Employment Assistance Services

1. Employment Assistance Services

2. Logistics • Training is from 9:30 am to 4:00 pm • Restrooms • Breaks/Lunch • Cell Phones/E-Mail

3. Registration Case Management Assessment Barriers Goals and Tasks Services Notes Group Exercise Documenting Employment EAS Batch, Follow up and Upgrade Process Using “Developed EAS Case Plan” Event Caseload Management Agenda

4. REGISTRATION

5. Registration After enrolling Job Seeker in EAS, remember to select the appropriate program status

6. Registration Select DTA office and Authorization number. This number can be documented in MOSES if not immediately available.

7. Registration Select either BJS or SJS Recipient

8. History / Editing an Authorization Number Click the yellow folder Icon, next to the EAS program enrollment on the Basic Screen Now the DTA Authorization Number can be added or edited

9. Registration You can enroll the Job Seeker in Case Management when you enroll them in EAS

10. CASE MANAGEMENT

11. Case Management Policy Definition: “Case management is a method of providing job seeker customers with a formal, structured plan of action designed specifically to identify an appropriate occupational goal and to develop a schedule of services that will empower them to overcome or mitigate any barriers to attaining their goal.”

12. Successful Implementation: • The partnership between the Case Manager and the Customer implies distinct responsibilities for both parties, with the ultimate goal of moving the customer to suitable employment. • The EAS staff person will manage and coordinate the individual’s formal service plan as the Case Manager.

13. Successful Implementation: • The Case Manager must monitor customer progress through the entire service delivery plan, no matter who provides the service. • Case plans will need to be clear, concise, and complete so any individual will be able to understand customer goals and progress.

14. Points to Consider When Developing a Case Plan: • Do assessments contain certifiable information? Avoid making judgments. • Are goals and tasks realistic and credible? Are they measurable? • Are all services provided recorded in a timely manner? • Will others viewing a case plan be able to clearly see a customer’s progress? Will they be able to identify what the customer has achieved? • Have all components of Case Management been addressed?

15. CASE MANAGEMENT: ASSESSMENT

16. An Assessment means doing things like: • Synthesize information coming from various assessments, and from case manager’s own assessment, into a single, comprehensive picture of the client’s situation; • If a client demonstrates a need for counseling, psychological services or medical treatment, check to see if he/she has been referred to those services; • Confirm factual information, suggest approaches and keep other service providers informed of the client’s goals; and • Advocate for the client by presenting issues to other services providers based on a partnership with the client. *Taken from NVTI Case Management Training Curriculum

17. The Assessment may include the following: • Orientation session; • Initial Interview; • Recognizing Special Needs and Barriers; • Comprehensive Assessment (Gathering Relevant Assessment Information); • Identifying Case Management Factors; • Initiating an Individualized Case Plan

18. Whole Person Concept Physical Capacities Personal Traits Potential Skills Socioeconomic Factors Leisure Time Activities Interests Education & Training Transferable Skills *Taken from NVTI Case Management Training Curriculum

19. The Assessment Tab

20. CASE MANAGEMENT: BARRIERS

21. Some Helpful Questions to Ask Determining Barriers “Are there any conditions that would restrict your job choice?” “Are there currently any family obligations that would restrict you from immediate re-employment?” “Do you have adequate transportation?”

22. The “Barriers” Tab

23. CASE MANAGEMENT: GOALS and TASKS

24. Points to Consider When Developing a Case Plan: Distinguishing a Goal from a Task “An effective goal focuses primarily on overall outcomes rather than activity. It identifies where you want to be, and, in the process, helps determine where you are.” • Goals tend to be broader, and concentrate on more of a “destination” sense • Tasks are more “step” oriented, and often make up the components of a goal

25. Goals Obtain Employment Complete Education Resolve financial issues Tasks Write a resume Contact training provider Attend a credit counseling course Goals vs. Tasks

26. Criteria for Goals S.M.A.R.T. • Specific • Measurable • Attainable • Realistic • Traceable *Taken from NVTI Case Management Training Curriculum

27. Some Helpful Questions to Ask Realistic Employment Related Goals “Describe the perfect work environment for you.” “What are your bottom line needs regarding travel, shift and base salary for your next job?” “What education/certifications would improve your options?” “Is there a growing or declining need for your current skills?”

28. The “Goals” Tab

29. Adding a Task

30. Printing Goals and Tasks Highlight the desired Job Seeker from the Job seeker Search screen, then select “Job Seeker Case Plan” from the Documents file menu

31. Printing Goals and Tasks Click the “Advanced” button Then de-select the sections you do not wish to print

32. NOTES

33. Notes The following constitutes good Notes: • Quote any statement exactly as it is stated • Recognize pertinent information • Write in specific, observable and measurable terms • Avoid using opinions, if a statement is an opinion, make sure it is indicated • If asked, explain why case notes are being taken, how they will be used and where they will be kept

34. Notes

35. POORLY WRITTEN NOTES

36. WELL WRITTEN NOTES

37. Group Exercise • Break into 4 groups • Read Vignette Group 1: Assessment Group 2: Barriers Group 3: Goals/Tasks Group 4: Notes

38. DOCUMENTING SERVICES AND CONTACTS

39. Moses After a note is saved, MOSES prompts the user to add a service

40. Moses TESTING UNSUCCESSFUL CONTACTS EMPLOYMENT CORE SERVICES

41. Case Management Related Services

42. Documenting Contacts Make sure contact information is up to date

43. Successful Contacts

44. Unsuccessful Contacts

45. Unsuccessful Contacts

46. DOCUMENTING EMPLOYMENT

47. Use “Found Employment” when Job Seeker has a job prior to EAS enrollment When using “Job Development”, service result must be set to “Hired” before follow-up can be done Use “Obtained” when Job Seeker gains qualifying EAS employment after enrollment Documenting Employment

48. When selecting “Obtained Employment” use “From BJS” or “From SJS” for Service Result To document multiple jobs, determine the “Primary” Employment” to be used. Then combine wage and hours for both. Document this in the “Description” field Documenting Employment

49. FOLLOW-UP

50. Follow-Up: Follow-up services will be provided for at least thirty (30) days following Job Placement for the purpose of facilitating and supporting the transition and retention of EAS Participants into employment. These services and activities include, but are not limited to: