edd spocs & ambassadors - california - caljobs · pdf fileedd spocs & ambassadors...

EDD SPOCS & AmbassadorsCalJOBSSM Operations Unit

CalJOBSSM User Group MeetingNovember 2016

Overview• CalJOBS Version 17.0 Updates

• Document Management

• Employers in CalJOBS

• CalJOBS Administration & Online Project Communication Site

2

CalJOBS is a “Changin” With WIOA

3

4

WIOA Updates to CalJOBS

• Version 17 changes in phases

• Phase dates – past, present, and future

• Coming Attractions

5

Current System Updates for WIOA

6

• Phase 1 and Phase 2 completed• Phase 3 - January 16, 2017

7

Current WIOA PIRL Elements

8

9

Measurable Skills Gain

Version 17 – January 2017

10

11

Phase 3 – Changes

• Reporting • Case Management• Application• Design

Reporting: PIRL Tab Changes

• PIRL tab information incorporated directly into the program application

12

Title IB

Wagner-Peyser

Trade Adjustment Assistance (TAA)

Reporting: Initial Programs Affected

13

Case Management: Before Version 17

14

Case Management: After Version 17

15

16

Version 17 Programs Tab

17

18

19

20

• Hamburger menu option for left navigation

• Job Search at the top of every page• Responsive design• Simplified User Interface• Modern flat look and feel

Design Changes

21

Version 17 Hamburger Menu

22

3 lines in upper left hand corner = “Hamburger.”

Version 17 Menu

Click icon for full menu.

23

Job Seeker Help

24

Sapphire Technology

25

eHarmony??

CalJOBSSM

Sapphire

26

27

Enhancement to Sapphire’s matching technology

Version 17 Change

Background

Demographics

Skills profiles

Responsive Web Design

28

Speaking of Mobile Applications

• Touch ID and “Remember Me” capability

• Already applied notation

• Embedded Twitter feed

29

Version 17 Additional Changes

• 64 NEW staff and administrator reports• Enhanced Labor Market Information Profiles• In-Context Labor Market Information• Integration of social media sites

30

Resources Prior to Update

• Directives

• Internal Administrative Notices (IANs)

• EDD SPOCS and Ambassadors Calls

• Webinars

31

Summary

• GSI implemented changes to CalJOBS in phases

• Phase 1 – July 2015

• Phase 2 – July 2016

• Coming Attractions– Phase 3 – January 16, 2017

Reporting changes – PIRL tab

Case Management enhancement

Application changes

Design changes

32

Questions

CalJOBS Document Management

34

New Scanners

• Update on purchase of scanners – HP ScanJet Pro 2500

• 13 scanners are being deployed to – WSB Northern Division– WSB LA/Coastal Division– WSB Southern Division

35

CalJOBS Document Management

• Allows job seekers to provide documentation only once

• Staff can attach documents to case notes and program verifications

• Documents can be directly scanned into CalJOBS or uploaded from saved files

36

Best Practices Scanned Documents

• Name documents consistently – Last name of client plus descriptive name of

documents SMITH_DOB SMITH_PRETEST SMITH_POSTTEST

• Review Information Notice: WSIN15-7

37

SMITH_58497322

Live Demo

38

Questions

Employers in CalJOBS

• Changes to registration process

• Entering services

• Reports

40

Upcoming Changes

• An interface with the EDD Tax Branch is currently being established

• Instantly verify employer registration information via a web-based interface

• The 72 hour vetting process will only apply to employers provide inconsistent information

41

42

Current registration fields:

• Company Name (legal)

• Address• Industry Title

(NAICS)• EDD Account #

Employer Registration

A new field of information added once interface is executed

• Federal Employer Identification (FEIN)

• (This is not the EDD Account #)

43

Speaking of EDD Account #

Also known as -

Unemployment Insurance (UI) TAX ID#

California Employer Account Number (CEAN)

Found on DE 9 or DE 9C “Quarterly Contribution Return and Report of Wages”

44

Communication

Information Notice to alert changes

Subscribe www.EDD.ca.gov

45

Employer Services

• Marketing Lead account type has no affect on how service codes are added

• Services can be entered for both Marketing Lead and Recruiting employers

• Services reports are identical

46

Employer Services

47

Everyone’s favorite file folders

Case Management Profile Activities Service Plan

Service Plan Add Service

48

Detailed Reports Services Provided to Employers

49

Questions

CalJOBS Administration Navigation

51

Access Groups

Current groups:

EDD WSB Supervisor

EDD WSB Staff

LVER

TAA Coordinators/Specialist

WP Partner Staff

52

Changes to Groups

Access groups may be consolidated or changed

53

Feedback Needed

• List will be shared• Please provide recommendations for

changes

54

What Does This Privilege Do?

Click the question icon

55

56

Who Has Access…Administer a Staff Account will provide a search screen with a Privilege Setting Search

57

Use the dropdown filters to search for desired settings. Click ‘Add’ before ‘Search’.

58

After adding a setting, the process can be repeated to search for a combination of settings

59

60

The Results

Keep ‘The Perfect’ Settings

• Settings can be set to mirror staff outside the access group

• Find staff who need the perfect settings or who you want to copy privileges ‘TO’

61

Once you have selected the staff account, go to the Navigation Preferences Tab

62

Scroll to bottom ‘Copy Privileges’ section to ‘Find the from Staff member’ (staff with the perfect settings)

63

After you have located and selected staff from search, their name will appear

Click ‘Update Account’ to complete the process

64

Click ‘Ok’ to Finish

65

Things to Know

• When a new office is added, staff who need access to the office will need their location settings updated on the admin site

66

Online Project Communication (OPC)

• The OPC site is where all the current fixes or changes to the system are communicated with Geographic Solutions

• Every SPOC or Ambassador has access to the OPC site as a client guest

• If you need an account, please contact CalJOBS Operations Unit

67

OPCs

• To navigate the site, use the top bar where the links allow you to move between the pages

• Links include: – Main– Record Search– Specifications– Help– Community

68

Main Page

• Displays the complete list of OPC records open for our state

• Use the filters or the ID Search to find OPCs created due to something you reported

69

Help

• Help link provides GSI documentation including– Feature Enhancement Release Notes (FERN)– Staff & Admin Privileges Release Notes

(SAPRN)– Version change User Guides

• Community link routes to the GSI Community Site– Discussions and documentation for future

releases– Training resources from GSI– News from GSI

70

Questions

Resources

CalJOBS Operations Team – Email caljobsadmin@edd.ca.gov– Phone (916) 653-0202

72