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Employ Florida Marketplace (EFM) EFM Service Codes, their meaning, and requirements needed to utilize them. Core Service, Intensive, Training and Other Codes. 7/2/2013

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Page 1: Employ Florida Marketplace (EFM) - WITGwit.onestops.com/.../07/Employ-Florida-Marketplace... · Employ Florida Marketplace (EFM) EFM Service Codes, their meaning, and requirements

Employ Florida Marketplace (EFM) EFM Service Codes, their meaning, and

requirements needed to utilize them.

Core Service, Intensive, Training and Other

Codes.

7/2/2013

Page 2: Employ Florida Marketplace (EFM) - WITGwit.onestops.com/.../07/Employ-Florida-Marketplace... · Employ Florida Marketplace (EFM) EFM Service Codes, their meaning, and requirements

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REMINDER: Any service which is preceded by (***) three asterisks extends customer participation for 90 days.

Table of Contents EFM documents labor exchange activities via various service codes ........................................................... 3

100 – Core Services ....................................................................................................................................... 3

Self-Services***(000) .................................................................................................................................... 3

101 ***Orientation ....................................................................................................................................... 3

102 *** Initial Assessment............................................................................................................................ 4

103 ***Information on Training Providers, Performance Outcomes .......................................................... 4

104 *** Job Search Workshop ...................................................................................................................... 4

105 *** Job Finding Club .............................................................................................................................. 4

106 *** Provided Internet Job Search Support/Training ............................................................................. 4

107 *** Provision of Labor Market Research ............................................................................................... 4

109 *** Case Coordinated Services .............................................................................................................. 5

111 TAP Workshops ...................................................................................................................................... 5

112 *** Job Fair ............................................................................................................................................ 5

113 *** Job Search Plan ............................................................................................................................... 5

114 *** Staff Assisted Job Search ................................................................................................................. 5

115 *** Résumé Preparation Assistance ...................................................................................................... 6

116 *** Received Service From Staff Not Classified ..................................................................................... 6

117 Outreach Vet/MSFW .............................................................................................................................. 6

118 Failed to Respond to Call-In ................................................................................................................... 6

120 *** Use of One-Stop Resource Room/Equipment................................................................................. 6

123 *** Job Development Contacts ............................................................................................................. 6

124 *** Received Bonding Assistance .......................................................................................................... 6

125 *** Job Search/Placement Asst., including Career Counseling ............................................................. 7

126 *** Tax Credit Information .................................................................................................................... 7

127 *** Reportable Service From DVOP/LVER ............................................................................................. 7

128 *** Assigned Case Manager .................................................................................................................. 7

129 *** Received Case Management Services ............................................................................................. 7

130 *** Proficiency Testing .......................................................................................................................... 7

131 *** Testing/ background check as required by employer ..................................................................... 7

132 *** Testing – Other ................................................................................................................................ 8

134 *** Employer Pre-Screening .................................................................................................................. 8

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135 Local Office Contact ............................................................................................................................... 8

136 Follow-up Contact .................................................................................................................................. 8

153***Computer Skills Workshop ................................................................................................................ 8

155*** Interview Skills Workshop ................................................................................................................ 8

156*** Soft Skills Workshop ......................................................................................................................... 9

157*** Financial Management Workshop ................................................................................................... 9

179 *** Outside Web-Link Job Referral ........................................................................................................ 9

180 – 187 *** Supportive Services ............................................................................................................... 9

180 – 187 Supportive Services Documentation ............................................................................................ 9

200 – Intensive Services .............................................................................................................................. 10

300 – Training Services ............................................................................................................................... 10

Other Service Coding .................................................................................................................................. 10

200 *** Individual Counseling .................................................................................................................... 10

201 *** Group Counseling .......................................................................................................................... 10

Counseling Documentation ........................................................................................................................ 10

202 *** Career Guidance/Planning ............................................................................................................ 11

203*** Objective Assessment .................................................................................................................... 11

204 *** Interest and Aptitude Testing ....................................................................................................... 11

205 *** Develop Service Strategies (IEP/ISS/EDP) ..................................................................................... 11

206 – 211 and 214 -222 *** Referral to Training ....................................................................................... 11

212 *** Other Intensive Services Not Otherwise Classified ....................................................................... 11

226 *** Reading or Math Testing ............................................................................................................... 12

300 – 324 *** Enrolled in Training ............................................................................................................. 12

370*** Completed Training WP/Vets ........................................................................................................ 12

500*** Referral Codes ................................................................................................................................ 12

750 Placement Local Individual Over 150 Days .......................................................................................... 12

880 Obtained Employment Manual ............................................................................................................ 13

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EFM documents labor exchange activities via various service codes Service codes are in sequential order Codes range from 000s-900s

Codes differentiate self-services from staff-assisted services

Assist with program association

System or Staff Generated Self Service

100 – Core Services Staff-assisted services

Provided on-site at One-Stop Career Center

Used by various programs

Universally accessible

Self-Services***(000) 006*** Self Service Job Search through VOS

005*** Self Service Labor Market Research

004*** Self Service Information on Training Providers, Performance Outcomes

090*** Skills Self-Assessment

007*** Self Service Résumé

101 ***Orientation Structured, on-site session

Acquaints customers with the One-Stop Career Center, available services and programs

Session times may vary

Provided by, or in conjunction with, One-Stop Career Center staff

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102 *** Initial Assessment Initial analysis of a customer’s strengths and weaknesses in relation to:

Education, work history, vocational skills

Identify employment goals, barriers and services needed

Information should be used to develop an employment plan

Initial Assessment Documentation

Document results on the case notes screen

If documentation is maintained by hard copy, case note the location

Include sufficient detail for other staff to be able to follow

Should list specific points analyzed

103 ***Information on Training Providers, Performance Outcomes Provision of specific training related information and resources

Automatic system documentation in EFM

104 *** Job Search Workshop A short seminar to provide comprehensive job search techniques

Must include: labor market information, application/résumé writing, interviewing techniques and how to find job openings

Subjects may be provided individually

Service cannot be recorded until all components have been provided

105 *** Job Finding Club Encompasses all elements of the Job Search Workshop

Suggested duration of 1-2 weeks

Structured, supervised individual and/or group support

Ultimate goal is to obtain a job

106 *** Provided Internet Job Search Support/Training Worked with a job seeker to train on using the Internet for job search

Using a search engine

Using EFM

107 *** Provision of Labor Market Research Provides local labor market information relating to:

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Occupational staffing patterns, hiring patterns, working conditions and wage information

May be provided to job seekers in person, by telephone or mail

May be provided multiple times

Duplication of the same specific LMI service should be avoided

Provision of Labor Market Information Documentation

Record LMI on the case notes screen

LMI entries should document specific information provided to the customer

LMI services may be monitored

109 *** Case Coordinated Services Veteran Program staff use this service to document coordination with community agencies and

other federal, state and local governments who provide related services.110 *** Attended Rapid Response

Staff provide information at a Rapid Response event

Enter the response event number, if available

111 TAP Workshops Documents attendance at a Transition Assistance Program (TAP) workshop for service members

transitioning to civilian life after leaving the military

Not a reportable service

112 *** Job Fair Structured gathering with individuals seeking work and employers seeking workers

Location arranged in conjunction with the One-Stop Career Center

Attendance logs should be available

Retain for one-year after the program year of the event

Referral to the event is not sufficient to obtain credit

Must be verified by the attendance log

113 *** Job Search Plan A plan that focuses on how to look for a job

May address the following questions:

What do you want to do?

What skills do you have that an employer would want?

How do you create a resume?

Where can you find out about open jobs?

114 *** Staff Assisted Job Search Staff provide job search services to job seekers

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Job search can be performed using EFM or any other job search site, such as:

CareerBuilder

Monster

Indeed

115 *** Résumé Preparation Assistance Session providing résumé building information

Provide instructions on the content and format of résumés and cover letters

Includes assistance with the development and production of a résumé

116 *** Received Service From Staff Not Classified Staff provide a service not listed in EFM

Document specific service on the ‘Notes’ screen

Identify the action and result of the action

117 Outreach Vet/MSFW Outreach performed on an individual job seeker

May include providing information about available services for Veterans or MSFWs

Does not commence or extend participation

118 Failed to Respond to Call-In Can be used to note a job seeker’s failure to respond to a request by staff

120 *** Use of One-Stop Resource Room/Equipment Job seeker utilizes the resource room

Can be recorded for any variety of services in the resource room including:

Use of the telephone

Using the fax machine

Making copies of a résumé

123 *** Job Development Contacts “Process of securing a job interview with a public or private employer for a specific job seeker for whom the One-Stop center has no suitable opening on file.”

Record the activity code

Document JD contact on the case notes screen

Record employers name

If job seeker is hired, create a JD job order

Take credit for the placement

124 *** Received Bonding Assistance Provides a federal fidelity bond to employers for hiring at-risk job seekers

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Document the employer’s name, job seeker’s start date, amount of the bond and who verified the information on the case notes screen

Maintain a copy of the bonding form at the one-stop center

125 *** Job Search/Placement Asst., including Career Counseling May be used to identify Priority

Re-employment Planning (PREP) Program Placement Services

126 *** Tax Credit Information Work Opportunity Tax Credit (WOTC) program provides a tax incentive to private, for profit employers to hire individuals from certain target groups

Service may be recorded for providing informational services regarding the program

127 *** Reportable Service From DVOP/LVER Service for veterans by a Disabled Veteran Outreach Program (DVOP) or Local Veterans

Employment Representative (LVER)

Staff time expended providing a service which is not listed in EFM

Document service on ‘Case Notes’ screen

List the action and result of the action

128 *** Assigned Case Manager Service code for veteran use only

Identifies veterans who have been assigned a case manager (i.e. Chapter 31 VR&E)

Document service on the case notes screen

Include the veteran representative’s name

129 *** Received Case Management Services Service code for veteran use only

Identifies veterans who have received and completed intensive case management services

Document service on the case notes screen

Include the veteran representative’s name

130 *** Proficiency Testing A proficiency test examines knowledge or skill in a particular area

Code may be recorded if the One-Stop provides proficiency testing

Document service on the activity service plan and list the type of test and outcome/results in a case note or assessment tab

131 *** Testing/ background check as required by employer Any testing an employer requires the One-Stop Career Center to provide

May be a specific aptitude test, personality test, interest inventory, etc.

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Document the type of test and any pertinent information on the assessment tab or the case notes screen

132 *** Testing – Other Captures tests not otherwise listed in EFM

Must be provided by One-Stop staff

Documentation should be recorded in the assessments tab or the case notes screen

List the test’s name, type of test and results

134 *** Employer Pre-Screening Pre-screening means to examine before selection Staff can take this service when screening qualifications on a suppressed order does not result in a referral.

135 Local Office Contact Staff may use this code to note that a job seeker appeared at the One-Stop Career Center as a

result of staff outreach

Other reportable services may be more appropriate if additional services are provided

136 Follow-up Contact Denotes follow-up has been provided to a job seeker

Can be used to notate any type of follow up ( i.e. following reemployment services, job referrals or soft exit report)

153***Computer Skills Workshop Provides instructions on how to use various computer applications

May include keyboarding skills, how to use e-mail, use of the Microsoft Office Suite, etc.

May be recorded for individual assistance or group workshops

May be used to record varying levels of comprehension (basic to advanced)

154*** Social Networking Workshop

Use of social networking sites to search for employment and networking opportunities

May include addressing proper conduct while using these applications

Including when contacting employers and networking with other job seekers

May be used to document use of any social networking site

Facebook, Twitter, LinkedIn, MySpace, etc.

155*** Interview Skills Workshop Reviews guidelines and best practices on how to successfully participate in an interview

May address the following:

Appropriate attire;

Frequently asked questions;

Mock interviews, etc.

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156*** Soft Skills Workshop Identification and discussion of key soft skills that are useful in the workplace

Soft skills include, but are not limited to:

Interpersonal communication in the workplace

Professionalism and work ethic

Critical thinking and problem solving

Teamwork

Creating a self-image and reputation maintenance

157*** Financial Management Workshop Provides customers with information on personal finances

Topics may include:

Basic financial terminology

Assessing debt

Consumer Credit Counseling services

Building a budget, money management, saving, and retirement planning

Service may be taken when providing financial management seminars hosted by partner organizations

The One-Stop Career Center must have involvement

179 *** Outside Web-Link Job Referral System-generated service when performing a job search in EFM

Linked only to Spidered jobs

Records when “Apply for this job” button is clicked

180 – 187 *** Supportive Services Supportive Services include: Child/Dependent Care Family Services Transportation Assistance Medical Temporary Shelter Provide information regarding the service provider, type of service, and how to access

services Information may be provided in-person, phone, e-mail, or postal mail Customers have a choice whether to take advantage of the services offered

180 – 187 Supportive Services Documentation Document the service on the case notes screen at the time of service code entry

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Include the type of supportive service and the name of the agency the referral was given for

200 – Intensive Services Activities offered on-site

Associated with multiple programs

Provide intensive or case management services

Customer usually has received a core service

300 – Training Services Customers enrolled in training programs:

Federal State

Local Job Corp

Apprenticeship

Other Service Coding 400 – Youth Services

500 – Referral Information

600 – System Generated Status Changes

700 – 800 Placement Services

E – Employer Services

200 *** Individual Counseling Private one-on-one session

Assists job seeker to gain a better understanding of self and the work world

Job seeker realistically decides to choose, change or adapt to a vocation

Develop a written plan

List the employment or training goals

List the steps to achieve the goals

201 *** Group Counseling Group session with One-Stop staff and job seekers

Use group activities to facilitate discussions

Topics may include difficulty obtaining or keeping a job due to work related attitudes, behaviors, or habits; choice, change, or adaptation

Develop a plan

List goals and steps to achieve the goals

Counseling Documentation All counseling services must be documented

May be in hard copy format or recorded electronically on the case notes screen

Documentation must include the vocational challenge and a plan

Counseling Record Card

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202 *** Career Guidance/Planning Providing information regarding career opportunities which may include:

Occupational information

Training provider information

Financial information

Steps to achieve the occupational goal

Documenting the specific guidance on the case notes screen

203*** Objective Assessment Identifies service needs, goals, interests, and measures barriers and strengths, etc.

Reviews basic and occupational skills, prior work experience, potential for employment and developmental needs

Document assessment on the case notes screen

204 *** Interest and Aptitude Testing Administration of standardized tests

Measure job skills and knowledge

Service should be entered by staff administering the test

Document name of the test and results on the EFM assessment tab or in a case note

205 *** Develop Service Strategies (IEP/ISS/EDP) A document that identifies the strengths and weaknesses of the job seeker

Includes series of actions leading to employment

Specify the employment, training or services to be provided

May be completed electronically in EFM, or hard copy

Maintain on file for five years

206 – 211 and 214 -222 *** Referral to Training Apprenticeships

Job Corps

Federal (non-WIA) Training

State and Local Training

Educational Services

WIA

Adult Literacy, Basic Skills or GED

Short Term Pre-Vocational Services

English as a Second Language

212 *** Other Intensive Services Not Otherwise Classified WP staff time is expended to provide an intensive service

Type of service cannot be captured using any other code

Document the specific type of service on the case notes screen

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226 *** Reading or Math Testing Staff time is used to administer a reading or math test, such as the TABE

Documentation should be recorded on the Notes’ screen

Include the name of the test and other information related to testing results

300 – 324 *** Enrolled in Training Training includes:

Job Corps

Federal, State or local training

Apprenticeships

On the Job training

Customized training

370*** Completed Training WP/Vets Referred to training service codes must be provided before this service can be taken

Document in a case note the name of the completed program and institution

Code will not be available for selection unless there has been a prior “referred to training”

recorded

500*** Referral Codes System-generated, staff referrals

Referral information can be shown by clicking view

750 Placement Local Individual Over 150 Days Documents employment that has been obtained by a job seeker on a preferred job

Preferred jobs are marked with a gold star and begin with a ‘9’

Placement Verification:

Record service code

Case note the hired job seeker, the employer’s name, the source of verification, the start date

and salary information, if available

Other placement codes are available

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880 Obtained Employment Manual A job seeker who has secured employment within 90 calendar days of receiving a staff-assisted reportable service which is wholly or partially funded by the state employment service agency

Verification of the placement must be recorded in a case note

Include the employer’s name, source of verification and the date the job seeker started work

The start date will be used in determining whether a reportable staff-assisted service has been provided within 90 days

Other placement codes may not be recorded if staff are taking an obtained credit

More than one obtained may be taken in a program year as long as a reportable staff-assisted service has been provided