Generate Contracts

Before families can review and submit their contracts, (re)enrollment managers have three tasks that need to be fulfilled. First, a contract type need to be assigned to each candidate/student. This can be done for individual candidates/students or for multiple candidates/students at the same time. Once that's done, the contracts need to be generated at which point, they can then be published.

After you generate and publish the contracts, parents can access the contracts from a notification that appears at the top of their screens, or from Account > Files.

For Tuition Management only enabled schools, contracts with more than two Responsible Signers can't be generated. An alert indicates if you have a contract with too many signers so you can review and update them as needed. For more information on Tuition Management, please find the help documentation here. Non-Tuition Management schools do not have this restriction.

  1. From Enrollment management, select Enrollment, then Contracts.

  2. Next, select Assign Contract Types to be taken to SKY-style list that shows all students and candidates that match the currently applied filters. Use the Filter and column options to further refine the data being shown in this list.

  3. General filtering options include:

    • Role - Candidate, Student, or Incoming.

    • Role criteria

    • Contract/Entering Year

    • Entering Grade

    • Current grade

    • Contract Type

    • Previous year contract type

    • Contract last generated

    • Contract status

    Tip: Don't see the year you need? A platform manager must publish the Years & Terms.

  4. Next, select Candidate/student to define the following filter options:

    • School program

    • Gender

    • International - select this option if the user is considered International.

    • Boarding or Day

    • School decision

    • Candidate decision

    • Checklist name

    • Community connection - Are they related to someone involved with the school or have a sibling?

    • Financial Aid requested - select this if the user is applying for financial aid.

    • Financial aid type

  5. Selecting Apply filters adds the restrictions above to change the values being displayed in the list. Alternatively, you can select Clear all filters to remove everything you've added or Cancel to exit the screen without saving.

    Tip: Admissions managers can use this method to not only assign contract types but also generate them at the same time.

  6. With the list now populated, use the check boxes next to each user to select the ones you'd like to assign contract types to. The number you've selected will appear in the Assign contract types button at the bottom of the page.

  7. Select Assign contract types to open a new modal window displaying the school year and then a drop down to allow you to pick which Contract type to assign.

    Note: The School year is pre-selected based on your contract year filter selection in the assign contract types list.

  1. From Enrollment management, use the People Finder to access the candidate's profile.

  2. Select Contracts.

  3. Select Add New.

  4. Select the appropriate contract type.

  5. Select the school year for which the contract should be generated. The selected contract type can only be assigned to each candidate/student one time for each

    Tip: Don't see the year you need? A platform manager must publish the Years & Terms.

  6. Enter additional information about the contract, including tuition, fee, and publication information.

  7. Select Save.

  1. From Enrollment management, select Enrollment , Contracts and then Manage contract forms.

  2. Use the filter options to search for the candidate/student, select View, and then select Edit .

  3. From Contracts, select Add New.

  4. Select the appropriate contract type.

  5. Select the school year for which the contract should be generated. The selected contract type can only be assigned to each candidate/student one time for each

    Tip: Don't see the year you need? A platform manager must publish the Years & Terms.

  6. Select Save.

  1. From Enrollment management, select Enrollment and then Contracts.

  2. Under Manage contract forms, select Edit next to the appropriate contract.

  3. Select Generate Contracts at the bottom of the screen.

  4. Select Generate.

    Note: (Re)enrollment managers can generate a contract as often as necessary; families who have already viewed or submitted their contracts will not be affected.

Note: This is currently an Opt-In EAP feature. If you're interested in using it before it goes GA, enable it through to Core, Settings, and then Activate new features.

Alternatively, from Manage contract forms, you can also select the Generate button right from the list. Select it to open a new window that shows the number of students that will be impacted, as well as a list of students who can be manually selected to have the contract generated for. You can also enter a new Due date if needed, which will override the initial value originally entered on the contract. If you enabled both the Due Date and the Days after generated options, then the Due Date will be set to the final day from the "Days after generated" value.

The page also displays student details including the Deposit and Tuition amount, Entering grade, and the contract due date. If any students are unavailable for contract generation, for reasons such as whether their contract has already been saved, submitted, or processed, they'll be shown as well. Select Generate to start the process or Cancel to exit without saving.

Finally, when assigning a contract type from Assign contract types, select Assign and Generate to do both actions at the same time.