29
1 PRODUCTIVITY POWER UPS FOR THE FINANCIAL AID OFFICE 7

7 Productivity Power Ups for the Financial Aid Office

Embed Size (px)

Citation preview

1

PRODUCTIVITY POWER UPS

FOR THE FINANCIAL AID OFFICE

7

2

You’re running along and then BAM a problem or lengthy process pops up like a Fire Flower and

shoots you down.

Ever feel like Mario?

3

Maybe you don’t view life through the lens of a late ’80s video game, but when you’re on a tight time

schedule, roadblocks can really throw you off your path and feel like they’re derailing your mission.

Too much to do, not enough time to do it

is a common refrain we hear in financial aid offices across the country.

4

That’s why CampusLogic compiled 7 tools to save your most precious asset:

Time

In the financial aid office, especially during peak season, you may think nothing short of cloning can

help you get it all done.

5

1. AUTORECONCILIATION

6

Are you tired of staring at Excel spreadsheets to manually compare your COD and SIS data?

1. AUTORECONCILIATION

7

AutoReconciliation handles the whole process for you…in seconds.

1. AUTORECONCILIATION

8

Simply upload your SIS data and the corresponding Department of Education data, and AutoReconciliation

identifies any discrepancies.

1. AUTORECONCILIATION

9

 2. EVERNOTE

10

If you’re like me, you’ll write down an important tidbit of information in a meeting or at a conference and then

forget to add it to your mental and electronic catalogue.

 2. EVERNOTE

11

Introducing Evernote: a cloud-based workspace software that allows you to

keep notes and access them from anywhere, on any device.

 2. EVERNOTE

12

You can easily:

• Save an online article into the app to reference later

• Set alarms and reminders

• Create checklists and more

 2. EVERNOTE

13

3. TOOLKIT

14

The Financial Aid Toolkit helps financial aid counselors guide students and parents to prepare for college or

career school.

It includes valuable and actionable federal student aid information and outreach tools.

3. TOOLKIT

15

4. SNACKS

16

Low blood sugar will quickly blur those lines of data, digits and dollar signs.

Keep your energy up (especially during the peak season) with frequent snacking.

4. SNACKS

17

Instead of packing your own snacks and hauling them to the office every day, consider signing up for a

NatureBox.

4. SNACKS

18

For a small monthly fee, a box of delicious snacks crafted to your dietary needs will be sent to you at

work, if you’d like.

NatureBox can accommodate dietary restrictions too!

4. SNACKS

19

5. STUDENTVERIFICATION

20

Do you enjoy spending hours on the phone returning students’ calls to remind them of the information they must give to complete verification, re-explaining how they may submit it and reiterating the importance of

timeliness?

I didn’t think so.

5. STUDENTVERIFICATION

21

StudentVerification: 

• Automating processes

• Providing a secure way to submit documents

• Offering student self-service portal for 24/7 access

5. STUDENTVERIFICATION

22

FA counselors can see what students have uploaded in real-time.

5. STUDENTVERIFICATION

23

6. BACK ATTACK

24

Do you find yourself missing work each semester due to back pain?

Or does back pain affect your concentration and thus, your productivity?

6. BACK ATTACK

25

The Society for Human Resource Management says back issues costs employers money every year due to

lost work time and underperformance.

6. BACK ATTACK

26

If you can’t use that to convince your employer to invest in better chairs, consider the following tips to

alleviate back pain:

• Sit on a medicine ball• Get up and walk around once an hour

• Breathe and be sure to rest both feet evenly on the ground

• Roll this gadget across your back.

6. BACK ATTACK

27

7. FAA ACCESS

28

This useful tool helps financial aid counselors calculate the amount of Title IV funds that need to be returned to the federal government when a student leaves school.

This amount is calculated based on how much of the semester the student completed.

7. FAA ACCESS

29

THANK YOU.

campuslogicfrom the team at

Read the full blog here.