Contents

• Overview
• What are Soft and Hard Close Dates?
• ⚠️Important Notes
• How This Works With Rolling and Non-Rolling Cycles
• Step-By-Step Instructions
  • Enable Soft and Hard Close Dates
  • Add Soft and Hard Close Dates to the Intake Round
• What Applicants See
• Related Articles

Overview

This step-by-step guide shows Program Admins how to set Soft and Hard Close Dates for the Intake Round. 

What are Soft and Hard Close Dates?

Soft and Hard Close Dates let you set two deadlines for an award cycle. 

• Soft Close Date: The public deadline applicants see. 
• Hard Close Date: The final cut-off,  not visible to applicants. 

This feature lets you set a clear deadline that keeps applicants motivated to submit on time, while quietly giving yourself extra room to accept late submissions. 

• Who can enable soft/hard close dates and set them up?
  • Organization Owners
  • Client Admins
  • Program Owners
  • Program Managers

⚠️Important Notes

• Soft and Hard Close Dates are only available for intake rounds. This feature is not currently available for review rounds. 
   
• The window between the Soft and Hard Close Dates is a "grace period." The application isn't fully locked — if someone applies or submits after the Soft Close Date but before the Hard Close Date, it's accepted normally, with no message that they were late.
   
• Applications submitted after the Hard Close Date are considered "Late." An application already in progress (in "Draft" status) can still be submitted after the Hard Close Date — once submitted, it will show a yellow Late tag and a Submission Status of "Approval Needed" in the intake round. An admin must approve it before it moves forward. See ➡️Approve a Late Application.
   
• To extend either the Soft or Hard Close Date after it has passed in a published cycle, you must unpublish first. See ➡️What Can and Cannot Be Changed After Publishing an Award Cycle for the full rules on what's editable after publishing. 
   
• The Soft Close Date serves as the trigger for the intake "Deadline" reminder email. This email is set up by default in your Communications Setup. Learn more here ➡️Intake Deadline Reminder.

How This Works With Rolling and Deadline-Based Cycles

Not sure which cycle type you have? 

If Rolling Applications is not enabled in Cycle Settings > Workflow > Workflow Options, you're running a deadline-based cycle. For more info about each cycle type, see ➡️Deadline-Based Cycles vs. Rolling Cycles. 

🗓️ Deadline-Based Cycles

The Review Round stays closed until the Hard Close Date passes. You'll see the Hard Close Date in the intake round. Once it passes, you can start the review round. For more help, see ➡️Start First Review Round: Deadline-Based Cycles.

🔄 Rolling Cycles

You can manually move any completed application into the review round at any time — independent of both the Soft and Hard Close Dates. For more help, see ➡️Rolling Cycles Administration.
 

Step-By-Step Instructions 

Enable Soft and Hard Close Dates

1. Open the program, then click the gear icon to the far right of the cycle to open Cycle Settings. 
   
   
    
2. In Cycle Settings, click Workflow in the top menu, then select Workflow Options from the left menu.  
   
   
    
3. Toggle Soft and Hard Close Dates to Enabled. 

4. Click Save Changes in the upper-right corner of the screen. 

• A confirmation message appears in the bottom-left corner of the screen. 
   

Add Soft and Hard Close Dates to the Intake Round 

1. In Cycle Settings, click Workflow in the top menu, then select Workflow Builder from the left menu.  
   
   
   
2. Click Expand+ in the upper-right corner of the intake round where you want to add the deadlines. 
   
   
    

3. Complete the following in the side panel: 
    

   a. Select your Soft Close Date (public-facing deadline) using the calendar dropdown – this is the deadline applicants will see. Once you select a date, a time dropdown will appear. Select a deadline time from the dropdown. 
   
   
   
    

   b. Select your Hard Close Date (private deadline) using the calendar dropdown – this is your final cut-off, not visible to applicants. Once you select a date, a time dropdown will appear. Select a deadline time from the dropdown. 
   
   

c. Select a time zone from the time zone dropdown. 



 

4. To finish setting up the rest of the intake round settings, see ➡️Set Up an Intake Round. 
 

What Applicants See

• Applicants only ever see the Soft Close Date — on the Intake Form (application), Opportunities page, their Applications page, and in reminder emails.
  
  Example Opportunities Page: 
  
  

Related Articles

➡️Set Up an Intake Round
➡️Set Up a Review Round







 

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