Usethisguidetocomplete your WorkdayStudent Go Live onboarding tasks!Refertothe Workday Tools and Navigation job aid for more information about navigating Workday.
The Go Live onboarding is a series of essential tasks you need to complete to prepare for Workday Student. The onboarding process in Workday is sequential and tasks will be delivered to your Workday task inbox and Lynn email. Complete a task 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. Tasks 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.
Read all the information/instructions/documents on each task screen.
Do not enter comments in the items comment fields as they are not monitored.
Contact Workday@lynn.edu for any issues with your onboarding tasks
On this Job aid:
Email Notifications
Once Admissions 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
Manage my Privacy
Privacy Settings
Description
To Do
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 Personal Information
review personal info
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.
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 the Registrar's Office +1 561-237-7303 | registrar@lynn.edu
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 appropiate usage lable 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
Review Legal Name
review legal name
Description
To Do
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. atitsupport.lynn.eduif you wish to have your Lynn email address to reflect your new name.
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"
Need Help? Contact the Registrar's Office +1 561-237-7303 | registrar@lynn.edu
*You must contact the IT Dept. atitsupport.lynn.eduif you wish to have your Lynn email address to reflect your new name.
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
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 lenght
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
My Friends and Family Permissions
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.
Third Party Permissions Event (Default Definition)
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: