How to Apply a Student Hold on Workday (Version 2)

Summary

Learn the efficient process for applying specific financial and administrative holds to a student account within Workday. This guide simplifies the navigation steps required to select correct hold reasons and types to ensure accurate student record management.

Who Should Use This

This is job aid is intended for Financial Services use only.

Student holds are applied by the Accounts Receivables Specialist and Accounts Receivables Supervisor.

Workday Security Group

  • STUDENT FINANCIALS ANALYST

  • SUPERVISOR

Where you are in the process

  1. Student registers for courses

  2. Student did not make payment

  3. Student is notified about outstanding balance

  4. You are here >>> Scheduler applies hold on account (needs review)

When To Use This

  • This can be used when you need to manually apply a hold on the student’s account

  • A hold may be applied to the student’s account when Bookstore rentals are not returned

  • A student’s account may also be placed on hold when fraudulent activity is detected

 

Why It Matters

To prevent students from receiving a refund or registering for more courses until they have paid the balance owing in their account. 

 

How To Use It

Watch the video below for guided support in completing this process.

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