Enlistment
Last updated: January 2025
Last updated
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Last updated: January 2025
Last updated
Was this helpful?
This feature allows you to manage the enlistment of students
To access this module, go to Enrollment > Enlistment
If you cannot view the link from the list, check the privilege assigned to your account or role.
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
In the drop-down-search box on the right side, type the student's name or student number then click it.
To break down the details:
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? The default is the incoming school year but can be for the current school year (late enrollment).
Incoming Grade level - what level the student will be for that school year?
Incoming Section - if sections are already set, 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 the Payment scheme is not yet selected, it will show all the computations 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
Payment Scheme is usually set during Enlistment. However, it can be changed during payments as well.
On the upper right portion, select the Payment Scheme to apply
Once selected, it will immediately show the breakdown for that payment scheme on the lower left portion.
Click + Add discount
Select the discount to apply. One discount can be selected at a time
Once selected, click Apply discount
The selected discount will immediately be applied once added
Click the collapsible button on the left side of Deductions to show all the discounts applied to the student
Hover on the discount to remove; an X will appear on the rightmost side
Click the X button to remove the discount
The deleted discount will immediately be applied once removed.
Click + Add additional charge
Once selected, click Apply additional charge
The selected additional charge will immediately be applied once added
Click the collapsible button on the left side of Additional Charges to show all the charges applied to the student
Hover on the charge to remove it; an X will appear on the rightmost side
Click the X button to remove the discount
The deleted charge will immediately be applied once removed.
Click Discard Changes on the upper right side to remove all adjustments made.
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 on the screen once the download has been initiated.
Once all information has been verified and all adjustments were made, the student can now be enlisted. Click Enlist student to proceed.
It will prompt a warning message about the enlistment. Click Yes once reviewed
Once enlisted, the status will also change from PENDING to ENLISTED
Tuition plan breakdown - assigned to the student is shown and listed down
Yellow Exclamation Point Mark - fee is excluded from installment computation. See for more details.
Select the to apply. One additional charge can be selected at a time
