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Review a family's aid application and decide

A screen recording of Pearspark doing exactly this in a sample school, and the same 8 steps written out below in the labels you'll see on screen.
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How to review a family's aid application and decide

  1. 1Click Billing under Administration in the sidebar, then click the "Financial aid" tab
  2. 2Click Review queue — the badge shows how many families are waiting
  3. 3Read the three tiles on the application: Household, Income, and "Band suggests"
  4. 4Click Start review, then Mark as in review
  5. 5To see proof of income, click Request documents, then "Ask the family" — the application shows Waiting on family until they upload (the button appears when your aid settings collect income documents online)
  6. 6Once income is checked, click "Mark income verified", pick how it was verified, and click Record verification
  7. 7Click Award…, check "Percent off tuition (%)" (prefilled from the family's band), set "Record as" and School year, add a note, and click "Award & notify family" — one award is created for every child on the application
  8. 8Or click Decline…, then "Decline & notify family" — decided applications move to Decided, with a link to the awards

Part of Financial aid, scholarships & ESA

Set the year's aid budget, take applications in the portal, decide them against a sliding scale, and let every award land on the invoice by itself — plus the ESA and scholarship paperwork states keep asking for.

All 29 videos in this group About this feature

Next in this group

Award a scholarship or discount to a studentAdmins
Check your financial aid decisionFamilies
Set up a sliding scale of income bandsAdmins
Turn on the automatic sibling discountAdmins

Do it in your own school

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