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.
- Agent names and attributes can be found here: Managing Recruited Students
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.
Step 6: Following the final payment deadline, once the agent has submitted all required dynamic forms and the respective students have paid their tuition, housing, and meal fees, the agent should send you an invoice for that term's commission payment for each student. Please note that agents will need to submit a separate invoice for IEP students.
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.
- The Recruiter Student List spreadsheet can be found in the INTL RECRUITMENT Google Drive Folder nestled under INVOICE PROCESSING
- Agents can submit invoices no more than 90 days following the Fall and Spring terms.