Education Entry Payment (EdEP) 108-08050000

Information about proof of enrolment (POE) requirements can be found on the Background page under the heading Claiming EdEP.

Process Direct:

• go to the Payment Summary (PS) screen
• Display Payments: select All
• Number of months in past: field, add '12', select Execute
• check if the customer has received EdEP in the past 12 months, or in the current calendar year, then
• go to the One Off Payments (OOP) screen
• Display Payments: select All
• check if the customer has received EdEP in the past 12 months, or in the current calendar year

Customer First:

• go to the Payment Summary (PS) screen
• select All in the Display all payments drop down menu
• type 12 in the Number of months in past: field
• check if the customer has received EdEP in the past 12 months, or in the current calendar year, then
• go to the One Off Payment (OOP) screen
• select All in the Display all payments For: field
• check if the customer has received EdEP in the past 12 months, or in the current calendar year by navigating through each page

See Resources for examples of continuous receipt of income support payments.

See References for more information about notional continuous period of receipt of income support payments.

Has the customer received EdEP:

• in the last 12 months for JobSeeker Payment (JSP) or Parenting Payment Partnered (PPP)
• in the current calendar year for Disability Support Pension (DSP), Parenting Payment Single (PPS), Carer Payment (CP) or Special Benefit (SpB) for single parents?
• Yes, go to Step 2
• No, go to Step 3

Tell the customer they are not entitled to another EdEP until:

• 12 months has passed since their most recent EdEP was paid for JSP or PPP customers, or
• the next calendar year for DSP, PPS, CP or SpB customers

Record a DOC detailing why the customer is not eligible for EdEP and explain the outcome to the customer.

Procedure ends here.

Customers are eligible for EdEP if:

• they were on JSP immediately before starting their course and have been receiving any income support payment continuously for at least 12 months. See References for more information about Notional continuous period of receipt of income support payments, or
• they qualify for Pensioner Education Supplement (PES) and have not received EdEP in the current calendar year for DSP, PPS and SpB

When they claim a student payment, they do not need to provide proof of enrolment (POE).

Is the customer:

• an Austudy or YA student and were previously on JSP immediately before starting their course, or
• a current JSP customer claiming ABSTUDY, Austudy or YA as a student?

• Yes, see Table 2, Step 8
• No, go to Step 4

To qualify for EdEP, the customer must be actively undertaking either:

• Approved courses of study for Youth Allowance (YA), Austudy and Pensioner Education Supplement (PES)
• Approved courses of study for ABSTUDY, ABSTUDY Pensioner Education Supplement (PES) and Assistance for Isolated Children (AIC)
• Adult Migrant Education Program (AMEP)
• Skills for Education and Employment (SEE)
• Small Business Training, see Self-Employment Assistance

The customer does not need to be getting ABSTUDY, Austudy or YA as a student to qualify for EdEP.

Note: customers doing a Startup Year Course must provide evidence they are enrolled in the course and be selected for a STARTUP-HELP loan to be eligible for EdEP. See Startup Year Courses for further information.

Is the customer undertaking, or intending to undertake study in an approved course?

• Yes, go to Step 5
• No, they do not qualify for EdEP
• record a DOC explaining why the customer is not eligible, and
• tell the customer the outcome
• procedure ends here

Customers currently receiving JSP or PPP qualify for EdEP if, just before starting an approved course of study they:

• were getting their current payment, and
• have been on an income support payment (which may not be their current payment) continuously for 12 months or longer

See References for more information about Notional continuous period of receipt of income support payments.

See the Resources page for more details and examples of one EdEP per 12 months or calendar year.

DSP, PPS, CP and SpB customers must qualify for PES paid under the Social Security Act. ABSTUDY PES is not a qualification for EdEP

JSP customers additional information:

• JSP customer's full-time approved course details should be available on their proof of enrolment (POE), the Activity and Exemption Summary (AEX) screen or the Points Based Activation System (PBAS) Dashboard in Process Direct. EdEP may be payable on or after the start date of the approved course if all other EdEP requirements are met
• Principal carers getting JSP may be considered full-time even though they may be studying part-time
• JSP with a partial capacity to work may be considered full-time even though they may be studying part-time
• Customers getting PES transferring to JSP who meet all other requirements remain eligible for EdEP
• EdEP is not payable to activity tested customers who have a participation exemption in place
• Disability Employment Services (DES) participants may have the course declared in a Job Plan
• To check an approved activity in Process Direct:
• Select Customer Summary from the Process Direct landing page
• Enter the customer's CRN, select Go
• Key 'AEX' in the Super Key, select Enter
• The Activity and Exemption Summary (AEX) will show
• To check the PBAS Dashboard in Process Direct:
• In the customer's record, key 'PBAS' in the Super Key, select Enter
• The Points Based Activation System (PBAS) Dashboard shows
• Enter the required dates in the Date from and Date to fields
• Select Search
• To check current DES participants OR periods before 1 July 2022, JSP customers must have a full-time approved course included in their Job Plan as an approved activity. To view Job Plan in Process Direct:
• Select > Participation Summary > Job Plan
• See Negotiating Centrelink Managed Job Plans

PPS customers additional information:

• PPS customers starting a course and getting PES who then transfer to JSP, remain eligible for PES while continuing the same course.
• PPP customers transferring to JSP and continuing the same approved course remain eligible for EdEP if they are getting JSP before the start of their next semester. This rule applies until they complete the same approved course. If they start another course while on their new payment, they can only request payment of EdEP 12 months after their last EdEP was paid
• PPP customers can undertake either a full-time or part-time course
• PPS customers transferring to PPP and continuing the same approved course remain eligible for EdEP if they are getting PPP before the start of their next semester and all other qualifying requirements are met. This rule applies until they complete the same approved course. If they start another course while on their new payment, they can only request payment of EdEP 12 months after their last EdEP

Note: EdEP cannot be claimed once the student has completed the course.

Does the customer qualify for EdEP?

• Yes, go to Step 6
• No:
• Select the Notes icon to record a DOC detailing why the customer is not eligible and explain the outcome to the customer
• If the system is incorrectly paying EdEP to the customer, see Table 2, Step 7, otherwise, procedure ends here

Is the customer on JSP or PPP?

• Yes, go to Step 8
• No, go to Step 7

Is the customer on DSP, PPS, JSP (as a single principal carer), SpB or CP and qualified for PES?

• Yes, go to Step 8
• No, the customer is not eligible for EdEP. Select the Notes icon to record a DOC detailing why the customer is not eligible and explain the outcome to the customer. Procedure ends here

JSP single principal carers are not automatically eligible for EdEP when PES is granted. These customers must also be:

• considered full-time (15hrs per week) for mutual obligation purposes, and
• studying an approved course of study. To view an approved course of study, enter 'AEX' or 'PBAS' in the Super Key
• See Negotiating Centrelink Managed Job Plans
• Note: for DES participants or periods before 1 July 2022, select >Participation Summary > Job Plan

If a student contacts and states they are getting PES but have not received EdEP, check if they have received EdEP in the past 12 months.

Is the customer automatically eligible for EdEP?

• Yes, if EdEP has:
• been paid, tell them when they were paid EdEP. Procedure ends here
• not been paid, go to Step 9
• No, go to Step 10

In Customer First:

• Check if PES has been granted and payments have started. The benefit status line will reflect EPF/CUR. Check the customer's record in the Small Benefits System (ISS), under Service Reason EPF, using the PES task selector (ESTS) screen. EdEP will not be delivered until after the first PES payment is made. If the customer is eligible for payment, and the system had not auto paid the EdEP, go to Step 12
• If PES has not been claimed, tell the customer to:
• complete an online claim for PES
• lodge verbally via Assisted Customer Claim (ACC) or
• issue a paper Claim for Pensioner Education Supplement (SY004)
• return the form via Upload documents online, reply paid envelope or their service centre

Record a DOC detailing advice given to customer.

Procedure ends here.

Has the customer already completed their course?

• Yes, EdEP cannot be paid once the student has completed the course. Select the Notes icon to record a DOC detailing why the customer is not eligible and explain the outcome to the customer. Procedure ends here
• No, for:
• JSP customers, go to Step 11
• all other customers, go to Step 12

Check if the JSP customer’s study falls under one of the following:

• the short course guidelines
• Adult Migrant Education Program (AMEP)
• Skills for Education and Employment (SEE)
• Small Business Training, see Self Employment Assistance

Is the JSP customer undertaking study under one of the above?

• Yes:
• provider managed and volunteer job seeker customers, see Table 2, Step 1
• Centrelink managed customers, see Table 2, Step 3
• No, for JSP customers undertaking study not under one of the above, go to the Miscellaneous Circumstances Details (NMIS) screen and code:
• Current Circumstances: field, key:
  FTE if the customer is undertaking full-time study
  PTE if the customer is undertaking part-time study
• the date of effect will be the student start date

If FTE is coded for JSP customers whose course is not approved as a short course, JSP will cancel, reason STU, and EdEP will automatically issue if qualified. The customer no longer qualifies for JSP because of participation in full-time study; they may wish to test their eligibility for a student payment. Customers should use the Payment and Service Finder if they need more help. See Resources for a link.

If PTE is coded, the customer is not eligible for EdEP. See JobSeeker Payment (JSP) customers returning to (or continuing in) part-time study.

Procedure ends here.

Select the system being used.

If the customer is entitled to EdEP, manually code the OOP screen:

• Go to the One Off Payments (OOP) screen
• Select Add
• On Create one off payment, complete the fields
• Service reason: select the payment type, select the appropriate payment type reason
• Payment type: select EDP
• Date of effect:
• the date the customer started studying, or
• today's date if study has not yet started, or the customer is in their 2nd or subsequent year of study
• Select Save
• Complete the Receipt Date and Channel then, Save
• Select Assess and address any errors/warnings
• Select Finish. Record details of the update
• Select Finalise to compete transaction

Procedure ends here.

If the customer is entitled to EdEP, manually code the OOP screen:

• Go to the One Off Payments (OOP) screen
• Type EDP in the Payment type: field
• The date of effect must be either:
• the date the customer started studying, or
• today's date if study has not yet started, or the customer is in their 2nd or subsequent year of study

Note: the OOP screen will not accept a date in the Effect date field that is more than 12 months in the past.

After the activity is completed, the system will show the correct date on the OOP screen.

Record a DOC and tell the customer the outcome.

Procedure ends here.

Select the customer's circumstance.

The start date of the full-time approved course must be recorded on their Activity and Exemption Summary (AEX) screen. Payment must not be issued until on or after the start date of the course.

• Select Customer Summary from the Process Direct landing page
• Enter the customer's CRN, select Go
• Key 'AEX' in the Super Key, select [Enter]
• The Activity and Exemption Summary (AEX) will show

Check if one the following codes is already present on the AEX screen:

• SHD (Short Course)
• SEI (Small Business Training)
• AME (Adult Migrant English Program)
• DLN (Skills for Education and Employment)

Has the customer provided acceptable proof of enrolment or are one of the above codes present on the AEX screen?

• Yes:
• this is sufficient evidence and the customer is entitled to EdEP
• manually code the OOP screen, go to Step 5
• No, go to Step 2

There will be no requirement to code SHD on the AEX screen. If they do not have written proof of enrolment (POE), tell the customer they must supply POE for assessment of eligibility to EdEP.

Once POE is provided and the customer is assessed as eligible for EdEP manually, code the OOP screen and go to Step 5.

Does the customer’s PBAS Dashboard include all required study information to assess EdEP?

• Yes:
• Manually code the OOP screen before the activity code SHD transaction transfers from the provider
• Go to Step 5
• No:
• Tell the job seeker to contact their employment services provider to discuss including their short course as mutual obligation requirements
• Proof of enrolment (POE) can be supplied by the customer to assess EdEP
• Procedure ends here

Centrelink managed job seeker with mutual obligation requirements contacts to request payment of EdEP.

The start date of the full-time approved course must be recorded on their Activity and Exemption Summary (AEX) screen. Payment must not be issued until on or after the start date of the course.

• Select Customer Summary from the Process Direct landing page
• Enter the customer’s CRN and select Go
• Key AEX in the Super Key and select [Enter]
• The AEX screen will show

Check if one the following codes is already present on the AEX screen:

• SEI (Small Business Training)
• AME (Adult Migrant English Program)
• DLN (Skills for Education and Employment)

Has the customer already started study in one of the above courses?

• Yes:
• This is sufficient evidence and the customer is entitled to EdEP
• Manually code the OOP screen
• Go to Step 5

• No:
• If the customer has started a short course, go to Step 4
• If study will commence in the future, go to Step 6

Check if Services Australia is permitted to approve a short course for the customer as per Part-time or full-time study as an approved activity for JobSeeker Payment (JSP).

Is the short course accepted as an approved activity?

• Yes:
• Check it is an approved course under the short course guidelines.
• If the course is approved, code the details on the Short Course Details screen. The Short Course Details screen can be accessed through the Participation Summary link in Process Direct
• If eligible, payment of EdEP is automatically assessed when coding is completed
• DOC the customer record using the keyword EDEPPAID and include the course details
• Procedure ends here
• No:
• Pay EdEP manually, go to Step 5

Select the system being used.

• Go to the One Off Payments (OOP) screen
• Select Add
• On Create one off payment, complete the following fields:
• Service reason: select the appropriate payment type reason
• Payment type: select EDP
• Date of effect: must be either the date the customer started studying or today’s date, if study has not started yet or the customer is in their second or subsequent year of study
• Select Save
• Complete the Receipt Date and Channel then Save
• Select Assess and address any errors/warnings
• Select Finish. Record details of the update
• Select Finalise to complete the transaction
• Record a DOC and add the keyword EDEPPAID
• Procedure ends here

• Go to the One Off Payments (OOP) screen
• Complete the following fields:
• Payment type: select EDP
• Date of effect: must be either the date the customer started studying or today’s date, if study has not started yet or the customer is in their second or subsequent year of study
• Complete the activity. The system will show the correct date on the OOP screen
• Record a DOC and add the keyword EDEPPAID
• Procedure ends here

Payment must not be issued to JSP customers until on or after the start date of the course.

In Customer First:

• Create a manual review on the review Registration (RVR) screen and complete the fields as follows:
• Service Reason: JSP
• Review Reason: STU (Follow Up Studies Commitment)
• Due Date: course start date
• Source: INT
• Date of Receipt: today’s date
• Notes: ‘Customer contacted on XX/XX/XXXX to advise they commence study in the future. Course start date is XX/XX/XXXX. Check to see if course can be accepted under shourt course guidelines and assess EdEP. See OB 108-08050000’
• Keywords: SHDSTA
• Workgroup: leave blank
• Transfer to Region: leave blank
• The review will mature on the Due Date coded in the RVR activity. Workload Management will allocate the review for manual action
• DOC the customer’s record using the keyword EDEPPAID and include the course details
• Procedure ends here

If activity code SHD is coded for a student and the course is not full-time, they may not be entitled to EdEP.

Note: if the system wants to pay EdEP for these students, go to the OOP screen while in the activity and record a NIL amount to stop the payment.

Procedure ends here.

Is the customer claiming a student payment?

• Yes:
• manually code the NMIS screen using the code 'FTE' as part of the transfer activity from JSP to the student payment
• Event Date: field, key the grant date
• No:
• and they are receiving a student payment, go to Step 9
• for all other reasons, tell the customer they are not entitled to EdEP, as they do not meet eligibility requirements. Procedure ends here

Is the customer receiving a student payment and has a participation exemption?

• Yes:
• EdEP is not payable to activity tested customers who have a participation exemption in place
• Record a DOC detailing why the customer is not eligible and explain the outcome to the customer
• No, manually code the OOP screen:
• Type EDP in the Payment type: field
  if the customer is in their first year of study, code the course start date in the Date of Event: field
  if the customer has already completed their first year of study, code the 1^st of January of the current year in the Date of Event: field
• Record a DOC
• Tell the customer the outcome