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

ECs who have an assigned case requiring Orientation and Appraisal may refer clients to the Group Orientation presentation which may take up to 45 minutes. Once the orientation presentation is completed, the assigned EC will continue with the appraisal process.

OCAT Integration

With the implementation of the CalSAWS Online CalWORKs Appraisal Tool (OCAT) that integrates with CalWIN, the “Getting to Know You” (SCD 1772) is used for clients who do not speak English.

CalSAWS integrates with OCAT in that when the OCAT is initiated through CalSAWS, the demographic data is automatically sent to OCAT in real time. When the OCAT is completed, the ASR is automatically sent to CalSAWS. Refer to CalSAWS Release 61 Notes.

Note: The ASR integrates with CalSAWS for OCAT appraisals that are initiated through CalSAWS.

Scheduling Procedures

The scheduling procedures are listed below,

A. The Assigned EC:

• Completes and mails “WTW Appointment Notice” (SCD 1783) to schedule orientation

Note: In addition, in the Comments section indicates that Orientation and Appraisal may take up to 3 hours and no children are allowed.

• On the day prior to Orientation, leaves the forms listed below in the expanded folder/basket located at the front desk:
• Completed lavender slip of Instructions GO 1 internal form with date stamp.

B. The Client:

• Checks in with front desk staff on date of Orientation.

C. The Front Desk Staff:

• Checks off client from the Orientation roster that is located in the OneDrive.
• When client shows, inputs client’s information into OneDrive and selects “Has Worker” at the pull down menu on the Comment field along with the EC worker ID and EC name.
• Sends email to all workers, Health Alliance, CWES Supervisors when orientation reaches the cut off time.
• Follows existing office procedures.

D. The Facilitator:

• Instructs client to give the Intake Packet to his/her assigned EC after the Orientation.
• At the conclusion of presentation (including HA), informs clients with the GO 1 internal form to go to the lobby and call his/her assigned EC

E. The Assigned EC:

• Completes Appraisal Completion of the Appraisal Interview.
• Follows all other existing procedures, including noncompliance process for clients who no show to Orientation.

Reminder: The SCD 1772 is completed only for clients who do not speak English.