Send Awards to Enrollment Management

If your school uses Blackbaud Enrollment Management, you can send award information from your budget to Enrollment Management where awards are recorded as financial aid on student or candidate accounts.

Before using Send to Enrollment Management, you must:

  1. Map your budget to Enrollment Management to specify the financial aid type Enrollment Management will apply to awards from that budget.

  2. Set a default financial aid decision in Enrollment Management to specify the default school decision Enrollment Management will assign to awards received from Financial Aid Management.

  3. Run your budget to calculate suggested award amounts.

  4. Finalize award amounts for students,

  5. Lock your budget to indicate it is ready to send to Enrollment Management.

  6. Match users to their student or candidate record in Enrollment Management.

Note: If a student's award information changes after it is sent, you can update the award in Financial Aid Management, then resend the student's award to update it in Enrollment Management.

Match users to Enrollment Management

Potential matches are identified using the student's date of birth, grade level, and their parent's Blackbaud ID email.

Note: Applicants who initiate their financial aid application from their Enrollment Management checklist are automatically matched.

  • Students must be matched each year.

  • When viewing a budget, you can identify unmatched students by reviewing the Matched to EMS column or by selecting Filter, setting the Matched to EMS filter to No, then selecting Apply.

  • When reviewing matches for currently enrolled students, there may be instances when Student Grade is off by one grade level for students that are a correct match.

    • The Student Grade under Financial Aid Management User is the student’s grade for the financial aid application year.

    • The Student Grade under Enrollment Management User is the student’s grade for the current year in Core.

  • When reviewing matches for candidates applying in Enrollment Management, the Student Grade under Enrollment Management User will be blank.

  • In order to match imported students, the parent email address in the import must match the parent's Blackbaud ID email address on their record in Enrollment Management.

  1. Select Budgets, then Manage budgets.

  2. Select a budget.

  3. If the budget is unlocked, you must select Lock budget to lock it while matching students. You can unlock it again once you have finished matching.

  4. Select the students you want to match by marking the checkbox at the beginning of the student row or use Select all to mark all students.

  5. Select Match users. The number in parentheses indicates the number of students selected.

  6. In Match users, select a user from the list on the left to review their match details.

    Note: There may be instances where Student Grade is off by one grade level for students that are a correct match.

  7. If the Financial Aid Management and Enrollment Management users:

    • are a correct match, select Match.

    • are not a correct match, select Do not match.

      Note: Selecting Do not match removes the potential match for the school year. Students will show up to match again if they apply for aid in future school years.

  8. When finished, select Close.

    Note: You must manually add award information to Enrollment Management for any student that is not matched.

Selecting Match users from Home displays all unmatched students with an application in Submitted, Documents Received, Imported, On Hold, or Verified status.

  1. From Home, select Match users.

  2. Select the students you want to match by marking the checkbox at the beginning of the student row or use Select all to mark all students.

  3. Select Match users. The number in parentheses indicates the number of selected students.

  4. In Match users, select a user from the list on the left to review their match details.

    Note: There may be instances where Student Grade is off by one grade level for students that are a correct match.

  5. If the Financial Aid Management and Enrollment Management users:

    • are a correct match, select Match.

    • are not a correct match, select Do not match.

      Note: Selecting Do not match removes the potential match for the school year. Students will show up to match again if they apply for aid in future school years.

  6. When finished, select Close.

    Note: You must manually add award information to Enrollment Management for any student that is not matched.

Send to Enrollment Management

  1. Select Budgets, then Manage budgets.

  2. Select the budget.

  3. Select the students to send by marking the checkbox at the beginning of the student rows or use Select all to mark all students.

  4. Select Send to Enrollment Management below the list of students to initiate the send. The number in parentheses indicates the number of matched students you have selected.

    Note: Send to Enrollment Management only displays when a budget is locked.

Results

After you select Send to Enrollment Management, the results of the send display in the lower right corner of the page.

Tip: Review the Award Sent column in the budget to see the amount sent for each student.

Send an individual student's award to Enrollment Management

  1. Select Budgets, then Manage budgets.

  2. Select the budget.

  3. Select the context menu on the student's row, then Send to Enrollment Management to initiate the send.

    Note: A context menu only displays on the student rows when the budget is locked.

  1. A success message indicates the award was sent successfully. You can also review the Award Sent column in the budget to view the amount sent to Enrollment Management for the student.