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