Issue: Many offices use EIBs for Workday Student, but it's hard to communicate who is using what. Additionally, people will create an EIB one day and forget what they named it the next. Oftentimes, they end up creating a new EIB resulting in duplicates.
Solution: Use Integration Tags and the Comments feature on the EIB (integration system). Create a report that you display as a worklet.
Watch this video to learn how:
What This Video Covers:
What’s an EIB? A quick and simple explanation (spoiler: it’s how you mass upload data in Workday using Excel).
Why organize EIBs? Save time, avoid chaos, and reduce errors by keeping things clean and easy to find—like labeling a closet.
Practice use cases:
Mass updating expected program completion dates
Setting accurate effective dates for financial aid reporting
Updating advising cohorts all at once
And more!
How to Set Up an EIB Dashboard
Create a dashboard tab just for EIBs
Display a custom report as a worklet with:
EIB name and description (use the comment field!)
Tags (department, product line, purpose)
Contacts (owners or key users)
Version control (to avoid outdated templates)
Pro Tips
Clean naming conventions (no random initials!)
Add lots of useful tags so folks can filter and find what they need
Use the "contacts" field—even if it doesn’t tie to a role
Time your updates wisely (not right before graduation)
Why This Matters
EIBs are often reused across departments—coordination and documentation help avoid overlap.
Clear organization = less rework = more time saved = real cost savings.
Especially helpful before go-live in your Workday Student implementation.
Take the First Step
We offer free coaching sessions to help institutions like yours get set up the right way—from reporting templates to Workday strategy. Our approach is all about empowering your team so you can run things confidently without needing us long-term (although our schools say they don’t know how they’d manage without us!).
📬 Reach out any time for a free consultation to get started organizing your EIBs.
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