This document provides detailed instructions for recording and managing both pre-employment and post-employment records for clients. By following this guide, you will understand how to navigate the relevant menu options, fill in the required details, and link employment records with assignments.
Overview
The Employment Records feature allows users to:
- Record employment details for clients.
- Differentiate between pre-enrollment and post-enrollment employment.
- Link employment records to client assignments.
Navigation:
Main Menu ➔ Clients ➔ Employment
Applies To: Enterprise, Plus
Step-by-Step Instructions
Adding or Editing Employment Records
- Click on Add Employment
-
Fill in Employment Details
- Employer: Enter the employer name (required). Select from the Company table. Note: Only companies tagged as "Employer" appear in this list.
- Address Fields: Leave blank if the address is the same as the Company record.
- Pre/Post: Specify if the employment is pre-enrollment or post-enrollment (required).
- Click Create
Job Details Fields
- Job Title: Enter the job title (Job Titles table).
- Category: Select the job category (Job Category table).
- SOC Code: Input the Standard Occupational Classification System job title code.
- O*Net Code: Enter the Occupational Information Network job title code.
- DOT Code: Provide the Dictionary of Occupational Titles job title code.
- OES Code: Add the Occupational Employment Statistics job title code.
- Reason Left: Record the reason the client is no longer at this employment (Termination table).
- Dislocated Worker: Indicate if the client qualifies as a dislocated worker.
- Likely to Return to Same Occupation: Specify if the client is likely to return to the same occupation.
- Full Time: Mark whether the employment is full-time (defined by your organization or Companies).
- Benefits: Select applicable benefits from the list.
- Training Related: Specify if the employment relates to training the client participated in.
- Training Related Determination: Describe the evidence used for the determination.
- Military: Indicate if the employment is with the military.
- Subsidized: Mark if wages are subsidized by an external organization.
- Non-Traditional: Identify if the employment is non-traditional based on gender (usually determined by the Department of Labor).
- Self-Employed: Check this box if the client is self-employed.
Linking Employment and Assignments
- Edit the Linked Assignments panel.
- Select the desired assignments.
- Click the Save button to link the assignment(s).
Key Notes
- Employer Field: This is a required field and must be selected from the Company table.
- Address Details: Leave blank if they match the company record.
- Pre/Post: Mandatory field for differentiating between pre-enrollment and post-enrollment.
- Non-Traditional Employment: Determination often requires consultation with the local Department of Labor.
Conclusion
By following the above steps, users can effectively manage employment records and link them to client assignments. For further assistance, refer to related articles or contact support.