WORKFORCE ONE (WF1) and PERFORMANCE Dislocated Worker Performance

WORKFORCE ONE (WF1) and PERFORMANCE Dislocated Worker Performance and WF1 Data Entry Related to TAA Participation What's in this Data Entry & Performance Guide? How to search for participants eligible for TAA WF1 Rules for DW when working with TAA What activities are in the Measurable Skill Gains Denominator How to Capture Measurable Skill Gains in WF1

What activities are in the Credential Attainment Denominator How to Captured Credentials in WF1 How are TAA Follow-up Services different from DW Follow-up Services Exclusionary Exit Reasons Why participants with positive WF1 Exit Reasons might be negative in official performance Common WF1 Data Entry Errors SEARCHING WF1 FOR TAA ELIGIBILITY TAA Worker Search Hover over the Search tab in the top panel

Click on TAA Worker SEARCHING WF1 FOR TAA ELIGIBILITY TAA Worker Search Enter as much information as you know so results are filtered efficiently If the participant is not or has not accessed TAA benefits yet, do not enter the WF1 ID **TAA records are not connected to the DW side of WF1 until benefits are accessed** Click Run Search SEARCHING WF1 FOR TAA ELIGIBILITY

TAA Worker Search Clicking on the persons name will allow you limited access to the TAA side of WF1 If the status is Notified the person has not accessed TAA benefits yet The TAA petition number is the number assigned to that specific employers layoff event and is the easiest way to determine what TAA Law they are under SEARCHING WF1 FOR TAA ELIGIBILITY TAA Petition Search Hover over the Manage Program tab in the top panel

Click on TAA Petition SEARCHING WF1 FOR TAA ELIGIBILITY TAA Petition Search Enter either the company name the person was laid off from or the TAA petition number for the layoff event Click on Run Search SEARCHING WF1 FOR TAA ELIGIBILITY TAA Petition Search

Click on the petition number to see information related to the actual petition Click on Worker List to view the entire list of names already determined eligible for this petition REPORTING RULES WF1 RULES FOR THE DISLOCATED WORKER PROGRAM RELATED TO TAA ACTIVITIES: Occupational Skills Training, OJT, and TAA Apprenticeship o The IEP must be captured in the Plan tab within the WF1 case record

with a Plan Status of Active and a Start Date and a Confirmation Date at least 1 day prior to the training activitys start date. ATAA/RTAA o DW eligibility basis is Separated from Employment o DW Labor Force Status is Employed, Rec Term Notice/Military Separation o DW enrollment date must be 1 day earlier than the first RTAA payment Warrant Date (check cut date)

WF1 ACTIVITY STATUS DEFINITIONS TRAINING ACTIVITIES NEEDING MEASURABLE SKILL GAINS: These activities are noncredential training that require measurable skill gains captured in WF1 at least once every program year (July 1 June 30). NON-CREDENTIALED TRAINING Customized Training OJT - Public or Private Apprenticeship TAA Apprenticeship OJT (TAA) PRE-REQUISITE TRAINING (TAA) REMEDIAL TRAINING (TAA)

Dislocated Worker Counselors are the ONLY WF1 Users Who can capture MEASURABLE SKILL GAINS Where are MSGs entered in WF1? Reporting Collection The ONLY place to capture

MEASURABLE SKILL GAINS Reporting Collection 2. ick Cl he

re ck Cli 1. re he ck Cli

re he 1. Choose date attainment 2. Enter the 3. Click OK

the corre c t o ne (The most recently MSG is listed on the bottom) Dont forget to click Save! WF1 ACTIVITY STATUS DEFINITIONS TRAINING ACTIVITIES NEEDING A CREDENTIAL CAPTURED: These activities are

Credential training that require measurable skill gains captured in WF1 at least once every program year (July 1 June 30) AND a credential within 4 quarters after exiting. CLASSROOM TRAINING CREDENTIAL ATTAINED WITHOUT TRAINING ENTREPRENEURIAL TRAINING GED TRAINING OCCUPATIONAL SKILLS TRAINING (TAA) CUSTOMIZED TRAINING ~ FOR INCUMBENT WORKER ONSITE Dislocated Worker Counselors are the ONLY WF1 Users

Who can capture CREDENTIALS CAPTURING THE CREDENTIAL CREDENTIAL SUMMARY SCREEN The ONLY spot to capture a credential in WF1

Immediately after opening a credentialed training activity, a Credential Pending status is triggered on the case. Nothing needs to be completed on this screen until the DW Counselor receives a copy of the completed credential. (Must be received and captured in WF1 within 4 quarters after exiting) CAPTURING THE CREDENTIAL Part 1 After a copy of the credential is received, click on Credential in the

side panel Once in the Credential Summary Screen click on Edit and the following will automatically populate in the Edit Credential fields * Credential Type is the credential status * Estimated Attainment Date you entered in the activity * Associated Activity the activity is related to Click on Edit

CAPTURING THE CREDENTIAL Part 2 Click on Credential Pending Click on the Credential Pending field and select the type of credential your participant completed from the drop-down list CAPTURING THE CREDENTIAL Part 3

(1) Enter Attainment Date (2) Click on Save Enter the Actual Attainment Date by completing one of the two methods below * Manually enter the 2-digit month/day and the 4-digit year * Click on the calendar symbol then select the month, day, and year

Click Save THE CREDENTIAL IS CAPTURED! REMINDER The DW Counselor needs to complete this task any time during the participants enrollment or within 4 full quarters after the participants exit date for all DW and TAA training activities! FOLLOW-UP SERVICES

TAA LAW FOLLOW-UP SERVICES: Requirements during TAA-funding training: Course schedules Training Progress Reports (at least every 60 calendar days) Grades Credential DW LAW FOLLOW-UP SERVICES: Occur after exiting to employment for 12 months by DW Provider Staff

o Provide counseling regarding the workplace o Provide or refer to Peer Support Groups o Referral to support services in the community o Provision of performance and program costs on providers of training o Provision of information on opportunities for job advancement What does Exited with Exclusion Mean? If the participant is exited with any of these exit reasons that participant will not be counted in performance outcomes for DW or TAA DOL Definition of Authorized Exclusion Based on TEGL 10-16 Attachment 2

WF1 Exit Reason Exits while receiving services due to incarceration in correctional facility or becomes resident of institution providing 24 hour support such as hospital or treatment center Institutionalized Exits after being called up to active duty for at least 90 days as member of National Guard or other reserve military unit.

Reservist Called to Active Duty Participant is deceased Death Exits due to medical treatment expected to last longer than 90 days which would preclude employment or continued participation. Medical Treatment

REMINDERS Workforce One is not a Performance tracking system it is a Case Management Tracking System Workforce One is simply the starting point to performance indicators related to employment Every case exited out of Workforce One with a Positive or Negative exit reason will be verified through Wage Detail If wages are found the case is a positive exit If wages are not found the case is a negative exit Why participants with positive WF1 exit

reasons might not be positive in official performance * A pseudo Social Security Number was used on the case * Wages were not found in wage detail reports * Supplemental wage information was not entered into WF1s Follow-Up tab * DOL considers the original exit reason and/or the secondary exit reason exclusionary COMMON WF1 DATA ERRORS The only time a participant exits the program is when they

havent received a service in 90 days REMINDER DO NOT EXIT A PARTICIPANT WHEN GRANTS EXPIRE UNLESS THEY ARE TRULY NO LONGER A PARTICIPANT Close activities accessing the expired funding stream with the date that grant ended. Open new activities and select the new funding stream within them. The activity start date is the date the new funding source began funding that activity. (TAA staff do not need to be alerted when DW grants end)

COMMON WF1 DATA ERRORS (Continued) If a participant exits to Employment and their employer is required to submit wage detail DO NOT ENTER SUPPLEMENTAL WAGE INFORMATION INTO THE PARTICIPANTS FOLLOW-UP DETAIL If supplemental wage information IS found it will be added to the wages found in wage detail

This will artificially inflate wage information reported to DOL COMMON WF1 DATA ERRORS (Continued) If a participant was scheduled to begin training but before any training costs were applied the participant decided not to attend training DO NOT SIMPLY CLOSE THE TRAINING ACTIVITY, DELETE IT!

If there is a training activity on record, reports will look for a captured credential If there is not a credential captured, it will result in a a negative in the Credential Attainment Rate LAST REMINDER If the DW Counselor does not capture Measurable Skill Gains and/or Credential information within the allowed timeframe IT WILL HAVE A NEGATIVE IMPACT ON THE

MEASURABLE SKILL GAINS AND CREDENTIAL MEASURES FOR BOTH PROGRAMS Performance Questions? Amy Carlson DW/WIOA AD/TAA Performance and Data Coordinator [email protected]

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