Service Provider. Familiarization training

Transcription

1 Service Provider Familiarization training

2 Agenda Learning Objectives System Workflow, Demonstration, and Hands-On Activity: Labor Exchange: Employer Case Management: Business Services Labor Exchange: Job Seeker Case Management: Service Provider Q&A Session 2

3 Learning Objectives 3

4 Learning Objectives Introduce service provider end-users to the MyFloridaCareer.com system Gain an understanding of system capabilities and workflows through the eyes of a job seeker, employer, and service provider Basic navigation (tutorials) of the systems Knowledge of common terminology Ability to complete hands-on activities Answer service provider questions 4

5 Workflows, Demonstrations & Hands-On Activities 5

6 Workflows and System Demonstrations Overview Labor Exchange Employer (Self-Service) Create Account/Profile Update/Edit Account/Profile Post Jobs Search Resumes Labor Exchange Job Seeker (Self-Service) Create Account/Profile Update/Edit Account/Profile Build/Upload Resume Search/Apply Jobs Case Management Service Provider Document Activities and Case Notes Assessments Create Goal Action Plans Customer Satisfaction Surveys Case Management Business Services Document Employer Activities Apparent Violations Log-MSFW Employer Surveys 6

7 Labor Exchange: Employer 7

8 Workflows and System Demonstrations Labor Exchange: Employer Employer Start Post Jobs Request Account Submit Account, User, and Company Information Account Log In Employer Dashboard Search Resumes Manage Folders Administrator Approves Account 8

9 Navigate to Labor Exchange - Employer 9

10 Labor Exchange: Employer Account Sign In or Request Account 2 1. New users will request an account and complete a registration form 2. Once the account is approved by an administrator, employers can sign-in to the system 1 10

11 Labor Exchange: Employer Request Account Registration 11

12 Labor Exchange: Employer Dashboard 12

13 Labor Exchange: Employer Hands-On Activity Resume Search 1. Use the basic search to find candidate resumes Job Title: Security Officer Years of Experience: 5+ Location: Florida Skills ( nice to have ): Access Control, Customer Service Click Search 2. Update search criteria: change skills to required 3. View top match candidates 13

14 Labor Exchange: Employer Resume Search Security Officer Type-ahead Job Title List 5+ years of experience Use time ranges to filter or sort candidates Access Control Customer Service Filter or Sort on Skills/Keywords Change date range for more recent resumes 14

15 Labor Exchange: Employer Resume Search Results Candidate Summary Adjust Search Criteria Update Candidate Details Save Search Criteria 15

16 Labor Exchange: Employer Hands-On Activity Job Post 1. Use the wizard to post a job Enter information into required fields for Job Information Type a short narrative in the Job Description box Enter information into required fields for Company Information Use a fake address (e.g., fake.tester@ .com) Add another search location or search occupation of your choice Preview job posting 16

17 Labor Exchange: Employer Job Posting Follow the wizard to post jobs directly to the system Accountant Type-ahead Job Title List 17

18 Labor Exchange: Employer Job Posting (continued) Option 2 Option 1 Accountant Option 3 Text editor functions available 18

19 Labor Exchange: Employer Job Posting (continued) Save this job as a template for future use 19

20 Labor Exchange: Employer Managing Candidate Folders Add candidates to folders Manage Folders 20

21 Labor Exchange: Employer Managing Candidate Folders (continued) Forward Candidates to Peer Recruiters Send s to Candidates Rank Candidates Update Status 21

22 Case Management: Business Services 22

23 Workflows and System Demonstrations Case Management: Business Services Employer Information in Labor Exchange Integrates to Case Management Case Management Program Employer Dashboard Service Provider Logs-In to Case Management Business Services Quick Search Account Access Document Activities/ Violations Log (TouchPoints) Customer Satisfaction Survey (TouchPoints) 23

24 Navigate to Case Management 24

25 Case Management: Business Services Basic Navigation Frequently Used Navigation Tabs Change Program System Log Off Navigation Panel 25

26 Case Management: Business Services Staff Dashboard aka My Dashboard = View = Edit = Add new activity Customize Dashboard Document Activity Quick Link Navigation Take New Surveys 26

27 Case Management: Business Services Quick Search Employer Record Type in employer s name Choose Entities Employer Dashboard = Summary of Employer Documentation View/Record TouchPoint = Document Activities, Surveys, MSFW Logs 27

28 Case Management: Business Services Employer Dashboard View/Edit Job Seeker s Account via Labor Exchange Quick Link Navigation Add Activities 28

29 Case Management: Business Services Hands-On Activity 1. Using the Quick Search, find the entity ABC Trucking 2. Document Employer Activity View/Record TouchPoint Take New TouchPoint Employer Activity in dropdown menu 29

30 Case Management TouchPoints 30

31 Case Management TouchPoints TouchPoints Forms for collecting various types of data Completed in Case Management for a variety of purposes: activity reporting, case notes, goal plans, assessments, surveys Some integrate from Labor Exchange, only viewable in Case Management Some TouchPoints are universal across programs, others are specific to a program Contains various text fields 31

32 Case Management: Business Services Hands-On Activity Navigate to My Dashboard Are you able to view the TouchPoint you just documented? 32

33 Labor Exchange: Job Seeker 33

34 Workflows and System Demonstrations Labor Exchange: Job Seeker Seeker Start Complete Profile Main Log In Screen / Create Account Demographics, Basic Education Create Account: Log In Information, Identification & Citizenship, Contact Information Disability, Military Service, Farm Worker Current and Desired Occupation Information Seeker Dashboard Edit Seeker Profile Seeker Activities 34

35 Navigate to Labor Exchange Job Seeker 35

36 Labor Exchange: Job Seeker Hands-On Activity Navigate to Job Seeker Website Click on Create Account Complete account registration (pages 1-4) 36

37 Labor Exchange: Job Seeker Account Sign In or Request Account 37

38 Labor Exchange: Job Seeker Forgot Password? Automated password re-set functions OR address Username and Security Questions/Answers Account Lockout after too many failed login attempts Self Service 38

39 Labor Exchange: Job Seeker Account Registration 39

40 Labor Exchange: Job Seeker Account Registration (continued) 40

41 Labor Exchange: Job Seeker Account Registration (continued) Additional questions appear depending on seeker responses 41

42 Labor Exchange: Job Seeker Account Registration (continued) Type-ahead Occupation List Provided 42

43 Labor Exchange: Job Seeker Job Seeker Dashboard Two methods to edit profile information 43

44 Case Management: Service Provider 44

45 Workflows and System Demonstrations Case Management: Service Provider Seeker Information in Labor Exchange Integrates to Case Management Case Management Programs Intake (non-reportable activities) Job Seeker Dashboard Service Provider Logs-In to Case Management Wagner-Peyser Quick Search Account Access Document Activities/Case Notes (TouchPoints) High- Barrier Vets WIA TAA Create Goal Action Plans (TouchPoints) 45

46 Navigate to Case Management 46

47 Case Management: Service Provider Staff Dashboard aka My Dashboard Customize Dashboard View Activity = View = Edit = Add new activity Add New Goals Quick Link Navigation 47

48 Case Management: Service Provider Quick Search Access Job Seeker Record Type in job seeker s name, or leave blank to pull all active job seekers Fake, Kristin Participant Dashboard = summary of job seeker documentation View/Record TouchPoint = document activities, case notes, goal plans Program History = job seeker s program enrollment history Dismiss from Program = participant withdrew from program 48

49 Case Management: Service Provider Participant (Job Seeker) Dashboard View/Edit Job Seeker s Account via Labor Exchange Customize Dashboard View Profile Information Update Goal Progress Quick Link Navigation 49

50 Case Management: Service Provider Hands-On Activity 1. Log-in to Case Management system 2. Navigate to the Wagner- Peyser program 3. Using the Quick Search, find the participant Fake Kristin 4. Document a Goal Action Plan View/Record TouchPoint Take New TouchPoint Goal Action Plan from dropdown menu 50

51 Case Management: Business Services Hands-On Activity Navigate to My Dashboard Are you able to view the TouchPoint you just documented? 51

52 Training Evaluation id=111&h=20b03d4ace732028a1e6&redirect_count=1&did_javascript_redirect=t TRAINING EVALUATION Trainer: Kristin Molina Name of Training: Service Provider End User Method of Training: On-Site 52

53 Questions 53

54 Thank You 54