Award a Scholarship

1. Navigate to the Scholarships page.
2. Click Scholarships on the left-side menu.
3. Select the ID of the scholarship opportunity for which you want to create an award.
   
   
4. Click Add Recipient on the left-side menu.
5. Search for a student or select from the list.
   • You have the ability to change the student on a scholarship record at any point unless the scholarship has been synced to CSLM.
     
     
      
6. Enter the Scholarship Amount and Award Date, then click Add.
   • If Post by Payment is selected, the scholarship can be adjusted as payments are made. You will have the option to post each individual payment line for the award rather than the entire award all at once. 
     
     
     
7. Select one of two options below to add a payment schedule.

   
   Add Payment Date(s)

   1. Click Add Payment Date on the left-side menu.
   2. Enter the Payment Date and Open Amt, check the box under Conditional if the payment is conditional, then click Save.
      • If the scholarship will be paid with multiple payments, enter the Payment Date and Open Amt for the first payment, 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.
        
        

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

   1. Click Quick Add on the left-side menu.
   2. Edit the Scholarship Recipient window, 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 - Checking this box indicates that the recipient must do something in order to receive the next installment.
        
        
        
8. Click [set], 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.
     
     
     
9. Click [edit] to enter a Student Number.
   

For instructions on how to pay the scholarship award, click the resource below that corresponds with your approval workflow.

• Pay a Scholarship Award - Post and Get Approval Workflow
• Pay a Scholarship Award - Auto Approval Workflow