Academic Planning

Advising

Academic planning is not heavily utilized in myPath.

Workday academic planning allows students and advisors to build plans for future semesters. Whether the student or advisor creates the plan, both the student and advisor will be able to view the plan. Students will be able to register directly from those plans. Data from academic plans also helps inform course planning for upcoming semesters.

Combined Degree Programs

Records and Registration

Students participating in a combined degree program apply to the graduate portion of their program in Slate for the semester after completion of their 12th graduate credit. This allows the student's tuition to remain at the undergraduate rate until their 12th graduate credit, but they are not included in graduate program reports.

With Workday, students will apply to the graduate portion of their combined degree program in Slate for the semester in which they plan to take their first graduate credit. The student's tuition will continue to remain at the undergraduate rate until their 12th graduate credit, but they will be included in graduate program reports.

Communications

General

Many communications with students are manual or sent using a 3rd party software (EMMA or Argos, for example).

Some communications will be automated including messages related to financial aid, payment reminders, and academic standing. These emails will include links to complete tasks in Workday. The email history is also stored within the student's Workday record. Third party communications systems may continue to be used as needed.

Course Registration

Records and Registration

Students register in Banner for the upcoming summer, fall, and winter semesters each year in March.

Students will register for:

• Summer 2027 courses in Banner in January 2027
• Fall 2027 and Winter 2028 courses in Workday in March 2027

Future registrations will continue in Workday.

Course Sections

Records and Registration

Course section details are spread throughout multiple screens in Banner. Course section cancel notifications go only to students.

Course section information is available in one place in Workday. Course section cancel notifications will go to students and advising centers.

Dashboards

General

There are lists of links that function as dashboards in Banner.

More robust dashboards are available for students, advisors, and faculty as a central place to access Workday activities and reports. The WDS project team is aiming to create a dashboard for academic administration (Deans/ADs, PSS, and Unit Heads).

Degree Requirements Review

Advising

Faculty, staff, and students use DegreeWorks/MyPath to review progress on degree requirements. MyPath displays separate blocks for General Education Requirements, University Requirements (including SWS), majors, minors, and other program requirements.

Workday’s Academic Progress Report (APR) will be used to review progress on degree requirements. The APR will include one shared block for General Education and University Requirements (including SWS) and separate blocks for majors, minors, and other programs.

Financial Aid Award Calculations and Adjustments

Financial Aid, Student Accounts, Payments

Financial aid staff manually review reports and adjust aid to ensure compliance related to overall cost of attendance which can sometimes take several days to update.

Workday will automatically adjust a student's cost of attendance based on the Attendance Plan and their actual costs. Award items will also auto update based on enrollment, program, residency, etc. Students will see the updates real-time rather than waiting days.

Multi-level Coursework

Records and Registration

Students seeking to take courses at a level different from their primary program of study complete the dual-level form and are then administratively registered for the graduate-level course and that course would then live on a graduate-level record. From the student’s point of view, they will not see any changes to their academic record.

Students seeking to take course at a level different from their primary program of study will continue to complete the dual level request form. The Registrar’s Office will create a new administrative application on the student’s behalf, so the student will see two academic records on under their Academics tab. The student will then either be administratively registered for the courses or they will be granted tokens to apply for the courses they want to take at the level that is different from the primary program of study.

Override Requests / Permits

Records and Registration

Currently override requests / permits (pre-requisite, co-requisite, closed class, attribute, capacity, etc.) are requested by students and approved by faculty via a Banner workflow and require specifc codes. Overrides may also be applied preemptively by faculty and professional advisors.

Students will use the Request Course Section Pre-Requisite Override task in Workday for any override request / permit. Departmental approvers will need to pull a report to identify approvals needed. Overrides may still be applied preemptively by faculty or professional advisors except for capacity overrides. There will be no need to memorize multiple override types. Learn more here.

Programs of Study (Majors/Minors), Certificates, and Badges

Records and Registration

Currently students use Banner to change a program of study (major/minor). Declaring a certificate or badge is a separate process within Banner. Students are not prompted to enter any effective or completion dates.

With Workday, students can make changes/additions to program of study (major/minor) and certificates/badges within Workday using the Change Program of Study process. Students will be required to enter a program completion date; however, students are not expected to know this date. Help text will instruct students to input any date, and that date will be automatically overwritten behind the scenes to ensure it is correct. Learn more here.

Residency Process

Records and Registration

Students submit their documents via email or in person.

Students will complete the entire process in Workday including uploading their supporting documents. 

Student Billing Statement

Financial Aid, Student Accounts, Payments

Student billing statement is generated in Transact once a month and is a snapshot in time.

Student billing statement is located in Workday and can be printed on demand by students. Additional tuition consolidation will help reduce confusion when these charges may be present for a student.

Student Demographics Self-Service

Records and Registration

Student data, such as citizenship, date of birth, and contact info is currently updated through the Records Office.

Students will have the ability to use self-service in Workday to request updates to their information, including the ability to attach documentation.

Student Personal Information

Records and Registration

Student personal information including third party proxy and emergency contact information is housed in Banner.

Students will need to enter third party proxy and emergency contact information (including email address) into Workday as part of Workday onboarding Dec. 2026 - Feb. 2027. What is in Banner will not be moved over, but will remain as part of the Banner record.

Student Stop-outs

Records and Registration

Students who stop attending (stop-outs) have a re-entry hold placed on their account. The student emails a form or calls the Records Office to update information and have the hold removed.

Students who stop attending will have their Workday record discontinued. They would need to complete a re-entry application in Slate in order to return.

What If Degree Planning

Advising

Students use What If functionality in MyPath to consider various routes to degree completion.

Students will use the 'Evaluate Academic Progress Requirements' functionality in Workday to consider various routes to degree completion.

Academic Planning

Academic planning is not heavily utilized in myPath.

Workday academic planning allows students and advisors to build plans for future semesters. Whether the student or advisor creates the plan, both the student and advisor will be able to view the plan. Students will be able to register directly from those plans. Data from academic plans also helps inform course planning for upcoming semesters.

Advisor Workload

Advisors use MyPath to advise students, and the tools and processes are well known and established.

With the move from MyPath to the Workday Academic Progress Report (APR), there will be an impact to advisor workload. For instance, the APR does not dynamically update as students register for additional courses, meaning that advisors will need to identify needed substitutions/changes and request them.

Degree Requirements Review

Faculty, staff, and students use DegreeWorks/MyPath to review progress on degree requirements. MyPath displays separate blocks for General Education Requirements, University Requirements (including SWS), majors, minors, and other program requirements.

Workday’s Academic Progress Report (APR) will be used to review progress on degree requirements. The APR will include one shared block for General Education and University Requirements (including SWS) and separate blocks for majors, minors, and other programs.

General Education Requirements

General Education requirements appear at the top of the screen in MyPath. 

With Workday, General Education requirements will appear below the major requirements on the Academic Progress Report (APR).

Student Support Networks

Advisor roles and naming conventions are limited by fields in Banner. In addition, the naming conventions may vary across departments and systems, which may lead to inconsistencies in how students identify and engage with their support network.

With Workday we will have standardized advisor role naming across the university, creating a more consistent and transparent experience for students. Each role will be visible within Workday, improving accessibility and understanding of available support. There are four roles: Academic Advisor, Faculty Mentor, Program Support, and Student Support Network (SSN) Faculty Partner. See definitions and learn more here.

What If Degree Planning

Students use What If functionality in MyPath to consider various routes to degree completion.

Students will use the 'Evaluate Academic Progress Requirements' functionality in Workday to consider various routes to degree completion.

Financial Aid Award Calculations and Adjustments

Financial aid staff manually review reports and adjust aid to ensure compliance related to overall cost of attendance which can sometimes take several days to update.

Workday will automatically adjust a student's cost of attendance based on the Attendance Plan and their actual costs. Award items will also auto update based on enrollment, program, residency, etc. Students will see the updates real-time rather than waiting days.

Student Billing Statement

Student billing statement is generated in Transact once a month and is a snapshot in time.

Student billing statement is located in Workday and can be printed on demand by students. Additional tuition consolidation will help reduce confusion when these charges may be present for a student.

Cohorts (Student Attributes & Advisor Assignments)

Student attributes are entered in a centralized format by the Records Office or are maintained in isolated lists that are not directly integrated with Banner. Advisor assignments are conducted by a Banner workflow.

Student attributes and advisor assignments are managed within Workday with cohorts. Certain Academic Affairs and Student Affairs staff will have the direct ability to manage cohorts and assign students to them. Learn more here.

Communications

Many communications with students are manual or sent using a 3rd party software (EMMA or Argos, for example).

Some communications will be automated including messages related to financial aid, payment reminders, and academic standing. These emails will include links to complete tasks in Workday. The email history is also stored within the student's Workday record. Third party communications systems may continue to be used as needed.

Dashboards

There are lists of links that function as dashboards in Banner.

More robust dashboards are available for students, advisors, and faculty as a central place to access Workday activities and reports. The WDS project team is aiming to create a dashboard for academic administration (Deans/ADs, PSS, and Unit Heads).

Forms and Requests

Faculty and staff complete online forms to make certain requests.

Some requests will be built directly into Workday including grade changes, requests to take a course with no letter grade, Satisfactory Academic Progress (SAP) appeals, in-state/out-of-state residency.

Reports

Faculty and staff receive some automated reports and request ad hoc reports from various departments.

The most common reports will be built into Workday screens and dashboards for greater visibility to real-time data. View common reports available in Workday.

Instructional Formats

Instructional formats are able to be custom created, and three custom ones were created in 2024/2025. Instructional formats are referred to as Schedule Types in Banner.

Instructional formats are not configurable, and some of our custom ones will no longer be available. This mapping document shows our current instructional formats in Banner and what they will be in Workday. Instructional formats are referred to as Instructional Methods in Workday. 

Never Attended Record-Keeping

Students who never attended a class receive an "F" grade with the first day of classes recorded as the late date attended.

"Never Attended" grade option adds clarity for students who never attended class. Learn more here.

Combined Degree Programs

Students participating in a combined degree program apply to the graduate portion of their program in Slate for the semester after completion of their 12th graduate credit. This allows the student's tuition to remain at the undergraduate rate until their 12th graduate credit, but they are not included in graduate program reports.

With Workday, students will apply to the graduate portion of their combined degree program in Slate for the semester in which they plan to take their first graduate credit. The student's tuition will continue to remain at the undergraduate rate until their 12th graduate credit, but they will be included in graduate program reports.

Course Registration

Students register in Banner for the upcoming summer, fall, and winter semesters each year in March.

Students will register for:

• Summer 2027 courses in Banner in January 2027
• Fall 2027 and Winter 2028 courses in Workday in March 2027

Future registrations will continue in Workday.

Course Sections

Course section details are spread throughout multiple screens in Banner. Course section cancel notifications go only to students.

Course section information is available in one place in Workday. Course section cancel notifications will go to students and advising centers.

Multi-level Coursework

Students seeking to take courses at a level different from their primary program of study complete the dual-level form and are then administratively registered for the graduate-level course and that course would then live on a graduate-level record. From the student’s point of view, they will not see any changes to their academic record.

Students seeking to take course at a level different from their primary program of study will continue to complete the dual level request form. The Registrar’s Office will create a new administrative application on the student’s behalf, so the student will see two academic records on under their Academics tab. The student will then either be administratively registered for the courses or they will be granted tokens to apply for the courses they want to take at the level that is different from the primary program of study.

Override requests / permits

Currently override requests / permits (pre-requisite, co-requisite, closed class, attribute, capacity, etc.) are requested by students and approved by faculty via a Banner workflow and require specifc codes. Overrides may also be applied preemptively by faculty and professional advisors.

Students will use the Request Course Section Pre-Requisite Override task in Workday for any override request / permit. Departmental approvers will need to pull a report to identify approvals needed. Overrides may still be applied preemptively by faculty or professional advisors except for capacity overrides. There will be no need to memorize multiple override types. Learn more here.

Programs of Study (Majors/Minors), Certificates, and Badges

Currently students use Banner to change a program of study (major/minor). Declaring a certificate or badge is a separate process within Banner. Students are not prompted to enter any effective or completion dates.

With Workday, students can make changes/additions to program of study (major/minor) and certificates/badges within Workday using the Change Program of Study process. Students will be required to enter a program completion date; however, students are not expected to know this date. Help text will instruct students to input any date, and that date will be automatically overwritten behind the scenes to ensure it is correct. Learn more here.

Residency Process

Students submit their documents via email or in person.

Students will complete the entire process in Workday including uploading their supporting documents. 

Student Demographics Self-Service

Student data, such as citizenship, date of birth, and contact info is currently updated through the Records Office.

Students will have the ability to use self-service in Workday to request updates to their information, including the ability to attach documentation.

Student Personal Information

Student personal information including third party proxy and emergency contact information is housed in Banner.

Students will need to enter third party proxy and emergency contact information (including email address) into Workday as part of Workday onboarding Dec. 2026 - Feb. 2027. What is in Banner will not be moved over, but will remain as part of the Banner record.

Student Photos

Student photos are available on a limited basis to faculty and staff.

Student photos (from ID badges) will be visible to faculty and staff in student profiles, class rosters, and selected reports. There is also a feature to hear the name pronunciation. Student photos are not visible to other students.

Student Stop-outs

Students who stop attending (stop-outs) have a re-entry hold placed on their account. The student emails a form or calls the Records Office to update information and have the hold removed.

Students who stop attending will have their Workday record discontinued. They would need to complete a re-entry application in Slate in order to return.

Transfer Credits

General transfer work is displayed as SUB 100.0 (ie. MTH 100.0)

General transfer work will be displayed as SUB TCR (MTH TCR) to help differentiate the work as transfer.