EOIS Service Provider Connect Service Provider User Guide
Contents
1. The Closure Reason options are e Opened in Error e Withdrawn e Rejected 2015 The Queen s Printer Version 1 2 Page 32 of 33 EOIS SP Connect MTCU User Guide The Comments field is used to provide an explanation for closure ag tetas Dur touts lst Gor erments View Agtenent Vitre Annan Agreerrerit en AC arret tou are dom ttes acpetment proposal Prove the closure resson end check the bow to no fy the sermce proveder Mo ty Sanace Provider hpenn aven Adjustment Reference umber Reasan Proposed By Last Update Date Status Increase IA 41588 575 01 e e 2 TargetafAlocatons 25 04 2015 1244 Closed Note Service Provide can only close a saved Target and allocation Adjustment once it is submitted the Service provider can no longer make any changes 2015 The Queen s Printer Version 1 2 Page 33 of 332. of tems 4 of 4 recoeds 24100 oe ee 4158 DA ee et ee amp acte 2015 2014 24080 roto men Service 1 aa Cm en a aM Atte 2015 2016 234021 rere Jobs Servce 41 ct Cm ee et us Acte 3015 2034 221045 Orntano Self Cranioyment Gece ft si r LCR CRD aa eS TM gt Acbve 2015 7034 2 4 2 View Agreement Details To view an agreement a service provider can either open the agreement link at the bottom of the Service Provider page or use either the Quick Search or List Agreement features From the View Agreement page users can view agreements and individual site details The page is broken down into five panels which contain pertinent information and links These panels can be collapsed or expanded by clicking on the arrow in the right hand corner System Steps gt Step 1 Service Provider Go to the List Active Agreements panel at the bottom of the Service Provider page Once you have located the agreement click the PO Number to view the details pr satus alo Canada Ontano Job 25033 4 Actwe 2015 2016 Youth Employment Fund 25162 Actwe 2015 2016 2015 The Queen s Printer Version 1 2 Page 8 of 33 EOIS SP Connect MTCU User Guide gt Step 2 View Agreement Agreement Details panel The Agreement Details panel contains information related to the agreement number and status program region and key dates This is also where the agreement document PDF is located Click View Agreement PD
3. outlined in section 2 4 2 System Steps Step1 View Agreement From the View Agreement page click the Effective Date in the Amending Agreements panel Amending Agreement Details panel i EHNective Date dd mm vyyy 04 02 2015 4 Under Review Status This panel is similar to the one on the View Agreement page but contains information related to the individual amendment Each amendment has a separate View Amending Agreement page Amending agreement statuses are the same as those for an agreement Refer to 2 2 3 above To view the amending agreement document click the View Agreement PDF button 2015 The Queen s Printer Version 1 2 Page 11 of 33 EOIS SP Connect MTCU User Guide Program PO Number 25033 Status Actve Agreement Cifective Date dd mm yyyy 01 04 2015 Date Signed Agreement Received Irom 12 05 2015 Date Signed Agreement Returned to 12 05 2015 Courier Service Provider dd mm yyyy Service Provider dd mm yyvyy v 4 If the status is Under Review this means an amending agreement was created and an e mail notification has been sent to the Service Provider Corporate Contact to advice that they need to review and sign the amending agreement 2 5 Payments In SP Connect the payment details are managed at a site level Each site in an agreement has a payment schedule which shows payment details broken down by month Most programs show a twelve month schedule from April to March but so
4. 15 516565 2015 The Queen s Printer Version 1 2 Page 13 of 33 EOIS SP Connect MTCU User Guide The Payment Schedule panel lists e Month When payment will be made Business Unit This is a ministry only field Planned Payment Amount scheduled to be paid for the period Payment Date Date when payments are made to the service provider Payment Amount Actual amount paid to the service provider Invoice Number Invoice number assigned to the payment Status Where in the process the payment currently is Refer to the chart below The payment schedule default view has all rows collapsed click the arrow to the left of the Month column to view the specific payment details n ee A payment can have one of the following statuses Status Description _ Z o Pendin The payment has not yet been made to the service J provider The payment has successfully been paid to the Reconciled service provider and reconciled between CMS and SP Connect E There is a payment discrepancy which will be rror ai corrected by the ministry lf an adjustment has been made to the payment schedule by the ministry it will be displayed in the List Payment Adjustments panel 2015 The Queen s Printer Version 1 2 Page 14 of 33 EOIS SP Connect MTCU User Guide Lt Payment Adjestreests A notaer HIT Se Arare Froposed By Last Mots Update Mots Py ion YE ni Wed Marre Og pre 2 5 2 Generate Payment Report
5. 60 Total Intake in Resource and Information RI Sessions Workshops 3 200 3 200 3 200 Activity Cust satisfactio a an 7 i Service Coordination 30 30 30 0 75 Employed Career Path 69 69 69 1 73 Training Education 10 10 10 0 10 Suitability Participant Profile 28 28 28 0 42 Intake in Assisted Services 100 100 100 0 50 Service Quality Standard Commitments 5 35 5 35 Note when proposing a decrease in the targets and or allocation amount a negative sign must be put in front of the number l e 1000 Step 5 New Adjustment Proposal In the Allocations panel enter the Adjustment Amount for one or more of the budget lines in the available fields 2015 The Queen s Printer Version 1 2 Page 24 of 33 EOIS SP Connect MTCU User Guide Budget Line 1 Operating Funds 2 Employment and Training Incentives for Employers 3 Employment and Training Supports for Clients Participants 4 Field Support 5 Other Funding 1 6 Other Funding 2 Original Allocation 1 212 120 239 400 12 600 0 0 0 Totals 1 464 120 Allocation Allocation 1 212 120 1 212 120 239 400 239 400 12 600 12 600 0 0 0 0 0 0 1 464 120 1 464 120 In the Payment Information panel the Year to Date Cashflow will be displayed Step 6 New Adjustment Proposal The Propose Adjustment button is only available to the Service Provider Submission Authority user role The Se
6. EMPLOYMENT ONTARIO INFORMATION SYSTEM EOIS EOIS Service Provider Connect Service Provider User Guide Chapter 2 Agreements Management Version 1 0 June 1 2015 EOIS SP Connect MTCU User Guide Document History Version Date Description June 15 2015 Initial version for June 2015 release 2015 The Queen s Printer Version 1 2 Page 2 of 33 EOIS SP Connect MTCU User Guide TABLE OF CONTENTS DOCUMENT HISTORY ripis E a 2 AGREEMENT MANAGEMENT cccccsssscccscccsssscccccccsssscccssssssssscssscsssscees 2 1 Introduction 2 2 Roles and Responsibilities 2 3 View Service Provider Profile 2 4 Agreements 2 5 1 Search for Agreements 2 5 2 View Agreement Details 2 5 3 View Amending Agreements 2 5 Payments 2 5 1 View Payment Schedule 2 5 2 Generate Payment Report 2 6 Targets and Allocations 2 6 1 View Targets and Allocations 2 6 2 Targets and Allocations Adjustments 2 6 2 1 View Targets and Allocations Adjustments 2 6 2 2 Propose Target and Allocation Adjustment 2 6 2 3 Submit Target and Allocation Adjustment Proposal 2 6 2 4 Update Resubmit a Target and Allocation Adjustment 2 6 2 5 Close Target and Allocation Adjustment 2015 The Queen s Printer Version 1 2 Page 3 of 33 EOIS SP Connect MTCU User Guide 2 Agreement Management 2 1 Introduction EOIS SP Connect provides service provider users with online access to view the agreements details Each agreement is distinct to a progra
7. F to view the agreement details Program Youth Employment Fund PO Number 25162 Status Active Service Provider os oe Region Central Regon Agreement Effective Date 01 04 2015 Agreement End Date 30 09 2015 dd mem yyyy dd men yyyy Date Signed Agreement 31 03 2015 Date Signed Agreement Courter Received from Service Provider Returned to Service Provider z dd mm yyyy dd mm yyyy Agreement Statuses Under Review Amending agreement has been sent to the service provider for review Pending Active Amending agreement has been returned by the service provider for ministry signature Active Agreement has been signed by both parties Amending agreement version has been retracted or cancelled and may have been replaced with new version 2015 The Queen s Printer Version 1 2 Page 9 of 33 EOIS SP Connect MTCU User Guide Service Delivery Site panel The targets and budget information is managed at a site level Each site contains a View Payment Schedule link and View Targets and Allocations link which allow service providers to view payments targets and allocations and request allocation target adjustments 415 Le cg ie te ew Payment Schedule View Targets and ABocations 415 ayp um ame 5 View Payment Schedule Virw Targets and Allocations Le Last Status Update Reason Ste ID dd 1 Status Adjustment REF ae Proposed By 2014 43585 L05 SO O Dncresse Targets Aloc tons 4158 wes ow 2502 2015
8. Financials Report section contains access to payment reports that supports the financial administration of agreements The Fiscal Detail Payment report can be used to view service delivery site program payment schedule and year to date cashflow System Steps gt Step 1 Dashboard Click the Financials section The system displays the Financial Home page for the service provider associated to the user logged in gt Step 2 Financials Click Payment Report from the Financial Shortcuts page Step 3 Payment Report Enter as much information in the available fields Fields marked with an asterisk are mandatory Click Generate PDF 2015 The Queen s Printer Version 1 2 Page 15 of 33 EOIS SP Connect MTCU User Guide Frances Shorts Fac Payment Deta Report Month 54 FscaiVes 2052016 el o m lt if gt Step 4 Payment Report PDF The system opens a new window that displays a read only PDF of the report Page tof 2 2 6 Targets and Allocations The agreement targets and allocation are managed at the site level The format for targets is based on the specific program performance commitments The allocation details are based on the program budget line breakdown 2015 The Queen s Printer Version 1 2 Page 16 of 33 EOIS SP Connect MTCU User Guide At the beginning of the agreement period the values for both targets and allocations reflect those shown in the agreement schedules If change
9. Pending Actve Pending Adjustments panel This panel will display any payment or target and allocation adjustments which have been created and are not yet in Active status 2014 41581 LNS SD 01 brresse Targets Alocstors Amending Agreements panel Any amending agreements that have been generated will appear in this panel The effective date indicates when the amending agreement is in effect Each amending agreement will have a distinct Effective Date Click Effective Date to open the View Amending Agreement page with the individual amending agreement details Refer to the next section for more details Eerie Date dd mm yryy Status 09 03 2015 Under Anien 2015 The Queen s Printer Version 1 2 Page 10 of 33 EOIS SP Connect MTCU User Guide Status History Whenever the status of an agreement has changed the system will record the date and time the updated status and the user name This panel relates to the original agreement document history Date Time dd men yyyy Status Change Created By L1O3 2015 66 59 Penis Actve 2025 08 55 Under Review 11037025 06 56 Panda Actve 2 4 3 View Amending Agreements An amending agreement will not override the original service provider agreement it denotes any changes negotiated between the ministry and service provider To view the amending agreement go to the View Agreement page and click on the Effective Date link in the Amending Agreement panel as
10. age provides a list view of all agreements the service provider has with the Ministry for the program managed in SP Connect The list can be filtered as needed to refine the results The Quick Search can be used if the user knows the PO Agreement number In most cases the List Agreements page may be a more efficient method System Steps gt Step 1a Dashboard Quick Search Click the Agreements section To use the Quick Search enter the PO Number and click Search 2015 The Queen s Printer Version 1 2 Page 6 of 33 EOIS SP Connect MTCU User Guide Step 1b Dashboard List Agreements Click the Agreements section and click the List Agreements link located under the Agreement Shortcuts panel Step 2 List Agreements The Search Criteria panel shows a number of fields to assist with refining your search Enter the search criteria and click Search y Fiscal Program 2 l Year 2015 20 ba Same Lr Oe er et Mu ee Service Provider ID 415 PO humber Status Acte gt Step 3 List Agreements The List Agreement panel displays all agreements for the service provider To view an agreement click the PO Number link this is the same as agreement number to view the associated agreement The status options are explained in the next section 2015 The Queen s Printer Version 1 2 Page 7 of 33 EOIS SP Connect MTCU User Guide PO Membe Pfroorem 3 Sele Service Provider Matus fecal Your Member
11. d 5Q6 Value Total Assisted Services 390 390 385 778 Total intake m Resource and Information RI 00 Sessonsg Workshops Activity 000 s0 900 Customer Satisfaction 43 143 Chent Particpent Ermplioyer 5 55 1 95 Servxe Coordinaton 30 0 75 30 0 75 Employed Career Path 69 or 173 69 1 73 Trang Education 10 10 0 10 10 9 10 Sutabity Par ovant Profte 30 30 0 45 30 045 Intake in Assisted Services 100 100 0 50 100 0 50 Intake in Workshop Activities Information 5 100 100 0 50 100 0 50 Gerace Quality Standard Commitments 5 46 5 46 gt Step 4 View Adjustment Enter the Adjustment Amount in the Allocation panel Click Submit Proposal Budget Ling Orignal Allocation Current Allocation Adjustment Amount Proposed Allocation Operating Funds 964 435 864 435 426267 1 299 702 Employment and Traning Incentives for Employers 74 100 74 100 73720 147 820 Employment and Traning Supports for Chents Partiopants 3 900 3 900 7 780 Field Support 50 0 0 Other Funding 1 50 0 0 Other Funding 2 0 0 0 Totas 942 435 942 435 1 446 302 gt Step 5 Submit Recommendation Confirm The adjustment has been submitted with a status of Submitted 2015 The Queen s Printer Version 1 2 Page 29 of 33 EOIS SP Connect MTCU User Guide rts ey J R REF PO Number 24239 Program Employment Service Service Provider Reason Increase Targets Alocations Rationale the reason for the adjustment request 2 6 2 4 Update Resubmi
12. ement On the View Agreement page in the Pending Adjustments panel find the adjustment and click on the link A Target and Allocation Adjustment is represented by TA Step 2 View Adjustment The View Adjustment page is set up similar to the View Targets and Allocations page and has five panels e Adjustment Details e Targets 2015 The Queen s Printer Version 1 2 Page 20 of 33 EOIS SP Connect MTCU User Guide e Allocations e Payment Information e Status History The Adjustment Details panel displays the details of the adjustment submitted and the status including the reason for the adjustment rationale and ministry comments Adjustment TA4330A4 S S 01 Site ID Status Local Office Recommended REF PO Number 24016 Program Summer Jobs Service Service gt _ gt Provider Reason Increase Targets Alocations Rationale dfg The Targets panel displays the details of the Original Target Current Target Adjustment Amount and Proposed Target anas Intake and Core Measures Total Placements Number of Job Placements with Hiring Incentives 407 407 Total Services Number of Students Attending Workshops 468 468 Customer Satisfaction Participants Employers 100 100 The Allocations panel displays the Budget Line details Original Allocations Current Allocation Adjustment Amount and Proposed Allocation Original Allocation Current Allocation Operating Funds 4 560 94 560 Placement Ince
13. eturned to the service provider for additional information The process will be outlined in the upcoming sections 2015 The Queen s Printer Version 1 2 Page 19 of 33 EOIS SP Connect MTCU User Guide MINISTRY REVIEW SUBMITTED PROCESS Once the adjustment is proposed ministry and service provider users can view the adjustment details and know its status as it moves through the various stages from proposed to completed Sites may have more than one adjustment completed over the duration of the agreement but only one adjustment for each agreement site can be completed at a time For agreements with multiple sites where one or more sites may require adjustments the process outlined below would be followed for each site There are a number of outcomes once a Target and Allocation Adjustment is proposed The ministry will review and e Approve and complete an amending agreement e Approve and send a notification no amending agreement required e Send proposal back for updates and resubmission e Close the adjustment request 2 6 2 1 View Targets and Allocations Adjustments To view the adjustment details to determine the reason for the adjustment target and allocation changes and where it is in the process users will access the View Adjustment page This can be done from the Adjustments panel on the Dashboard or the View Agreement page System Steps gt Step 1 Repeat Step 1 3 in section 2 6 1 above to open View Agre
14. he agreement Service providers will see the following panels e Agreement Site Details displays the PO details gerer ts Jun ust yeere ven Agrenert 241 Hew Tages ord Alocstons HOD PO Sumber 42H Ste D Agreement Status Ate Program Exgipymert Service Service Provader Regos Cena Regen TP Office Seger e Targets displays site performance commitments details The format is based on the program requirements 2015 The Queen s Printer Version 1 2 Page 18 of 33 EOIS SP Connect MTCU User Guide Targets fvtete asd Core Pieamers Dogru Target Cinvent Target Larmet JS Voter e Allocations displays Budget Line details Whe cirara fewkget Lien e List Target Allocation Adjustments displays any Target and Allocation adjustments that have been proposed To view an adjustment click the Adjustment Reference Number from the List Target Allocation Adjustments panel Adjustment Reference Number Reason Proposed By Last Update Date Status IAAJIDA SIS OL mm ae os os 2015 08 30 O ONC Targets Alocetons Recommended 2 6 2 Targets and Allocations Adjustments There may be times during the life of an agreement when the site targets and allocations need to be updated This is done by either the ministry or service provider proposing a site target and allocation adjustment Once proposed the adjustment will go through a number of ministry review stages The proposed adjustment may move forward in the approval process or be rejected or r
15. he user to return to the adjustment at a later date to continue the process Adjustment Reference Number Reason Proposed By Last Update Date Status NV ELW M A Increase menses me mee TA 3007C VEF 01 ve We 15 05 2015 12 07 Submitted Targets Allocations 1035 2013 When the adjustment is submitted the changes will automatically be reflected under the Proposed Target and Proposed Allocation columns Ensure that the amount is correct before you submit the adjustment Some adjustments may not appear immediately in calculated fields as the data is refreshed every 30 minutes 2015 The Queen s Printer Version 1 2 Page 26 of 33 EOIS SP Connect MTCU User Guide When an adjustment is Saved or Proposed a reference number is assigned to the adjustment The naming convention of an adjustment is TA Target Allocation or PY Payment Service Delivery Site ID Program Sequential number lf at this point a decision is made not to proceed click the Cancel button This will not create an adjustment and will not appear anywhere on the service provider record AB stars Peetget ler Che tered Abe ame Cuserewst Ales slibes AAdjeaterers Asrasst Frugonur Abus slece 2 6 2 3 Submit Target and Allocation Adjustment Proposal lf the service provider initiated a Target and Allocation Adjustment but did not complete the Propose Adjustment step to submit the adjustment the Service Provider Submission Authority can access the adj
16. justment 2 3 View Service Provider Profile The Service Provider section contains the service provider profile details This page provides key service provider information and is the launch page to access active agreement details For more information on the Service Provider section please review Chapter 1 Introduction and Navigation user guide System Steps gt Step 1 Dashboard Click the Service Provider section This section is divided into five panels Service Provider Profile Contains the SP profile information Address Contains business and mailing address Corporate Details Contains COI Information and corporate contact Service Delivery Sites Contains a list of all the service delivery sites and their locations e List of Active Agreements Contains a list of all active PO numbers for the service provider These panels can be collapsed or expanded by clicking on the arrow in the right hand corner 2015 The Queen s Printer Version 1 2 Page 5 of 33 EOIS SP Connect MTCU User Guide orras Woe ate ID ne syal M e bersen Were IFIS Sage Man ber xa Dutes he Puf rm rue qe Sou a ewe tems OO Capey Detel ae rem pp ON Orts SOPTIT TI NTT 2 4 Agreements Each agreement is associated to a program and region A service provider who has activity for a specific program with more than one region will have separate agreements with each region 2 4 1 Search for Agreements The List Agreement p
17. locations gq 2015 The Queen s Printer Version 1 2 Page 22 of 33 EOIS SP Connect MTCU User Guide gt Step 2 View Targets and Allocations At the bottom of the View Targets and Allocation page click Propose Adjustment gt Step 3 New Adjustment Proposal In the Adjustment Details panel complete the mandatory fields Reasons drop down consist of e Increase Targets Allocations e Decrease Targets Allocations e Transfer Between Budget Lines e Transfer Between Sites Rationale field is a text box of up to 500 characters to provide request details Ministry Rationale field is used by ministry staff to provide comments which are viewable by service provider users Ag comets Serteuts Lt Agreements View Agreement 1183052 View Target and Allocation 37144 New Adjustment Proposal 2015 The Queen s Printer Version 1 2 Page 23 of 33 EOIS SP Connect MTCU User Guide Step 4 New Adjustment Proposal In the Targets panel enter the Adjustment Amount Only enter the increased or decreased amount not the full value For example the current target is 1 260 and you want the new target to be 1 300 Enter only 40 in the field The Proposed Target column will then be updated to read 1 300 Dashboard ervice Provider Agreements Monitoring Feedback Targets Original Current Adjustment at Proposed Intake and Core Measures Target Tai Target Proposed SOS Value Total Assisted Services 1 260 1 260 1 2
18. m and region and contains one or more delivery sites The target and allocation details are aligned to each site The June 2015 release of SP Connect will manage agreements for the following programs Youth Employment Fund YEF Canada Ontario Job Grant COJG Service Providers Employment Service ES Literacy and Basic Skills LBS o Service Delivery SD o Service Organizations SO o LBS e Channel Local Boards LB Ontario Employment Assistance Services OEAS Ontario Self Employment Benefit OSEB Summer Jobs Services SJS Targeted Initiative for Older Workers TIOW Youth Employment Funds YEF When an agreement has been generated by the Ministry and sent to the service provider the agreement details will appear in SP Connect Service provider users can access the agreement page and view the details of the agreement and any amending agreement that has been created 2 2 Roles and Responsibilities The following table lists the actions that a service provider user role can perform Functionality SPSA Role SPA Role List Agreements PX View Agreement View Agreement PDF View Amending Agreement 2015 The Queen s Printer Version 1 2 Page 4 of 33 EOIS SP Connect MTCU User Guide View Payment Schedule Generate Payment Report View Targets Allocations Target Allocation Adjustment ee Oo ee ee 7 i Submit Target and Allocation Adjustment Update Allocation Adjustment Close Target and Allocation ae Ad
19. me are less based on program requirements The Payment Schedules page can be access from the View Agreement page 2 5 1 View Payment Schedule The payment schedule shows the planned payments for each service delivery site and their statuses for the length of the agreement System Steps Step 1 View Agreement In the Service Delivery Site panel click View Payment Schedule for the site 2015 The Queen s Printer Version 1 2 Page 12 of 33 EOIS SP Connect MTCU User Guide 408 D eee lt _ ter fret te 2 fem Lines wee Ac Ly os Veet trer amd Le un tects oe fan gt Step 2 View Payment Schedule The View Payment Schedule page consists of the following three panels The Agreement Site Details panel shows the agreement and service provider details including e PO Number Also the agreement number e Site ID Site activity is carried out The site ID aligned to the CaMS SDS ID e Agreement Status e Program Service Provider e Region Ministry region the agreement is with e TP Office Ministry local office the allocation is assigned to Agreements Shortcuts Let Agreerrecits Vaw Agreement 1179514 View Payment Schedule JOBSA PO Number 23976 Site ID Agreement Status Active Program Ontario Sef Service Provider Erroloyment Denefe Region Westem Regon TP Office Owen Sound Month Business Unit Planned Payment Payment Date Payment Amount Invoice Number Status Apri 2015 3165065 May 2015 16565 june 20
20. ntwes for Employers Supports 283 681 283 681 Other Funding 1 sc 0 Tota 378 241 378 241 378 281 Busriess Unt 3553 Aporoved Amount 40 The Payment Information panel displays the Year to Date Cashflow 2015 The Queen s Printer Version 1 2 Page 21 of 33 EOIS SP Connect MTCU User Guide Verr to Date Cashflow 56 736 gee The Status History panel tracks the time and date an adjustment was created and approved as well as the user name current status and comments Date Status Created By Time dd mm yyyy v 05 05 2015 08 30 Local Office Recommended Comments 2 6 2 2 Propose Target and Allocation Adjustment The business process to propose a Target and Allocation Adjustment should be discussed with your local office consultant The SP Connect system process to propose a site Target and Allocation Adjustment can be completed by both service provider roles Only the Service Provider Submission Authority can submit a Target and Allocation Adjustment The process to follow for proposing a Target and Allocation Adjustment begins on the View Targets and Allocations page System Steps gt Step 1 Repeat Step 1 3 in section 2 6 1 above to open View Agreement From the View Agreement page in the Service Delivery Sites panel find the correct Site ID and click View Targets and Allocations Agreements Shortcuts Lat Agreements View Agreement 24069 lt Schedul View Targets and Al
21. roposed Allocabon Operating Funds 112 173 112 173 0 112 173 Placement Incentives for Gegtoyera Supporte 336 317 336 537 0 33 537 Other Funding 1 so 5 0 5 To ak 448 690 544 690 50 43 690 gt Step 3 View Adjustment Click Save if you wish to make further adjustments review or click Submit Proposal to send the adjustment to the ministry Year to Date Cash ow so Date Tinel dA MM yyy i Status Created By WAAS 1271 Goer e 9 Comments 2015 The Queen s Printer Version 1 2 Page 31 of 33 EOIS SP Connect MTCU User Guide 2 6 2 5 Close Target and Allocation Adjustment lf an adjustment has been submitted and it has then been returned by the ministry the service provider can decide to close or cancel the request In addition if the service provider begins an adjustment and saves it then decides it is no longer required the Service Provider Submission Authority can go in and close the adjustment System Steps gt Step 1 Dashboard Find the adjustment to be closed and click the Ref Des food Number of Items 1 of 1 records Refa Service Provides Type Last Updated By lpdete Status TA 4158A soi lt Target and Alocators 29 04 20 LS Step 2 View Adjustment Review the adjustment and in the Payment Information panel click Close Adjustment Step 3 Close Adjustment On the Close Adjustment page complete the mandatory fields and click OK The status will change to Closed
22. rvice Provider Administrator role will only see the Save Changes and Cancel buttons Ensure all the information in the adjustment is correct Click Propose Adjustment Dashboard Service Provider 2 Employment and Training Incentives for Employers Agreements 3 Employment and Training Supports for Clients Participants 4 Field Support 5 Other Funding 1 6 Other Funding 2 Totals Financials 239 400 12 600 0 0 0 1 464 120 Monitoring Calendar Feedback 239 400 959 240 350 12 600 50 12 650 0 op 0 0 0 0 0 o0 0 1 464 120 5 810 1 469 930 Year to Date Cashflow Version 1 2 122 010 Save Changes Propose Adjustment ETS lt 2015 The Queen s Printer Page 25 of 33 EOIS SP Connect MTCU User Guide gt Step 7 Confirm Proposal The Confirm Proposal dialog box appears Click OK Confirm Proposal You are about to submit an adjustment proposal Select OK to proceed or CANCEL to return to the PROPOSE ADJUSTMENT page OK Cancel Mosssnnnnnnnnnnnnnnd gt Step 8 View Targets and Allocations Once confirmed the page will refresh and open the View Targets and Allocations page In the List Target Allocation Adjustments panel at the bottom of the page the adjustment will be displayed and be in Submitted status If the Save Changes button was selected in the previous step the status would be Open This allows t
23. s for targets and or budgets are required target and adjustment changes can be proposed and will then be reviewed by the ministry Only once site target and allocation adjustments are approved and in active status will the new values be in place Adjustments may result in amending agreements 2 6 1 View Targets and Allocations In order to view a site s targets and allocations the Service Provider must have an active agreement System Steps gt Step 1 Dashboard Click on Agreement Panel Click on List Agreement in the Agreement shortcuts panel ET i Calendar Feedback Agreerwert Quick Search e Enter PO Number gt Step 2 List Agreement The system will display the List Agreement page Click on the PO Number from the List Agreements panel 2015 The Queen s Printer Version 1 2 Page 17 of 33 EOIS SP Connect MTCU User Guide PO Number Program SP Rats Sorvice Provider Status amg Number of Items 7 of 7 records 25155 lt Youth Employment Fund 2007 ee o gt Active 2015 2016 2015 25052 Canads Ontaro Job Grant 3007 Actwe 2016 2 2015 24709 Gurrenet Jobs Service 3007 ete eee Acte 2016 Step 3 View Agreement The system will display View Agreement page In the Service Delivery Sites panel click the View Targets and Allocations link for the site Step 4 View Targets and Allocations The View Targets and Allocation page displays the site details for t
24. t a Target and Allocation Adjustment A service provider can go back and update any saved adjustments if it has not yet been submitted This process can also be used if the ministry returned a proposed adjustment which needs to be resubmitted If a Target and Allocation Adjustment is returned it will be in Open status and the history panel will show the details System Steps gt Step 1 Dashboard Find the saved adjustment in the Adjustments panel Notice the status is Open Click the Ref 4 TA 4158A 575 0 Target and Alocatons 29 04 20 15 gt Step 2 View Adjustment Complete the necessary changes Users can edit the Reason Rationale and Adjustment Amount in both the Target and Allocation fields 2015 The Queen s Printer Version 1 2 Page 30 of 33 EOIS SP Connect MTCU User Guide Ageerents ertosts Lst Ag eements view Agreement 24021 View Adjustment Adjustment REFS TA4ISGASIS 01 Site ID Status Open PO Number 2402 Program Summer Jobs Service Service Provider _ o Reason trcresse Targets Alocatons he Rationale bernid Intake and Core Mescures Ongnal Target Current Target Proposed Target Total Placements Murnber of Job Placements with Hiring Incentive Be bai 4 Total Services QWumber of Students Attending Workshops 554 5 s Customer Satsfaction Par topants Exgloyers pue 100 105 Budget Line Cignal Moceton Current Alcaton Achustment Amount P
25. ustment from the Dashboard Adjustment panel The submit process steps are the same as those shown above in step 6 System Steps gt Step 1 Dashboard Click on the appropriate Ref in the Adjustment panel to review the Target Allocation Adjustment 2015 The Queen s Printer Version 1 2 Page 27 of 33 EOIS SP Connect MTCU User Guide Dashboard torn Number of Items 3 of 3 records Last Status 3 Rel See Prowder lype Last Undated By Update Status dd nem vey PY 30020 VEF 05 pis Payment Adjustment lt ee 05 05 2015 Open em em mt CEE Ow PY 2002 S 01 Payment Adamant n 05 05 2015 Opan e q ie O o 31002H S 0 Target and Allocations te 11 05 2015 Opan gt e gt Step 2 View Adjustment In the Adjustment Details panel enter the Reason and Rationale for the request Agreements Shortcuts List Agreements View Agreement 24239 View Adjustment e Adjustment REF TA 3002H ES 01 Site ID Status Open PO Number 24239 Program Employment Senice Service Provider _ e Reason crosse Targets Alocatons Le Rationale the reason for the adjustment request gt Step 3 View Adjustment Enter Adjustment Amount in the Target panel 2015 The Queen s Printer Version 1 2 Page 28 of 33 EOIS SP Connect MTCU User Guide Current Adjustment Current SOS Proposed Intake and Core Measures sie Target Target Amount Value Target Propose
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