# Enlistment

This feature allows you to manage the enlistment of students

## Access and Navigation

To access this module, go to **Enrollment** > **Enlistment**

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FY2OFtcmZwO2ZFOZra7Up%2Fimage.png?alt=media&#x26;token=6c898505-a74c-464f-b506-931ada1dd21c" alt=""><figcaption></figcaption></figure>

If you cannot view the link from the list, check the privilege assigned to your account or role.

{% hint style="danger" %}
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
{% endhint %}

## View a Student

In the drop-down-search box on the right side, type the **student's name** or **student number** then click it.&#x20;

![](https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M1SysIMhMO_ls3VlZcw%2F-M7kfi_xCvz_M50cPKE5%2F-M7khF-RSlq6BDgvk4kJ%2Fimage.png?alt=media\&token=9fa19b36-705f-4efa-b521-3e9946c89ce9)

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).

{% hint style="info" %}
**On-time Enlistment** - when the incoming school year has not been started yet

**Late Enlistment** - when the school year has started already and the student enrolls afterward
{% endhint %}

* **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
* **Tuition plan breakdown** - [Tuition Plan](https://info.edusuite.asia/product-guide-k12/admin-home/planning-module/finance-setup/tuition-plan-setup) assigned to the student is shown and listed down

{% hint style="info" %}
**Yellow Exclamation Point Mark** - fee is excluded from installment computation. See [Tuition Plan](https://info.edusuite.asia/product-guide-k12/planning-module/finance-setup/tuition-plan-setup#adding-fees-inside-the-tuition-plan) for more details.

**Blue Question Mark** - includes discounts and transferred overpayment.&#x20;
{% endhint %}

## Change the Payment Scheme

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

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2F4osGaRfqUmDuO3oiXo4Q%2Fimage.png?alt=media&#x26;token=16c7918c-09db-40f1-9f85-9c6e4664d4de" alt=""><figcaption></figcaption></figure>

* Once selected, it will immediately show the breakdown for that payment scheme on the lower left portion.

![](https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M1SysIMhMO_ls3VlZcw%2F-M7khTc-Fbo1yrtug4i2%2F-M7ki51CNyaP166YjY72%2Fimage.png?alt=media\&token=fec5de31-b22c-4b12-81a1-b81060a5b1d5)

## Add a Discount

* Click **+ Add discount**

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FtCxcmj1CTNFQSESCyUpn%2Fimage.png?alt=media&#x26;token=7d07ae69-f926-4a51-854e-85a8facced16" alt=""><figcaption></figcaption></figure>

* Select the discount to apply. One discount can be selected at a time
* Once selected, click **Apply discount**

![](https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M1SysIMhMO_ls3VlZcw%2F-M7BeNuc5iKZOfBevX0a%2F-M7BfoAITC9n9RPc_iKL%2Fimage.png?alt=media\&token=50eb1d40-c4f5-457f-ace0-51657bfe0aa0)

* The selected discount will immediately be applied once added

![](https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M1SysIMhMO_ls3VlZcw%2F-M7khTc-Fbo1yrtug4i2%2F-M7kj-1lTOkIqYPPvQd-%2Fimage.png?alt=media\&token=fdc210bf-548d-44da-a6f7-cd2c4d2ae67c)

## Delete a Discount

* 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.

![](https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M1SysIMhMO_ls3VlZcw%2F-M7khTc-Fbo1yrtug4i2%2F-M7kjH4yC9q2J7pTiazI%2Fimage.png?alt=media\&token=03369254-4d2d-44fe-bd95-456d1f32334f)

## Add Additional Charge (Penalty)

* Click **+ Add additional charge**
* Select the [additional charge ](https://info.edusuite.asia/product-guide-k12/admin-home/planning-module/finance-setup/additional-charges-setup)to apply. One additional charge can be selected at a time
* Once selected, click **Apply additional charge**

![](https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M1SysIMhMO_ls3VlZcw%2F-M7BosNqMOr4gXGEaChm%2F-M7Bpa1qIJ14H94_H104%2Fimage.png?alt=media\&token=f5f22256-490e-4b53-8c3f-007a82d84655)

* The selected additional charge will immediately be applied once added

![](https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M1SysIMhMO_ls3VlZcw%2F-M7khTc-Fbo1yrtug4i2%2F-M7kjkP19kzHibyMlYaE%2Fimage.png?alt=media\&token=d3d75169-bfec-44a1-9f46-2331a8dea93e)

## Delete Additional Charge (Penalty)

* 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.&#x20;

![](https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M1SysIMhMO_ls3VlZcw%2F-M7khTc-Fbo1yrtug4i2%2F-M7kjvst0plga2WEEOin%2Fimage.png?alt=media\&token=d1536264-2736-4eb3-af91-b8f9282f7263)

## Discard all the Changes Made

Click Discard Changes on the upper right side to remove all adjustments made.

![](https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M1SysIMhMO_ls3VlZcw%2F-M7khTc-Fbo1yrtug4i2%2F-M7kkHP1bC8axKDZuLMq%2Fimage.png?alt=media\&token=39167b1e-0c99-4ec9-86d6-923759051b52)

## Download 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 on the screen once the download has been initiated.

## Enlisting a Student

* Once all information has been verified and all adjustments were made, the student can now be enlisted. Click **Enlist student** to proceed.

![](https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M1SysIMhMO_ls3VlZcw%2F-M7khTc-Fbo1yrtug4i2%2F-M7kmP7h0_C882O96fDQ%2Fimage.png?alt=media\&token=ccc160c7-3e51-4db3-958b-70782e017992)

* It will prompt a warning message about the enlistment. Click **Yes** once reviewed
* Once enlisted, the status will also change from PENDING to ENLISTED

![](https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M1SysIMhMO_ls3VlZcw%2F-M7kmce6aXAjpGmQeKmo%2F-M7knZqBHbn7WcT9vI92%2Fimage.png?alt=media\&token=618d60af-e89b-4d94-9615-1be563cd0001)
