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Transcript of Service Provider - Amazon S3...Follow the step-by-step wizard\爀䔀渀琀攀爀 樀漀戀...
Service ProviderFamiliarization training
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
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Learning Objectives
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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
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Workflows,Demonstrations &
Hands-On Activities
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Workflows and System DemonstrationsOverview
Labor ExchangeEmployer
(Self-Service)
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
• Create Account/Profile• Update/Edit Account/Profile• Post Jobs• Search Resumes
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Labor Exchange: Employer
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Workflows and System DemonstrationsLabor Exchange: Employer
Request Account
Submit Account, User, and Company
Information
Administrator Approves Account
Employer Dashboard
Post Jobs
Search Resumes
Manage Folders
Employer Start
Account Log In
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Navigate to Labor Exchange - Employer
https://hiring.florida.monster.com
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Labor Exchange: EmployerAccount Sign In or Request Account
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
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Labor Exchange: EmployerRequest Account Registration
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Labor Exchange: Employer Dashboard
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Labor Exchange: EmployerHands-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
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Labor Exchange: EmployerResume Search
Type-ahead Job Title List
Filter or Sort on Skills/Keywords
Change date range for more recent resumes
Use time ranges to filter or sort candidates
Security Officer
5+ years of experience
Access Control Customer Service
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Labor Exchange: EmployerResume Search Results
Adjust Search Criteria
Save Search Criteria
UpdateCandidate Details
Candidate Summary
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Labor Exchange: EmployerHands-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 email address (e.g., [email protected])– Add another search location or search occupation of
your choice– Preview job posting
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Labor Exchange: EmployerJob Posting
Type-ahead Job Title List
Follow the wizard to post jobs directly to
the system
Accountant
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Labor Exchange: EmployerJob Posting (continued)
Option 1
Option 3
Option 2
Text editor functions available
Accountant
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Labor Exchange: EmployerJob Posting (continued)
Save this job as a template for future use
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Labor Exchange: EmployerManaging Candidate Folders
Add candidates to folders
Manage Folders
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Labor Exchange: EmployerManaging Candidate Folders (continued)
Rank Candidates
Update Status
Forward Candidates to Peer Recruiters
Send emails to Candidates
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Case Management: Business Services
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Case Management Program
Workflows and System DemonstrationsCase Management: Business Services
Business ServicesService Provider Logs-In to Case Management
“Quick Search” Account Access
Employer Dashboard
Document Activities/
Violations Log (TouchPoints)
Customer Satisfaction Survey
(TouchPoints)
Employer Information in Labor Exchange
Integrates to Case Management
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Navigate to Case Managementwww.secure.etosoftware.com
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Case Management: Business ServicesBasic Navigation
Navigation Panel
Frequently Used Navigation Tabs
Change Program
System Log Off
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Case Management: Business ServicesStaff Dashboard aka “My Dashboard”
Take New Surveys
Document Activity
= View
= Edit
= Add new activity
Quick Link Navigation
Customize Dashboard
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Case Management: Business Services“Quick Search” Employer Record
Type in employer’s name
• Employer Dashboard = Summary of Employer Documentation• View/Record TouchPoint = Document Activities, Surveys, MSFW Logs
Choose “Entities”
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Case Management: Business ServicesEmployer Dashboard
View/Edit Job Seeker’s Account via Labor Exchange
Quick Link Navigation
Add Activities
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Case Management: Business ServicesHands-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 drop-
down menu
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Case ManagementTouchPoints
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Case ManagementTouchPoints
“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
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Case Management: Business ServicesHands-On Activity
Navigate to “My Dashboard”Are you able to view the TouchPoint you just documented?
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Labor Exchange: Job Seeker
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Complete Profile
Workflows and System DemonstrationsLabor Exchange: Job Seeker
Main Log In Screen / Create
Account Demographics, Basic Education
Create Account: Log In
Information, Identification &
Citizenship, Contact
Information
Seeker Dashboard
Seeker Start
Current and Desired
Occupation Information
Disability, Military Service, Farm
Worker
Edit Seeker Profile
Seeker Activities
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Navigate to Labor Exchange – Job Seeker
https://my.florida.monster.com
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Labor Exchange: Job SeekerHands-On Activity
• Navigate to Job Seeker Website– https://my.florida.monster.com
• Click on “Create Account”• Complete account registration (pages 1-4)
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Labor Exchange: Job SeekerAccount Sign In or Request Account
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Labor Exchange: Job SeekerForgot Password?
• Automated password re-set functions– Email address
OR– Username and Security
Questions/Answers• Account Lockout after too
many failed login attempts
Self Service
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Labor Exchange: Job SeekerAccount Registration
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Labor Exchange: Job SeekerAccount Registration (continued)
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Labor Exchange: Job SeekerAccount Registration (continued)
Additional questions appear depending on
seeker responses
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Labor Exchange: Job SeekerAccount Registration (continued)
Type-ahead Occupation List Provided
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Labor Exchange: Job SeekerJob Seeker Dashboard
Two methods to edit profile information
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Case Management: Service Provider
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Case Management Programs
Workflows and System DemonstrationsCase Management: Service Provider
Intake (non-reportable activities)
Service Provider Logs-In to Case Management
“Quick Search” Account Access
Job Seeker Dashboard
Document Activities/Case
Notes (TouchPoints)
Create Goal Action Plans (TouchPoints)
Seeker Information in Labor Exchange
Integrates to Case Management
High-Barrier Vets
Wagner-Peyser
WIA TAA
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Navigate to Case Management
www.secure.etosoftware.com
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Case Management: Service Provider Staff Dashboard aka “My Dashboard”
Quick Link Navigation
Add New Goals
View Activity
= View
= Edit
= Add new activity
Customize Dashboard
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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
• 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”
Fake, Kristin
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Case Management: Service ProviderParticipant (Job Seeker) Dashboard
View/Edit Job Seeker’s Account via Labor Exchange
Quick Link Navigation
Customize Dashboard
View Profile Information
Update Goal Progress
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Case Management: Service ProviderHands-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 drop-
down menu
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Case Management: Business ServicesHands-On Activity
Navigate to “My Dashboard”Are you able to view the TouchPoint you just documented?
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TRAINING EVALUATION
Training Evaluationhttps://forms.netsuite.com/app/site/crm/externalcustrecordpage.nl?compid=906252&form
id=111&h=20b03d4ace732028a1e6&redirect_count=1&did_javascript_redirect=T
Trainer: Kristin MolinaName of Training: Service Provider End UserMethod of Training: On-Site
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Questions
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Thank You
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