Award, Edit, or Delete a Scholarship

Create a scholarship award for a student or school/grantee. When awarding a scholarship there is an option to use Add Payment Date(s) or Quick Add.

1. Navigate to the Scholarships page.
2. Click Scholarships in the left-side menu.
3. Select the ID of the scholarship.
   
   
   
4. Click Add Recipient in the left-side menu.
5. Enter the student name in the search field and select the the student from the drop-down list.
   • Alternatively, click [show list] to view a list of all students. Click the student name.
   • The student can be changed on a scholarship record at any point unless the scholarship has been synced to Scholarship Lifecycle Manager (SLM).
     
     
     
6. Enter the Scholarship Amount, Award Date, and Decision Date, and then click Add.
   • If Post by Payment is checked, the scholarship can be adjusted as payments are made. The option to post each individual payment line for the award rather than the entire award all at once is available.
     
     
     

Add a Payment Schedule

There are two options for adding a payment schedule.

Option 1: Add Payment Dates

1. Click Add Payment Date in the left-side menu.
2. Enter the Payment Date and Open Amt, check the box under Conditional if the payment is conditional, and then click Save.
   • If the scholarship will be paid with multiple payments, enter the Payment Date and Open Amt for the first payment, and then click Save. Click the Add Payment Date option that appears. Continue adding payments until the sum of payments equals the total amount on the scholarship award.
     
     
     

Option 2: Quick Add

Quick add is an additional way to edit a payment schedule. The quick schedule page allows setting an initial payment date, the number of payments, and the interval between payments. The system will automatically generate the payment schedule based on those variables.

1. 1. Click Quick Add in the left-side menu.
   2. Edit the Scholarship Recipient section, and then click Create Payment Entries.
      • First Payment Date - Date of first grant installment.
      • Payment Count - Number of grant payments.
      • Interval - Select month, quarter, or year.
      • Conditional - If checked, the recipient must do something in order to receive the next installment.
        
        
        
2. Click [set], and then enter and select the School/Grantee that will receive the check for the scholarship award.
   • If the check will be made to the student, the student's native profile must also be made a Grantee.
     • If the student is not listed as a grantee in their native profile, the student's name will not be available when setting the School/Grantee for a recipient payment.
       
       
       
3. Click [edit] to enter a Student Number.
   
   
   

Create a Scholarship Award Video

Edit a scholarship if the scholarship is unposted.

1. Navigate to Scholarships.
2. Click on the ID of a Scholarship opportunity.
   
   
3. If the scholarship has not been posted, click Edit in the left-side menu.
   • If the scholarship award has been posted, click Unpost in the left-side menu. The option to Edit will appear in the left-side menu.
4. Update the Award Date, Decision Date, or Amount, and then click Save.
   
   
5. If applicable, re-post the scholarship by clicking Post in the left-side menu. 

1. Navigate to Scholarships.
2. Click on the ID of a Scholarship opportunity.
   
   
3. Click Delete in the left-side menu.
   • If Delete is not present in the left-side menu, then it is likely that the scholarship needs to be unposted and scheduled payments deleted. See below for those steps. 

Unpost and Delete All Scheduled Payments

1. Click Unpost in the left-side menu.
2. Click Scholarship Payable in the left-side menu.
3. Click the Scholarship Scheduled Payments ID.
   
   
4. Click [delete] to remove the scheduled payment.
   
   
5. Click [Yes].