Assigning Awards to a student in Peoplesoft
Assigning Awards to a Student in PeopleSoft
If this is the first award the student is receiving, you will need to set up Financial Aid Years/Terms.
Enter the Student ID, and the fiscal year this is to be awarded to. Academic Institution will populate CLKSN
Number will start at 10, and each line entered will go up to 20, 30, 40 etc Action “B” Offer/Accept. If you wish to cancel an offer already entered then would enter C, cancel, then click + and add line to enter the changed account number/or $amount (NOTE: Accept & Cancel are the current two Action Types being used)
Career should auto populate to GRAD/GQTR Item Type will be the number approved from the graduate appointment. If it is not found will need to set up, See “Adding Item Types to Peoplesoft” Description will auto populate according to the item type entered Enter offered total $ amount for that item type for the fiscal year entering. If the same item type is used for Fall, Spring, then will enter the total amount for both terms. Disbursement Plan Enter the disbursement plan being used, this will populate with what was set up with the item type. You will then click “Validate” If you wish to adjust the disbursements, click on “disbursements” This screen will show the disbursements If you wish to adjust the terms amounts, click “Custom split” You will then enter the amount for each term, making sure it totals to the full amount entered on first screen
Click “ok” Will return to the original screen. Once everything is correct, click “post”