1.    Purpose

These procedures will guide {INSERT TEAM NAME} through list process(es)

2.    Scope

The {INSERT CLIENT TEAM NAME} will be impacted by this procedure.

3.    Roles and Responsibility

{INSERT ROLE or DEPT NAME} with a {define role} will be responsible for list action

{INSERT ROLE or DEPT NAME} will be responsible for list action share.

4.    Definitions

5.    Procedure

5.1 Manually Adding a FWS Employer

Actors

• User with appropriate permissions

• Regent Award

Pre-conditions

• Student has Federal Work Study (FWS) awarded

• Student has been hired at an employer

Basic Flow

1. User navigates to the Work Study tab

   1. Clicks ‘Add New Record’ under the Employers tab

      Open

      

   2. Adds department name

   3. Selects job type from dropdown or leave blank for regular, on-campus

   4. Adds the Pay Rate

   5. Chooses the Start and End dates

   6. Includes the Supervisory contact information [Name, Phone Number, Email Address]

   7. Clicks Save
      
      

      Open

      

Post-condition

• Student has employer information added

5.2 Manually Adding FWS Earnings

Actors

• User with appropriate permissions

• Regent Award

Pre-condition

• Student has a FWS award

• Student has FWS earnings

• Student has received Work Study earnings

Basic Flow

1. User navigates to the student

2. Selects Work Study tab, Earnings sub-tab

   1. Selects + Add New Record for the applicable payment period

3. Enters the Earnings information for the transaction record.

   1. Federal Award Year (FAY)

   2. Fund (e.g. Federal Work Study)

   3. Payroll Period End Date

   4. Paid Date (cannot be blank)

   5. Notes

   6. Gross Paid Amount

   7. Transaction ID (cannot be blank; max 20 characters)
      
      

4. Clicks Save

5. Package the student, such as using the Modify Academic Plan (MAP) wizard

Post-condition

• Student has earnings information added