United Way Workforce One User Manual
Contents
1. 3 Enter the decimal and two decimal places for dollar amounts but no comma or dollar sign 5000 00 not 5 000 4 Use links at the top of each page to navigate through the WF1 system e g to go back to home page of WF1 click on the Home link at the bottom of the page 5 You must have the appropriate access rights to view another program s data such as Minnesota Family Investment Program MFIP 6 WFI accepts upper or lower case entries so capitalize proper names 7 Though the United Way does not require you input participant information into fields not marked by an asterisk you are still welcome to enter this information for it may be useful in the future 8 Be careful not to accidently change a drop down list selection if the cursor pointer is located on the field when highlighted blue Moving the mouse wheel can change the selection Move your cursor away from the drop down box after choosing an answer United Way Workforce One User Manual January 29 2015 NEW CLIENT ENTRY Search for an Existing Record in WF1 A potential client may already have a record in WF1 because they participated in another program that uses WF1 for reporting purposes You must search for an existing record before adding a new one 1 After logging in hover your mouse if Search and click on Person WORKFORCE ONE Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Person Dashbo s2. Last Name Twombly First Name Cy MI Alias Last Alias First Alias MI Phone f Ext Phone Type i If other please specify TTY Video None Selected z al None Selected x F None Selected 7 mn A None Selected r n E E mail Residential Address Address1 1928 Preamium St Address2 City Minneapolis State Minnesota a E Zip 55405 County Hennepin Country United States Last Address Moved Date A Mailing address same as residential address Mailing Address Address1 Address2 City State Zip Country Hide Alternate Contact List No alternate contacts Add Alternate Contact save cancel 4 Click on the Program New App tab to begin the intake process for your United Way funded program 12 United Way Workforce One User Manual January 29 2015 INTAKE ENTRY To enroll a client into a United Way funded program you start by opening an Application and finish by confirming their Enrollment For United Way s purposes you can ignore the Eligibility tab Application 1 In your participants account click on Cases gt Program New App to view the client s Application Summary table 2 Press the Add New Application button Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Program Summary Tester Test Record ID 101832484 Cane Ralaton o 2 No program sequences to displ
3. 3 4 Click Next to retain all the information as entered into the Activity tab Click Save to complete and retain all entered Activity information Or click Save and Open New Activity to save inputted information and go back to Activity Summary page where another activity can be added The definition of occupational skills training comes from Social Policy Research Associates amp Public Private Ventures 20 United Way Workforce One User Manual January 29 2015 Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Activity Tester Test Record ID 101832484 Program Seq 1 Agency Location Entered by Daniel Jay Assign to Staff Current Primary Activity Type Sectoral Employment Initiative Change Activity Staff 7 Hide Open Activity Start Date E 4 fis Estimated End Date Funding Stream Emerge Workforce Activity Sub Type Estimated Cost Estimated Hours User Defined Text 1 User Defined Text 2 User Defined Date Show Comments Show Case Note 7 Hide Close Activity End Date a Completion Results Actual Cost Actual Hours 21 United Way Workforce One User Manual January 29 2015 Update an Open Activity 1 Select an existing activity from the Action column OR you may start a new activity Home Search My Tasks Recent Work Manage Case Manage Progr
4. Actual Co Actual Hours None Selected Save Save and Open New Activity Cancel Enter all the information for required fields as well as information required by United Way as listed in the United Way Activities Section below The following is a list of definitions for data elements captured within the Activities section of WF1 by United Way Start Date End Date Start Date Cannot be prior to Enrollment Date and can be a future date 25 United Way Workforce One User Manual January 29 2015 End Date The date at which the participant completes the service activity or program Note You can have multiple activities open until you decide to enter an outcome into WF1 5 Click Save to complete and retain all entered Activity information Click Save and Open New Activity save inputted information and go back to Activity Summary page where another activity can be added The End Date cannot be prior to the start date nor more than 14 days into the future 26 United Way Workforce One User Manual January 29 2015 UNITED WAY ACTIVITIES The Activity Status section records key data required by United Way and tracks a participant s steps toward a goal It is important to note that three categories that are labeled as activities in the WF1 system are considered to be outcomes by United Way 12 Month Retention 6 Month Retention and Job Placement This section describes how t
5. identifying new opportunities etc when should they be recognized as exiting from the program WF1 When a participant no longer receives services from a program they can be recognized as having exited the program What if I tried to transfer a default assigned caseload to myself but the closed cases did not transfer What needs to be done with these closed cases If you know that you will not be working with the closed cases anymore you do not need to worry about doing anything further with these cases However if you need to assign the closed cases to yourself you can do so through the History tab 43 United Way Workforce One User Manual January 29 2015 7 What if I mistakenly entered a client as having provided wage detail consent when they actually did not How can I rectify that in their record You can correct a client s preference to provide wage detail by going to the History tab in the person s record You then select Wage Detail Consent on the blue line Select the Program link Under Actions select Change 44 United Way Workforce One User Manual January 29 2015 Appendix 1 Sample Consent Form pg 48 Attached you will find a template to obtain an individual s Consent to Release Information should your agency need one As a reminder consent from each individual participant to allow DEED to release his her de identified information to GTCUW for the ROI project must be obtained and kept on fi
6. 30 000 individuals who live at or below 200 of the federal poverty line by an average of 5 000 Our primary strategy to reach this goal is to provide grant funding for area Jobs and Training programs Measuring Impact GTCUW evaluates jobs and training programs by how well they achieve the specified outcome Low income adults increase annual earnings through training placement and 12 month retention To measure and improve the impact of G CUW jobs and training programs we collect and analyze both state level data and data provided by our grantees In 2010 we partnered with the Governor s Workforce Development Council to develop a methodology that measures the return on public and philanthropic investment ROI This methodology compares the total cost of the program to its total benefits ROI Total Benefit Increased Wages Taxes Paid Incarceration Avoidance Public Assistance Avoidance Total Cost Program Cost Tax Payer Investment Charitable Investment Workforce One will be used for three purposes 1 to help collect data for annual reporting purposes 2 to support reporting needs of our grant funded agencies and 3 to support our grantees work by analyzing the return they get on each dollar invested in their programs Workforce One WF1 is the database we use to collect and manage participant data for all GTCUW funded Jobs and Training programs Data entered into WF1 helps capture the benefits that job training progra
7. Resources Help Activity Summary Tester Test Record ID 101832484 7 Hide N Seq 1 Enrolled Enrollment Date 10 10 2014 Exit Date Activity Subtype Funding Stream Start Date Staff Agency Action End Date r r 10 22 2014 Basic Skills Trng Open Edit Delete Copy Assessment Test 10 10 2014 Edit Delete Copy ii JEES Add CP Activity 24 United Way Workforce One User Manual January 29 2015 2 At the bottom of the Activity page click the Show Activity tab IF it is hidden 3 Input participants Activity closure information in the open fields and dropdown menu Tester Test Program Seq 1 Agency Location Entered by Assign to Staff Activity Type Activity Minneapolis Daniel Jay Current Primary Staff Basic Skills Training Record ID 101832484 Hide Open Activity Start Date Estimated End Date Funding Stream Activity Sub Type Estimated Cost Estimated Hours User Defined Text 1 User Defined Text 2 User Defined Date 10 22 2014 Hide School Info School School Location Training Title O NET Training Program CIP Search Validat School Clear School codd for new search Select school tp populate this field V Clear CIP code for new search Show Comments 7 Show Case Note 7 Hide Close Activity End Date EE Completion Results
8. of financial education via pre post test and helping them implement a savings spending plan 2 Go to Cases gt Activity 3 OR click the Save and Open New Activity Status button at the bottom of the page and select Financial Education Services from the Activity Type drop down 4 Click on the button Next at the bottom of the page 5 United Way Required Fields a From the Activity Status Type drop down select Financial Education b Start Date Cannot be prior to Enrollment Date and can be a future date c Completion Results If the participant completed two hours of financial coaching classes select the option that states Satisfactorily Completed from the drop down menu d User Defined Text 1 If the participant demonstrates increased knowledge of financial education via pre post test enter True Otherwise enter False e User Defined Text 2 If the program has helped the participant successfully implement a Savings and Spending Plan enter True Otherwise enter False f End Date The date at which the participant completes the service activity or program 6 Click Save Note This was an optional indicator in the RFP process however if your agency committed to reporting on this indicator then you must enter the information above 34 United Way Workforce One User Manual January 29 2015 Exiting a Participant This section of WF1 records whether or not the participant has ac
9. the client The first time you enroll a client in an activity you should select Assessment Testing under the drop down menu for Activity Type Om Wage Detail Consent Given D Yes O No Effective Date Ea Open Initial Activity Activity Type None Selected vj Activity Sub Type Estimated End Date L al Case Note Spell Check Enroll Enroll and Add Another Activity Save without Enrolling Cancel 2014 MN DEED For login issues call 651 355 0500 For all other WF1 issues submit a service desk ticket https apps deed state mn us survey ticket shtml 7 If you cannot complete all your data entry at this time scroll to the end of the web page and click Save Without Enrolling If there are more activities to be added click Enroll and Add Another Activity When finished entering all the required fields listed on this page click Enroll 17 United Way Workforce One User Manual January 29 2015 ACTIVITY The Activity section records key data required by United Way for Return on Investment analysis Capturing data is particularly important for three indicators that United Way considers as outcomes job placement 6 month retention and 12 month retention These milestones are listed as Activities in WF1 however United Way considers them outcomes refer to logic model on page 3 It is not intuitive that the three outcomes will be recorded in the Activities section i
10. which program participants demonstrate 12 months of continuous employment continue to be employed 365 days post placement Twelve month job retention is reflective of the job placements that occur a full year prior to reporting year 6 Month Retention The point at which program participants demonstrate 6 months of continuous employment continue to be employed 180 days post placement Assessment Testing An evaluation of the participant s capabilities needs and vocational potential This includes assessment to identify skills career interests goals eligibility fit for program and barriers Basic Skills Training Program provided for students who need goal specific elementary or secondary level basic skills such as work related math functional literacy reading or writing assistance Financial Education Services Classes or workshops that provide participants with the skills and knowledge they need to make informed and effective financial decisions This includes two hours of financial coaching increase in a participant s knowledge of financial education via pre post test and helping them implement a savings spending plan 19 United Way Workforce One User Manual January 29 2015 Individual Plan Development Counselors must determine the length of training by an accurate assessment of the job difficulty the participant s skill and education previous work experience and discussions with the proposed employer
11. 2 month retention has been attained How do we track if a client gets fired and comes back to the program Since you do not have to exit people until they have been employed for 12 months you will enter job placement as an activity You can create as many job placement activities as you need If you have already exited a person by completing their outcome and they come back into your program you can click the Re open Prog Seq or re open program sequence button next to their name on the summary screen to begin working in their record again Upon WFI entry if a participant is found to be currently receiving services with another United Way grantee what should happen United Way recommends that agencies follow their normal protocol for dealing with participants that are receiving services with another United Way grantee For example you could have a client sign a consent form to follow up with another agency If one participant ends up with multiple placements while enrolled in the program which one do we enter as the Job Placement outcome exit them from a program If a participant has multiple placements open a new activity status for each placement Under the activities section you should be able to open multiple activities under the category of Job Placement You can enter an outcome once the individual is ready to completely exit the program Some participants move from one sub program to another gaining new skills
12. Enrollment Date and can be a future date Estimated Hours The participant s estimated hours for this activity Hourly Wage If the participant works multiple jobs calculate the average as the total weekly earnings divided by total hours worked Health Coverage The field labeled User Defined Text 1 should describe the participant s health care status Enter one of the following options upon closing the activity in WF1 o True If covered by employer enter 31 United Way Workforce One User Manual January 29 2015 o False If not covered by employer enter f End Date The date at which the participant completes the service activity or program g Click Save 12 Month Retention Services 1 12 Month Retention definition The point at which program participants demonstrate 12 months of continuous employment continue to be employed 365 days post placement Twelve month job retention is reflective of the job placements that occur a full year prior to reporting year 2 Go to Cases gt Activity 3 OR click the Save and Open New Activity Status button at the bottom of the page and select 12 Month Retention from the Activity Type drop down 4 Click on the button Next at the bottom of the page 5 United Way Required Fields a From the Activity Status Type drop down select 12 Month Retention b Start Date Cannot be prior to Enrollment Date and can be a future date c Estimated Hours The participant s esti
13. Job Placement The point at which individuals enter unsubsidized employment in a competitive placement as a result of participating in the program during the reporting year typically this is a calendar year Occupational Skills Training An organized program of study that provides specific vocational skills that lead to proficiency in performing actual tasks and technical functions required by certain occupational fields at entry intermediate or advanced levels Paid Work Experience Participants engagement in temporary or transitional employment to gain basic work readiness maturity competency and skills e g paid internships supported work temporary staffing Placement Services Services leading to a job placement including job search and placement assistance counseling testing background checks working with the employer and job seeker workshops resume building and interview preparation Support Services Childcare clothes drug and alcohol counseling emergency financial assistance family involvement healthcare needs related payment personal counseling temporary shelter transportation and other services see the glossary for a table of support services Note Even though 12 Month Retention 6 Month Retention and Job Placement are listed as activities they are considered outcomes by United Way Please see details about the information that United Way requires to be entered under these activities below
14. United Way Workforce One User Manual January 29 2015 United wv Way Greater Twin Cities United Way Workforce One User Manual Jobs and Training Programs January 2015 United Way Workforce One User Manual TABLE OF CONTENTS Introduction Purpose Measuring Impact Logic Model Snapshot of Required Data Client Participation Requesting Access Getting into WF1 Contacts User Tips New Client Entry Search for an Existing Record If No Record Exists Intake Entry Application Enrollment Activity Status Open a New Activity Update an Open Activity Close an Activity Activities Assessment Testing Individual Plan Development Basic Skills Training Occupational Skills Training Placement Services Support Services Job Placement 6 Month Retention 12 Month Retention Paid Work Experience Sectoral Employment Initiative Financial Education Services Closing a Record Selecting an Outcome Running Reports Run Reports Glossary Frequently Asked Questions Appendix January 29 2015 United Way Workforce One User Manual January 29 2015 INTRODUCTION Purpose Greater Twin Cities United Way GTCUW unites caring people to build pathways out of poverty creating opportunity for all We work in three major areas Stabilizing Families Helping Children Succeed and Empowering Healthy Lives One of our goals in the area of Stabilizing Families is to increase the annual earnings of
15. am Reports References Resources Help Activity Summary Tester Test Record ID 101832484 7 Hide Seq 1 Enrolled Enrollment Date 10 10 2014 Exit Date Activity Subtype Funding Stream Start Date Staff Agency Action End Date x 10 22 2014 Basic Skills Trng Open Edit Delete Copy Assessment Test 10 10 2014 Edit Delete Copy Open Add CP Activity 22 United Way Workforce One User Manual January 29 2015 2 You can update most fields except Activity Type and Start Date Click Save Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Estimated End Date Funding Stream Activity Sub Type Estimated Cost Estimated Hours User Defined Text 1 User Defined Text 2 User Defined Date Ld Ld s _ Activity Tester Test Record ID 101832484 Program Seq 1 Agency Location Minneapolis Entered by Daniel Jay Assign to Staff Activity Type Assessment Testing 7 Hide Open Activity Start Date 10 10 2014 Ld Show Comments 7 Show Case Note 7 Hide Close Activity End Date 8 Completion Results Actual Cost Actual Hours None Selected v Save 23 United Way Workforce One User Manual January 29 2015 Close an Activity 1 Go to Program gt Activity Status Click on LP Your Program Name Home Search My Tasks Recent Work Manage Case Manage Program Reports References
16. aved Searches My Info Advanced Search 1 Tickler TAA Worker No Tickle User No Appoi Agency Common ID 2 Enter your client s last name or Social Security Number SSN to determine if he or she is in WF1 This search prevents duplicate records and saves data entry time Click Search 1 User tip If the search returns no record search on last name instead of SSN or leave the first name field blank United Way Workforce One User Manual January 29 2015 WORKFORCE ONE Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Person Search Hide Search Criteria Last Name Johnson e T i Name A gt SSN EA Record ID e For common last names enter the person s first initial with an to narrow the search results 3 Click on your client s name Last name searches return all records matching the last name and first initial if used while a SSN search returns one matching record WORKFORCE ONE Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Person Search Show Search Criteria Hide Search Results Show 25 100 200 500 Displaying 1 to 3 of 3 Record ID MAXIS Case MAXIS PMI City Birth Date 100000387 Hutchinson 01 01 1994 100000558 Monticello 09 16 1979 100000370 Monticello 10 15 1997 4 Double check the General gt At A Glance sc
17. ay Program New App 3 In the drop down list for program find and select the name of your agency s program Enter the Application Date in this format MM DD Y YYY Under the Agency drop down list select your agency Under the COFFR drop down list select United Way SDA 71 Under Location select the location of your program Assign a staff person optional Click on Continue to Eligibility 13 United Way Workforce One User Manual January 29 2015 Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help New Application Tester Test Record ID 101832484 Step 1 Application 2 Eligibility 3 Enrollment Program None Selected Application Date E Agency None Selected 7 Program New App COFFR None Selected x Location Select Program and Agency to populate this field Service Model Select Program Agency and COFFR to populate this field x Primary Staff Select Location to populate this field E Support Staff Select Location to populate this field z Send Tickler E 7 Show Case Note Show User Defined Fields Continue to Eligibility Save and Exit Wizard Cancel The application date cannot be a future date or more than six months old In addition when the Program name is selected the Agency and COFFR name might appear 4 The At A Glance page now lists the individual s status in the program as El
18. ay DEED and Greater Twin Cities United Way will use this information in order to track your employment status and wages without having to reach you directly minimizing the time and effort required by you and them Greater Twin Cities United Way will also use this information to evaluate the success of the program in which you are enrolled What personal information will be shared with DEED and Greater Twin Cities United Way By signing below you authorize name of agency to collect and share the following personal information with DEED and Greater Twin Cities United Way Elements marked with an will not be given to Greater Twin Cities United Way e Name e Race e Social security number e Employment status e Date of birth e Wages or salary e Gender e Public assistance e Ethnicity e Felony conviction in the last 7 years How will this information be used This information will be used by name of agency and Greater Twin Cities United Way for the purpose of tracking your employment status wage or salary information and evaluating the success of the program in which you are enrolled How long will the information be shared Greater Twin Cities United Way and DEED may use your personal information to track your employment status and wages or salary information for up to three years Do I have to give my consent to share my information No you will not be denied services or treated differently if you choose not to give p
19. button Next at the bottom of the page 30 United Way Workforce One User Manual January 29 2015 5 United Way Required Fields a b C From the Activity Status Type drop down select Job Placement Start Date Cannot be prior to Enrollment Date and can be a future date Estimated Hours The participant s estimated hours for this activity Hourly Wage If the participant works multiple jobs calculate the average as the total weekly earnings divided by total hours worked Health Coverage The field labeled User Defined Text 1 should describe the participant s health care status Enter one of the following options upon closing the activity in WF1 o True If covered by employer enter o False If not covered by employer enter f End Date The date at which the participant completes the service activity or program 6 Click Save 6 Month Retention Services 6 Month Retention definition The point at which program participants demonstrate 6 months of continuous employment continue to be employed 180 days post placement 1 Go to Cases gt Activity 2 OR click the Save and Open New Activity Status button at the bottom of the page and select 6 Month Retention from the Activity Type drop down 3 Click on the button Next at the bottom of the page 4 United Way Required Fields a b C From the Activity Status Type drop down select 6 Month Retention Start Date Cannot be prior to
20. c Skills Trng 10 22 2014 Primary Staff Assessment Test 10 10 2014 Primary Staff Funding Stream Start Date End Date 10 10 2014 Exit Program Sequence 2 7 Show Closed from Application 3 Select the field that indicated why the participant exited the program from the Primary Exit Reason dropdown 35 United Way Workforce One User Manual January 29 2015 e Completed Program Objective The participant completed the program s objectives and is now ready to exit stop receiving services e Returned to School The participant left the program to pursue additional education certification e Withdrew The participant no longer wishes to participate in services and withdraws e Other Any other reason why the participant ends their participation in a service 4 Click the Next button Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Exit Tester Test Record ID 101832484 Program Seq 1 Agency Location Minneapolis Entered by Daniel Jay Primary Exit Reason 7552 2ecs o 3 Completed Program Objective Oth Returned to School Withdrew 5 After clicking Next some Placement Information section fields become required if the Primary Exit Reason involves having completed the program satisfactorily 6 After the required Placement Information fields are filled in click either Save Final Exit if you are complete OR click Save Exit as Pending if you are not finished f
21. choices are o Not disabled o Yes and disability is an employment barrier o Yes disability not a barrier to employment e Limited English Language Proficiency Yes for English as a Second Language speakers whose language barriers impede employment e Veteran Status Yes if the person actively served in the United States Armed Forces and was not dishonorably discharged NOTE If the person is a spouse of a veteran choose Yes e TANF MFIP Recipient Yes if the person participates in Temporary Assistance for Needy Families Minnesota Family Investment Program e Refugee Assistance Recipient Yes if the person receives refugee assistance through a county human services agency e General Assistance Recipient Yes if the person receives general assistance through a county human services agency e Food Support Recipient Yes if the person receives Food Support formerly called Food Stamps through a county human services agency e Actual Family Size Enter the number of persons related by blood marriage or adoption living in a single residence whose income must be counted for program eligibility same definition as Eligible Family Size e Annual Family Income Multiply eligible family members earnings actual earned wages from employment from the past six months by two and enter the result Determine self employment earnings from the most recent Federal Income Tax return or a more up to date
22. cted e Name e Race e Social Security Number e Employment Status e Date of Birth e Wages or Salary e Gender e Public Assistance e Ethnicity e Felony Conviction in past 7 years Who can see information that is in the State s employment and training data system e People who work for this agency will use it to help provide services to you or your family e Auditors who have legal rights to review the work of this agency e Funds including Greater Twin Cities United Way can review program summary data your data will be made anonymous and summarized with all other program participants e Others when we are required by law including officials with a valid subpoena warrant or court order We will not release your data for any other use unless you give us your written permission Do I have to give my consent to share my information This is program organization specific Please consult your legal counsel to determine the appropriate language for this section have been informed about the collection and entry of my information into the State of Minnesota s employment and training data system if applicable can use the following My signature shows that I permit you to enter my personal information into the State s data system Please see explanation of this form on p 42 before using this form with clients 47
23. e End Date The date at which the participant completes the service activity or program 6 Click Save Paid Work Experience 1 Paid Work Experience definition Participants engagement in temporary or transitional employment to gain basic work readiness maturity competency and skills e g paid internships supported work temporary staffing 2 Go to Cases gt Activity 3 OR click the Save and Open New Activity Status button at the bottom of the page and select Paid Work Experience from the Activity Type drop down 4 Click on the button Next at the bottom of the page 5 United Way Required Fields a From the Activity Status Type drop down select Paid Work Experience b Start Date Cannot be prior to Enrollment Date and can be a future date c Estimated Hours The participant s estimated hours for this activity d Hourly Wage If the participant works multiple jobs calculate the average as the total weekly earnings divided by the total hours worked 33 United Way Workforce One User Manual January 29 2015 e End Date The date at which the participant completes the service activity or program 6 Click Save Financial Education Services 1 Financial Education Services definition Classes or workshops that provide participants with the skills and knowledge they need to make informed and effective financial decisions This includes two hours of financial coaching increase in a participant s knowledge
24. e Save and Open New Activity Status button at the bottom of the page and select Placement Services from the Activity Type drop down 4 Click on the button Next at the bottom of the page 5 United Way Required Fields a From the Activity Status Type drop down select Placement Services b Start Date Cannot be prior to Enrollment Date and can be a future date c Estimated Hours The participant s estimated hours for this activity d Partner Program Select the partner program if any paying for this service e Completion Results Select whether or not the client satisfactorily completed an activity f End Date The date at which the participant completes the service activity or program 6 Click Save Note United Way considers job placement as one of its three outcomes along with 6 month and 12 month retention In WF1 counselors staff will record these outcomes and their details in the Activities section This is counterintuitive but needs to be done for reporting and analysis purposes Job Placement 1 Job Placement definition The point at which individuals enter unsubsidized employment in a competitive placement as a result of participating in the program during the reporting year typically this is a calendar year 2 Go to Cases gt Activity 3 OR click the Save and Open New Activity Status button at the bottom of the page and select Job Placement from the Activity Type drop down 4 Click on the
25. e that the form adequately protects your agency and is not legally required by either DEED or GTCUW it is only meant to provide some legal protection for your agency and transparency to your clients e All previous consent obtained through the ROI project is still valid 2 Sample Information entry form pg 49 This form is not required by GTCUW it is provided only as a template if agencies would like to let non consenting participants for the ROI project know up front that their information will be entered into the State s WF1 Database 45 United Way Workforce One User Manual January 29 2015 SAMPLE CONSENT FORM FOR INDIVIDUAL RELEASE OF INFORMATION The program in which you are enrolled at name of agency is funded in part by Greater Twin Cities United Way Greater Twin Cities United Way in partnership with the MN Department of Employment and Economic Development DEED is creating a way for name of agency staff to track your success and the success of the program We would like your permission to collect from and share with DEED and Greater Twin Cities United Way certain personal information about you However you are under no obligation to give this permission By granting your permission below you will be giving name of agency permission to collect and share your personal information with DEED Your information will then be stripped of any identifying detail before being provided to Greater Twin Cities United W
26. entitled Program Name Enrollment 4 Fill out all of the required fields on the Program Name Enrollment page marked by red asterisks United Way requires that you enter the following data e Family Status indicates who the person lives with The choices are o Nota family member does not live with any family members o Other family member lives with one or more family members but is not a parent o Parent in one parent family has sole custodial responsibility for one or more dependent children o Parent in two parent family shares responsibility with another person for dependent children e Labor Force Status at time of enrollment o Employed full time a person who is working 30 hours per week or more o Employed part time a person who is working less than 30 hours per week or less o Employed received term notice military separation person is employed but has received a notice of termination employment from employer or is a Transitioning Service Member o Not employed and previously not self employed unemployed or not actively seeking employment o Not employed and previously self employed farm is now unemployed 15 United Way Workforce One User Manual January 29 2015 o Not employed and previously self employed non farm is now unemployed e Disability Status is a self reported physical mental or learning disability emotional behavioral disorder or substance abuse that has an impact on employability The
27. equired Fields 27 United Way Workforce One User Manual January 29 2015 a Start Date Cannot be prior to Enrollment Date and can be a future date b Completion Results Select whether or not the client satisfactorily completed an activity c End Date The date at which the participant completes the service activity or program 5 Click Save Individual Plan Development 1 6 Individual Plan Development definition Counselors must determine the length of training by an accurate assessment of the job difficulty the participant s skill and education previous work experience and discussions with the proposed employer Navigate to the Activity page OR click the Save and Open New Activity Status button at the bottom of the page and select Individual Plan Development from the Activity Type drop down Click on the button Next at the bottom of the page United Way Required fields a Start Date Cannot be prior to Enrollment Date and can be a future date b Completion Results Select whether or not the client satisfactorily completed an activity c End Date The date at which the participant completes the service activity or program Click Save Basic Skills Training 1 Basic Skills Training definition Program provided for students who need goal specific elementary or secondary level basic skills such as work related math functional literacy reading or writing assistance Go to Cases gt Activi
28. er Manual January 29 2015 Client Participation Data protection and privacy is very important to GTCUW We use individual level data in evaluation for two purposes 1 for annual reporting and 2 for ROI analysis If your agency receives funding for workforce job training programs through GTCUW the grant contract requires that you enter information about all clients into the WF1 system for annual reporting Separately agencies must seek clients consent to participate in the ROI analysis by providing their wage detail through the use of a consent form Participants may choose to opt out of the ROI analysis by not signing your agency s consent form A template Consent to Release Information form can be found in the Appendix of this manual before using this form we recommend that your organization s legal counsel be consulted Signed consent forms must be maintained at Grantee sites and made available in the event of an audit See page 17 for instructions about marking the wage detail consent check box in WF1 Requesting Access to Workforce One WF1 WF is managed by the MN Department of Employment and Economic Development DEED Grantee agencies must submit signed forms to DEED in order to gain access WF1 offers several levels of access to participant information To have access to WF1 you must submit both of the following forms to DEED after reading the Access Request Form Instructions directions for submission can be found using t
29. ermission to name of agency to collect and share your personal information You may be contacted from time to time by name of agency program staff to ask about your employment status and wages or salary information Thank you for your cooperation I authorize name of agency to collect and release my information listed above to Greater Twin Cities United Way in de identified formats only and MN Department of Employment and Economic Development for the purpose of reviewing my employment status wage or salary information and evaluating the success of the program in which I am enrolled I agree that I am under no obligation to grant such permission and that I am signing this release voluntarily Name of Client Date Signature of Client 46 United Way Workforce One User Manual January 29 2015 SAMPLE INFORMATION ENTRY FORM Name of agency receives financial support from Greater Twin Cities United Way to run the name of program program in which you are enrolled As part of our funding we are required to enter program participant information into the State of Minnesota s employment and training data system in order to report on the success of our program Why e So we know how many people we serve and the types of people we serve at our agency e To track the success of the program you are enrolled in e So we all understand what people need and can plan services to meet these needs What information is colle
30. ferences Resources Help Add Person SSN SSN Verified F Last Name Twombly FirstName Cy MI Birth Date i Address1 1928 Preamium St 5 Address2 E City Minneapolis State Minnesota z Zip 55405 County Hennepin z Country United States z Phone Ext Phone Type If other please specify TTY Video None Selected z None Selected 7 None Selected z F F None Selected z E mail Veteran Status Not a Veteran i Citizen Right to Work Citizen B z Alien Registration Card Number Expiration Date Permanent Privacy Level Not Private Private Privacy Reason i Citizen Right to Work indicates that the person is a United States citizen or possesses documented authorization to work in the United States Check Yes for Veteran Status if the person actively served in the United States Armed Forces and was not dishonorably discharged NOTE If the person is a spouse of a veteran check Yes for Veteran Status When an enrollment record is created later choose Other Eligible under Veteran Type 3 The General gt Contact screen appears with your client s contact and demographic information 11 United Way Workforce One User Manual January 29 2015 Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Add Person saved Contact Information Cy Twombly Record ID 100002354
31. he link Supervisors and Each staff person Employment Counselors Data Specialists and Administrative Assistants should submit User Access Request Form Getting into the WF1 System To pull WF1 up on your computer open an internet browser WF is only supported by Internet Explorer and type in the following web link https www mnworkforceone com To access WF1 you must log in with your DEED provided username and password Contacts For technical issues and questions related to the use of WF 1 submit a Service Desk Ticket or contact the DEED Service Desk at 651 355 0500 For program and policy guidance contact the following staff people at the Greater Twin Cities United Way Daniel Jay 612 340 7682 Rachel Speck 612 340 7651 WF 1Help unitedwaytwincities org United Way Workforce One User Manual January 29 2015 User Tips Readers should have a Workforce One account and basic training on logging in and navigating system features and functions This manual italicizes field names and bolds tabs links and buttons v r WORKFORCE ONE Home Search My Tasks Recent Work Manage Case Manage Program Reports References Person Search z Hide Search Criteria Last Name al First Name SSN Record ID MAXIS Case MAXIS PMI E mdil y Show Search Results M 1 The age field is automatically calculated from the date of birth field 2 Enter all dates in the format MM DD YYYY
32. hieved the program s three combined outcomes Job Placement 6 Month Retention and 12 Month Retention Since you cannot close a record in WF1 without closing all the activities in that record you should not create an outcome until the person that you are serving has retained their unsubsidized employment for 12 months or exits the program You may close the participant s United Way program record if he or she exited voluntarily or involuntarily All United Way funded programs in the Jobs and Training Area have the three objectives of Job Placement 6 Month Retention and 12 Month Retention recorded in the Activities section of WF1 When a participant achieves any of these details such as wage and start date should be captured under the Activities section Refer back to pages 28 36 for more information If a participant achieves all three of these outcomes and is ready to exit then you are ready to record it here Selecting an Outcome 1 WFI only allows a program to have one outcome If you have more than one Activity open you must close all but one before proceeding 2 Go to Cases gt Exit Click the Exit Program Sequence at the bottom of the Enrolled field Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Exit Summary Tester Test Record ID 101832484 7 Hide Enrolled Activity ies to Be Closed Funding Stream Start Date Staff Agency Staff Role Basi
33. igible not enrolled in the Status column WORKFORCE ONE Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Person At A Glance Tester Test Record ID 101832484 At A Glance Name and Mailing Address Tester Test 1234 Test St Minneapolis MN 55405 No Phone Data Available Birth Date 01 01 1983 E mail Record ID 101832484 Last 4 SSN Program Status Application Enroll Date Exit Date Closed from Last Follow up COFFR Date App Date Date United Way 71 United Way 71 11 18 2014 01 01 2013 Eligible not enrolled Enrolled 10 10 2014 Person Search Results 14 United Way Workforce One User Manual January 29 2015 Eligibility Enrollment Go to Cases gt Eligibility Enrollment 2 If more than one program is available to select select the desired program from the list Click on Complete Enrollment Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help General Eligibility Enrollment Summary At A Glance Tester Test Record ID 101832484 Contact Tickler 7 Hide Eligible not enrolled MN Works Resume Eligibility Determination Date Demographics Enrollment Date Enrollment Agency Program New App a ae United Way SDA 71 Eligibility Enrollment Activity Complete Enrollment Credential TAA Plan WIA YY Goals MYP Performance You should now see a page
34. illing out the required information 36 United Way Workforce One User Manual January 29 2015 Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Exit Tester Test Record ID 101832484 Program Seq 1 Agency Location Minneapolis Entered by Daniel Jay Primary Exit Reason Completed Program Objective Change Exit Reason exit Date C Ja Labor Force Status None Selected v User Defined Text 1 User Defined Text 2 User Defined Date si User Defined Date2 7 Hide Activities Activity Subtype Start Date Actual Cost Completion Result Assessment Test 10 10 2014 None Selected y Basic Skills Trng 10 22 2014 None Selected y Hide Placement Information Select Employer Add New Employer Show Case Note J Remove from caselog d 6 37 United Way Workforce One User Manual January 29 2015 RUNNING REPORTS WF has a report feature that allows you to see how your agency is doing The data that you enter into WF1 will ultimately be used for United Way reporting Standardized reports are provided in the Report Selection List so that you can pull summary information about your program s activity and outcomes Run Reports 1 Click on Reports from the Home Menu 40 4 10 SEO SI Home Search My Tasks Recent Work Manage Case Manage Program Reports References Reso
35. ks Recent Work Manage Case Manage Program Reports References Resources Help Activity Detail Report v Hide Initial Criteria Scope Customized Funding Program level Do not include past projects staff agencies and locations in selection Agency All Values y Select Deselect COFFR United Way SDA 71 Staff All Values d Select Deselect Program Custom Program Hide Additional Criteria Date Type None Selected Y 7 v Activity Status All Activity Type All Values v Select Deselect Residence County All Values x O Select Deselect Show Activity Detail Report 8 Click on Run Report 40 United Way Workforce One User Manual January 29 2015 GLOSSARY Activity Status Definitions e 12 Month Retention The point at which program participants demonstrate 12 months of continuous employment continue to be employed 365 days post placement Twelve month job retention is reflective of the job placements that occur a full year prior to reporting year e 6 Month Retention The point at which program participants demonstrate 6 months of continuous employment continue to be employed 180 days post placement e Actual Family Size Enter the number of persons related by blood marriage or adoption living in a single residence whose income must be counted for program eligibility e Assessment Testing An evaluation of the participant s capabilities needs and vocational
36. le at your agency DEED is legally able to audit each agency to ensure that this consent is being obtained A few other reminders about consent e The GTCUW funding agreement for the current multi year grant stipulates the use of WEF for storing participant information Each participant whose receipt of services is being provided in part through GTCUW funds must have a client record entered into the GTCUW application of WF1 regardless of consent to participate in the ROI study If a client does not want their data entered it is up to your own agency policy to determine whether the client can be served through your program e To mark whether a client has consented to his her data being used in the ROI study use the Person has given consent to obtain Wage Detail field on the intake page in WF1 note there is also an effective date underneath the field that you will need to complete DEED knows to use this field to find consenting individuals e Ifa client does not want their information used in the ROI project use the aforementioned field to note this We are working internally to develop a sample template to use with clients who do not want their information used in the ROI project this form just provides some basic information about the client s data being entered into a statewide database The forthcoming form will largely need to be completed by your own agency we highly recommend having your own legal counsel make sur
37. mated hours for this activity d Hourly Wage If the participant works multiple jobs calculate the average as the total weekly earnings divided by total hours worked e Health Coverage The field labeled User Defined Text 1 should describe the participant s health care status Enter one of the following options upon closing the activity in WFI o True If covered by employer enter o False If not covered by employer enter f End Date The date at which the participant completes the service activity or program 6 Click Save 32 United Way Workforce One User Manual January 29 2015 Support Services 1 Support Services definition Childcare clothes drug and alcohol counseling emergency financial assistance family involvement healthcare needs related payment personal counseling temporary shelter transportation and other services 2 Go to Cases gt Activity 3 OR click the Save and Open New Activity Status button at the bottom of the page and select Support Services from the Activity Type drop down 4 Click on the button Next at the bottom of the page 5 United Way Required Fields a From the Activity Status Type drop down select Support Services b Start Date Cannot be prior to Enrollment Date and can be a future date c Partner Program Select the partner program if any paying for this service d Completion Results Select whether or not the client satisfactorily completed an activity
38. ms create for participants and the savings created for state government In addition we will use data collected by the MN Department of Human Services the MN Department of Employment and Economic Development and the MN Department of Corrections Logic Model GTCUW believes in funding high impact programs that use best practices and produce successful outcomes The following page includes a logic model or a visual representation of how a program is intended to produce particular results for our Jobs and Training strategy It includes program inputs the activities that we consider as best practices program outputs and short medium and long term outcomes GTCUW officially recognizes program success when a participant completes training obtains employment and reaches 12 months of job retention United Way Workforce One User Manual January 29 2015 LOGIC MODEL INCREASED EARNINGS JOBS AND TRAINING AREA Greater Twin Cities United Way Inputs Activities Outputs Outcomes Short Term Medium Term Long Term _ _ Target Population paeme Adult Basic Education participants at or Job Security below 200 of the _ Employment Service 12 month job Advancement poverty line Soft Skills and retention Employment 6 month job sitai Basic Skills Training Readiness Skills retention United Way outcome is Funding government achieved at this philanthropic and fee Occupational Skills point Economic e T
39. nstead of the Outcomes section in WF1 However to capture sufficient data for reporting purposes this is how it will need to be entered Entering data in the Activity section helps track participants steps toward their goals This section will describe how to open update and close an activity Open a New Activity 1 Go to Cases gt Activity Press Add CP Activity Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Activity Summary Tester Test Record ID 101832484 7 Hide Enrolled Enrollment Date 10 10 2014 Exit Date Activity Subtype Funding Stream Start Date Staff Agency Action E _ End Date 7 10 10 2014 Assessment Test Open fear Delete Copy o i 2 Click the Assign to Staff dropdown and select the necessary staff member Next click the Activity Type dropdown and select the correct activity for the participant You must complete all required fields before hitting Next 18 United Way Workforce One User Manual January 29 2015 Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help E Activity Tester Test Record ID 101832484 Program Seq 1 Agency Location Minneapolis Entered by Daniel Jay Assign to Staff Current Primary V Activity Type None Selected Next Activity Definitions United Way Activity Type options are 12 Month Retention The point at
40. o open update close an activity and the data that United Way requires from grantees for each activity Below is a screenshot providing you with an example of a screen similar to what you would see under the Activity Status section in WF1 The screenshot does not show all the fields that are required by United Way or by the WF1 system Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Activity Tester Test Record ID 101832484 Program Seq 1 Agency Location Minneapolis Entered by Daniel Jay Assign to Staff Current Primary V Activity Type None Selected 12 Month Retention Service 6 Month Retention Service Assessment Testing Basic Skills Training Financial Education Service Individual Plan Development Job Placement Occupational Skills Training Paid Work Experience Placement Service Sectoral Employment Initiative Support Services Assessment Testing 1 Assessment definition An evaluation of the participant s capabilities needs and vocational potential This includes assessment to identify skills career interests goals eligibility fit for program and barriers 2 Go to Cases gt Activity Since you should have enrolled the participant in the Assessment activity during the Intake process refer back to page 16 this activity should now be displayed in the Program Activity Status Summary table 3 Click on Assessment under Activity Type 4 United Way R
41. of a given activity type The Person Total is a unique count of individuals for each activity type The subtotals are also unique person counts for that category of activities so they will not be the sum of the activity types above it This report lists persons on a user s caseload by activity dates The entry of activity dates is not required if a staff assigned is selected The report will return a user s caseload on the day the report is run if no activity dates are entered Application enrollment and exit dates are displayed in the report along with the person s current status United Way Workforce One User Manual January 29 2015 3 Choose appropriate field from the Scope and Funding drop down menu 4 Click Next Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Activity Detail Report Hide Initial Criteria Scope Customized V Funding Program level y Include past projects staff agencies and locations in selection Next Populate from Last Report Back to Report Search Show Activity Detail Report 5 E 6 Select the view or level of detail agency and staff Depending on your level of access to WF1 the drop down choices may vary 7 Date Type field in the drop down menu is required in order to run the report 39 United Way Workforce One User Manual January 29 2015 Home Search My Tas
42. pational fields at entry intermediate or advanced levels Social Policy Research Associates amp Public Private Ventures Paid Work Experience Participants engagement in temporary or transitional employment to gain basic work readiness maturity competency and skills e g paid internships supported work temporary staffing Placement Services Services leading to a job placement including job search and placement assistance counseling testing background checks working with the employer and job seeker workshops resume building and interview preparation Support Services Childcare clothes drug and alcohol counseling emergency financial assistance family involvement healthcare needs related payment personal counseling temporary shelter transportation and other services Sectoral Employment Initiative Only enter this activity if your agency is a part of the Phillips Sectoral Employment Initiative funded by the Phillips Family Foundation The program supports industry focused training and placement programs at nonprofit organizations in the Twin Cities metro area 42 United Way Workforce One User Manual January 29 2015 Frequently Asked Questions 1 Is it possible in the WF1 database to have more than one outcome for the program activities No This is why United Way requires that certain fields of key data be entered into the Activities section of WF1 You are ready to create an outcome only after 1
43. potential This includes assessment to identify skills career interests goals eligibility fit for program and barriers e Basic Skills Training Program is provided for students who need goal specific elementary or secondary level basic skills such as work related math functional literacy reading or writing assistance Definition from Minnesota LINCS gt Minnesota Adult Basic Education e Financial Education Services Classes or workshops that provide participants with the skills and knowledge they need to make informed and effective financial decisions This includes two hours of financial coaching increase in a participant s knowledge of financial education via pre post test and helping them implement a savings spending plan e Individual Plan Development Counselors must determine the length of training by an accurate assessment of the job difficulty the participant s skill and education previous work experience and discussions with the proposed employer e Job Placement The point at which individuals enter unsubsidized employment in a competitive placement as a result of participating in the program during the reporting year typically this is a calendar year e Occupational Skills Training An organized program of study that provides specific vocational skills that lead to proficiency in performing actual tasks and technical functions required by certain 41 United Way Workforce One User Manual January 29 2015 occu
44. raining Occupational Skills Independence Pursuit of Industry Credential Program staff best practices labor market knowledge data Industry Credentials pare systems Increased career pathways Assets ste J B smemo strategies Support Services Increased Increased earnings earnings Paid Work Experience Partners schools Fulfilled employers referral Employer service providers Job Placement Aig Financial Education United Way Jobs and Training Outcome Low income adults increase annual earnings through employment training placement and 12 month retention United Way Workforce One User Manual Snapshot of Essential Data January 29 2015 In addition to data fields required in WF1 by default marked by asterisks United Way requires additional data that is essential to our annual reporting and Return on Investment ROI analysis This page should be used as a quick reference to the data that United Way requires program staff to enter into WF1 WF Section Data Needed Page Enrollment Response Options Family Status not a family member other family member 15 parent in one parent family parent in a two parent family Labor Force Status employed full time employed part time received 15 16 term notice military separation not employed etc Disability Status not disabled disabled with employment barrier 16 disabled withou
45. record Pro rate a separated or divorced applicant s earnings on the length of time during the last six months that the applicant lived with the other wage earner e UI Benefit Status indicates if the person receives Unemployment Insurance UI or is eligible to The choices are o Eligible Not Claimant is eligible but has not claimed benefits o Eligible Claimant is receiving UI benefits o Exhaustee has exhausted UI benefits excluding Federal Supplemental Additional or Extended Benefits 16 United Way Workforce One User Manual January 29 2015 o Ineligible Labor Force Attachment was employed but is ineligible due to insufficient earnings or employer was not required to provide UI benefits o Not Eligible Applicable is not eligible for UI benefits e Homeless Yes if the person lacks a fixed regular and adequate nighttime residence or whose nighttime residence is a supervised temporary living accommodation or shelter e Offender Status Yes if the person has been convicted of a felony and or incarcerated due to a felony in the past 7 years 5 You should have had the client fill out a Wage Detail Consent Form for which a template is provided by United Way see pg 41 Depending on how the client answered this form choose Yes or No for the question Person has given consent to obtain Wage Detail 6 At the bottom of the enrollment page you will see an option for opening an activity for
46. reen to ensure that your client s contact and demographic information is correct United Way Workforce One User Manual January 29 2015 WORKFORCE ONE Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Person At A Glance Name and Mailing Address Able F Johnson 100 North Main Street Hutchinson MN 55350 Phone Ext Phone Type TTY Video 320 583 1111 Cell JNo No OQ 320 587 2222 Home No No Birth Date 01 01 1994 E mail a johnson gmail com Record ID 100000387 Last 4 SSN 2223 Program Status Application Enroll Date Exit Date Closed from Last Follow up COFFR Date App Date Date Great Lakes Enrolled 07 01 2014 07 01 2014 CMJTS WSA 5 Summer Youth Works Enrolled 06 01 2014 06 01 2014 CMJTS WSA 5 WIA OY Enrolled 06 01 2014 06 01 2014 CMJTS WSA 5 5 Click on the Program New App tab to begin your United Way funded program s intake process If No Record Exists 1 Click on Add a New Person Record 40 1 0 1 O NI 3 Home Search My Tasks Recent Work Manage Case Manage Program Reports References Resources Help Person Search Show Search Criteria Hide Search Results No results found 10 United Way Workforce One User Manual January 29 2015 2 A blank Add Person screen appears Complete all required fields Press Save Home Search My Tasks Recent Work Manage Case Manage Program Reports Re
47. t Occupational Skills Training from the Activity Type drop down 4 Click on the button Next at the bottom of the page 5 United Way Required Fields a b From the Activity Status Type drop down select Occupational Skills Training Start Date Cannot be prior to Enrollment Date and can be a future date Note If a client is actively involved with another program prior to enrolling in your program use the date they enrolled in your program School Use the School Lookup hyperlink to search for the school associated with this activity If the school is not listed scroll down to the field User Defined Text 1 Type the school name into this blank field Partner Program Select the partner program if any paying for this service Completion Results Select whether or not the client satisfactorily completed an activity Certificate type attained Identify which certificates and or credentials the client attained if any in this area 29 United Way Workforce One User Manual January 29 2015 g End Date The date at which the participant completes the service activity or program 6 Click Save Placement Services 1 Placement Services definition Services leading to a job placement including job search and placement assistance counseling testing background checks working with the employer and job seeker workshops resume building and interview preparation 2 Go to Cases gt Activity 3 OR click th
48. t employment barrier Limited English Language yes no 16 Proficiency Veteran Status yes no 16 TANF MFIP Recipient yes no 16 Refugee Assistance Recipient yes no 16 General Assistance Recipient yes no 16 Food Support Recipient yes no 16 Actual Family Size blank field 16 Annual Family Income blank field 16 UI Benefit Status eligible not claimant eligible claimant 16 17 exhaustee ineligible etc Homeless yes no 17 Offender Status yes no 17 Person Has Given Consent to yes no 17 Obtain Wage Detail Activities Required Data Fields 12 Month Retention Service Start date 32 key outcome 6 Month Retention Service Start date 31 32 key outcome Assessment Testing Start date 27 28 Basic Skills Training Start date 28 29 Financial Education Services Start date 34 Individual Plan Development Start date 28 Job Placement Start date 30 31 Occupational Skills Training Start date 29 30 United Way Workforce One User Manual January 29 2015 Support Services Start date 33 Paid Work Experience Start date Employer Name State Employer 33 34 Industry NAICS Occupation Title O NET Job Sector Job Duration Job Start Date Hourly Wage Hours per Week Placement Services Start date 30 Closing a Record Exit Reason Completed program objective returned to 36 school withdrew other Exit Primary Exit Reason Exit Date Labor Force 37 Status Completion Results Select Employer United Way Workforce One Us
49. ty OR click the Save and Open New Activity Status button at the bottom of the page and select Basic Skills Training from the Activity Type drop down Click on the button Next at the bottom of the page 28 United Way Workforce One User Manual January 29 2015 5 United Way Required Fields a C d e Start Date Cannot be prior to Enrollment Date and can be a future date Note If a client is actively involved with another program prior to enrolling in your program use the date they enrolled in your program School Use the School Lookup hyperlink to search for the school associated with this activity If the school is not listed scroll down to the field User Defined Text 1 Type the school name into this blank field Partner program Select the partner program if any paying for this service Completion results Select whether or not the client satisfactorily completed an activity End date The date at which the participant completes the service activity or program 6 Click Save Occupational Skills Training 1 Occupational Skills Training definition An organized program of study that provides specific vocational skills that lead to proficiency in performing actual tasks and technical functions required by certain occupational fields at entry intermediate or advanced levels 2 Go to Cases gt Activity 3 OR click the Save and Open New Activity Status button at the bottom of the page and selec
50. urces Help Dashboard My Info No Ticklers past due No Ticklers due today No Appointments today 2 Click on a report link Home Search My Tasks Recent Work Manage Case Report Search Manage Program Reports References Resources Help Show Search Criteria Hide Search Results Report X Program s Adult CP DW DWP FastTRAC HH MFIP Activity Detail MSFW MN DH MYP SNAP ET Vet WIA OY WIA YY Adult CP DW DWP FastTRAC HH MFIP Activity Summary MSFW MN DH MYP SNAP ET Vet WIA OY WIA YY Adult CP DW DWP FastTRAC HH MFIP Caseload Detail MSFW MN DH MYP SNAP ET Vet WIA OY WIA YY Report Type s Activities Activities Caseload 1 Report Description Show 100 200 O 500 Depiny ie 1 Ba 20 af 20 This report includes person activity and exit information by enrollment date Persons who were enrolled during any point of the report dates are included in the results even if they are now exited Open and closed activities for those persons appear unless the user elects to return only open or closed activities via the additional parameters When a person is transferred to a new agency with open activities those activities are transferred and the history is altered to reflect the transfer This report displays counts of activity types by activity date Persons can be counted more than once in the Category Activity Totals if they have more than one
Download Pdf Manuals
Related Search