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

2

Learning Objectives

3

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

4

Workflows,Demonstrations &

Hands-On Activities

5

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

6

Labor Exchange: Employer

7

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

8

Navigate to Labor Exchange - Employer

https://hiring.florida.monster.com

9

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

12

10

Labor Exchange: EmployerRequest Account Registration

11

Labor Exchange: Employer Dashboard

12

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

13

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

14

Labor Exchange: EmployerResume Search Results

Adjust Search Criteria

Save Search Criteria

UpdateCandidate Details

Candidate Summary

15

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., fake.tester@email.com)– Add another search location or search occupation of

your choice– Preview job posting

16

Labor Exchange: EmployerJob Posting

Type-ahead Job Title List

Follow the wizard to post jobs directly to

the system

Accountant

17

Labor Exchange: EmployerJob Posting (continued)

Option 1

Option 3

Option 2

Text editor functions available

Accountant

18

Labor Exchange: EmployerJob Posting (continued)

Save this job as a template for future use

19

Labor Exchange: EmployerManaging Candidate Folders

Add candidates to folders

Manage Folders

20

Labor Exchange: EmployerManaging Candidate Folders (continued)

Rank Candidates

Update Status

Forward Candidates to Peer Recruiters

Send emails to Candidates

21

Case Management: Business Services

22

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

23

Navigate to Case Managementwww.secure.etosoftware.com

24

Case Management: Business ServicesBasic Navigation

Navigation Panel

Frequently Used Navigation Tabs

Change Program

System Log Off

25

Case Management: Business ServicesStaff Dashboard aka “My Dashboard”

Take New Surveys

Document Activity

= View

= Edit

= Add new activity

Quick Link Navigation

Customize Dashboard

26

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”

27

Case Management: Business ServicesEmployer Dashboard

View/Edit Job Seeker’s Account via Labor Exchange

Quick Link Navigation

Add Activities

28

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

29

Case ManagementTouchPoints

30

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

31

Case Management: Business ServicesHands-On Activity

Navigate to “My Dashboard”Are you able to view the TouchPoint you just documented?

32

Labor Exchange: Job Seeker

33

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

34

Navigate to Labor Exchange – Job Seeker

https://my.florida.monster.com

35

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)

36

Labor Exchange: Job SeekerAccount Sign In or Request Account

37

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

38

Labor Exchange: Job SeekerAccount Registration

39

Labor Exchange: Job SeekerAccount Registration (continued)

40

Labor Exchange: Job SeekerAccount Registration (continued)

Additional questions appear depending on

seeker responses

41

Labor Exchange: Job SeekerAccount Registration (continued)

Type-ahead Occupation List Provided

42

Labor Exchange: Job SeekerJob Seeker Dashboard

Two methods to edit profile information

43

Case Management: Service Provider

44

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

45

Navigate to Case Management

www.secure.etosoftware.com

46

Case Management: Service Provider Staff Dashboard aka “My Dashboard”

Quick Link Navigation

Add New Goals

View Activity

= View

= Edit

= Add new activity

Customize Dashboard

47

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

48

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

49

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

50

Case Management: Business ServicesHands-On Activity

Navigate to “My Dashboard”Are you able to view the TouchPoint you just documented?

51

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

52

Questions

53

Thank You

54