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Use this guide to complete all of your onboarding items in Workday Student! Refer to the Workday Tools and Navigation job aid for more information about navigating Workday. |
On this Job ais:
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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 and may be presented in a different order than listed in this job aid. Tasks can be completed in any order.
- Some tasks will display a ‘Save for Later’ button, in which you can click to save where you left off in the task. The task will stay in your Action column of your Inbox until completed.
- below.
- Each completion of an onboarding task will automatically remove the task from the action 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 task are reminders to complete the task outside of Workday.
- Read all the information/instructions/documents on each task screen.
- Do not enter comments in the items comment fields as they are not monitored.
Need Help? Contact the specific department
Campus Safety +1 561-237-7226 | securitydispatch@lynn.edu
Center for Student Involvement +1 561-237-7569 | csi@lynn.edu
Housing & Residence Life +1 561-237-7236 | housing@lynn.edu
International Programs and Services +1 561-237-7075 | ips@lynn.edu
Student Financials +1 561-237-7504| studentaccounts@lynn.edu
Financial Aid +1 561-237-7185| financialaid@lynn.edu
Student Affairs +1 561-237-7440 | vpstudentaffairs@lynn.edu
Sign-in to Workday
On this Job aid:
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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.
Sign-in to Workday
Log in to Workday. From your home page When you log in, you'll see your home page. From here you can navigate to the following:
- Your inbox tasksTasks
- Awaiting Your Action
To begin your onboarding tasks, navigate to your Tasks Inbox.:
- Click the
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- box in the
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- center of the screen
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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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Description
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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.
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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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- with the title Awaiting Your Action
- Or ClicktheInboxiconinthetoprightcornerofthescreen
Need help?
- Click here for instructions on how to log into Workday
- Click here for details on Workday's landing page
- Click here for details on Workday's tools and navigation
- Click here for details on Workday's My Tasks and Notifications
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Onboarding Tasks
Request Consent for Electronic 1098-T
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.
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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.
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Missing National ID (US citizens missing SSN only)
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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. The Personal Information you can update in Workday includes:
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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Address Usage: You must include the appropriate address usage on your home contact information.
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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"
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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.
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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.
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Review My Home Contact Information
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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
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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.
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Review Preferred Name
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- Click Change My Preferred Name
- Uncheck Use Legal Name as Preferred Name
- Change First Name
- Click Submit
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Review Legal Name
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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
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Federal Student Aid Authorization
Your authorization is required for federal student aid funds to apply to non-institutional charges.
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- Select I authorize
- Click Submit
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Credit on Account Retention Authorization
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- Select I authorize
- Click Submit
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Notification of Rights under FERPA
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- Select I authorize
- Click Submit
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Statement of Financial Responsibility
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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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Description
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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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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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Description
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To Do
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.
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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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Notification of Rights under FERPA
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Description
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To Do
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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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Statement of Financial Responsibility
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Description
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To Do
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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.
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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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Description
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To Do
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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!
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You will be automatically enrolled and sent more information.
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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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Description
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To Do
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.
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Please download the app and upload a picture for your student ID.
All students are required to have a photo on file – online students can request an ID card be printed by emailing the request to supportservices@lynn.edu
New students will receive their ID Card during their Welcome Weekend appointment.
Instructions:
Click Here to View
App Store:
Click Here to Download
- 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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Description
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To Do
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(Optional) Lynn University supports the American Disabilities Act (ADA) as a civil rights law for people with disabilities that is built on the principles of equal opportunity, full participation, independent living and economic self-sufficiency. Please refer to our Student Accessibility Services page for further details.
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https://lynn-accommodate.symplicity.com/public_accommodation/
If applicable, complete the ADA Accommodation Request Form
For any questions contact Student Accessibility Services ada@lynn.edu
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ACH Refund Setup
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Description To Do | 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.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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- 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.
Request Consent for Electronic 1098-T
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Description
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To Do
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.
- I authorize
- Click Submit
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Complete Canvas Course - ISO 101 (International Students Only)
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- When you complete this item, click "Submit" to acknowledge this task is completed outside Workday.
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Complete Lynn Launch (Daytime new students only)
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- When you complete this item, click "Submit" to acknowledge this task is completed outside Workday.
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FNIS Foreign National Information System (International Students Only)
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- When you complete this item, Click "Submit" to acknowledge this task is completed outside Workday.
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Create CBORD GET Account
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- When you complete this item, click "Submit" to acknowledge this task is completed outside Workday.
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Health Insurance Enrollment
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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.
Need Help? Contact Student Financials +1 561-237-7504 | studentaccounts@lynn.edu
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Review Friends and Family
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Step
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Description
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To Do
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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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Step
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Description
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d 11 - Health Insurance Enrollment
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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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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.
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- When you complete this item, click "Submit" to acknowledge this task is completed outside Workday.
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ADA Accommodation Request (Optional)
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- When you complete this item, click "Submit" to acknowledge this task is completed outside Workday.
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Complete Housing Application
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- When you complete this item, click "Submit" to acknowledge this task is completed outside Workday.
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Complete Health Forms
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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
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- When you complete this item, click "Submit" to acknowledge this task is completed outside
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- 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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New housing applicants are able to apply for housing through their eRezLife account. You must use your Lynn email and password to log in to eRezLife.
Log into your eRezLife account at https://lynn.erezlife.com.
All housing application forms are available under the Housing Overview tab.
Click the "Apply now" button beside the housing application
Complete all questions on the application form
After completing your application form, click "save progress" or "continue to: Confirm application"
Carefully review your application details and check the statement boxes
Click Submit application
For any questions please contact Housing and Residence Life at housing@lynn.edu.
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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Log into your eRezLife account and complete housing application
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ACH Refund Setup
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- 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 length
- Bank name is required field
- Account Type is a required field
- Account Number is a required field.
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Register Your Vehicle
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- Scroll down and click the "My Vehicle Registration" button.
- Click on the + sign to add new vehicle details
- Enter all the vehicle details in the respective text boxes
- Click the check box and click ok
- After submitting new vehicle details, please visit Campus Safety area during Orientation with your Lynn ID and copy of your Vehicle Registration to obtain your decal.
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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
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- 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.
- Inthe Name section, addthecontact'sfirstname,lastname.
- In the Contact Information tab, click Add to submit at leastonemethodof 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
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Review My Friends and Family
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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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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.
Please do not enter comments in the comment fields as they are not monitored.
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https://fnis.thomsonreuters.com/lynn/
If applicable log into FNIS system and complete required information
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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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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.
Please do not enter comments in the comment fields as they are not monitored.
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https://forms.lynn.edu/proforma/fr/Software_Services/vehicle-registration/new
Changed To DO
Please complete vehicle registration form
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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
Please do not enter comments in the comment fields as they are not monitored.
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Please log into Canvas to complete the Lynn Launch course.
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(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:
“Masters/EdD Course Instruction Fee" (for graduate students) or
"Online Instructional Fee" (for online undergraduate students).
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.
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Please complete form including iPad shipping address
Changed to do text
Change to Online and Graduate students only (No UG Day)
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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.
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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.
- Select Edit Friends and Family
- Select Is Third Party User (specific permissions will be granted in the next steps). Click OK.
- On the contact record, scroll to the right. Select Action button. Select Manage Permissions for My Third Party
- Verify Third party name, click OK
- Select the permissions for the third party user by clicking the checkbox next to the permission. You may grant the following permissions:
- Make a Payment
- View Financial Aid Package
- View Account Activity
- View Student Statement
- View Current Classes
- View Student Grades
- Generate Unofficial Transcript
- In the FERPA Waiver pop-up, write in the purpose of the waiver, and click Confirm.
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Review of Student Residency
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- Complete questionnaire (attached required documentation if applicable).
- When you complete this item, click "Submit"
- Select Save for Later if need to gather more information to complete at a later time
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Review Lynn Code of Conduct
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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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Annual FERPA Notice
- Click on the Annual FERPA Notice task.
- Click on the link to the Annual FERPA Notice. Read the information that displays.
- Click the check box to the right of I agree.
- Click Submit.
Student Code of Conduct
- Click on the Student Code of Conduct task.
- Click on the link to the Student Code of Conduct. Read the information that displays.
- Click the check box to the right of I agree.
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- Click Submit.
Student Financial Responsibility Statement
- Click on the Student Financial Responsibility Statement task.
- Click on the Student Financial Responsibility Statement link. Read the information that displays.
- Click the check box to the right of I agree.
- Click Submit.
Review My Friends and Family
- 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. A third-party user is someone you allow to have access to your student account to make payments or view information.
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- In the Contact Information section, add the contact's first name, last name, and at least one method of contact. NOTE: For Emergency Contacts, you must enter an address and a phone number. 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.
Review Permissions for My Third Party
- Click on the Review Permissions for My Third Party task.
- Click Add Permissions to select the permissions for the Third-Party user to have access to on your account
- Confirm the third party to whom you want to grant permissions.
- Click OK.
- Select the permissions for the third party user by clicking the checkbox next to the permission. You may grant the following permissions:
- Make a Payment
- View Financial Aid Package
- View Account Activity
- View Student Statement
- View Current Classes
- View Student Grades
- Generate Unofficial Transcript
- Click OK.
- In the FERPA Waiver pop-up, write in the purpose of the waiver, and click Confirm.
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- Click Submit.
- Return to the Review Permissions for my Third Party task.
- Click Approve.
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- Select I authorize
- Click Submit
