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Reviewing Financial Aid Action Items- Workday

You will likely have action items and tasks to complete to receive financial aid. These action items will appear in several places on Workday, so you can’t miss them!

Viewing in Student Profile 

  • You can access your Profile by clicking on the photo icon at the top right of the Workday portal and selecting “View Profile.” 
  •  Select the “Action Items and Holds” section in the blue column on the left. 
  •  The tabs across the top of this section allow you to view Action Items, Active Holds, and Resolved Holds
  • The Action Items tab organizes action items by Financial Aid, Admissions, and Onboarding types. This section shows all action items with details regarding the required action and the resolution.  

Viewing/Resolving Actions from My Tasks inbox 

  • On your Workday homepage, an Awaiting Your Action box displays the two most recently received outstanding action items in your My Tasks Inbox. You can drill into the tasks by selecting them from Awaiting Your Action or select “Go to My Tasks” to view all action items in your My Tasks inbox.  
    • Some Financial Aid tasks you may need to complete are promissory notes and accepting FA terms and conditions. 
  • You can also navigate to My Tasks anytime from the mailbox icon at the top right of the Workday portal. The number over the icon indicates the number of tasks awaiting your action.  
  • The list of tasks requiring action will be on the left of the inbox. Select the Financial Aid-related task and view the details on the right for the action necessary and complete. This is typically attaching a document needed, signing an agreement, or following additional instructions. 

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