Orientation and Appraisal Procedures

Group Orientation

All mandatory and voluntary clients must attend and complete a group CWES Orientation and Appraisal. An orientation is required when the client:

  • Becomes mandatory
  • Is exempt and wants to participate with Employment Services
  • Has a 30-day break-in-aid
  • Exemption expires
  • Becomes cash aid active during the Post-Aid Services period
  • Cures their WTW Sanction.

Individualized Orientation

Clients not able to attend a group orientation may be referred and scheduled for an individualized orientation in the following situations:

  • When group orientation is not available in their language.
  • When the second parent is required to complete an orientation and the first parent is currently assigned to an AEC/EC, henceforward referred to as EC.
  • When the client is employed full-time.
  • When a client is unable to attend the group orientation, the client may request an individual orientation; this is to be done on a case-by-case basis and verification of conflicting schedule may be requested from client.

To request an individual orientation, the new client must call one of the following CWES offices if not assigned an EC:

  • Central San Jose: (408) 758-3500
  • South County: (408) 758-3450
  • North County: (408) 278-2402

Note: If the case is assigned to an EC, the client will be contacted to make arrangements to complete the individualized orientation and Appraisal process by the assigned EC. Alternatively, the EC has the option to schedule the client to attend the group orientation presentation before meeting with the client to complete the appraisal as part of the orientation process, if applicable.

Refer to Optional: Group Orientation for Assigned EC for scheduling procedures.

Related Topics

Orientation and Appraisal Procedures

Orientation and Appraisal - Optional: Group Orientation for Assigned Employment Counselor (EC)

Orientation and Appraisal - WTW Plans for Employed Clients

Orientation and Appraisal - CalWIN Plan Tab

Orientation and Appraisal - CalWORKs 2.0

Orientation and Appraisal - CWES Orientation Presentation

Orientation and Appraisal - Conducting the CWES Orientation

Orientation and Appraisal - Completion of the Appraisal Interview

Orientation and Appraisal - Online CalWORKs Appraisal Tool (OCAT)

Orientation and Appraisal - OCAT Work Readiness Resource

Orientation and Appraisal - CalWORKs Home Visitation

Orientation and Appraisal - Plan # and Activity Chart

Orientation and Appraisal - WTW Activity Assignment Chart

Orientation and Appraisal - Maintain Activity Status in CalWIN

Orientation and Appraisal - Verification

Orientation and Appraisal - Case Documentation