Enlistment
Last updated: May 20, 2020 by ASL
Purpose: To manage the enlistment of students
Prerequisite/dependencies: Students
Output: Enlisted students
Go to Enrollment > Enlistment
Viewing a Student
In the drop-down-search box on the right side, type the student's name or student number then click it.
To breakdown the details, let's take the example above:
LEFT SIDE
Enlistment Status - on the example, it's PENDING
Pending - initial status; not yet enlisted nor enrolled
Enlisted - no longer pending, but not yet officially enrolled
Enrolled - required payment was made after enlistment, and is now officially enrolled
School Year (dropdown) - for what school year the student is enrolling in? Default is the incoming school year but can be for the current school year (late enrollment).
On-time Enlistment - when the incoming school year has not been started yet.
Late Enlistment - when the school year has been started already and student enrolls afterwards.
See School Year for more info.
Incoming Grade level - what level the student will be for that school year?
Incoming Section - if sections are already setup, this can also be set here
Student status - can be:
New - newly admitted student
Old - has existing record already since last school year
Returnee - has existing record already but not from last year
Nationality - can either be Filipino or Foreign
Payment Scheme Options - if Payment scheme is not yet selected, it will show all the computation per Payment Scheme. If selected, it will only show the selected Payment Scheme's computation
RIGHT SIDE
Payment Scheme - what payment scheme is currently selected
Tuition plan breakdown - Tuition Plan assigned to the student is shown and listed down
Yellow Exclamation Point Mark - fee is excluded from installment computation. See Tuition Plan for more details.
Blue Question Mark - includes discounts and transferred over payment.
Changing the Payment Scheme
Payment Scheme is usually set during Enlistment. However, it can be changed during payments as well.
1) On the upper right portion, select the Payment Scheme to apply.
2) Once selected, it will immediately show the breakdown for that payment scheme on the lower left portion.
Adding a Discount
1) Click + Add discount
2) Select the discount to apply. One discount can be selected at a time.
3) One selected, click Apply discount.
4) The selected discount will immediately be applied once added.
Deleting a Discount
1) Click the collapsible button on the left side of Deductions to show all the discounts applied to the student.
2) Hover on the discount to remove; an X will appear on the rightmost side.
3) Click the X button to remove the discount.
4) The deleted discount will immediately be applied once removed.
Adding an Additional Charge (Penalty)
1) Click + Add additional charge
2) Select the additional charge to apply. One additional charge can be selected at a time.
3) One selected, click Apply additional charge.
4) The selected additional charge will immediately be applied once added.
Deleting an Additional Charge (Penalty)
1) Click the collapsible button on the left side of Additional Charges to show all the charges applied to the student.
2) Hover on the charge to remove; an X will appear on the rightmost side.
3) Click the X button to remove the discount.
4) The deleted charge will immediately be applied once removed.
Discarding all the Changes Made
Downloading a Student's Assessment Form
Assessment Form can be downloaded anytime regardless if the student's Enlistment Status is still Pending, Enlisted, or Enrolled.
On the upper right portion, click the download button. It will contain the current information of the screen once download has been initiated.
Enlisting a Student
1) Once all information has been verified and all adjustment where made, the student can now be enlisted. Click Enlist student to proceed.
2) It will prompt a warning message about the enlistment. Click Yes once reviewed.
3) Once enlisted, the status will also change from PENDING to ENLISTED.
Frequently Asked Questions (FAQs)
Pending content
Last updated
