Contents 

• Overview
• What is Award Recipient Selection?
• Step-By-Step Instructions
  • Access the Review Round
  • Select Candidates for Awarding
  • Waitlist Candidates
• Next Steps

Overview

This step-by-step guide shows Program Admins how to select award candidates and waitlist candidates in a rolling cycle.

• Is this the right article for you? Here’s how to tell if your program is deadline-based or rolling:
   

  • 🔄 Rolling (must be enabled): You move applications to review one by one as they come in. If you don't see Rolling Applications enabled in Cycle Settings > Workflow > Workflow Options, then your program is deadline-based. ✅ This article is for you!
     
  • 🗓️ Deadline-Based: You wait for an application deadline to pass, then move all applications to review at once. If your program is deadline-based, see ➡️Select Award Recipients (Deadline-Based Cycles) instead.

What is Award Recipient Selection? 

Award recipient selection is the step where you choose which applicants will move forward to receive an award. In a rolling award cycle, this can happen at any point after an applicant is moved into the last review round, since submissions move through review on an ongoing basis. 

⚠️ IMPORTANT: Selecting award recipients doesn't notify applicants by default — it just updates their status internally. If your organization has an email trigger set up for Awarding > "Selected," applicants will receive an email indicating their application has been updated. Applicants are not notified of an award decision until you designate award offers and notify awardees — see ➡️Designate Award Offers and Agreements.

Step-By-Step Instructions

Access the Review Round 

1. In the program, click the cycle name to open the cycle. 
   
   
    
2. In the award cycle, click into the final review round. 
   
   
   
   📌 Note: The name of this round reflects the title you gave it in the Workflow Builder.

Select Candidates for Awarding 

1. In the review round, click the checkbox to the left of the Applicant ID for each candidate you want to award. 



💡Tip: To select every candidate at once, click the checkbox next to the Applicant ID table header instead. 


 

2. Click the Actions dropdown in the upper-right corner of the screen, then select Select for Awarding. 


 

3. In the pop-up, review the selected candidates, then click Move applications. (To return to the previous screen without moving applications, click Cancel)

To remove a candidate from the list, click the red trash icon next to their name, and they'll be immediately removed. 

• After clicking Move applications, a new screen will appear briefly that says "Working on it... Moving applications. Please wait..." 
  
  
   
• When finished, the applicant list reloads, and the selected applicants' checkboxes are greyed out. 
  
  

⚠️IMPORTANT: After you select a candidate for awarding, their status updates to "Applicant Selected" in the review round.  By default, applicants will not receive a notification when selected. Their application status will remain “Under Review”. A “Selected” notification can be triggered if desired.

Waitlist Candidates 

1. In the review round, click the checkbox to the left of the Applicant ID for each candidate you want to waitlist.

2. In the pop-up, review the waitlisted candidates, then click Move applications. (To return to the previous screen without moving applications, click Cancel)

To remove a candidate from the list, click the red trash icon next to their name, and they'll be immediately removed. 


 

• After clicking Move applications, a new screen will appear briefly that says "Working on it... Moving applications. Please wait..." 
  
  
   
• When finished, the applicant list reloads, and the selected applicants' checkboxes are greyed out. 
  
  

⚠️IMPORTANT: After you waitlist a candidate, their status updates to "Waitlisted" in the review round. In the applicant portal, applicants will still see the status "Under Review." They won't see any status changes on their end until award offers are designated and/or awarding is closed.  
 

Next Steps 

• If more candidates need selection, repeat the steps above in Select Candidates for Awards.
• To move a candidate from the waitlist to selected, see➡️Move Waitlisted Applicants to Selected. 

• For steps on designating awards for selected candidates, see ➡️Designate Award Offers and Agreements.

   

Related Articles

➡️Rolling Cycles Administration

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