LSUE staff will use Workday when completing tasks related to student advising and
registration, course management and student finance and aid. Utilization of Workday
for HCM and Financial tasks remains unchanged.
Step-by-step guides and videos will be produced to assist staff in learning how to
use Workday for student-related functions. Content is created in conjunction with
LSU A&M so you may see references to LSU A&M for images, text, etc. Any items such
as this work in the same manner for LSUE.
The collection of resources is currently being built. Staff can expect a full library
of help resources to be located on this site by early 2025.
An active LSUE account will be required to access all resources. Video links will
route to a Panopto sign in. Please select the "LSUE Moodle" sign in option and use
your normal LSUE credentials to complete sign in.
This reference guide provides an overview of the Student Applications feature in Workday.
It includes options to manually create, find, and change an application (start date
and program of study), as well as instructions for withdrawing an application and
updating an immigration status on behalf of the student.
Table of Contents:
- Create Student Applicant - Find Student Applicant - Change Application Anticipated Start – Applicant Status - Change Application Anticipated Start – Applicant (Admit) Status - Change Application Anticipated Start – Pre-Matriculant Status - Change Application Anticipated Start – Student Status - Change Application Program of Study – Applicant Status - Change Application Program of Study – Applicant (Admit) Status - Change Application Program of Study – Pre-Matriculant Status - Change Application Program of Study – Student Status - Student Application Withdraw - Student Application Immigration
This reference guide provides an overview of the Student Application GPA feature in
Workday. It includes options to find and modify GPA assignmentsfor student applicants.
Table of Contents:
- Student Application GPA Assignment – High School GPA - Student Application GPA Assignment - Board of Regents GPAs
Matriculation is the process of transitioning students from the Applicant stage to
the Student stage within the admissions lifecycle. This reference guide showcases
the process of manually matriculating the student application in the case that an
integration fails, a student submitted a paper application that needs to be evaluated,
or other circumstances necessitating manual intervention.
Table of Contents:
- Find Student Applicant - Render Decision – Applicant Status - Render Decision – Pre-Matriculant Status - Render Decision – Student (Matriculant) Status
This reference guide provides a walkthrough on how a new student can find their assigned
financial aid awards as well as either accept or decline the awards in Workday.
Table of Contents:
- Accepting & Declining Financial Aid Awards - View Accepted & Declined Financial Aid Awards
This reference guide provides a walkthrough on how a continuing student can find their
assigned financial aid awards as well as either accept or decline the awards in Workday.
Table of Contents:
- Accepting & Declining Financial Aid Awards - View Accepted & Declined Financial Aid Awards
LSUE will automatically assign awards to students using Merit Packaging strategies.
This strategy determines the type of awards and the sequence of their distribution.
However, you also have the option to manually run the merit packaging process for
selected students outside of the regular schedule.
Student award items represent individual financial aid awards within a package. Workday
provides the option to set disbursement schedules and rules, determine charges via
precedence groups, assign worktags for identification, and more.
LSUE will automatically assign awards to students using Need Packaging Strategies.
This strategy will determine the type of awards and the sequence of their distribution.
However, there is the option to manually run the need packaging process for selected
students outside of the regular schedule.
This reference guide provides an overview of the Financial Aid (FA) Action Items.
It includes options to review, approve, or waive items (not required for a student
or if documentation is unavailable), as well as instructions for sending back action
items, requesting additional documents, and uploading files on the student’s behalf.
Additionally, it outlines the process for conducting an evaluation of FA action items
upon completing all financial aid actions.
This reference guide provides an overview of how LSUE will automatically assign awards
to students using Cost of Attendance (COA) strategies. This strategy determine the
type of awards and the sequence of their distribution. However, you also have the
option to manually run the cost of attendance process for selected students outside
of the regular schedule.
This reference guide provides an overview of delivered and custom ISIR reports. These
reports allow a Financial Aid (FA) staff member to effectively gather, analyze, and
identify missing requirements in FA information for new and existing students, as
well as applicants.
This reference guide showcases the process for creating a student prospect profile,
finding the prospect, inactivating recruitment records, and conducting mass updates
to prospect profiles as required.
This reference guide illustrates the manual procedure for recording educational test
results and external transfer data in Workday. It also outlines the steps for initiating
a preliminary transfer credit evaluation and viewing the preliminary transfer credits
associated with a prospective student.
Table of Contents
- Record Educational Test Results - Record External Transfer Data - Initiate Preliminary Transfer Credit Evaluation - View Preliminary Transfer Credit
Faculty can alphabetize their grade rosters, view their graded course section rosters,
assign, and change student grades for student course section in Workday.
Table of Contents:
- Alphabetize Grade Rosters - View My Graded Course Section Rosters - Assign Student Grades for Student Course Section - Assign Student Interim Grade for Student Course Section - Change Student Grades for Student Course Section
This reference guide provides an overview of Student Charges. It includes options
to apply student charges directly, manually load student charges via an EIB, as well
as detailed steps to find, adjust, and cancel student charges when necessary.
This reference guide provides an overview of Student Deposits. It includes options
to manually create, find, and cancel student and/or student sponsor deposits.
This reference guide provides an overview of Student Sponsor Contracts. It includes
options to create, find, and disburse sponsor contracts as well as instructions for
editing, recalculating, copying, and invoicing sponsor contracts.
Table of Contents:
- Create a Student Sponsor Contract - Find a Student Sponsor Contract - Disburse a Student Sponsor Contract - Edit a Student Sponsor Contract - Recalculate a Student Sponsor Contract - Copy a Student Sponsor Contract - Create a Student Sponsor Invoice - Revise Student Sponsor Contract Lines (After Invoicing Sponsor) - Student Sponsor Contract –Additional Notes
This reference guide provides an overview of Student Sponsor Payments. It includes
the manual process of recording and applying student sponsor payments.
This reference guide assists the Student Financials team with managing student payments
in Workday, which includes recording, finding, returning, cancelling, and adjusting
payment(s) as needed. Additionally, it provides guidance on posting payment(s) in
Transact when required.
This reference guide provides an overview of Student Financial Waivers. It outlines
the steps to create, find, and edit waiver items. It also covers the procedures for
manually recording student waiver payments on student accounts and adjusting or canceling
those payments, as necessary.
This reference guide provides a step-by-step on how to apply a credit memo to a student’s
account. Student Finances staff, excluding customer service staff, can record a credit
memo to a student’s account.
The training material below is hosted by LSU A&M for all campuses and is organized
by role and functional area. Use the categories below to navigate to the appropriate
material.
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