Although scholarship administration is decentralized on the Twin Cities campus, ASR provides tools and support to help you promote, award, and pay scholarships to students. The information listed below will help you gain access to the tools you need.
Important dates
Find important dates for scholarship administrators.
Meetings for scholarship administrators
All meetings will be 1:00 p.m.- 2:00 p.m. on Wednesdays in Walter Library, Room 101. Note: Until we return to campus in a working environment, meetings will be held via Zoom, with invitations and meeting number being sent prior to the meeting date.
- March 1, 2023
- June 7, 2023
- August 2, 2023
Note for Scholarship Data Reporting: Neither the “Scholarship Student Selector” nor the “FA Funds Summary” report in Reporting Center include all relevant data for official financial aid or scholarship reporting purposes. For any information you need for financial aid or scholarship statistical data please contact the University’s Office of Institutional Research at 612-624-4851.
View meeting minutes for scholarship administrators.
Training resources
Scholarship automation training
The scholarship automation process is used to pay institutional scholarship, grant, or fellowship amounts that help students defray the cost of attendance (COA).
To use the scholarship automation process, you must make a request for PeopleSoft access. Your Key Contact, RRC, or UMD area class manager should read the data access instructions. To request access, staff will need to complete the Scholarship Entry Access Request Form.
Resources
- Scholarship Entry Access Request Form (ARF)
- Scholarship Automation training guide (Departmental scholarship processes)
- Department scholarship file template (Excel file download)
- Tips on adjusting/adding scholarships (pdf)
Online scholarship application administrator training
In order to use the online scholarship application tool, the Office of Student Finance must first set up administrator access for at least one staff member in your college. Please email OSF Scholarship Unit at saosf@umn.edu to request administrator access. Administrators then have the ability to add access for other staff members in their college.
Review the scholarship application administrator training (pdf).
Scholarship Tracking and Reporting (STAR) training
This session provides training for the STAR tool (Scholarship Tracking and Reporting) housed within the University of Minnesota Foundation's Donor Management System (DMS). The class is geared toward accounting staff who manage scholarship funds at the University and scholarship administrators who award scholarships to students.
Promotional scholarship administrator training
In order to gain access to the promotional scholarship pages in PeopleSoft, fill out an Access Request Form (ARF).
Student Data Inquiry and Update training
Student Data Inquiry (SDI) and Student Data Update (SDU) training courses are both available online, in the Training Hub.
Additional resources
- Summer 4999 registration procedure (pdf)
- Best practices for naming scholarships (pdf)
- Scholarship item type award message guide (google doc)
- Gift aid impacts (pdf)
- Scholarship awarding best practices (google doc)
Support
If you have questions, please find your contact below.
Office of Student Finance
Scholarship Unit
saosf@umn.edu
Bob Balfour
balfo003@umn.edu
612-624-9872
saosf@umn.edu
Nate Rosckes
rosck001@umn.edu
612-624-2324
Michelle Curtis
mcurtis@umn.edu
612-626-6518
Molly Nelson
nels2461@umn.edu
612-625-5357
University of MN Foundation
DMShelp@umn.edu