Once you've decided which applicants to admit, you need to move them into the Enrollment workflow so they can complete a contract and any other enrollment checklist items. This is a bulk status change from Accepted to Enrollment in Progress, done from the Admissions > Applicants list page. The new enrollment year must be activated first.
💡Quick Answers
- What has to happen before I can move students into Enrollment? Activate your new enrollment year on the Enrollment Setup page. Without an active year, the status change has nowhere to land.
- Where do I find Accepted students to move? Admissions tab > Applicants sub-tab. Set the current Term from the top dropdown, then Filter Options > check Accepted, click Apply Filters.
- How do I move them in bulk? Select all on the page (checkbox next to the Name header), then Edit menu > Change Status > pick Enrollment in Progress > Next > confirm with Save. Repeat for each page of results if you have multiple pages.
- What's the status and contract state after the move? Students show on the Enrollment tab > Students in Enrollment page with status Enrollment in Progress, Enrollment Type New, and Contract State Pending (meaning your team still needs to generate the contract).
- What if some Accepted families won't be enrolling after all? Set them to the appropriate inactive status (Not Enrolling, or a custom status like Declined or Selected Other School) before or after the bulk move, so they don't end up in your Enrollment workflow.
- What's next after the move? Preview the contracts, then generate them in bulk, then send the enrollment email so families can access the contract in the Parent Portal.
How-To: Move Accepted Students into Enrollment
IMPORTANT: Before you begin the process of moving students into enrollment, make sure to activate your new enrollment year in Finalsite Enrollment.
Once all inactive statuses have been set for any families that are not enrolling in your school, you can filter out your Accepted students to move them into Enrollment. To do this, start by clicking into the Admissions tab at the top of the page, and make sure you are on the Applicants sub-tab.
Set the current Term using the drop-down menu at the top of the page, then click on the blue Filter Options button and mark the Accepted status checkbox. Additional filters can be set as needed. Click Apply Filters to update your results.
Once you have your list of Accepted students pulled up on the list page, you can then select them in bulk by checking the box next to the Name header.* This will activate the action menus in the upper right of the page. Click on the green Edit menu, and then select Change Status.
*Please note: The select all action will only select the students on the current page. If you have multiple pages of results, you will need to repeat this process for each page. You can increase the number of contacts per page from Basic Setup.
From the Change Status menu, select Enrollment in Progress, and then click the blue Next button.
The system will let you know how many contacts will be updated. Once you confirm this information is correct, click the blue Save button to confirm the status change action.
All of your Accepted students will now move into a status of Enrollment in Progress and they’ll show up on the Enrollment list page (Enrollment tab at the top of the page) within the Students in Enrollment page.
These students will now also have an Enrollment Type of 'New,' and a Contract Status of Pending (this means it’s pending your team generating it). You are now ready to start previewing student contracts and preparing to generate those contracts.
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