Navigate My Finances Dashboard in Workday
Description
Navigate your Finances Dashboard
To View Your Finances Dashboard
On your Workday homepage, click View All Apps or from the Menu, select Finances App
In the upper left of your dashboard, you’ll see a welcome message from Student Financial Services as well as important upcoming dates
In the My Financial Aid Action Items box you will find any actions you need to take in Workday
On the right are several boxes that provide quick links to common tasks in Workday
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Financial Aid
View Financial Aid: This link takes you to your Financial Aid information, including details of your awards
Accept/Decline Awards: This link takes you to the page where you can accept or decline your financial aid awards
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Student Accounts
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View Account Activity: Here you can view the history of transactions on your student account as well as your balance
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View Statement: Enter the term for which you wish to view your student statement. You will also be able to download a PDF of your statement
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Make a Payment: This link takes you to Nelnet, the platform where you will make payments on your student account
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Set Up Payment Elections: This link takes you to the payment elections task. Click Add to enter direct deposit information for expenses and refunds
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Student Health Insurance Plan and Waivers: This link will take you to more information regarding the student health insurance policy and where you can complete a waiver
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1098-T Tax Form: This link will take you to our third party processor for 1098-T’s. Signing up for electronic consent will allow you to retrieve your tax form electronically when available
- Student Employment
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RISD Student Employment Office Website: This link will take you to the Student Employment website for more information
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Enter My Time: This task will appear if you are a student worker at RISD and will allow you to enter time worked
- Outside Funding Reporting to RISD SFS
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Create Request: This is used to report outside funding sources to RISD SFS. Please refer to the Outside Funding guide for further assistance.
- Resources
- Additional relevant links and resources
