Create automation to reduce errors to EIB uploads to Student Financial Services. I am Finance Manager and I create EIB to upload each semester of students and sometimes there are errors because I have to manually enter semester, amounts, etc. The names and Workday ID I copy and paste.
there are workday related activities to directly get if you can provide api access..that would be the best way and then those can be written to excel or csv as needed and even upload as well
cheers
Hello @Lisa_Buckner, Could you share a bit more on the current process — what fields are in the EIB, where the source data comes from, and what kind of errors you’re seeing?
here are a few approaches I can think of:
Option 1 — Excel template with validation: Build a structured workbook with dropdowns and validation rules, then use a robot to read, validate row-by-row, and generate the clean EIB file. No API access needed. Activities - About the Excel activity package
Option 2 — Workday API: If API access is possible, pull reference data directly from Workday and auto-populate the EIB — removes manual entry entirely. Activities - About the Workday activities
Option 3 — UiPath Apps form: Build a simple web form with dropdowns and built-in validation, then have the robot generate the EIB from the submitted data. Apps
Happy to dive deeper once I know a bit more about your process!
Sorry, I can’t provide api access at this time.
Thanks,
Then get a one time extract from workday and use it as report or you might need to go with full ui automation
Cheers
Reducing errors in EIB loads starts with validating the data before upload. Simple checks for required fields, formatting, and duplicate records can prevent many common issues and make Student Financial Services processes much smoother.
Yes. I manually do that to over 100 student accounts.