Phase 2 (Fixing)

Phase 2 (Fixing) began Spring 2025 (March – April) prioritizing the opportunities identified in Phase 1 and determining the order in which they will be addressed. Between May and December, 2025, approximately half of the 157 were completed. In May, 2026, the university began an additional scope of work with Huron Consulting Group to continue improvements to the Workday ERP. The chart below, updated weekly, shows tasks that have been completed and the associated improvements for Workday users.

Data completed	Change sought	Improvements for Workday Users
9/21/2026	Secure 2.0 - Desire to ensure that Workday automatically applies the right retirement plan at the right time for employees	Configuration created and checked.
9/17/2026	Invalid Characters in Integrations - Desire to identify best ways to accommodate invalid characters in integration files	New EIB outbound integration fix created.
9/16/2026	Collection Agreements - Interest in using collection agreements for the small number of students for whom FHSU creates and stores an in-house agreement outside of Workday	After a demo of the collection agreement functionality and flex plans in Workday, decision to maintain current practice but retain documentation of options for prospective future use
9/16/2026	Inactivate Students Process - Desire for best practice guidance from Huron to inactivate students in Workday	Guidance provided for multiple statuses, definitions, implications, and business processes to update to selected status
9/15/2026	Payment Precedence - Desire to ensure that payment is applied to oldest outstanding balance	Student Payment precedence group Sort Order has been modified. This fix is now in the testing phase.
9/15/2026	Program Creation/Change Notification to Application Staff - Desire to ensure that recruiters and application processors are apprised when new programs or program changes occur	Decision to use the Applicant Home functionality in Workday. The check for this fix was completed on 9/23/2026.
9/14/2026	Student Onboarding – Wish to resolve multiple onboarding tasks that were still pending or in-progress, cluttering students’ inboxes	Multiple changes to business process made, including modifications to the “address change” process that seemed to be the primary issue for most students.
9/10/2026	Course Management Process – Desire to address issues caused by changes made to courses outside of Workday	The Student Administrator Guide now reflects best practices; no new Workday configurations needed.
9/8/2026	Review UG Non-Degree and Degree-Seeking Students to Ensure Academic Requirements are Populating Based on the Right Effective Date – After testing and review, determination not to change the policy because of likely unintended consequences around degree audits, overrides, historical data inconsistencies, and possibly financial aid.	Determination to use Program of Study declare date starting with Fall 2026 undergraduate cohort.
9/03/2026	Worksheets, Discovery Boards, Workday Drive Tools – Desire to understand if these tools could make reporting data faster and easier	After review, decision that existing Tableau functionality within Workday serves many of the same needs as these tools.
9/03/2026	Students Performing Expense Reports for Worker – Students who are not hired as contingent workers can not process an expense report.	This is a limitation of Workday that is not currently on the roadmap for change.
9/01/2026	Program of Study GPA – Ensure and that the GPA policy is accurate given new requirement configurations.	The updated policy now reflects FHSU’s current policy.
9/01/2026	Secure 2.0 – Desire to have the system automatically apply the right retirement plans at the right time.	New configurations have been completed and tested; final tweaks are being made.
9/01/2026	Academic Requirements Between Concentrations and Programs – Solution to address the problem of some parent program and core requirements being duplicated on required concentration areas.	Changes have been made and validated.
8/31/2026	Academic Requirement Overrides – Way sought to avoid future overuse of overrides to allow degree completion to proceed, a necessity given the way FHSU had configured academic requirements upon going live with Workday.	Established process for use of Academic Requirement Effective Date Policy, correction of dates through iLoad, and analysis of students impacted by overrides, the academic requirements affected and the type of override used.
8/17/2026	Grant Budget Cost Pain Point(s) – Solution sought to numerous, time-consuming problems with grant administration in Workday (for instance, the fact that indirect costs can not be applied to different grant budget categories during payroll runs).	Multiple changes to Workday have been configured, reducing the number of manual journal adjustments.
8/14/2026	Cohort Management – Desire for a report that hides inactive student cohorts and helps to usefully identify active cohorts	Reports have been written, so users can identify active cohorts more quickly.
8/6/2026	International Student Application – Non-Sias and SNU – Desire to elicit more complete information from undergraduate applicants from international students who are not applying through one of FHSU’s international partnerships.	As more countries are added into Workday, the number of undergraduate students experiencing confusion is diminishing organically.
8/6/2026	Nursing, Teacher Ed, and Allied Health Program of Study and Concentrations Applications – Desire to ensure that students are admitted to a preliminary program of study and transition to the full program when pre-program requirements are met.	By reestablishing the pre-professional programs of student and hiding the full program from the application dropdown list, students will not slip into the full professional programs of study.
8/6/2026	Monthly Allocation – When paying for an expense out of two funds, one of which will be exhausted, desire for ‘cleaner’ process to avoid many allocations in general ledger	Reports in Workday can more closely track balances and identify fund limits through a costing allocation EIB. This will be available in the future if FHSU chooses to use it.
7/30/2026	Review Control Dates – Desire for review of all control dates to ensure they are maximally useful and turned off at the right times.	All control dates reviewed and found to be consistent with Workday guidance and FHSU calendars.
7/30/2026	Concentration Names to Improve Clarity – Desire for updated concentration names in the Workday display	Users can see clearly the focus/concentration they are choosing.
7/15/2026	Supplier Invoice Effective Date Pain Point – Need for invoices, once approved for payment, to be routed to accounts payable manager for payment with correct date.	Two business processes modified so that both the changes sought are now operative.
6/23/2026	Student Financial Aid – Institutional Student Information Record Load Issue Consistent error messages when zip + 4 are imported into Workday	This is known error in Workday. A box must be checked to indicate that “student record has errors” to prevent this from happening.
6/22/2026	Student Financial Aid – Review Reactions - Desire to reduce the number of reactions, especially load status changes between financial aid disbursement and the end of add period for each calendar	Review indicates that no system changes would reduce the volume of reactions. HCG recommends running reports on a daily basis to reduce accumulation.
5/11/2026	Student Registration Security - Need to segment access different parts of the registration process and ensure that only designated staff have appropriate access	Access has been segmented and groups configured.