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EDD SPOCS & Ambassadors CalJOBS SM Operations Unit CalJOBS SM User Group Meeting November 2016

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Page 1: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

EDD SPOCS & AmbassadorsCalJOBSSM Operations Unit

CalJOBSSM User Group MeetingNovember 2016

Page 2: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Overview• CalJOBS Version 17.0 Updates

• Document Management

• Employers in CalJOBS

• CalJOBS Administration & Online Project Communication Site

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Page 3: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

CalJOBS is a “Changin” With WIOA

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Page 4: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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Page 5: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

WIOA Updates to CalJOBS

• Version 17 changes in phases

• Phase dates – past, present, and future

• Coming Attractions

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Page 6: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Current System Updates for WIOA

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

Page 7: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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Page 8: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Current WIOA PIRL Elements

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Page 9: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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Measurable Skills Gain

Page 10: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Version 17 – January 2017

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Page 11: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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Phase 3 – Changes

• Reporting • Case Management• Application• Design

Page 12: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Reporting: PIRL Tab Changes

• PIRL tab information incorporated directly into the program application

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Page 13: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Title IB

Wagner-Peyser

Trade Adjustment Assistance (TAA)

Reporting: Initial Programs Affected

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Page 14: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Case Management: Before Version 17

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Page 15: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Case Management: After Version 17

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Page 16: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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Page 17: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Version 17 Programs Tab

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Page 18: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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Page 19: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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Page 20: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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• 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

Page 21: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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Page 22: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Version 17 Hamburger Menu

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

Page 23: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Version 17 Menu

Click icon for full menu.

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Page 24: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Job Seeker Help

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Page 25: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Sapphire Technology

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eHarmony??

CalJOBSSM

Sapphire

Page 26: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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Page 27: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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Enhancement to Sapphire’s matching technology

Version 17 Change

Background

Demographics

Skills profiles

Page 28: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Responsive Web Design

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Page 29: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Speaking of Mobile Applications

• Touch ID and “Remember Me” capability

• Already applied notation

• Embedded Twitter feed

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Page 30: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 31: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Resources Prior to Update

• Directives

• Internal Administrative Notices (IANs)

• EDD SPOCS and Ambassadors Calls

• Webinars

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Page 32: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 33: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Questions

Page 34: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

CalJOBS Document Management

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Page 35: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 36: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 37: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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SMITH_58497322

Page 38: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Live Demo

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Page 39: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Questions

Page 40: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Employers in CalJOBS

• Changes to registration process

• Entering services

• Reports

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Page 41: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 42: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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Current registration fields:

• Company Name (legal)

• Address• Industry Title

(NAICS)• EDD Account #

Page 43: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Employer Registration

A new field of information added once interface is executed

• Federal Employer Identification (FEIN)

• (This is not the EDD Account #)

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Page 44: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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”

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Page 45: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Communication

Information Notice to alert changes

Subscribe www.EDD.ca.gov

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Page 46: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 47: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Employer Services

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Everyone’s favorite file folders

Case Management Profile Activities Service Plan

Page 48: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Service Plan Add Service

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Page 49: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Detailed Reports Services Provided to Employers

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Page 50: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Questions

Page 51: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

CalJOBS Administration Navigation

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Page 52: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Access Groups

Current groups:

EDD WSB Supervisor

EDD WSB Staff

LVER

TAA Coordinators/Specialist

WP Partner Staff

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Page 53: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Changes to Groups

Access groups may be consolidated or changed

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Page 54: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Feedback Needed

• List will be shared• Please provide recommendations for

changes

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Page 55: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

What Does This Privilege Do?

Click the question icon

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Page 56: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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Page 57: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 58: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 59: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 60: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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The Results

Page 62: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 63: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 64: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

Click ‘Update Account’ to complete the process

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Page 65: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Click ‘Ok’ to Finish

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Page 66: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 67: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 68: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 69: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 70: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

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

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Page 71: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Questions

Page 72: EDD SPOCS & Ambassadors - California - CalJOBS · PDF fileEDD SPOCS & Ambassadors CalJOBSSM Operations Unit CalJOBSSM User Group Meeting November 2016

Resources

CalJOBS Operations Team – Email [email protected]– Phone (916) 653-0202

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