Navigating Workday for Third Parties - Student Financials

Information for third-parties on how to navigate Workday Student for tasks related to student financials/billing

Overview of Process

Once the student has granted permission to access their information, the third-party user can log into Workday with the provided credentials to view and perform authorized tasks. You will receive two emails from Workday: one containing your username and the other with a temporary password. Both emails will include the link to sign into Workday.
Third parties granted permission to view student finances will have access to the Finances for Third Party dashboard. This Workday application allows third parties to view student billing and payment information, account activity, statements, make payments, and set up payment plans. Students control the information shared, if certain details are unavailable, it means the student has not granted permission to view them.

Access the Finances for Third Party Dashboard

1. From your Workday homepage, your Top Apps display. Select the Finances for Third Party dashboard from your Top Apps.
   
   
    
2. The Finances for Third Party dashboard opens. At the top of the screen, you can see two tiles that provide payment options. 
   • Make an Online Payment: Click Make a Payment. Nelnet’s QuikPay portal will load. Once in QuikPay you can make a one-time payment, enroll in a payment plan, or load funds to your student’s OneCard.
   • Payment by Wire Transfer: Click View More to view detailed information on how to make payments by wire transfer.
     
     
      
3. The Finances for Third Party dashboard is made up of two sections:
   • Tasks: View student financial account activity and statement details
   • Helpful Links: Access helpful links outside of Workday. For example, the Bursar Website, Payment Plan Information, Insurance information and more.
     
     
      

View Student Account Activity

The View Account Activity report provides a transaction summary of all account transactions, including tuition and fee charges, payments, and refunds. This summary includes transactions from all academic periods.

1. From the Finances for Third Party dashboard, navigate to the Tasks section. 
2. Click View Account Activity. 
   
   
    
3. Student will autofill. If you are a third-party user for more than one student, select the Student you wish to view.
4. Select the Institution. 
   
   
    
5. Click OK.
6. The Student Account Activity screen opens to the Account Summary. There are two balances listed, the Total Account Balance and the amount Due Now. 
   • The Total Account Balance is the cumulative total of all posted account activity, regardless of due date. It does not include anticipated payments.
   • The Due Now balance is the amount currently owed. This is the sum of past due charges and current due charges, minus anticipated payments.
7. Click View Statement to view statement details for a specific semester.
   
   
    
   • Student will autofill. If you are a third-party user for more than one student, select the Student you wish to view.
   • Institution will autofill.
   • Select the Academic Period (semester) to view statement. 
   • Click OK to proceed to the Statement or Cancel to return to the Account Summary.
     
     
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8. Scroll down to view the Transaction Summary table below the Account Summary. This table displays all account transactions including charges, payments, and disbursed student aid, listed in order of transaction date. The most recent transactions will be listed at the top. Each transaction lists the academic period, transaction date, the due date, a description, and amount.
   
   
   
   Note: You can sort and/or filter each column by selecting the column header. For example, filter the Description column to only show Tuition charges.
   
   
    
9. Click the Due Now Details tab. This tab displays a summary of Past Due Charges, Current Due Charges, Anticipated Payments, and Unapplied Payments.
   
   
    

View Student Statement

The View Student Statement report provides an overview of all charges, applied payments, unapplied payments, anticipated payments, and refunds during a single academic period.

1. From the Finances for Third Party dashboard, navigate to the Tasks section.
2. Click View Student Statement.
   
   
    
3. Student will autofill. If you are a third-party user for more than one student, select the student you wish to view.
4. Institution will autofill.
5. Select the Academic Period (semester) to view statement. 
   
   
    
6. Click OK. 
7. The View Student Statement as Third Party screen opens, detailing an overview of all charges, applied payments, unapplied payments, anticipated payments, and refunds, for the selected academic period.
8. Scroll down to the specific charges, the date those charges were applied, and the amount charged.
   
   
   
   Note: Click the PDF button in the top-right corner of the screen to generate and download a PDF of the page. Third Parties should coordinate with their student to receive a PDF copy of the statement containing the Bowdoin logo, if needed.
   
   
    
9. To view a different statement for another academic period (semester), click View a Different Statement button.
   
   
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   • Student will autofill. If you are a third-party user for more than one student, select the student you wish to view.
   • Institution will autofill.
   • Select the Academic Period (semester) to view statement. 
   • Click OK. 
     
     
      
   • A different statement displays.
     
     
      

Helpful Links Section

From the Finances for Third Party dashboard, navigate to the Helpful Links section:

Note: Click More to view all available links.

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1. Bursar Website: Click this link to navigate to Bowdoin College’s Bursar's Office website.
2. Payment Options: Click this link to navigate to payment options listed on the Bursar's Office website.
3. Payment Plan Information: Click this link to navigate to Bowdoin College’s MyCollegePaymentPlan site and view payment plan information and enrollment dates.
4. Bursar Policies: Click this link to review Bowdoin College’s Payment Policy. 
5. Waive Health Insurance: Click this link to submit a Health Insurance waiver.
6. Tuition Refund Insurance: Click this link to learn more about Tuition Insurance and get a quote.

 

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.