Step 1: Download the current term's student list from the Financial Tableau for each agent, and distribute each list to the respective agent for cross-checking.

https://tableau.uwf.edu/#/views/IARSStudentFinancialData-Testing-Adjustments/IARS-FinancialData?=null&:iid=2

Step 2: Add each student's details into the corresponding tab in the Recruiter Student List spreadsheet, ensuring all relevant fields are completed.

https://drive.google.com/drive/u/0/folders/1YWUfjgu59qIc7gws5PpvZxLUtUk75-yy

Step 3: Provide the Director of Budgets with a detailed breakdown of the estimated commission costs by the second month of the Fall and Spring terms.

Example:

Step 4: Verify and update the payment status of each student in the Recruiter Student List spreadsheet, initial, and then notify reviewer #2.

https://drive.google.com/drive/u/0/folders/1YWUfjgu59qIc7gws5PpvZxLUtUk75-yy

Step 5: Following the final payment deadline date, request agents to submit the Verification of Qualified Enrollment for Service Fee Payment form for each eligible student via Dynamic Forms.

Important Deadlines and Information: 

• Each students' tuition, housing, & meal fees must be received in full before commission can be provided to the agent.
• Begin updating the Recruiter Student List spreadsheet at the start of the term (as noted in step 3); Invoices should begin processing at the end of the term after the payment plan deadline.
• Agents can submit invoices no more than 90 days following the Fall and Spring terms.