How to Setup Incentivize Early Enrollment (IEE)

1. Setup New Academic Year

1. Go-to  Academic Year, and click Add Academic Year

2. Set a new Academic Year details

3. Save

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2. Education Custom Settings

2.1 Change Active Enrollment Academic Year

Goto Education Custom Settings and change the active Active Ademic Year

2.2 Enable Early Enrollment

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3. Portal Settings

3.1 Enable Incentives Early Enrollment Portal Route

We then need to enable it from the portal by going to Portal Settings, and find the Early Incentive Website rout

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4. Create New or Duplicate Existing Fee Structure

1. Go to Fee Structure, and click Add Fee Structure

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2. Create a name for the document.

3 Set the Academic Year.

4. Input fee details

5. Save

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5. Add Draft Program Enrollment

For the student or guardian to see the enrollment we need to create a Draft program enrollment so that they can

1 Go to Program Enrollment, and click Add Program Enrollment.

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Then change the the Enrollment Fees Method to Custom by:

1. Go to Fees Tab and change the Enrollment Fees Method

2. Then input the Fee Structure

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6. Set Campus Max Slot

And then lastly, Set the Max Slot

1. Go to Campus Max Slot, and Click Add Campus Max Slot

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2. Set the Academic Year.

3. Input the slot details per campus

4. Hit Save

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7. Set New Enrollment Agreement

Important Notes

When IEE ends, Change Fees Method to Calculated and Disable Early Enrollment Custom Settings.