Finding Students & Student Profile Overview for Everyone

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Overview of Process

In Workday, users can search for students via the Workday Global Search bar and Find Students report, as well as view their student profile. This is an overview of how to find students and what information can be found on student profiles.

Search for Students via Workday Global Search Bar

  1. Type student: followed by the student’s name into the Workday Global Search Bar and click Enter or Return on your keyboard.

    User is on Workday Homepage. User types ‘student: Paul R Bear’ into Workday Search Bar.

    Note: The BOW STU Find Academic Records report can also be used to search for a student and navigate to their student profile.
     
  2. Select the Student’s Name to view their profile.

    User selects Paul R. Bear's student profile.

    Note: In order to see and select Student results, make sure to type student: before the student’s name or have Student as a saved category. If you do not, you may pull student and employee profiles for your search. 

 

Configure Searching for Students via the Workday Global Search Bar

  1. Type the student’s name into the Workday Global Search Bar.

    User is on Workday Homepage. User types ‘Paul R Bear’ into Workday Search Bar.

    Note: The BOW STU Find Academic Records report can also be used to search for a student and navigate to their student profile.
     
  2. Click the Enter key on your keyboard to view more results for your search. 
  3. Click the button next to Simplified Search is Enabled to disable the simplified search feature and view the full results of your search. 

    Note: By default, your search will be set to the Simplified Search setting, a feature that enables you to find tasks and reports more quickly by integrating AI into the search user experience. It is recommended to turn off the Simplified Search feature.

    User clicks button next to Simplified Search is Enabled.
     
  4. The first time you search for students, you will need to click Configure Search to configure your Saved Categories to target the Student search functionality.

    Full search results for Paul R Bear display with no results. User clicks the Configure Search button.
     
  5. To configure your search results to target Student results in addition to Tasks and Reports and People, drag and drop Student from More Categories to Saved Categories.
  6. Click Save to save your search configuration.

    User drags and drops the Student Category into the Saved Categories sections.

 

Search for Students via Find Students Report

  1. Enter Find Students into the Workday Global Search Bar and select the report.

    User is on Workday Homepage. User types ‘Find Students’ into Workday Search Bar and selects the report.

    Note: The BOW STU Find Academic Records report can also be used to search for a student and navigate to their student profile. Please note that what is viewable to you is based on your access to various data. If you cannot find something you need to perform your job duties, please submit a Workday ticket.
     

  2. The Find Students report will open. Use the search bar at the top of the report to search for a student.
  3. Click the Enter key or click Search to narrow your search results.

    User types 'Paul R Bear' into the report field and clicks Enter.
     
  4. Select the student to access their student profile.

    User selects Paul R. Bear's student profile.
     

Student Profile Overview

The Student Profile is the central location for information specific to a particular student. The Actions button below the student’s profile picture and name provides links to tasks and information about the student. 

The student's student profile displays. User clicks the Action button and the Actions menu displays.

The following lists all potential tabs on a student’s profile. Depending on your role and Workday security, you may see different tabs:

  1. The profile opens to the Summary tab. It displays student information, account information, and any other profiles, such as a link to the Worker profile if the student is also a worker.

    The Summary tab of Paul R. Bear's student profile displays.
     
  2. The Personal tab contains the student’s bio-demographic information, including legal and preferred names, personal information, IDs, documents, friends and family, and housing information.

    User clicks Personal tab. The Personal tab of Paul R. Bear's student profile displays.
     
  3. The Contact tab contains the student’s contact and friends and family information.

    User clicks Contact tab. The Contact tab of Paul R. Bear's student profile displays.
     
  4. The Academics tab shows detailed academic information such as current classes, academic history, programs of study, academic plan, academic progress, support network, registration appointments, and more.

    User clicks Academics tab. The Academics tab of Paul R. Bear's student profile displays. User clicks the More button to display list of all sub-tabs.
     
  5. The Student Financials tab shows the student’s billing transactions and statement.

    User clicks Student Financials tab. The Student Financials tab of Paul R. Bear's student profile displays.
     
  6. The Financial Aid tab provides details regarding the student’s financial aid status, award package, attendance pattern, and cost of attendance.

    User clicks Financial Aid tab. The Financial Aid tab of Paul R. Bear's student profile displays.
     
  7. The Military Details tab contains the student’s military service information, if applicable.

    User clicks Military Details tab. The Military Details tab of Paul R. Bear's student profile displays.
     
  8. The International tab contains the student’s Bio-Demographic Information and Immigration Information, if applicable.

    User clicks International tab. The International tab of Paul R. Bear's student profile displays.
     
  9. The Action Items and Holds tab shows active and resolved holds and what actions to take to resolve any active holds.

    User clicks Action Items and Holds tab. The Action Items and Holds tab of Paul R. Bear's student profile displays.
     
  10. The History tab shows student history, notes, and status changes on the student’s record.

    User clicks History tab. The History tab of Paul R. Bear's student profile displays.

 

Additional Assistance

If you need additional assistance, click the link under the Related Services / Offerings section on this page to enter a support request online.

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