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Workday Terminology

Do you know your Workday terminology? Review the common terms you will hear surrounding the Workday transition. Also, explore the differences in terminology between Workday and Banner.

Student

Workday Student includes modules for admissions, financial aid, advising, 消消犯 finance, and 消消犯 records.

Terminology

Workday Student Terminology
Term Definition
Academic Calendar Provides the time framework for Workday Student. It is the template for creating academic years (ex. 2025-2026) and Academic Periods (ex. 2025 Fall Semester).
Academic Period A formalized segmented of time within an academic calendar that has defined starts and end dates. It must fall completely within a Standard Academic Period (defined below).
Academic Plan A list of the requirements to complete the 消消犯s program of study, organized by recommended completion term. Its template is standardized for each program of study but can be adjusted for an individual 消消犯’s use. The Academic Plan is an optional planning tool and does not replace or supersede Academic Progress for tracking degree completion.
Academic Progress A list of requirements to complete the 消消犯’s program of study. The report indicates which requirements are satisfied, in progress, and not satisfied. The report does not indicate when 消消犯s should take the classes.
Academic Requirement Define what a 消消犯 needs to do to complete a program of study. Academic requirements enable advisors, staff, and 消消犯s to track and verify a 消消犯’s progress towards completing their program of study.
Academic Requirement Override(s) Manual adjustments performed by an administrator (with approximate security access) through a 消消犯’s Academic Progress report to grant exceptions to an academic requirement.
Academic Unit (AU) Workday Student’s primary organizational structure is built around Academic Units. An Academic Unit admits 消消犯s and offers programs of study or courses. Academic process flows, security access, Workday rule inheritance and reporting are often structured by their Academic Unit.
Active An Academic Record Status that is applied if the 消消犯 has one of the following Program of Study Statuses: Matriculated, In Progress, Leave of Absence, or Pending Completion.
Addable Program of Study Refers to a configurable trait of a non-primary program of study in relation to a primary program of study on a 消消犯 record. Addable programs must be completed in the same timeframe as its primary program of study.
Class Standing Identification of the year level the 消消犯 is in (i.e. First Year, Sophomore, Junior, Senior).
Complete The Program of Study Status for graduated 消消犯s.
Continuing Student Registration Onboarding Event Primarily used for self-service tasks and reviewing items that a 消消犯 needs to do to continue registration
Course Definition Central source of data related to an individual course, such as the course’s title, credit value, description, and eligibility rules.
Course Section The specific instance of a course for which a 消消犯 registers during a given academic period.
Course Section Definition Data specific to an individual course section that mirrors that of the course definition with some additional areas of configuration, such as meeting patterns, instructors, capacity, or section notes.
Course Section Status A field that indicates availability of a course section for registration.
Course Subject A subject is the area of study for a course, such as accounting or mechanical engineering. In Workday, these align most closely with “departments” and can be used to filter courses.
Course Tags Custom identifiers that attach to courses or course sections to categorize them and make them easier to track and manage.
Declare Date A field on a 消消犯’s academic record that indicates when 消消犯s began their program of study. Workday assigns and evaluates a 消消犯’s academic requirements based on that date. The effective date of academic requirements may be adjusted for a 消消犯 wishing to change “catalog” years.
Dismissed A Program of Study Status used when a 消消犯 is removed from the university for academic or other reasons.
Drop without Record End Date The last date to withdraw 消消犯 from a course section without a W grade appearing on their transcripts.
Eligibility Rule Used to define requirements to register for a course or seek admission into a program of study.
Eligibility Override Request made to exclude a 消消犯 from a specific requirement, allowing them to enroll in a course section, pre-requisite override, or instructor permission.
Expected Completion Date A field on a 消消犯’s academic record that estimates when the 消消犯 will complete their program of study. It is derived from the standard duration of the Program of Study (i.e. four years for Bachelor of Arts).
Final Grades The final grade assigned to a 消消犯 at the end of an Academic Period.
Friends and Family Students may add contact information for friends and family. They also may optionally provide friends and family with third-party access to view aspects of their 消消犯 record including financials and academics.
Grading Basis The manner in which the course is being graded (i.e. Audit, Credit, Non-Credit, Graded, Pass/Fail).
Hold Applied to a 消消犯’s account and may block the ability to register and/or receive transcripts. There are about 29 hold types in academic, financial, and records areas.
Inactive Record Records become inactive if 消消犯s have withdrawn from the university, have been dismissed or suspended, or have completed their programs.
In Progress A Program of Study Status when 消消犯s are currently pursuing a degree and have not formally discontinued or completed their studies. It is also used in a 消消犯’s academic progress to indicate where courses taken are applying to requirements. This no longer necessarily indicates actively enrolled courses, rather that a requirement has been started. Individual courses are also marked as In Progress to indicate active enrollment.
Institutional Withdrawal Refers to a 消消犯’s status if ceasing enrollment during a semester by withdrawing from all course registrations without intent to return to the institution.
Instructional Format The method by which the course can be delivered, such as lecture, laboratory, seminar, or recitation.
Interim Grades The grade assigned to a 消消犯 at midterm. 
Leave of Absence A 消消犯’s status when ceasing enrollment during a semester by withdrawing from all course registrations but indicating an intent to return for an upcoming semester.
Matriculation The point at which admitted applicants progresses from applicants to 消消犯s, meaning:
  • Their academic record/Workday account is created.
  • If the 消消犯 has an existing record, matriculation will append programs to the current academic record based on append policies.
  • It sets the status of the 消消犯’s Program of Study as matriculated.
  • Once matriculated, the 消消犯’s application is “frozen” and can no longer be updated except for the 消消犯’s personal data.
Open Registration A period of time when all 消消犯s with an “in progress” status can make adjustments to their registrations. Typically begins after the last assigned registration appointments have taken place.
Pending Completion A Program of Study Status that begins when the 消消犯 applies for program completion.
Preliminary A status automatically applied when a course section is first created and indicates that it is unpublished and unavailable for 消消犯 registration.
消消犯 of Study Used to organize academic functions (such as course requirements), people (消消犯s) and/or credentials (such as degrees or certificates) within Workday.
Primary Program of Study Workday requires one program of study to be the primary program. The primary program is, by default, the first active program a 消消犯 declares. If only one standalone program exists on a 消消犯’s record, it will be the primary program.
Program Completion Used in Workday to label processes related to graduation. Synonymous with graduation.
Program of Study Status A field on a 消消犯’s record that indicates where 消消犯s are in the completion of their programs of study and whether their overall record is active or inactive. It does not indicate registration in courses.
Registration Appointment The earliest date and time as of which a 消消犯 can self-register in a course section for an upcoming standard academic period.
Saved Schedule A tentative schedule determined by a 消消犯 ahead of the registration period. It contains course sections that the 消消犯 wants to register for during a given Standard Academic Period.
Stackable (stackable program of study) Stackable refers to a configurable trait of a non-primary programs of study in relation to a primary program of study. Stackable programs may be added to a 消消犯 record and can be completed independently of (before or after) the primary program of study on that record.
Standard Academic Period Fall Semester, Spring Semester, Winter Term, Summer Term, including accelerated sessions within each semester/term. Refer also to Academic Period.
Student Cohort Collections of 消消犯s that share characteristics such as program of study, academic unit, special population, tuition rate, etc.
Student Note Can be used to capture notes to include on a 消消犯’s record. Note categories are segmented by security groups and/or Academic Unit.
Student Onboarding A business process that moves new first-time 消消犯s through steps that enables them to register for their first term. It is primarily used for self-service tasks, uploading documents, and reviewing items required after an applicant is matriculated.
Student Profile The central location for information specific to a particular 消消犯.
Withdrawal (Deadline) The last day to withdraw 消消犯s from a course section with a W grade appearing on their transcripts. Students cannot withdraw from the course section after this date without administrator assistance.
Workday Student Workday Student is designed to serve 消消犯s, faculty, university leaders, and parents. It includes modules for admissions, financial aid, advising, 消消犯 finance, and 消消犯 records.

Banner/Miami to Workday Terminology Changes

Banner/Miami to Workday Terminology Changes
Banner/Miami Term Workday Term
Academic Calendar Academic Calendar
Catalog Course
College
Department
School
Academic Unit (AU)
Course Description Course Definition
Course Drop Date Withdrawal (Deadline)
Course Offering Course Section Definition
Course Prerequisite Eligibility Rule
Course Section Course Section
Degree Audit Academic Progress Report (APR)
Degree Audit Report (DAR) Academic Progress 
Degree Requirements Academic Requirements
Final Grades Final Grades
Grade Mode Grading Basis
Graduation
Degree Completion
Program Completion
Majors
Minors
Certificates
消消犯 of Study
Midterm Grades Interim Grades
Minor
Double Major
Addable Program of Study
Part of Term Non-Standard Academic Period
Primary Major Primary Program of Study
Registration Override Request (ROR) Academic Requirement Override(s)
Requirement (uAchieve) Eligibility Rule - Combo 
Schedule Type Instructional Type
Scheduling Priority
Scheduling Window
Registration Appointment
Section Course Section
Section Crosslist
Stacking
Overlap
Section Link Cluster
Semester
Term
Standard Academic Period
Sub-Requirement (uAchieve) Eligibility Rule (Course of Unit)
Time Tickets Registration Appointments

Workday Field Names

Workday Field Names
Legacy Term/Acronym Workday Field Name Business Object
Academic Term Academic Period Academic Record
Banner ID (+ Number) Other IDs Student
Cell Phone Number Primary Institutional Phone Number Student
Class Level (Senior, Graduate, etc.) Latest Class Standing Academic Record
Confidential Indicator Privacy Block Academic Record
FAFSA ISIR ISIR Transaction
Full or Part-Time Student Status
Based on Enrolled Credit Hours
Load Status Academic Period Record
Full or Part-Time Student Status
Based on Financial Aid Hours
Load Status Financial Aid Period Record
Major Program of Study Academic Record
MU Email Address Primary Institutional Email Address Student
Permanent Address Primary Home Address Student
PIDM Other IDs Student
UG or GRAD 
Level Code (UG, GR)
Academic Level Academic Record
Unique ID Other IDs Student

Platform

The Workday Platform is the collection of financials, human resources, and payroll components within the Workday system.

Terminology

Workday Platform Terminology
Term Definition
Finance Module A component module within the Workday Platform system. This encompasses all of our budgetary and financial transactions and the various reporting needs for internal and external uses.
HCM Human Capital Management: the HR component module within the Workday Platform system. This encompasses every action for an employee at the university from recruitment through retirement.
Platform The Workday Platform is the collection of financials, human resources, and payroll components within the Workday tenant.

Banner to Workday Terminology Changes

Banner to Workday Terminology Changes
Banner Term Workday Term
Account Code Spend Category
Revenue Category
Ledger Account
Applicant Candidate
Approval Process Business Process
Budget Transfer Budget Amendment
Capital Property Capital Business Assets
Clock In/Clock Out Check In/Check Out
Department Supervisory Organization
Direct Deposit Info Payment Elections
Index Cost Center
Job Labor Distribution Default Org Assignment
Costing Allocations
Labor Distribution Costing Allocation
Leave Time Off/Absence
Organization Cost Center
Paystub Payslip
Work Period
Property Tag Asset Identifier
Query Report
Salary Pay Rate Type
School
College
Academic or Administrative Department
Unit
Vendor Supplier

Workday

General Terminology

General Workday Terminology
Term Definition
Avaap Based in Columbus, OH, Avaap is the Workday implementation partner for Miami's implementation. Avaap has been a Workday Certified Implementation Partner since 2015.
Build A term referring to the pulling together of independent workstreams into a tenant for viewing, assessment of configuration, and testing.
Business Process (BP) Tasks that you can initiate, act on, and complete to accomplish a desired business objective.
Employee A person working for the university, otherwise known as “We couldn’t do this without you.” All university employees are an integral component of this Workday implementation effort, whether directly involved or indirectly impacted.
ERP Enterprise Resource Planning system, such as Banner (migrating away from) and Workday (migrating to).
Functional Area A collection of domain or business process security policies that are related to the same set of product features. For example, Benefits or Student Records.
Security Role/Group Access in Workday is based on user role and security groups. These roles and groups are given access to data, tasks, and information as appropriate.
SOR/SOT System of Record/Source of Truth: the authoritative data source for a given data element or piece of information.
Tenant This is the term for a single Workday environment consisting of all modules in use. Tenant types typically include Implementation, Preview, Test, and Production.
Workbook An Excel file that is leveraged to load data into Workday.
Workstream A term referring to a defined set of project efforts (functional or technical).
Department Supervisory Organization

Contact the Workday Team

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