Edit an Academic Plan in Workday

An Academic Plan is a guide that helps a student plan their academic path to satisfy all their academic requirements and complete their Program(s) of Study.

Note: Your Academic Plan is not meant to be used as a degree audit tool. Please refer to your Academic Progress tab to view your Academic Requirements.

Edit an Academic Plan in Workday

Step 1: Select your profile image on the Workday homepage, then select View Profile.

The Workday user interface. The user profile image is highlighted to indicate users should click their profile image and click View Profile for additional settings.

Note: If you have an active campus job, make sure you have selected your student profile before continuing to step 2.

The Workday user profile interface. If a student also has an active campus job, they will have a Worker profile and a Student profile. For this exercise, the Student profile needs to be selected. The screenshot shows the user selecting their name, Attila the Duck, under the Student section.

In the box housing the links to your Worker and Student profiles, select your name under your student profile.

Step 2: Select Academics.

The Workday student user profile interface sidebar. The sidebar shows the student's profile picture, their name, and task options including Summary, Personal, Contact, Academics, Student Financials and more. To create an Academic Plan, the user selects the Academics option from the sidebar.

Step 3: From Overview tab, navigate to Plan tab view, then select Update Plan.

The Academics section of the user's Workday profile. There are a series of tabs along the top, with Plan highlighted. Beneath these tabs there is a gray "Update Plan" button that is highlighted.

Step 4: When you have made your desired edits to the Academic Plan, select OK.

The Edit My Academic Plan page. It lists the Student's name, Programs of Study, Academic Plan Template, and Primary Plan Name. The 2020 Fall Semester is shown as the Academic Period, with columns for Academic Requirement, Course, Units, and Status.

Step 5: The following page shows the edited Primary Academic Plan. Click Done when finished.

The user's edited Academic Plan is shown, with the Student's Name, Academic Plan Template, Programs of Study, and Primary Plan Name. The 2020-2021 Semester Academic Calendar is shown. There is a blue Done button highlighted at the bottom of the image.

Adding Academic Requirements and Courses

Step 6: To add a course to an Academic Period, select the plus (+) icon and enter or search for the Academic Requirement by selecting the bullet list icon.

The 2021-2022 Semester Academic Calendar is shown with two columns: Academic Period and Academic Requirement. The plus (+) icon is highlighted in the Academic Requirement column. The Academic Requirement field is shown as open and highlighted, with a drop-down list of Academic Requirements for the user to choose from.

Step 7: Enter or search for Course Name using the bullet list icon. The Course field will usually populate with a list of courses that apply to the selected Academic Requirement. In some instances, Workday will display “Error: Too many results. Refine search to narrow results.” in the Course list. When this occurs, enter a subject abbreviation to receive a filtered list of courses.

The 2021-2022 Semester Academic Calendar is shown with five columns: Academic Period, Academic Requirement, Course, Units, and Status. The Academic Requirement field is completed, and the Course section has its drop-down menu open with a list of courses that will apply to the selected Academic Requirement. The Units column shows zero, and the Status column is empty.

Step 8: Once Academic Period, Academic Requirement, and Course are selected, the Units and Status fields will automatically update based on the entered information.

The 2021-2022 Semester Academic Calendar is shown with five columns: Academic Period, Academic Requirement, Course, Units, and Status. All columns are filled with information, with the Units column and Status column showing 2 Units and an Eligible to Enroll Status.

Rearranging Academic Plan Courses

If there are courses generated into your Academic Plan that you plan to take in a different Academic Period, please follow the next steps.

Step 9: Select the minus (-) icon of the course you wish to move from one Academic Period to another.

Step 10: Select a new Academic Period for the course and add it by selecting the Academic Requirement, then Course name.

Adding/Removing Semester Academic Periods

Step 11: To expand or hide specific academic periods, select the arrow next to the Semester Academic Calendar. To add additional academic periods, select the plus (+) icon then enter or search for Academic Period in the drop-down menu by using the bullet list icon.

Step 12: To remove an academic period from the auto-generated Academic Calendar years, select the minus (-) icon located next to the Academic Period.

The 2021-2022 Semester Academic Calendar is shown with the minus (-) icon highlighted next to 2022 Summer Session 1, demonstrating how to remove an academic period from the Semester Academic Calendar.

Course Enrollment Status Definitions

Passed

You have completed this course and received a passing grade.

Did Not Enroll

You did not enroll in this course in the assigned semester.

Enrolled

You are enrolled in this course for the current or upcoming semester.

Eligible to Enroll

You have not registered for this course, but you meet all the eligibility requirements to take the course.

Eligible to Enroll – Planned

You have not registered for this course, but you are taking courses that will allow you to enroll in this course in a future semester.

Not Eligible

You are currently not eligible, nor will you be eligible based on your Academic Plan.

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