Employment & Retention Services - Recording Employment Follow-up in CalWIN

Employment follow-up is recorded in CalWIN via the Collect Employment Information window, which is accessed through Maintain Employment Services Participation as illustrated below:

From Maintain Employment Services Participation, select [Assessment] tabselect [Assessment] tab.
From Maintain Employment Services Information, [Employment] tab, select the employer[Employment] tab, select the employer.
Select the [Employment Detail] tabSelect the [Employment Detail] tab.

Follow-up Windows

After selecting the Employment Detail, the Collect Employment Information, [Job], [Placement], [Follow Up] and [Job Services] tabs become enabled.

Note: If the EC becomes aware of employment first, initiate a request to inform the EW.

Job Tab

As part of the case management, the Collect Employment Information, [Job] tab is completed as follows:

From the “Job Type” drop-down menu, select a job type.
From the “Funding” drop-down menu, select "Non-Profit" or "Profit.""Non-Profit" or "Profit."

Note: If the employer did not check the “Non-Profit” or “Profit” box on the SCD 549-A, the designated EC must make a determination on their own to ensure the information is captured.

Placement Tab

As part of case management, the Collect Employment Information, [Placement] tab is completed as follows:

From the “Related to Program” drop-down menu, select a CWES Program.
From “Related to Activity” field, select most recent activity from which participant became employed. When participant has multiple activities, select activity with most hours.

Note: For clients employed at CWES Orientation, select “Orientation” activity.

From “Placed by User” field, enter name of assigned EC.

Job Services Tab

As part of case management and initial employment follow-up, the Collect Employment Information, the [Job Services] tab is completed as follows:

From the “Job Retention Offered [Y/N],” select “Yes” from drop-down.
From “Job Retention Accepted [Y/N],” select “Yes.”

Follow-Up Tab

When the EW enters the Employment Begin Date in the Collect Employment History Detail window, the following occurs within the [Follow Up] tab:

“Follow-Up Date” auto-generates with a date of 30 days from Employment Begin Date.
“Follow Up Status” defaults to “Pending.”
“Follow Up Type” defaults to “Follow-up every 30 days.”

As part of case management and employment follow-up, the Collect Employment Information, [Follow Up] tab is completed by the assigned EC.

The EC contacts client thirty (30) days from Employment Begin Date and updates the “Pending” follow up status as follows:

Select method of client contact from the “Follow Up Method” drop-down menu.
Select the follow-up status from the “Follow Up Status” drop-down menu.

Note: The “Follow Up Status Date” defaults to current date.

Click on [Save] button.

Note: A new Follow Up Status of “Pending” with “Follow-up every 30 days” type becomes auto-generated with a follow up date of 30 days from prior follow up date.

Enter Case Comments.
Repeat steps above every 30 days.