Student Subsidiary Jobs

You can create automated Student Subsidiary jobs in the Automated Job Management form as well as edit Student Subsidiary jobs already configured and saved in Financial Aid Automation.

Prerequisites

You must have:

  • Common - Configuration - View authorization

  • Financial Aid Automation – Configuration – Automated Job Management - Run Now authorization

  • Financial Aid Automation – Configuration – Automated Job Management - View authorization

  • Financial Aid Automation – Configuration – Automated Job Management - Job Sequence - New and Save authorization

  • Financial Aid Automation - Configuration - Automated Job Management -Student Subsidiary - Edit and New authorization

Access Method

Jobs tab (Select the Configuration tile > expand Financial Aid > select Automated Job Management.)

Procedure to Add or Edit Student Subsidiary Jobs

  1. If you want to:

    • Add a new job, select the New Job button on the toolbar to open the New Job section

    • Edit an existing job, select the job link in the Name column to open that job in the Edit Job section

  2. Specify (for a new job) or change (edit) the following values whether you are creating or modifying a Student Subsidiary job.

    Fields to Configure

    CampusesClosed The campus(es) the job is configured for. All campuses displayed and available for selection are filtered by the selected Reporting Entity ID.

    ProcessClosed The specific type of job process (COD Import, Disbursement Eligibility, SFAA Initial, etc...).

    Student Subsidiary Options

    Bank AccountClosed The student's bank account associated with the transaction.

    Return MethodClosed The return method for the stipend. The refund methods are ACH, Check, EFT, or Net.

    Check Printing Options

    Fields in this section are only available if you select Check in the Return Method field in the previous section and then select Enable Print Checks here.

    Assignment MethodClosed Who the job is assigned to (Staff Group or Staff Member).

    Check Number is EditableClosed Select this check box to ensure that the stipends check number can be edited.

    Enable Print ChecksClosed Select this check box to allow the printing of checks and enable the fields in this section.

    Print Check NumbersClosed Select this check box to ensure that check numbers are printed for the stipend.

    Staff Notification

    Assignment MethodClosed Who the job is assigned to (Staff Group or Staff Member).

    Staff GroupsClosed Group containing staff members in an institution. Typically, the groups are based on departments and job functions. Administrators can use staff groups to assign or revoke access privileges to all the members in the staff group.

    Staff MemberClosed The specific staff member.

    Task TemplateClosed The preconfigured template you wish to select for notification that is to be sent to the selected recipient (Staff Member or Staff Group). When selected, this template is updated with the specific details of the selected student.

    Based on your selection in the Assignment Method field, either the Staff Groups or Staff Member field appears.

    Schedule

    DaysClosed Select the number of days.

    End DateClosed The date you wish the automated job schedule to cease running.

    FrequencyClosed The frequency you would like the automated job to occur (Daily, Once, Weekly, or Monthly).

    Recurrence PatternClosed How often the scheduled job occurs (either 'At this time' or 'Every hour').

    Start DateClosed The specific date the automated job becomes active.

    TimeClosed The specific time you wish the automated job to be scheduled for.

    The Recurrence and Days fields only appear based on your selection in the Frequency field. You can configure the rotation of days using a Frequency of Daily. This allows you to configure a job to execute on the day specified under Days. The job will be executed and completed when the day and time occur. If you update the job schedule by changing the Start or End Date or the Days, the system creates new schedule entries and replaces the old schedule.

    Tip: If you try to create a job that is already saved with the same criteria, a duplicate job validation message is displayed. The message has links for each saved job. When you select any of the links, a new tab displays the job details for your review.

  1. If you want to save and: 

    • Continue making changes, select the Save button

    • Continue to add another item to the list, select the Save & New button

    • Close, select the Save & Close button