboarding Event
 business process to:
  • Send continuing students welcome messages and email notifications about upcoming onboarding deadlines.
  • Ensure that continuing students complete required onboarding tasks. Examples: Review academic honesty policies.
  • Apply holds to prevent continuing students from registering for courses before completing onboarding tasks.
  • Notify continuing students, advisors, and administrators about actions and holds.
  1. Edit Business Processes.
    1. (Optional) Add
      Approval
       steps to the
      Mass Continuing Student Registration Onboarding Event
       business process.
    2. Add steps to include onboarding tasks to the
      Continuing Student Registration Onboarding Event
       business process.
    Example: You configure the
    Mass Continuing Student Registration Onboarding Event
     business process so that departments must receive approval from the registrar's office before they can onboard their continuing students. Once the registrar approves onboarding for continuing students in the College of Arts & Sciences, Workday can initiate the
    Continuing Student Registration Onboarding Event
    . This enables those students to complete their onboarding tasks, such as reviewing their mailing address.
    Security: Configure the
    Mass Continuing Student Registration Onboarding Event
     and
    Continuing Student Registration Onboarding Event
     business processes in the Student Records functional area.
  2. Create emails and additional push notifications to remind students about the onboarding process.
  3. (Optional) Access the
    Maintain Dashboards
     task.
    Configure the
    Registration Requirements
     worklet on the Academics dashboard to enable students to view their required actions and holds.
Continuing students won't be able to onboard when they have:
  • A locked academic record.
  • An inactive academic record during the target academic period. Examples: Students who matriculate in the spring, but won't attend the institution until the fall semester.
  • An in progress onboarding even for the upcoming academic period.
Access the
Find Academic Records
 report to initiate onboarding for the continuing students that you select.
Create Custom Notifications
Create Business Process Condition Rules
Steps: Set Up Consent for Electronic 1098-T Forms
Example: Configure Continuing Student Onboarding