Workday Student Support for Current Students
![Image that reads Important Student Financial Information](https://prod.wp.cdn.aws.wfu.edu/sites/437/2024/06/Student-Financials-Announcement-Header-1024x128.png)
This July, the Project WakeDay team will move student financials activities into Workday, including billing, financial aid disbursements and more. Before that time, students are encouraged to grant Third Party Access in Workday and then take the next step to allow specific permissions to their friends and family. This is highly recommended as it allows them to receive notifications of tuition bills and other payments due.
Some students have granted Third Party Access, but they have not granted access to specific functions, including Make a Payment and more. Please check that you have completed this step.
Step-by-step instructions for adding third parties and allowing permissions are available at this link, and you can watch this video for an overview of Student Financials activities in Workday.
![Image the reads, Guides for Friends and Family](https://prod.wp.cdn.aws.wfu.edu/sites/437/2024/07/Project-WakeDay-Friends-and-Family-Guides-1024x128.png)
Friends and Family who would like to learn more about navigating Workday can use the following guides:
If you have questions or need more information, contact Student Financial Services.
![](https://prod.wp.cdn.aws.wfu.edu/sites/437/2024/06/Project-WakeDay-Incoming-Student-Graphic.png)
Call 336.758.5600 for support, and you will be connected to the appropriate department to answer your questions.
Thank you for visiting the student page of the Project WakeDay training section. This page offers a variety of links to get you started in Workday, as well as a comprehensive library of on-demand videos and job aids. You can also check out this FAQ of common student questions.
As you log in for the first time, be sure to check your My Task “inbox” for important to-do items that must be completed before registration opens.
If you are a new student who begins at WFU in Fall 2024, you will have access to Workday approximately 48 hours after Wake Forest receives your deposit or you formally commit to attend WFU. Once you receive your Wake Forest email address, you will be able to sign in using that email. Watch for communications about your next steps.
Please note that your WFU login credentials may be required to watch videos.
Advising and Registration Sessions
- Watch the video presentation; your WFU credentials may be required.
- Check out the student-focused handouts related to this session.
For more information, contact WakeDay@wfu.edu.
- Watch the undergraduate video presentation; your WFU credentials may be required.
- Watch the graduate video presentation; your WFU credentials may be required.
- Check out the student-focused handouts related to this session.
For more information, contact WakeDay@wfu.edu.
- Watch the video presentation; your WFU credentials may be required.
- Check out the student-focused handouts related to this session.
For more information, contact WakeDay@wfu.edu.
How to Navigate Workday Student
On-Demand Learning Materials
Getting Started • Helpful Videos • Academic Advising • Student Financials • Student Records and Registration
Links to Get You Started
- Logging In to Workday: How to log in to Workday Student via Google Mail and the web
- My Tasks (the new Workday Inbox): How to navigate and use the features in My Tasks (replaces the original Workday Inbox)
- My Tasks (the new Workday Inbox) [VIDEO]: How to navigate and use the features in My Tasks (replaces the original Workday Inbox)
- Onboarding for Continuing Graduate Students: How continuing graduate students will complete onboarding tasks in Workday
- Onboarding for Continuing Undergraduate Students: How continuing undergraduate students will complete onboarding tasks in Workday
- Onboarding for New Graduate School of Arts and Sciences Students: How new Graduate School of Arts and Sciences students will complete onboarding tasks
- Onboarding for New School of Business Graduate Students: How new School of Business Graduate students will complete onboarding tasks
- Onboarding for New School of Divinity Graduate Students: How new School of Divinity graduate students will complete onboarding tasks
- Onboarding for New School of Law Graduate Students: How new School of Law graduate students will complete onboarding tasks
- Onboarding for New School of Professional Studies Students: How new School of Professional Studies students will complete onboarding tasks
- Onboarding for New Undergraduate Students: How new undergraduate students will complete onboarding tasks
- Using the Training and Support App [VIDEO]: This video demos tips for navigating the Training and Support app to locate Workday training material.
- Creating an Academic Plan and Building a Schedule: How students will create academic plans and build their schedules for registration (includes full and half-term courses)
- Registration Troubleshooting for Students: How students can troubleshoot registration issues they may encounter
- Registration Troubleshooting for Students [VIDEO]: How students can troubleshoot registration issues they may encounter
- Request Course Section Prerequisite Override: How students will request a course section prerequisite override (obtain permission of an instructor)
- Request Course Section Prerequisite Override [VIDEO]: How students will request a course section prerequisite override (obtain permission of an instructor)
- Searching and Registering for Courses in Workday Student: How students can search and register for courses via the Academic Plan, Saved Schedule and Find Course Sections report
- View My Registration Appointments: How students can view their registration appointments from within the Academics dashboard, via the Global Search field and in the student profile
- Workday Navigation and Search: Tips and tricks for navigating Workday, including landing page, icons, inbox and search
Helpful Videos
- Building a Schedule from an Academic Plan: How student can create a Saved Schedule using their Academic Plan
- Exploring Programs of Study: How to use the Evaluate Academic Requirements task (what-if scenario) to explore the requirements for a different or additional program of study
- How to Drop or Withdraw from a Course: How students will drop or withdraw from a course
- How to Register for a Waitlisted Course: How students will register for waitlisted course sections
- Overview of the Academics Dashboard: A brief overview of the Academics Dashboard for students
- Registration in Workday Overview: An overview of the different methods for registering for courses in Workday Student
- Registration Troubleshooting for Students: How students can troubleshoot registration issues they may encounter
- Request Course Section Prerequisite Override: How students will request a course section prerequisite override (obtain permission of an instructor)
- Remove From Waitlist: How students will drop a course for which they are waitlisted
- Viewing Anticipated Aid: How students will view anticipated financial and sponsor aid
- View Charges and Make Payments: How students will view account charges and make payments
- Viewing and Printing Form 1098-T: How students will view and print their Form 1098-T
- View and Update Personal Information: How students will update their personal information — sex, date of birth, race/ethnicity, gender identity, pronouns, sexual orientation, marital status
- Viewing My Advisor Assignments (Support Network): How students will access their Support Network to see a list of their Academic Advisors
- Viewing My Academic Progress in Workday: How students will view their progress toward a program of study completion
- Viewing My Academic Record in Workday: How students will view their academic records
- View My Grades: How students will quickly access interim (midterm) and final grades via the Academics Dashboard
- Viewing My Holds in Workday: How students will view holds on their academic records
- View Your Student Worker Profile: How student workers can quickly switch from the default student profile to the worker profile
- Workday Student Navigation for Students: This video demonstrates the Workday Home experience, search functionality and accessing student-specific content.
Academic Advising
- View My Advisor Assignments (Support Network): How students will use the View My Support Network report to view their appointed advisors
Student Financials
- Make a Payment: How students will make payments on their student accounts
- Manage Bank Account for Refunds-Payment Elections: How students will manage bank account information and set up payment elections (direct deposit)
- Set Up Authorized Payer (Third-Party Access) for Student Account: How students can grant others access to their student accounts as authorized payers (third-party access)
- Make a Payment: How students will make payments on their student accounts
- Viewing Anticipated Aid: How students will view anticipated financial and sponsor aid
- Viewing Anticipated Aid [VIDEO]: How students will view anticipated financial and sponsor aid
- View and Print 1098-T: How students will view and print the 1098-T form
- Viewing and Printing Form 1098-T [VIDEO]: How students will view and print their Form 1098-T
- View Charges and Make Payments [VIDEO]: How students will view account charges and make payments
- View Student Account Activity: How students will view account activity and transaction history
- View Student Statement: How students will view and print the student billing statement
- Wellness Waiver Fee: How students will request a wellness fee waiver
Student Records and Registration
For questions about Student Records materials, please contact registrar@wfu.edu.
- Applying for Graduation in Workday Student: How to apply for graduation
- Building a Schedule from an Academic Plan [VIDEO]: How student can create a Saved Schedule using their Academic Plan
- Creating an Academic Plan and Building a Schedule: How students will create academic plans and build their schedules for registration
- Credit Overload Request: How students will use the Create Request task to request approval to register for more than the maximum allowed credits for a term
- Exploring Programs of Study [VIDEO]: How to use the Evaluate Academic Requirements task (what-if scenario) to explore the requirements for a different or additional program of study
- Incoming Student — Build Your Schedule: How first-year and other incoming students will build their schedules in preparation for registration
- Generating an Unofficial Transcript: How to generate an unofficial transcript
- Grading Basis Change: How students can submit a request to change their Grading Basis for a course section
- How to Apply for Graduation [VIDEO]: How students will apply for program completion (graduation)
- How to Drop or Withdraw from a Course: How students will drop or withdraw from a course
- How to Drop or Withdraw from a Course [VIDEO]: How students will drop or withdraw from a course
- How to Register for Waitlisted Courses: How students will register for waitlisted course sections
- How to Register for a Waitlisted Course [VIDEO]: How students will register for waitlisted course sections
- Onboarding for Continuing Graduate Students: How continuing graduate students will complete onboarding tasks in Workday
- Onboarding for Continuing Undergraduate Students: How continuing undergraduate students will complete onboarding tasks in Workday
- Onboarding for New Graduate School of Arts and Sciences Students: How new Graduate School of Arts and Sciences students will complete onboarding tasks
- Onboarding for New School of Business Graduate Students: How new School of Business Graduate students will complete onboarding tasks
- Onboarding for New School of Divinity Graduate Students: How new School of Divinity graduate students will complete onboarding tasks
- Onboarding for New School of Law Graduate Students: How new School of Law graduate students will complete onboarding tasks
- Onboarding for New School of Professional Studies Students: How new School of Professional Studies students will complete onboarding tasks
- Onboarding for New Undergraduate Students: How new undergraduate students will complete onboarding tasks
- Overview of the Academics Dashboard [VIDEO]: A brief overview of the Academics Dashboard for students
- Part-time / Full-time Status Change Request: How students can submit a request to change their attendance status
- Registration in Workday Overview: An overview of the different methods for registering for courses in Workday Student
- Registration Troubleshooting for Students [VIDEO]: How students can troubleshoot registration issues they may encounter
- Request Course Section Prerequisite Override: How students will request course section prerequisite overrides
- Request Course Section Prerequisite Override [VIDEO]: How students will request a course section prerequisite override (obtain permission of an instructor)
- Requesting a Leave of Absence: How students will request a leave of absence
- Reviewing the Find Course Sections Report: How students can use the Find Course Sections report to search for and view course sections
- Searching and Registering for Courses in Workday Student: How students can search and register for courses via the Academic Plan, Saved Schedule and Find Course Sections report
- Student Enrollment Verification Request: How students will use the Create Request task to submit a request for an enrollment verification letter
- View and Edit Name Information: How to view and edit name information (legal and preferred names)
- View and Update Contact Information: This job aid demonstrates how students will view and update contact information.
- View and Update Friends and Family Information: This job aid demonstrates how students will view and update friends and family information, including setting up third-party users for student accounts.
- View and Update Personal Information: How to update their personal information — sex, date of birth, race/ethnicity, gender identity, pronouns, sexual orientation, marital status
- View and Update Personal Information [VIDEO]: How students will update their personal information — sex, date of birth, race/ethnicity, gender identity, pronouns, sexual orientation, marital status
- Viewing My Academic Progress in Workday [VIDEO]: How students will view their progress toward a program of study completion
- View My Academic Record in Workday Student: This job aid demonstrates how students view their academic records.
- Viewing My Academic Record in Workday [VIDEO]: How students will view their academic records
- Viewing My Advisor Assignments (Support Network) [VIDEO]: How students will access their Support Network to see a list of their Academic Advisors
- Viewing My Course Schedule – Students: How students will view their course schedules, including dropped/withdrawn courses
- View My Grades: How students will quickly access interim (midterm) and final grades via the Academics Dashboard
- View My Grades [VIDEO]: How students will quickly access interim (midterm) and final grades via the Academics Dashboard
- Viewing My Holds in Workday: How to view holds on my academic record
- Viewing My Holds in Workday [VIDEO]: How students will view holds on their academic records
- Viewing My Notes in Workday Student: How students will view notes on their academic records
- View My Registration Appointments: How students can view their registration appointments from within the Academics dashboard, via the Global Search field and in the student profile
- View Your Student Worker Profile [VIDEO]: How student workers can quickly switch from the default student profile to the worker profile
- View My Transfer Credits: How students will view transfer credits on the student records
If you have questions about what’s presented here, as well as general inquiries about Workday Student, please contact the project team at WakeDay@wfu.edu.