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The workflow guides how to establish a new scholarship by coordinating with Student Financial Assistance, completing required questionnaires, and sending supporting documentation. It also covers how to communicate foundation, departmental, and research-related awards to SFA, including the corresponding funding support documents and the specific Workday journals, event logic, memo headers, and matching worktags required for correct funding commitments.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/sch-process-workflow-scholarship-workflow-workday-process-steps/244270/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/sch-process-workflow-scholarship-workflow-workday-process-steps/244270.png","ImageObject",442,249,{"name":88,"@type":89},"Arica Lee","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",8,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"How does the scholarship workflow differ by funding source in Workday?","Question",{"text":109,"@type":110},"The workflow depends on the specific funding source, and each scholarship type includes different steps, documents, and Workday journal/event instructions. The document instructs readers to use the charted process that matches their scholarship type and funding source.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What is required to establish a new scholarship program or new gift?",{"text":114,"@type":110},"Reach out to Student Financial Assistance to request review and setup, complete the New Scholarship Questionnaire, and email the completed form to the appropriate SFA address. Include required supporting documentation such as gift agreements, gift IDs, applications, contracts, or related websites.",{"name":116,"@type":107,"acceptedAnswer":117},"What journal and worktag rules apply when transferring foundation scholarship funding?",{"text":118,"@type":110},"Forward the signed completed Foundation Scholarship form to the Finance Business Center for gift funding transfer to Student Financial Assistance. Ensure the worktags on the form and the worktags used on the journal match, and follow the journal instructions for memo header fields, debit/credit lines, and external reference ID alignment.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},244270,1791677090,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":4},8796096645457,"https://ap-avatar.wpscdn.com/avatar/800003749518d68ffe3?x-image-process=image/resize,m_fixed,w_180,h_180&k=1779345340919836971","Scholarships Workflow & Workday Process Steps  \nThe Scholarship forms and process in Workday depends on the specifc funding source. See chart below for your scholarship type and funding source.  \nSTEP 1 STEP 2 STEP 3  \n1  \n\n| Type of Scholarship | Funding Source | Establish the Scholarship with SFA | Support Documents | Workday Process | Workday Event |\n| --- | --- | --- | --- | --- | --- |\n| NEW Scholarship\u003Cbr>Program or NEW Gift | Foundation Gift\u003Cbr>UCF Grant\u003Cbr>Research Grant\u003Cbr>E&G or Other UCF\u003Cbr>Funding | Step 1 is to reach out to Student Financial Assistance to request review and setup for your new scholarship program. You will be asked a variety of questions needed to determine the nature and requirements of the scholarship setup. Please complete the New Scholarship Questionnaire available from our website under Forms, Departmental Forms.\u003Cbr>Please email the completed form to one of the following:\u003Cbr>New Gifts ‐ email [SFAFNDScholarships@ucf.edu](SFAFNDScholarships@ucf.edu)[ ](SFAFNDScholarships@ucf.edu)All Others ‐ email [SFADeptSch@ucf.edu](SFADeptSch@ucf.edu) | Please provide any documentation regarding the requirements of your scholarship: Gift Agreement or Gift ID, applications, contracts, websites, etc. Please attach support documents to your completed questionnaire and email to SFA. | Once your new Scholarship Award has been setup by SFA, please follow one of the established procedures below to communicate your student awards to SFA and process funding commitments within Workday. | Differs depending on your specific scholarship funding source. See items 2‐5 below in grid. |\n|  |  | New Scholarship Questionnaire |  |  |  |\n\n2  \n\n| Type of Scholarship | Funding Source | How to communicate awards to SFA | Funding Support Document | Workday Process | Workday Event |\n| --- | --- | --- | --- | --- | --- |\n| Foundation\u003Cbr>Scholarships | Foundation Gift or\u003Cbr>Foundation\u003Cbr>Designation | Complete the Excel Award Estimates Template from our website under Forms, Departmental Forms. Please email to SFA: [SFAFNDScholarships@ucf.edu](SFAFNDScholarships@ucf.edu). | Foundation Scholarship Form should be downloaded from the UCF Foundation website under About/ Documents & Policies/ Miscellaneous. If submitting the new Excel form, please provide both a signed and unsigned version to your Finance Business Center. | Forward your signed completed Foundation Scholarship form to your Finance Business Center for Gift funding transfer to Student Financial Assistance. Reminder: the worktags on the form and worktags used on the journal must match. Note: Program ID for all Foundation Scholarship Gifts is PG86 regardless of default. | Intercompany Journal ‐Journal Source = Foundation Scholarships.\u003Cbr>‐Gift ID, Scholarship Name, and Term should be in Memo Header.\u003Cbr>‐Use debit line information for your Balancing Fund and Optional\u003Cbr>Balancing Worktags.\u003Cbr>‐Debit to FDN Company, your Gift worktags but with Program code PG86 used for all gifts, ledger account 65200, Spend Category SC0505, line memo should include names, IDs, Amounts, and Term.\u003Cbr>‐Credit to UNV Company, finaid grant SFA10148, ledger account 48700, Revenue Category RC1213 line memo should include student names, IDs, Amounts, and Term External Reference ID should = Gift ID on the credit line. |\n|  |  | Scholarship Award Estimates Template | UCF Foundation Forms |  |  |\n\nSTEP 1 STEP 2  \nSTEP 3  \n3  \n\n| Type of Scholarship | Funding Source | How to communicate awards to SFA | Funding Support Document | Workday Process | Workday Event |\n| --- | --- | --- | --- | --- | --- |\n| Departmental\u003Cbr>Scholarships | UCF Grant | Complete the Excel Award Estimates Template from our website under Forms, Departmental Forms. Please email to SFA: [SFADeptSch@ucf.edu](SFADeptSch@ucf.edu). | Student Award Request Form should be downloaded from the SFA website under Forms/Departmental Forms. | Forward your signed completed Student Award Request form to your Finance Business Center for funding transfer","cbCaim3RHGRB33iE","https://ap.wps.com/l/cbCaim3RHGRB33iE","pdf",223673,"English","# Scholarship Workflow & Workday Process Steps\n## Establish the Scholarship with SFA\n## Communicate Awards to SFA by Scholarship Type and Funding Source","[{\"question\":\"How does the scholarship workflow differ by funding source in Workday?\",\"answer\":\"The workflow depends on the specific funding source, and each scholarship type includes different steps, documents, and Workday journal/event instructions. The document instructs readers to use the charted process that matches their scholarship type and funding source.\"},{\"question\":\"What is required to establish a new scholarship program or new gift?\",\"answer\":\"Reach out to Student Financial Assistance to request review and setup, complete the New Scholarship Questionnaire, and email the completed form to the appropriate SFA address. Include required supporting documentation such as gift agreements, gift IDs, applications, contracts, or related websites.\"},{\"question\":\"What journal and worktag rules apply when transferring foundation scholarship funding?\",\"answer\":\"Forward the signed completed Foundation Scholarship form to the Finance Business Center for gift funding transfer to Student Financial Assistance. Ensure the worktags on the form and the worktags used on the journal match, and follow the journal instructions for memo header fields, debit/credit lines, and external reference ID alignment.\"}]","SCH-Process-Workflow - Scholarship Workflow & Workday Process Steps | PDF",1789214757]