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- OR click the box in the center of the screen with the title Awaiting Your Action
Onboarding Tasks
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Request Consent for Electronic 1098-T
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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. For more information please review Lynn university's Academic Catalog, FERPA and Directory information section. Review your Privacy 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. For more information please review Lynn university's Academic Catalog, FERPA and Directory information section. Need Help? Contact the Registrar's Office +1 561-237-7303 | registrar@lynn.edu |
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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.
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The Personal Information you can update in Workday includes:
Sex
Date of Birth *
Marital Status *
Race and Ethnicity
Citizenship Status*
Gender Identity
Pronoun
Military Service*
Note: Certain changes to your personal information (*) may require you to attach documentation like SSN card, Drivers License, Birth Certificate, Certificate of Naturalization, etc.
Under document category select "Personal Information"
Need Help? Contact Student Financials +1 561-237-7504 | studentaccounts@lynn.edu
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Review My Home Contact Information
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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.
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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 appropiate usage lable instead.
Select Mobile Opt-In under Phone Device to receive Lynn alert emergency text messages.
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- ClickontheConsenttoReceiveForm1098-TElectronicallytask.
- Click the checkbox to the right of Yes, I have read and consent to the terms and conditions.
- ClickSubmit. Click Done.
Missing National ID (Only US citizens missing SSN)
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- Select “change my government IDs”.
- In the “National IDs” section, click on the + sign.
- In the Country section, type/choose “United States of America”.
- In the National ID Type section, choose “Social Security Number (SSN)” or "U.S. Individual Taxpayer Identification Number (ITIN)".
- In the Add/Edit ID, type in your Social Security/TIN Number. Note: Please proof for errors and be sure that the number you are entering is accurate!
- Scroll down and attach a copy of your SSN card.
- Select document category "ID Verification"
Manage my Privacy
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- 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.
Review My Personal Information
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- Click on the Review My Personal Information task.
- Review the information available. If you need to make changes, click the Edit button.
- To make edits navigate to the information you want up update click on the pencil icon to unlock the section.
- Updatetheinformationandthenclickthecheckmarkicontosaveyourchanges.
- Onceyouhavemadeedits,orifyoudon'tneedtomakeedits, clickApprove.
Review My Home Contact Information
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Address Usage: You must include the appropriate address usage on your home contact information.
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Phone Type: Select Mobile Opt-In Texting under Phone Device to receive Lynn alert emergency text messages.
Review Preferred Name
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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. |
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Review Legal Name
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Lynn University requires your legal name to be correct in our system. Your legal name will be displayed in your official educational documents.
*You must contact the IT Dept. at itsupport.lynn.edu if you wish to have your Lynn email address to reflect your new name.
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Review your legal name.
*You are required to attach one form of documentation to support the name change request, and the documentation needed may vary by situation. Acceptable documents include:
Birth Certificate
Social Security Card
Marriage License
Divorce Decree
Court Order
A statement explaining your request change if it is a result of adding a middle name or correcting the spelling.
Please select document category "Legal Name Change"
*You must contact the IT Dept. at itsupport.lynn.edu if you wish to have your Lynn email address to reflect your new name.
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- Review your contact information.
- To make changes click the Edit button
- Select pencil icon next to a record to modify or Select X to delete a record
- Select add button to add a new record
- 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.
Phone Type: Select Mobile Opt-In Texting under Phone Device to receive Lynn alert emergency text messages.
Review Preferred Name
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Federal Student Aid Authorization
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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 at studentaccounts@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. |
- Select I authorize
- Click Submit
Credit on Account Retention Authorization
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- Click Change My Preferred Name
- Uncheck Use Legal Name as Preferred Name
- Change First Name
- Click Submit
Review Legal Name
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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 |
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Notification of Rights under FERPA
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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.
To add authorized users to access your information, review the job aid How to Add Emergency Contacts and Third Party Proxy
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Please read the attached document carefully.
You can access onboarding acknowledged documents under your Profile > Personal > Documents > Reviewed: Standard
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- If the legal name displayed is correct click "Approve" otherwise use the "Edit" box below and make the appropriate changes.
- Drag and drop your documentation or select a file from your computer
- Select document category "Legal Name Change"
- Click Submit
Federal Student Aid Authorization
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Statement of Financial Responsibility
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The Statement of Financial Responsibility (SFR) informs students of their financial responsibilities associated with relevant policies and explains the potential consequences that may result if a student fails to meet those obligations. Please read the attached document carefully. You can access onboarding acknowledged documents under your Profile > Personal > Documents > Reviewed: Standard
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- Select I authorize
- Click Submit
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Credit on Account Retention Authorization
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In addition to your in person orientation sessions, we created a special online Canvas course designed just for you! The modules in this course will equip you with necessary tools and resources to aid in a successful transition to Lynn! The Canvas course will be ready for you as you get close to the start of the term.You will be automatically enrolled and sent more information. Please log into Canvas to complete the Lynn Launch course. If you have any questions, please contact us at csi@lynn.edu |
- When you complete this item, Click "Submit" to acknowledge this task is completed outside Workday.
- Select Save for Later if you have not completed this task.
Create CBORD GET Account
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- Select I authorize
- Click Submit
Notification of Rights under FERPA
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GET Mobile is a service that allow students to use their mobile device to manage their Lynn card account, swipe for meals and more. All students must have a Lynn University Campus ID Card. Click "Submit" to acknowledge this task is completed outside Workday. Please download the app and upload a picture for your student ID.
Instructions: App Store: |
- When you complete this item, Click "Submit" to acknowledge this task is completed outside Workday.
- Select Save for Later if you have not completed this task.
ADA Accommodation Request (Optional)
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- Select I authorize
- Click Submit
Statement of Financial Responsibility
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- Select I authorize
- Click Submit
Complete Lynn Launch
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- When you complete this item, Click "Submit" to acknowledge this task is completed outside Workday.
- Select Save for Later if you have not completed this task.
Complete Housing Application
Create CBORD GET Account
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- When you complete this item, Click "Submit" to acknowledge this task is completed outside Workday.
- Select Save for Later if you have not completed this task.
Complete Health Forms
ADA Accommodation Request (Optional)
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ACH Refund Setup
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- When you complete this item, Click "Submit" to acknowledge this task is completed outside Workday.
- Select Save for Later if you have not completed this task.
Complete Housing Application
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- When you complete this item, Click "Submit" to acknowledge this task is completed outside Workday.
- Select Save for Later if you have not completed this task.
Complete Health Forms
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Description
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To Do
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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.
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To enter payment election information you will need your U.S. Bank Name, Account type (checking or Savings), Routing Transit Number and Account Number. This will allow you to receive funds when applicable.
Need Help? Contact Student Financials +1 561-237-7504 | studentaccounts@lynn.edu
- 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
If you do not have a payment election, a payment election option screen will appear.
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- Routing Numbers is a required field and should be 9 digits in lenght
- Bank name is required field
- Account Type is a required field
- Account Number is a required field.
Register Your Vehicle
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- When you complete this item, Click "Submit" to acknowledge this task is completed outside Workday.
- Select Save for Later if you have not completed this task.
Request Consent for Electronic 1098-T
ACH Refund Setup
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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. 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
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Review Friends and Family
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Step
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Description
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Review Friends and Family
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.
For Emergency Contacts, you must enter an address and a phone number.
For Third Party Users you must enter an email address.
Please keep this
Need Help? Contact the Registrar's Office +1 561-237-7303 | registrar@lynn.edu
Click the Add button to add an individual. You will be required to add at least one method of communication for each person listed.
Click on the Review My Friends and Family task. Read through the instructions.
Click the Add button.
Select Relationship Type (you must select an Emergency Contact relationship type before any other 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 to make payments or view account/academic information.
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In the Name section, add the contact's first name, last name.
In the Contact Information tab, click Add to submit at least one method of contact.
For Emergency Contacts, you must enter an address and a phone number. Under phone, select device type mobile opt-in or mobile opt-out to include or exclude them of Lynn's emergency notifications
For Third Party Users you must enter an email address.
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Click OK, and then click Done.
Return to the Review my Friends and Family task.
Click Submit. Click Done.
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d 11 - Health Insurance Enrollment
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Full-Time Day students and all Graduate Students living in Campus housing, are required to purchase this insurance plan. 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.
Click "Submit" to acknowledge this task is completed outside Workday.
Please do not enter comments in the comment fields as they are not monitored.
Visit UnitedHealthcare page at studentcenter.uhcsr.com and search Lynn University to submit a waiver request.
If you do not qualify for a waiver, please click Opt-In to ENROLL in the Lynn University mandatory plan.
If you are interested in learning more about enrolling in the school sponsored voluntary dental and/or vision plan, please visit uhcsr.com.
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d 11 - Health Insurance Enrollment International Students
Full-Time Day students and all Graduate Students living in the US, are required to purchase this insurance plan. The premium is added to the student's tuition fees.
You will be automatically enrolled in the Insurance plan and sent more information as you get close to the start of the term. You will need your Lynn University student ID number, Date of Birth and your Lynn University email address to verify your entry to the enrollment site.
Click "Submit" to acknowledge this task is completed outside Workday.
Please do not enter comments in the comment fields as they are not monitored.
Visit UnitedHealthcare page at studentcenter.uhcsr.com and search Lynn University.
Please click Opt-In to ENROLL in the Lynn University mandatory plan. You will be able to print your Student Health Insurance Card.
If you are interested in learning more about enrolling in the school sponsored voluntary dental and/or vision plan, please visit uhcsr.com.
- 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
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 Numbers is a required field and should be 9 digits in lenght
- Bank name is required field
- Account Type is a required field
- Account Number is a required field.
Register Your Vehicle
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- When you complete this item, Click "Submit" to acknowledge this task is completed outside Workday.
- Select Save for Later if you have not completed this task.
Review Friends and Family
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You must add at least one emergency contact to your records.
Click the Add button to add an individual. You will be required to add at least one method of communication for each person listed.
Click on the Review My Friends and Family task. Read through the instructions.
Click the Add button.
Select Relationship Type (you must select an Emergency Contact relationship type before any other 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 to make payments or view account/academic information.
In the Name section, add the contact's first name, last name.
In the Contact Information tab, click Add to submit at least one method of contact.
For Emergency Contacts, you must enter an address and a phone number. Under phone, select device type mobile opt-in or mobile opt-out to include or exclude them of Lynn's emergency notifications
For Third Party Users you must enter an email address.
Click OK, and then click Done.
Return to the Review my Friends and Family task.
Click Submit. Click Done.
Health Insurance Enrollment
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- When you complete this item, Click "Submit" to acknowledge this task is completed outside Workday.
- Select Save for Later if you have not completed this task.
Review of Student Residency
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- When you complete this item, Click "Submit" to acknowledge this task is completed outside Workday.
- Select Save for Later if you have not completed this task.
FNIS Foreign National Information System (International Students Only)
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d 14 - Complete Canvas Course - ISO 101
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Complete the ISO 101 (F1 Immigration Orientation Canvas Course) Prior to USA arrival.
This course will explain the F1 visa immigration rules and regulations to maintain a good F1 visa status while studying in the U.S.
Log into Canvas and access the course ISO 101: https://canvas.lynn.edu/
Remember to take the quiz at the end.
You must earn 90% or above to successfully complete the course.
Retake the quiz as many times as you want.
Submit the completion form to acknowledge that you understand the material in the course.
Please do not enter comments in the comment fields as they are not monitored.
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d 18 - Review of Student Residency
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Complete this step to help Financial Aid staff determine your state residency status.
Please do not enter comments in the comment fields as they are not monitored.
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Log into the Lynn Student Health Portal and complete
All new, incoming students who will be residing on campus are required to log into the Lynn Student Health Portal with their Lynn account and complete submit 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.
Questions? email StudentHealth@lynn.edu or call + 1 (561) 237-7705
Click "Submit" to acknowledge this task is completed outside of Workday.
Please do not enter comments in the comment fields as they are not monitored.
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For questions please visit the Student Health page or contact Student Health office at StudentHealth@lynn.edu 561-237-7231
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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. Please read the attached document carefully.
You can access onboarding acknowledged documents under your Profile > Personal > Documents > Reviewed: Standard
Please do not enter comments in the comment fields as they are not monitored.
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Click "Submit" to acknowledge this task is completed outside Workday.
Please do not enter comments in the comment fields as they are not monitored.
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Please read the attached document carefully.
You can access onboarding acknowledged documents under your Profile > Personal > Documents > Reviewed: Standard
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Delete
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During the Onboarding process in Workday, US citizens are required to input their Social Security Number (SSN) as part of the Edit Government IDs task. International students can also update their TIN number using this task.
- Select “change my government IDs”.
- In the “National IDs” section, click on the + sign.
- In the Country section, type/choose “United States of America”.
- In the National ID Type section, choose “Social Security Number (SSN)” or "U.S. Individual Taxpayer Identification Number (ITIN)".
- In the Add/Edit ID, type in your Social Security/TIN Number. Note: Please proof for errors and be sure that the number you are entering is accurate!
- Scroll down and attach a copy of your SSN card.
- Select document category "ID Verification"
Please do not enter comments in the comment fields as they are not monitored.
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- When you complete this item, Click "Submit" to acknowledge this task is completed outside Workday.
- Select Save for Later if you have not completed this task.
Complete Canvas Course - ISO 101 (International Students Only)
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- When you complete this item,
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All student cars must be registered with the university. If you intend to park a car on campus, please complete the Vehicle Registration Form
- Click "Submit" to acknowledge this task is completed outside Workday.
- Select Save for Later if you have not completed this task.
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d 18 - Review of Student Residency | Complete this step to help Financial Aid staff determine your state residency status. Please do not enter comments in the comment fields as they are not monitored. | https://forms.lynn.edu/proforma/fr/Software_Services/vehicle-registration/new Changed To DO | monitored. | ||
d 23 - Review Document Lynn Code of Conduct | 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. Please read the attached document carefully. You can access onboarding acknowledged documents under your Profile > Personal > Documents > Reviewed: Standard Please do not enter comments in the comment fields as they are not monitored. | ||||
d 24 -FNIS Foreign National Information System | The Foreign National Information System (FNIS) is used to determine if foreign nationals have any tax benefits based on country of origin, length of stay, type of visa, and type of earnings. It searches for any applicable tax treaties and/or exemptions that can be applied directly to the foreign national’s pay. Click "Submit" to acknowledge this task is completed outside Workday. | d 8 - Complete Lynn Launch | In addition to your in person orientation sessions, we created a special online Canvas course designed just for you! The modules in this course will equip you with necessary tools and resources to aid in a successful transition to Lynn! The Canvas course will be ready for you as you get close to the start of the term.You will be automatically enrolled and sent more information.Please log into Canvas to complete the Lynn Launch course. If you have any questions, please contact us at csi@lynn.eduPlease do not enter comments in the comment fields as they are not monitored.
| https://canvasfnis.thomsonreuters.com/lynn.edu/ If applicable log into FNIS system and complete required information | |
d 25 - iPad Agreement | Please read the attached document carefully. You can access onboarding acknowledged documents under your Profile > Personal > Documents > Reviewed: Standard | DeletePlease log into Canvas to complete the Lynn Launch course. | |||
d 9 - Complete iPad Shipment Form | (Optional) Students who wish to receive a Lynn University iPad must pay a non-refundable $200 Instructional Materials fee and complete the iPad shipment form. To pay, visit www.lynn.edu/paymenthub Select “Instructional Materials Fees.” Then select:
iPad’s are shipped two weeks prior to classes starting. Students have the option of using their own iPad instead of purchasing a Lynn iPad. Just click "Submit" below. No need to pay the instructional fees. Click "Submit" to acknowledge this task is completed outside Workday. Please do not enter comments in the comment fields as they are not monitored. | Please complete form including iPad shipping address Changed to do text Change to Online and Graduate students only (No UG Day) | |||
e - Review Permissions for My Third Party | To let a third party view information in Workday and/or receive information from 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:
Please do not enter comments in the comment fields as they are not monitored. | Third Party Permissions Event (Default Definition) To let a third party view information in Workday and/or receive information from 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. |
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