Contracts in Profiles

After a contract has been generated for a candidate/student, his/her tuition, fee, and deposit information will appear within Contracts in his/her profile. This information can be edited by a (re)enrollment manager up until the family views the contract. If any contract information, including financial aid information, needs to be changed after the family views the contract, (re)enrollment managers must remove and re-generate the contract. After the family submits their contract, all of the information collected on the contract will appear in the Contracts menu.

(Re)enrollment managers can print an unsigned copy of a candidate’s/student’s contract from Contracts in his/her profile. After a contract has been generated, you can print it from More Information. After the family has submitted the contract, (re)enrollment managers can also print a signed copy of the contract.

(Re)enrollment managers can put a hold on a candidate’s/student’s contract by selecting Hold from Contracts in his/her Enrollment Management profile. This will prevent the contract from being published to the family. Managers can also select Academic, Financial, or Other from Hold Type and/or enter a custom explanation for the hold in Hold Comment.

(Re)enrollment managers can enter a personalized message for a family in the Special Contract Text in the Contracts menu in the candidate's/student's profile. This message will only appear on the contract if the Special Consideration Text block has been added to the contract.

  1. From the People finder, you can search for the candidate/user to be taken to their profile.

  2. Use the filter options to search for the candidate/student and then select their name to view their profile.

  3. Select Contracts under their profile to view all associated contracts.

  4. Select the Pencil icon to make edits, the trash can to delete it from their profile or the printer icon to be able to generate a printable version.

Platform managers can remove admissions managers and staff access to contracts from a Candidate Profile.

  1. Under Core, select Security, then Roles.

  2. Find the role in the list.

  3. Select the ellipsis (...) at the start of the row.

  4. Select Manage role.

  5. Then select Tasks under Admissions Manager or Admissions Staff, depending on which role needs to be modified.

  6. Disable Contracts Tab to remove access.