SCH Process Workflow.xlsx

TheScholarshipformsandprocessinWorkdaydependsonthespecifcfundingsource.Seechartbelowforyourscholarshiptypeandfundingsource.

STEP1STEP2

TypeofScholarship FundingSource EstablishtheScholarshipwithSFA SupportDocuments WorkdayProcess WorkdayEvent

Step1istoreachouttoStudentFinancialAssistance

torequestreviewandsetupforyo

urnewscholarship

program.Youwillbeaskedavarietyofquestions

neededtodeterminethenatureandrequirementsof

thescholarshipsetup.PleasecompletetheNew

ScholarshipQuestionnaireavailablefromourwebsite

underForms,DepartmentalForms.

Pleaseemailthecompletedformtooneofthe

following:

NewGifts‐emailSFAFNDScholarshi[email protected]

AllOth

ers‐email[email protected]

Pleaseprovideany

documentationregardingthe

requirementsofyour

scholarship:GiftAgreementor

GiftID,applications,contracts,

websites,etc.Pleaseattach

supportdocumentstoyour

completedquestionnaireand

emailtoSFA.

OnceyournewScholarship

AwardhasbeensetupbySFA,

pleasefollowoneofthe

establishedproceduresbelow

tocom

municateyourstudent

awardstoSFAandprocess

fundingcommitmentswithin

Workday.

Differsdependingonyourspecific

scholashipfundingsource.Seeitems

2‐6belowingrid.

NewScholarshipQuestionnaire

STEP1STEP2

TypeofScholarship FundingSource HowtocommunicateawardstoSFA FundingSupportDocument WorkdayProcess WorkdayEvent

CompletetheExcelAwardEstimatesTemplatefrom

ourwebsiteunderForms,DepartmentalForms.

PleaseemailtoSFA:SFAFNDScholarships@ucf.edu.

FoundationScholarshipForm

shouldbedownloadedfrom

theUCFFoundationwebsite

underAbout/Documents&

Policies/InternalForms,and

completedwithsi

gnatures.

Forwardyoursigned

completedFoundation

Scholarshipformtoyour

FinanceBusinessCenterfor

Giftfundingtransferto

StudentFinancialAssistance.

Reminder:theworktagson

theformandworktagsused

onthejournalmustmatch.

Note:ProgramIDforall

FoundationScholarshipGifts

isPG86regardlessofdefault.

IntercompanyJournal

‐JournalSource=Foundat

ion

Scholarships.

‐GiftID,ScholarshipName,andTerm

shouldbeinMemoHeader.

‐Usedebitlineinformationforyour

BalancingFundandOptional

BalancingWorktags.

‐DebittoFDNCompany,yourGift

worktagsbut withProgramcodePG86

usedforallgifts,ledgeraccount

65200,SpendCategorySC0505,line

memosho

uldincludenames,IDs,

Amounts,andTerm.

‐CredittoUNVCompany,finaidgrant

SFA10148,ledgeraccount48700,

RevenueCategoryRC1213linememo

shouldincludestudentnames,IDs,

Amounts,andTermExternal

ReferenceIDshould=GiftIDonthe

creditline.

ScholarshipAwardEstimatesTemplate

UCFFoundationForms

STEP1STEP2

TypeofScholarship FundingSource HowtocommunicateawardstoSFA FundingSupportDocument WorkdayProcess WorkdayEvent

CompletetheExcelAwardEstimatesTemplatefrom

ourwebsiteunderForms,DepartmentalForms.

PleaseemailtoSFA:[email protected].

StudentAwardRequestForm

shouldbedownloadedfrom

theSFAwebsiteunder

Forms/DepartmentalForms.

Forwardyoursigned

completedStudentAw

ard

RequestformtoyourFinance

BusinessCenterforfunding

transfertoStudentFinancial

Assistance.

ManualJournal

‐JournalSource=Scholarships.

‐Debittoyourgrantworktags,ledger

account69700:InterfundTransferOut,

andspendcategorySC0901Transfer

toFD765UnrestrictedScholarships.

‐Credittofinaidgrantworktags,

Ledgeraccount49700:Interfund

TransferInwithth

erevenuecategory

thatindicatesatransferfromyour

specificgrantfund.Example:RC1513

TransferfromFD500Sponsored

Programs–Federal.

ScholarshipAwardEstimatesTemplate

StudentAwardRequestForm

STEP1STEP2

TypeofScholarship FundingSource HowtocommunicateawardstoSFA FundingSupportDocument WorkdayProcess WorkdayEvent

CompletetheExcelAwardEstimatesTemplatefrom

ourwebsiteunderForms,DepartmentalForms.

PleaseemailtoSFA:[email protected].

StudentAwardRequestForm

shouldbedownloadedfrom

theSFAwebsiteunder

Forms/DepartmentalForms.

Forwardyoursigned

completedStudentAw

ard

RequestformtoyourFinance

BusinessCenterforfunding

transfertoStudentFinancial

Assistance.

IntercompanyJournal

‐JournalSource=Scholarships.

‐DebittoRFDCompany,yourgrant

worktags,ledgeraccount

65200:Scholarships&Fellowships,

andspendcategorySC0505

Scholarships/Fellowships.

‐CredittoUNVCompany,finaidgrant

worktags,ledgeraccount

48300:IntercompanyTransferIn‐

iversityofCentralFloridaResearch

Foundation,Inc,withrevenue

categoryRC1115Intercompany

Transfer‐UniversityofCentralFlorida

ResearchFoundation,Inc.

ScholarshipAwardEstimatesTemplate

StudentAwardRequestForm

STEP1STEP2

TypeofScholarship FundingSource HowtocommunicateawardstoSFA FundingSupportDocument WorkdayProcess WorkdayEvent

CompletetheExcelAwardEstimatesTemplatefrom

ourwebsiteunderForms,DepartmentalForms.

PleaseemailtoSFA:[email protected].

StudentAwardRequestForm

shouldbedownloadedfrom

theSFAwebsiteunder

Forms/DepartmentalForms.

Forwardyoursigned

completedStudentAw

ard

RequestformtoyourFinance

BusinessCenterforfunding

transfertoStudentFinancial

Assistance.

ManualJournal

‐JournalSource=Scholarships.

‐Debittoyourfundingworktags,

ledgeraccount69700:Interfund

TransferOut,andspendcategory

SC0901TransfertoFD765

UnrestrictedScholarships.

‐Credittofinaidgrantworktags,

ledgeraccount49700:Interfund

TransferInwithth

erevenuecategory

thatindicatesatransferfromyour

specificfund.Examples:RC1489

TransferfromFD322Auxiliary‐

AcademicSupport

RC1589TransferfromFD880Activity

andServiceFee

RC1534TransferfromFD565