Usethisguidetocompleteallofyour onboardingitemsinWorkdayStudent!Refertothe Workday Tools and Navigation job aid for more information about navigating Workday.
Student Onboarding is a series of essential tasks you will complete to prepare for starting the academic period (term) at Lynn. The onboarding process in Workday is sequential and tasks will be delivered to your Workday task inbox and Lynn email. Complete a task or arrange completion before you click the submit button to move on to the next item.
You will receive notifications via email to your Lynn email address to complete the onboarding items
Complete each task listed. Each task is personalized and may be presented in a different order than listed below.
Each completion of an onboarding task will automatically remove the task from the action column.
Tasks requiring you to “review documents” will open in a new browser window.
“To do” tasks will re-direct you to other websites. These are reminders to complete the task outside of Workday.
Read all the information/instructions/documents on each task screen.
Preferred document types for attachments: pdf, jpeg, jpg
Do not enter comments in the items comment fields as they are not monitored.
On this Job aid:
Email Notifications
Once Admission process your application and your Lynn account is created, you will receive notifications from lynn@workday.com to complete your onboarding tasks.
Sign-in to Workday to complete your onboarding.
onboarding tasks email
Sign-in to Workday
Login to Workday. From your home page youcannavigatetothefollowing:
Click herefor details on Workday's tools and navigation
Click herefor details on Workday's My Tasks and Notifications
OnboardingTasks
Request Consent for Electronic 1098-T
Consent 1098T
The 1098T form is prepared every January to report to the IRS how much tuition you paid for the previous tax year, and how much you received in scholarships, if applicable. This is a consent to receive your 1098T form electronically.
Description
To Do
Federal regulation allows those eligible to receive IRS form 1098-T the option to receive the form in an electronic format instead of through the mail. As a result, Lynn University students may elect to view and print their IRS form 1098-T though Workday self-services rather than wait for it to come by mail. When you give consent, you may view the form as soon as it is available each January. The information on the 1098T is only informational. You must rely on your receipts to determine the amount paid out-of-pocket for the tax credit.
Students that do not give consent will have IRS form 1098-T mailed to the permanent address in the system.
By signing your consent to receive your 1098T form electronically, you are electing not to receive a paper form in the mail. When your 1098T form is ready, you will receive a notification with instructions how to access the form in Workday.
When you consent to share your information outside the institution, Lynn university may release student directory information without written consent or disclosure.
Directory information means "information contained in an education record of a student that would not generally be considered harmful or an invasion of privacy if disclosed."
The information displayed by default in Workday includes name and photo.
In addition you can select to display your Lynn email address and your academic level.
When select to display your directory information as "public" in Workday, your information is only available to those who have access to the Workday system.
The information displayed by default in Workday includes name and photo.
In addition you can select to display your Lynn email address and your academic level.
Need Help? Contact the Registrar's Office +1 561-237-7303 | registrar@lynn.edu
Read through the recommendations and select a privacy setting.
Scroll down below the privacy setting options for additional information and options. You can check items here to enable additional items to be visible on your profile.
The items already checked are visible by default. Click Submit, then Done.
Manage Privacy
Review My Home Contact Information
Review home contact information
Description
To Do
It is important that all students keep their contact information up to date. Your home contact information below must reflect your local and permanent domicile, personal email address and home and mobile phone numbers.
Please review your home contact information to reflect your local and permanent domicile and personal email address.
Address Usage: You must include the appropriate address usage on your home contact information.
Do not override your Legal Home Address with your local address. Add a new contact address with the appropriate usage label instead.
Select Mobile Opt-In under Phone Device to receive Lynn alert emergency text messages.
Need Help? Contact the Registrar's Office +1 561-237-7303 | registrar@lynn.edu
Review your contact information.
To make changes click the Edit button
contact information
Select pencil icon next to a record to modify or Select X to delete a record
Select add button to add a new record
change address
Click Approve to complete task or if your contact information is correct
Address Usage:You must include the appropriate address usage on your home contact information.
Legal Home Permanent:This usage should reflect your home address when you are not attending school. If you reside with your family during non-school periods, kindly input your family's home address in this section.
Personal Local Address:This usage pertains to the address where you currently reside for the ongoing semester. If this address differs from your Legal Home Address, or if you reside on campus, it is necessary to maintain a separate contact entry. Avoid overwriting your legal home address. Instead, click the "Add" button, input your Florida address, add the usage as "Local," and ensure that you select the "Primary" checkbox.
Note:If you are a commuter and reside in Florida and your legal home permanent and local addresses are be the same, please add both usage labels to your primary contact record.
Adress usage
Phone Type:Select Mobile Opt-In Texting under Phone Device to receive Lynn alert emergency text messages.
phone type
Review Preferred Name
review preferred name
Description
To Do
In line with university policy, students and employees may enter a preferred first name and/or preferred middle name that affirms their gender, culture or other aspects of their social identity.
Note: Preferred names do not affect the individual’s last name, which must remain the person’s legal name. Preferred name will display in Workday and other applications (as supported) but will not replace the legal name that is stored in Workday.
Review your preferred name (First Name only). your last name should not be changed.
Need Help? Contact the Registrar's Office +1 561-237-7303 | registrar@lynn.edu
Click Change My Preferred Name
Uncheck Use Legal Name as Preferred Name
Change First Name
Click Submit
preferred Name
Federal Student Aid Authorization
federal student aid authorization
Your authorization is required for federal student aid funds to apply to non-institutional charges.
Description
To Do
Your authorization is required for federal student aid funds to apply to non-institutional charges.
Definition of non-institution charges: all other charges other than tuition, fees, housing, and food.
You can rescind this authorization at any time in writing to the Student Accounts Office atstudentaccounts@lynn.edu.
By checking the "I authorize" box and pressing Submit button, you authorize Lynn University to apply federal financial aid to non-institutional charges.
This authorization states that if any credit is created due to the receipt of financial aid funds, the student and parent authorize the university to hold it on the student account. If at any time a student would like a refund of the excess funds, a Request for Refund Form must be completed in Workday so a refund can be processed.
Please read the attached document carefully.
You can access onboarding acknowledged documents under your Profile > Personal > Documents > Reviewed: Standard
As a college student, you are the only person who has access to your academic information. That means if someone wants to know or verify information regarding your grades or progress towards graduation we cannot release your information without your consent.
You can access onboarding acknowledged documents under your Profile > Personal > Documents > Reviewed: Standard
Need Help? Contact the Registrar's Office +1 561-237-7303 | registrar@lynn.edu
Select I authorize
Click Submit
Notification of Rights under FERPA
Health Insurance Enrollment
Health Insurance to do
Description
To Do
Full-Time Day students and all Graduate Students living in the US, are required to purchase this insurance plan.
US Citizens: The premium is added to the student's tuition fees unless proof of comparable coverage is furnished. Your account will be charged for the student insurance unless your waiver request has been approved by the published deadline.
International students: The premium is added to the student's tuition fees and they will be automatically enrolled in the Insurance plan. Students will receive more information as they get close to the start of the term.
When you complete this item, click"Submit" to acknowledge this task is completed outside Workday.
health ins enrollment international
Complete Health Forms
complete health forms task
Description
To Do
All new, incoming students who will be residing on campus are required to log into theLynn Student Health Portal with their Lynn account and completesubmit the following health documents prior to arriving on campus.
1. Health History and Authorization Form: To be completed and signed by the student and/or parent if the student is under 18 (Does NOT require a physician's signature.)
2. Proof of a Physical Examination: Proof of a general physical exam is required for all students living on campus, and must be dated within 12 months of your first semester living on campus at Lynn University.
3. Immunization Records - Proof of TWO MMR (Mumps, Measles, Rubella) vaccines - OR- proof of immunity via a blood test (“titers”) - Proof of a Meningococcal ACWY Vaccines dated within FIVE years of your first semester living on campus
Proof of vaccines or a signed waiver in the case of Hepatitis B are required.
When you complete this item, click"Submit" to acknowledge this task is completed outside Workday.
to do - Health Forms
ACH Refund Setup
Description
To Do
All student refunds will be processed through ACH (electronic transfer), to the student’s U.S. bank account. The University recommends students set up their Payment Election in Workday to store bank account information and conveniently receive refunds to that account.
To enter payment election information you will need yourU.S. BankName, Account type (checking or Savings), Routing Transit Number and Account Number. This will allow you to receive funds when applicable.
Select Payment Elections If you are a student worker, you may already have Payment Elections in Workday. Review your Accounts and make any necessary changes.
Click submit
Accounts
If you do not have a payment election, a payment election option screen will appear.
Select "Direct Deposit" for Expense Payments and Student Refunds
Enter Bank account information and select OK
Routing Numbersis a required field and should be 9 digits in length
Bank nameis required field
Account Typeis a required field
Account Numberis a required field.
Review Friends and Family
Review Friends and Family
Need help?
Click here for information on third party proxy (log in and navigation)
Click here for detailed instructions on Friends and Family and Third Party permissions
Description
To Do
Friends and family include individuals you would like listed as emergency contacts as well as any individuals you would like to view your selected academic and/or financial records and/or make payments on your behalf.
Please use the Add button to add an individual. You will be required to add at least one method of communication for each person listed.
Please review the friends and family information
Students are required to have at least one emergency communication contact.
Select RelationshipType(youmustselectanEmergencyContactrelationshiptypebeforeanyother types can be selected and before you can complete this task.)
Click the box next to Is Third-Party User if you want this contact to be a third-party user and have their own Workday access tomakepaymentsorview account/academic information.
In the Contact Information tab, click Add to submit atleastonemethodof contact. ForEmergencyContacts,youmustenteranaddressandaphonenumber. Under phone, select device type mobile opt-in or mobile opt-out to include or exclude them of Lynn's emergency notifications ForThird Party Users you must enter an email address.
ClickOK,andthenclickDone.
ReturntotheReviewmyFriendsandFamilytask.
ClickSubmit.ClickDone.
You must add at least one emergency contact to your records otherwise you will get an error when you click Submit
error
Review My Friends and Family
review Friends and Family
Description
To Do
To let a third partyview information in Workday and/or receive informationfrom Academic Advising, Student Records, and Financial Aid about your grades, registration, and/or financial aid package,Set Permissions for a Third Party to Access Your Student Information.
When a student grants access to a third party for the first time, the third party will be invited to create a Lynn Workday account. The third party will then use that account to log in to Workday.
The third party will only be able to view information for which the student has granted them access.
Third-party access can be changed or removed at any time by the student.
To update third party permissions:
If not enabled, select "Enable Third Party" button next to the third party name
Select "Is Third Party User" checkmark. Select "OK"
If enabled, select "Add Permissions"
Verify Third Party name. Select "OK"
Scroll down and select the "Allowed" checkmarks under the tasks you would like to grant access.
Select "OK"
Complete Purpose of Waiver
Click Confirm
Click Submit
Please do not enter comments in the comment fields as they are not monitored.
To let a third partyview information in Workday and/or receive informationfrom Academic Advising, Student Records, and Financial Aid about your grades, registration, and/or financial aid package,Set Permissions for a Third Party to Access Your Student Information.
When a student grants access to a third party for the first time, the third party will be invited to create a Lynn Workday account. The third party will then use that account to log in to Workday.
The third party will only be able to view information for which the student has granted them access.
Third-party access can be changed or removed at any time by the student.
Need Help? Contact the Registrar's Office +1 561-237-7303 | registrar@lynn.edu
To provide third party access to your records you must first select contact as third party user, then manage permissions for user.
On the third party record, scroll to the right and select Actions button. Actions button
Select Edit Friends and Family
edit friends and family
Select Is Third Party User (specific permissions will be granted in the next steps). Click OK.
is third party user
On the contact record, scroll to the right. Select Action button. Select Manage Permissions for My Third Party manage permissions
Verify Third party name, click OK
verify third party
Select thepermissionsforthethirdpartyuser byclickingthecheckboxnexttothepermission. Youmay grant the following permissions:
The purpose of the student code of conduct is to outline behavioral expectations for Lynn University students. The student code of conduct sets specific expectations for student behavior, identifies behaviors prohibited at the university, and describes the overall process and stated procedures for addressing allegations of student code of conduct violations, as well as the possible consequences for students who violate these standards.
This is the last onboarding item to complete. It will be available to you 45 days before the start of the term.
Please read the attached document carefully.
You can access onboarding acknowledged documents under your Profile > Personal > Documents > Reviewed: Standard
Need Help? Contact the Registrar's Office +1 561-237-7303 | registrar@lynn.edu
