Workday Student Financials

1. Log in to Workday
2. In the top right corner, locate and click the Profile icon
3. Click the View Profile button
4. From the blue navigation pane on the left, click Contact
5. On the right, click the Friends and Family tab. All current contact information is displayed.
6. To add a new friend or family member, click the Add button
7. Click the prompt in the Relationship Types field to reveal the options. *You may select more than one Relationship Type if desired.
8. The Third party User checkbox must be checked to grant access to your account.
9. Enter the required information then click the Contact Information tab to continue
10. Click the Add button and provide all required information for each contact category – Phone, Address, Email (third-party users will receive an email concerning account access).
11. Click OK.

You can edit existing friends and family in Workday by clicking the Profile icon in the top right corner of your Workday homepage, then clicking the View Profile button. From the blue navigation pane on the left, click Contact. On the right, click the Friends and Family tab: all current contact information is displayed.

Locate the friend or family member whose details need to be edited, click the Actions drop down menu and select Edit Friends and Family.

To access student account information, Third-Party users must first activate their own Workday account, also referred to as a Proxy Account.

After a student grants permission tot heir student account, Third-Party users will receive an email from WFU Workday Notification. Please ensure this email is not in your spam folder.

• Locate the email with the following sender and subject:

• This email will contain your username and a link to our Workday platform

• A separate email will be sent from WFU Workday Notification that contains your temporary password

• This email will contain your temporary password and instructions for logging in to Workday

• Upon successfully logging in, you will have an item Awaiting Your Action on the Workday homepage. Click the Manage Permissions item on the homepage or open the My Tasks box in the upper right (a mailbox icon).
• Inside My Tasks, review the Manage Permissions item. You will see a list of tasks that you have been given permission to access on behalf of the student. Click the orange Approve button at the bottom of the list

If you forget or need to reset your Third-Party access password, please visit the Help Desk website and submit a New Ticket.

How to View Student Account as a Third-Party User

• Log in to Workday
• Select the Student Financials for Third Party app
• Select View Account Activity
• Select Wake Forest University using the drop down menu

Note: You can also select a different student (if you have more than one currently attending) using the drop down menu.

• Select Transaction Summary to view a list of recent transactions
• Select Due Now Details

You can also view Anticipated Aid for a student from the Student Financials for Third Party App. To do so, you will need to follow the above instructions and then complete the following steps:

• Click the blue number beside Anticipated Payments
• Doing so will open a box detailing the student’s anticipated aid

To view and/or print your student’s statement in Workday:

• Log in to Workday
• Select the Student Financials for Third Party App
• Select View Student Statement
• Select an Academic Period
• Select OK
• View from screen or click Generate PDF for a printable version

If generating a PDF, complete the following steps:

• Select Done
• Click on the Notifications Bell in the upper right-hand corner of your screen
• Click on the blue link to download PDF

Please see our Payment Methods page for step-by-step instructions for making an online payment through Workday.