Setting up and managing Bursary records

On the bursary dashboard, click the Add New Bursary Type button. Make sure you're adding the bursary to the right academic year.

In the slide over, add in a name for the bursary and choose a Linked Student Funding Type. Choosing a Linked Student Funding Type means that a student funding record will be created for the student on their student profile.

You can also set an annual budget for the bursary.

To edit any of these fields, return to the Student > Bursaries page and select the bursary. Click any of the fields to edit.

The next step is to add a date that each bursary payment will be paid. Click +Add to add a new planned payment date.

Next, you can add payment level amounts. Click +Add to add a new payment level.

Once you have set up your different levels, you'll need to assign a payment amount to each one. You can add more than one payment amount to a level if the payment amount will change mid-way through the year.

Click +Add to add a new amount. In the slide over, select the level to add an amount for, add the amount paid per payment cycle and the effective dates.

You can see in this example that the payment amount will go up for Level 1 after the end of December.

On this page, you'll set up award criteria which will be used to help you determine whether a student should receive the bursary.

Choose whether to add manual criteria (this is simply a box you will tick to say whether the student has met the criteria, automatic criteria (this will automatically calculate whether the student has met the criteria), or both.

To add manual criteria, click +Add and add what your criteria will be. The start and end dates determine when the criteria will show on the Planned Student Payments page to help you determine whether the bursary should be awarded.

To add automatic criteria, select the criteria using the drop-down menu, then click the Add Automatic Criterion button.

Here are some example automatic criteria you could set:

• User-defined fields
• Enrolment in a certain Intervention or Programme
• Level of attendance
• Number of behaviour incidents
• Assessment marks
• Exam results

In the slide over, select the date range to look at (for example if looking at attendance, the percentage considered will look at attendance between these dates).

For the filter condition, in this example, I'm adding automatic criteria of over 90% attendance.

The criterion dates determine when the criteria will show on the Planned Student Payments page to help you determine whether the bursary should be awarded.

In my example, you can see I have set up one manual criterion and one automatic criterion.

The next step is to select which students are potentially eligible to be awarded the bursary, as long as they also fulfil the award criteria.

To add students, click the Create bursary eligibility button. This will also create a student funding record on their student profile.

In the slide over, select the students to add, select the payment level they should be added to, and the dates they are eligible (from today onwards).

Once you have added which students are eligible, you can take further actions from this page. Click the tick boxes next to the students and select the blue pencil icon if you need to:

• Delete the eligibility
• Change the payment level assigned
• Change the start or end dates of the eligibility - this will also change the date of any linked student funding record. Please note that you cannot backdate the start date. If bursary eligibility records already have bursary payments associated to them, the end date must not be before the payment date.

If you select to delete, you have the option to delete the bursary level and the linked funding record (select Delete), or just delete the bursary record (select Delete without Student Funding).

Finally, you can manage and see if and when payments should be made to students.

Click into the filters on the Planned Student Payments page to select:

• The students to look at
• The payment date (this will default to the closest upcoming pay date)
• The payment levels to look at
• The criteria start date (this will default to the date of the last payment)

On the page, you'll see the eligible students. Any students who have fulfilled the automatic criteria will have a tick (see the Attendance column in the example below).

You can add whether students have met any manual criteria by ticking the student's names and using the bulk actions.

You can also click a student to update their criteria and add notes.

You can then use the bulk actions to mark their payments as approved or rejected.