The Financial Aid task is used to define the types of financial aid offered by the school.

To add financial aid:

  1. onBoard > Settings > Candidate Profile
  2. Expand Financial Aid 
  3. Click Edit
  4. Enter a Name for the Financial Aid Type (i.e. Need-Based Aid, Grants, Scholarships, etc.), mark active and click + Add
  5. Click Save


To specify the interview type for a candidate on their candidate profile:

  • From the persona menu, select onBoard
  • Use the Find A Candidate Search, or select a candidate from the Recently Viewed/Recently Added tabs
  • On the Record tab of the candidate profile, click the Edit icon in the Candidate Information section
  • If the candidate has requested financial aid, check off the Financial Aid Requested box.
  • Save
  • On the Financial Aid tab of the candidate’s profile, click +Add New, or click Edit (yellow pencil icon) to the right of existing financial aid information to edit/update
  • Add Financial Aid
     

Here's a breakdown of the Financial Aid options you are able to select:

  • School Year: School year the financial aid is for.
  • Date Requested: Date the candidate requested financial aid.
  • Financial Aid Type: The type of financial aid the candidate is requesting.
  • Decision: The school’s decision on the candidate’s requested financial aid.
  • Amount Granted: The amount of financial aid granted to the candidate.
  • Decision Date: The date the financial aid decision was made.
  • Publish Date: The date when the financial aid decision will be published to the candidate/family.
  • Expire Date: The date when the financial aid decision will no longer be published to the candidate/family.
  • Candidate Decision: The candidate’s decision regarding the financial aid.
  • Candidate Decision Date: The date of the candidate’s decision regarding financial aid.
  • Financial Aid Forms Received: Check this box if the candidate’s financial aid forms have been received.
  • Financial Aid Forms Received Date: The date the candidate’s financial aid forms were received.
  • Amount Qualify: The amount of financial aid the candidate qualifies to receive.
  • Family Income: The candidate’s family’s income.
  • Expected Contribution: The amount the candidate/family is expected to contribute to the candidate’s tuition.
  • Attachment: Add attachments.
  • Comment: Add comments regarding the candidate’s financial aid.