Automated Awarding Noel Levitz

The Noel Levitz form is a source for institutions to create a systematic structure for student assessment based on key elements as determined by a college during a student’s education. By identifying which undergraduates have a higher chance for success earlier in their education, a school can implement more effective and efficient awarding strategies that will help student retention.

For the 2024-25 and future award years, the Noel Levitz grid will be updated to read "SAI" instead of "Need". Automated Awarding will use the SAI value to determine which row to cross-reference the school-defined field's high/low values to award the "% Need met with gift aid” of the given cell. Users can configure the Automated Awarding Noel Levitz using negative and positive values which will be validated against the SAI number and not the Unmet Need number.

The system will also remove the bottom section for "No Need. Merit Only" when the award year of 2024-25 or higher is configured or if the award year is empty.

Prerequisites

You must have:

  • Common - Configuration - View authorization

  • Financial Aid Automation - Configuration - Noel Levitz Grid Setting - Save and View authorization.

Access Method

Select the Configuration tile > expand Financial Aid > select Automated Awarding Noel Levitz.

Procedure to Display and Modify the Automated Awarding of Noel Levitz

  1. Under Automated Awarding Noel Levitz, specify the CampusClosed The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.. Records are displayed under the following columns.

    Award YearClosed The financial aid award year.

    CampusClosed The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

    Date AddedClosed The date when the item or person was added or the status change was entered.

    Date ModifiedClosed The date when the item was changed. On some pages, it also includes the timestamp for the time.

    Modified ByClosed The name of the person who changed the item.

    Noel Levitz NameClosed The configured name for the Noel Levitz record.

  2. If you want to:

    • Duplicate a record, select the record in the grid, and select Duplicate on the toolbar.

    • Edit an existing record, select the name of the record in the grid.

    • Add a new Noel Levitz record, select New on the toolbar.

    All steps for editing, creating a new record, or duplicating a record are the same, except that when editing a record, the Noel Levitz Name and Campus fields are not editable.

  3. Specify or change the values.

    Award YearClosed The financial aid award year.

    CampusClosed The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

    Noel Levitz NameClosed The configured name for the Noel Levitz record.

  4. Specify or change the values within Grid Rules.

    Academic Year Grade LevelClosed The student's grade level during the selected academic year.

    Expected Start Date:Closed The date the student is expected to start at your institution, which is found in the Student Profile. From and To

    Parent's State of ResidenceClosed The state where the student's parents currently live.

    Program VersionsClosed The program version associated with the student or item.

    Student's State of ResidenceClosed State where the student currently lives.

    Student StatusesClosed Specifies the status of the prospect or student at your institution. Statuses vary by institution. They are configured by your institution.

  5. The amount fields grid has 35 cells. Each cell has High and Low values to be specified by Institution Rating. Specify or change the following values based on the kind of aid.

    1. For Need-Based Aid, on the field Need and To, configure an amount within the high and low ranges for the following definitions:

      • % Need to be met
      • % Need met with gift aid
      • Minimum Gift (Excluding Outside)
      • Minimum Self-Help

    2. For Merit Non-Need-Based aid, configure only Min Gift (Excluding Outside) and Min Self-Help within the high and low ranges.

  1. If you want to save and: 

    • Continue making changes, select the Save button

    • Close, select the Save & Close button