This is the workflow for paying a scholarship award if grant approval is not configured in Grants Settings, or if Auto Approval is selected when creating the scholarship opportunity.
- Once all scholarship award information is entered including all payments and payment information, click Post in the left-side menu.
- Click [set] in the Approved column next to the applicable payment in the Recipient Payments section.
- In the Recipient Payments section, click [pay] to pay the voucher associated with the payment and create a check.
- Repeat steps 1-3 when you are ready to process the next payment (if applicable).
- Payments may not exceed the total amount of the scholarship. If a payment needs to be increased, it must be deleted entirely and a new payment line needs to be created with the increased amount.
- Once all payments have been processed, navigate to the Scholarship Recipient record.
- Click Close in the left-side menu.
- Consider leaving all scholarships open until there is no chance of a student transferring/leaving the program or the school/grantee refunding the money.
Once the payment has been started, the school/grantee cannot be changed for any scholarship award. The associated grant/scholarship voucher will have to be unposted and deleted. Paying creates a grant to the school/grantee on that installment. The grant has to be deleted to update the school/grantee for that installment. Depending on when the voucher is created, it could require you to open the books and will make the Grants Payable/Scholarship Payable off temporarily. It is required to have the school listed on all of the payment lines for the Grantee/Payee fields. If this is coming from SLM and you are using integrated payee fields, the school has to be listed on each of the follow-up forms. Reach out to Support if you have questions.