1. The first time you sign in, a Set up Housing Connect window opens.
2. Enter your Username and Password → Test connection → Save and continue

1. Create Project → Lease-up project
2. Enter the Lottery ID → Confirm
3. Check the Project Review page
4. Answer the credit check question → Create Project

If something goes wrong

• "This ID belongs to…": the project already exists. Click View to open it.
• "Couldn't sync": Housing Connect didn't respond. Try again a little later.

1. Open your project → Summary → Units → Attachment U
2. Upload Attachment-U: drop in the file or click Browse (.csv, .xlsx or .xls)
3. Check the import report. It compares your unit counts with Housing Connect.
4. Subsidized units? Select subsidized units → check the pre-selected units → Confirm subsidized units

1. Open your project. Your Tasks show Upload Applicant List to start batching.
2. Upload Applicant List → choose the file (CSV, XLSX or XLS, up to 25MB)

Next stop on the way to a signed lease: your first batch.

1. Open your project → Applicants → Run Batch
2. Set Number of Applicants → Pull Batch
3. When it finishes → Start Batch Triage
4. Check each list. Keep or change Harmony's suggestion → Submit Changes

1. Checklist → Household Information → click any document name. The review window opens with every household member.
2. Left side: click one member's document at a time, like a photo ID.
3. Right side: review it → Update Status → Approved or Rejected
4. Repeat for every household member. Then do the same in the other three sections below.

Check for:

• A photo ID, birth certificate, or proof of relationship for each person
• Names and birth dates that match the application

1. Employment Income, Benefit Income, or Other Income → click any document name.
2. Left side: click one member's income document at a time.
3. Right side: review it → Update Status → Approved or Rejected
4. Someone's income proof missing? Section ··· → Request a document

Check for:

• Recent pay stubs, employer letters, benefit award letters, or child support proof
• Name, employer, and amounts that match what the applicant reported

1. Household Assets → click any document name.
2. Left side: click one member's statement or proof at a time.
3. Right side: review it → for a bank statement, record the balance → Update Status → Approved

Check for:

• A statement or proof for every bank account
• Every asset they still hold, and any asset sold for less than full value
• The name matches, and the statement is recent

1. Rent History → click any document name.
2. Left side: click one document at a time.
3. Right side: review it → Update Status → Approved

Check for:

• A letter showing the current rent amount
• 12 months of rent payments, such as receipts or bank records

1. Household Assets → open the statement → Review transactions
2. See something unusual? Note a transaction to flag it → Send to applicant
3. Now it's on the applicant. They explain each deposit from their dashboard.
4. You'll get a notification: A deposit form is ready for your review. Open the applicant → Accept each explanation, or Reject and Feedback to ask again.
5. All accepted? Approve and Send to Sign. The applicant signs the deposit form, and you're notified again.
6. Attest and Finalize review to finish.

• Missing? Section ··· → Request a document
• Doesn't apply? Document ··· → Waive item
• Applicant emailed it to you? Document ··· → Upload file

1. Open Income Worksheet in the checklist, or Income Worksheet at the top right, next to Quick Actions
2. Click an income source in the list. Its documents open on the left, the calculator on the right.

For each income source

1. Pick a Calculation method:
   • Pay stub calculator: enter each stub's Pay date and Gross pay, then the YTD gross from the newest stub.
   • Enter a figure: type an annual amount you already worked out, with a note.
2. Check the Income basis. Harmony picks the Handbook default. Choosing another one needs a note.
3. Compare the numbers with the documents on the left → Save entry

When every source is saved

1. Check Current worksheet total against Application attested (Housing Connect), the income the applicant reported.
2. Apply as official figure → check the amount → Apply

• A document changed later? Re-enter that source, then apply again.
• Need a copy for the file? Export PDF

• No need to change it while you're still reviewing. Harmony moves the status for you after triage, at the first upload, when a deadline passes with nothing uploaded, when you assign a unit, when you record an appeal decision, and when Housing Connect updates it. Applying the Income Worksheet doesn't change it.
• Change it yourself once you've made a decision: Eligible, or Ineligible / Rejected. Later on, you also set Agency Review and Waiting Signature.

1. Scroll to the top of the applicant's page. Click the status next to OVERVIEW.
2. Choose Eligible, or Ineligible / Rejected

1. Quick Actions → Send Notice
2. Pick the notice → check every reason that applies
3. Read the Email Preview → Send

• Paper applicant? Print it, mail it, and fill in the Mailing record.
• Already sent outside Harmony? Mark as sent

1. Quick Actions → Assign Unit
2. Pick a unit tagged Compatible → Assign Unit

• Harmony updates the applicant's status for you.
• Log-order warning? Someone with a lower log number is waiting. Only continue with a real reason in Override reason.

1. Quick Actions → Generate forms
2. Check the forms → Generate
3. First time for this household? Enter the Move-in, Effective, and Next recertification dates → Generate forms
4. Open the form. Blank fields? Edit form → Send for signature

1. Send the file to HPD or HDC when your building requires it → set the status to Agency Review
2. When they confirm → Record Agency submission acknowledgement

• Not sure if every file goes to the agency? Ask your supervisor.
• Wait for agency review to finish before the lease, move-in, or taking any money from the applicant.

1. Lease out → set the status to Waiting Signature
2. Once the lease is signed in Housing Connect, Harmony moves the household to Occupant for you.