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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.
campuslogic
from the team at
Read the full blog here.

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7 Productivity Power Ups for the Financial Aid Office

  • 1. 1 PRODUCTIVITY POWER UPS FOR THE FINANCIAL AID OFFICE 7
  • 2. 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. 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. 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.
  • 6. 6 Are you tired of staring at Excel spreadsheets to manually compare your COD and SIS data? 1. AUTORECONCILIATION
  • 7. 7 AutoReconciliation handles the whole process for you…in seconds. 1. AUTORECONCILIATION
  • 8. 8 Simply upload your SIS data and the corresponding Department of Education data, and AutoReconciliation identifies any discrepancies. 1. AUTORECONCILIATION
  • 10. 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. 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. 12 You can easily: • Save an online article into the app to reference later • Set alarms and reminders • Create checklists and more  2. EVERNOTE
  • 14. 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
  • 16. 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. 17 Instead of packing your own snacks and hauling them to the office every day, consider signing up for a NatureBox. 4. SNACKS
  • 18. 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
  • 20. 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. 21 StudentVerification:  • Automating processes • Providing a secure way to submit documents • Offering student self-service portal for 24/7 access 5. STUDENTVERIFICATION
  • 22. 22 FA counselors can see what students have uploaded in real-time. 5. STUDENTVERIFICATION
  • 24. 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. 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. 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
  • 28. 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. 29 THANK YOU. campuslogic from the team at Read the full blog here.