Contract Types

(Re)enrollment managers must create contract types before they can create contracts. Contract types help organize the contracts and keep similar contracts grouped together throughout the years. Think of these as labels that you manually create and then apply to contract forms as they're being created. So you create them here, then apply them from the Contract Types field in the Contract form settings.

For each contract type, (re)enrollment managers will create one contract per academic year. (Re)enrollment managers then assign a contract type to each candidate/student to ensure the appropriate contract is generated for each constituent.

From Enrollment management, select Enrollment, Contracts, and choose Manage contract forms.

  1. Select Add Contract Type.

  2. Enter the name of the contract type.

    Note: Consider creating a contract type for each type of enrollment. For example, day student, boarding student, upper school student, middle school student, international student, new student, and returning student.

  3. Select the appropriate category, This determines how the contract types are organized on the contract forms screen. For example, if you have multiple contract types for day students (e.g. upper school day, middle school day), you can associate all of those contracts with the Day category. The available categories are predefined.

  4. Select a status.

    Active- Select this if contract type can be used.

    Inactive - Select this if the contract type should not be used. Since inactive contract types do not appear in candidate/student profiles, this status prevents contracts of this type from being generated.

  5. Select Save.

(Re)enrollment managers can rename contract types, re-categorize them, and make them (in)active. On the contract row, select Edit, enter your changes, and select Save.

If a contract type has associated contracts, cannot be deleted. However, you can Edit it and change the status to Inactive.

Tip: Looking to assign multiple candidates/students to a contract type? You can find that information here.