Workday Glossary of Terms

Workday Terms
Pick up a printed copy of the Workday Terms in the TCC Advising Center

Academic Date Range – The period of time associated with a student recruiting cycle.

Academic Unit – A Workday organization type that represents a school, college, university, or other unit of your institution. These units can recruit prospective students, admit students, offer programs of study or courses, or administer financial aid. Academic units are also used with academic appointments in Workday.

Admissions Cohort – A grouping of applications for the same admitting level of an academic unit and the same anticipated start date. Cohorts can have 1 or more application pools, with an admissions counselor assigned to each pool.

Anticipated Due – Balance on student’s account. Ex: Student tuition for Spring term. 

Anticipated Payments – Funds intended to be applied to a student’s charge item, such as Financial Aid, TCC Foundation Scholarships, Sponsor Contracts, etc. 

Applicant Pool – A subset of applications in an admissions cohort. Applicant pools enable you to control and adjust workload for application reviewers.

Applied Payment – Funds that have been used to pay for a student’s charge item. 

Charge Items – Any item used to creates a charge on a student’s account, such as Tuition, Student Activity Fee, Replacement Student ID, Testing Fees, Duplicate Diplomas, etc. 

Custom Report – Reports not delivered by Workday and built using the Workday Report Writer. Can be created new or by copying another standard or custom report.

Dashboard (landing pages) – A specialized landing page containing a set of pre-configured worklets for a functional area that you can copy or modify. You can add additional custom worklets to dashboards using the report writer.

Designation – An attribute, such as Community Learning Partner, Honors, or STEM, that you can associate with educational institutions and external associations to make them easy to find and report on.

Educational Taxonomy – A taxonomy scheme and set of codes you can assign to programs of study and their concentrations to meet state, local, or other classification requirements.

Engagement Action Item – Defines a requirement that must be met for an application for admission to be considered complete. Example: Submit transcripts.

Engagement Item – An engagement email or printed engagement item. You can include engagement items in engagement plans and use them to support student recruiting events.

External Association – A nonprofit, community-based, or other noneducational organization that you can associate with student prospects or identify as a location for recruiting events.

External Engagement Item – Used to send and track third-party engagement items for recruiting events, communication plans, or ad hoc communications.

Fast Path – A streamlined approach to moving applications for admission from submission to matriculation as quickly as possible.

Home Page – The page that is seen by the user when logging into The home page is intended for common worklets, such as self-service worklets, and can contain up to 20 worklets (some of which are configurable).

Landing Page – Landing pages display a collection of worklets. Landing pages may have different display formats (grid or bubble) and support different functions. The Home landing page is intended for common worklets, such as self-service worklets.

Match and Merge – A process that helps eliminate duplicate student prospect information in Workday.

Pending Refund Amount  – Funds received in excess of the balance due, to be refunded to the student, pending approval. 

Recipient Threshold  – The maximum number of prospects to whom you can send an engagement item at the same time without requiring approval.

Recruiting Cycle  – A recruiting period for 1 or more academic levels of an academic unit. You associate recruiting cycles with campaigns to measure the effectiveness of each campaign per recruiting cycle.

Settled Refund Amount – Funds received in excess of the balance due, that have been refunded to the student.  

Student Recruiting Region – Workday term for recruiting territory. A recruiting region can represent a geographical area, 1 or more schools, or schools in selected school districts.

Stage – A value, such as Lead, Inquirer, or Applicant, that identifies where a student prospect is in the recruitment or admissions process.

Student Prospect Profile – A worklet that displays information for a prospective student, including contact information and recruitment details.

Student Prospect Type – A value, such as First-Year or Adult Returning, that you can assign to prospective students and use to match student prospects to admissions counselors automatically.

Unapplied Payment – Funds that have been received, but either have not been used to pay for a student’s charge item or have been used to pay for a student’s charge item and an excess amount of funds remain.

Worklet – A compact report displayed as an icon (a tile or a bubble) on any landing page, providing easy access to tasks and information that are used regularly.