Webcast Recording: Assessment Screens/Purpose · PDF fileQuestions regarding W -2 production...

Webcast Recording: Assessment

Screens/Purpose

Expected Outcome Workers who complete this course will have the basic knowledge and skills to complete the screens in the Work Programs Informal Assessment driver flow.

Objectives Upon completion of this topic, you will be able to: • Understand the basic skills of interactive interviewing to obtain informal assessment

information; • Correctly identify the purpose of the data collected, how to appropriately use that

information, and explain this process to the applicant/participant.

Webcast Recording: Assessment Screens/Purpose

DCF/DFES Partner Training Team 2 07/03/17 S:\\..NWT\Materials\CMOD\Webinars\AssessmentScreens\AssessScreens_webcast\Webcast_AssessScreens_PG_070317

W-2 Contact Information

Questions regarding this training material should be directed via your local agency process to the Partner Training Team,

Email: [email protected] A contact person is available to answer e-mailed questions related to this training

material, assist you in completing any activity that you are having difficulty with, and/or provide explanation of anything else about this training material.

Questions regarding W-2 production cases and systems should

be directed via your local agency process to the W-2 Help Desk at: Email: [email protected]

Telephone: (608) 422-7900 W-2 Policy questions should be directed to your Regional Office staff.

DCF is an equal opportunity employer and service provider. If you have a

disability and need information in an alternate format, or need it translated to another language, please contact

(608) 266-3400 or the Wisconsin Relay Service (WRS) – 711.

For civil rights questions, call (608) 422-6889 or the Wisconsin Relay Service (WRS) – 711.

mailto:[email protected]




The Informal Assessment The informal assessment is not just a task to be completed; it is a tool to help the Case Manager understand the details, strengths, weaknesses and needs of the family. The information collected and documented is not just to assist the Case Manager, but it will also help the customer and other W-2 agency staff.

Case Manager:

• Individual's ability to become employed and remain employed; • Identify strengths and resources of the applicant/participant • Services and activities necessary for the individual to become employed and

remain employed; (such as transportation and child care) • Determine appropriateness for Up-Front Job Search activity assignment • Appropriate placement and activities; • Need for further career assessment and planning; • Existence of potential disabilities • Need for a formal assessment of any disabilities or other employment barriers

Applicant/Participant:

• Identify strengths and resources • Identify potential needs and supportive services necessary • Identify employment goals

Other W-2 Staff:

• Make appropriate job referrals • Develop a strength based resume

It is the Case Manager’s responsibility to explain:

Why are we asking for this particular piece of information, and

How are we going to use this information?



WPED

Notes:

WPED ASSESSMENT - EDUCATION

PIN: 1201847141 NAME: LINCOLN

OFFICE: 1111 LAURIE

CTY/TRIBE: 18

04/08/11 12:03 DWDB68 D TURK

CASE MANAGER: DWD211

LAST ASSESSMENT UPDATE: UPDATED DATE: 04 08 2011 DO YOU WANT TO INITIATE A NEW ASSESSMENT: _ (Y/N) EDUCATION HISTORY: ORIGINAL CURRENT HIGHEST ED. LEVEL: LAST YEAR ATTENDED:

WHERE ATTENDED

CURRENTLY IN SCHOOL: N

DEGREE MM/YR RECEIVED COURSE OF STUDY

TESTING: --------ORIGINAL--------- LEVEL SCORE TEST MM/YEAR

--------CURRENT---------- LEVEL SCORE TEST MM/YEAR

READING MATH ENGLISH APTITUDE INTEREST LIFE SKILLS

PF14 WPAW PF15 WPJR PF16 WPJS PF17 WPTS NEXT TRAN: PARMS: 1201847141



WPPE

Notes:

WPPE EDUCATION PROGRESS ASSESSMENT

PIN: 1201847141 NAME: LAURIE

OFFICE: 1111 LINCOLN

CTY/TRIBE: 18

04/08/11 12:05 DWDB68 D TURK


LAST ASSESSMENT UPDATE: UPDATED DATE: SUCCESSFUL

TEST CATEGORIES COMPLETION (MM/YEAR) --------------- --------------------

GED/HSED: READING WRITING MATH SCIENCE SOCIAL STUDIES

HSED: EMPLOYABILITY SKILLS HEALTH LITERACY CIVICS LITERACY

PF13 WPED PF14 WPAW PF15 WPJR PF24 ADD WP COMMENTS NEXT TRAN: PARMS: 1201847141



WPAW

Notes:

WPAW ASSESSMENT - EMPLOYMENT 04/08/11 12:06 DWDB68 D TURK


OFFICE: 1111 LAURIE

CTY/TRIBE: 18 CASE MANAGER: DWD211

LAST ASSESSMENT UPDATE: UPDATED DATE: 04 08 2011 PROGRAM EMPLOYMENT GOAL: DOT TITLE

PRIMARY: SECONDARY:

LICENSES/CERTIFICATIONS: OPERATES THE FOLLOWING EQUIPMENT: SPECIALIZED SKILLS SUMMARY: VOLUNTEER WORK/HOBBIES: OTHER LANGUAGE: _ VERBAL(Y/N): _

_ _ WRITTEN(Y/N): _

_ CURRENTLY EMPLOYED: _ (Y/N) EMPLOYMENT IN LAST 24 MONTHS?: _ (Y/N) CONVICTED OF CRIME?: _ (Y/N) IF Y EXPLAIN:

M T W R F S S PREFERRED WORK HOURS: 00 00 TO 00 00 DAYS: _ _ _ _ _ _ _ UNABLE TO WORK HOURS: 00 00 TO 00 00 DAYS: _ _ _ _ _ _ _ REASON UNABLE TO WORK: WORK ENVIRONMENT PREFERENCES: PF13 WPED PF15 WPJR PF16 WPJS

WILL RELOCATE (Y/N): _ PRINTS ON EMPLOYABILITY PLAN

NEXT TRAN: PARMS: 1201847141



WPEH

Notes:

WPEH EMPLOYMENT HISTORY


WDA:

04/08/11 12:07 DWDB68 D TURK CTY/TRIBE: 18

LAURIE OFFICE: 1111

ENTERED EMPLOYMENT(Y/N): _ BEGIN DATE: END DATE:

PROVIDER ID: STAFF ID: DURATION: _ FULLTIME LESS THAN 30 DAYS _ PARTTIME LESS THAN 30 DAYS

_ FULLTIME 30 DAYS OR MORE _ PARTTIME 30 DAYS OR MORE EMPLOYER TYPE: PUBLIC _ PRIVATE _ AVG HRS/WEEK:

EMPLOYER NAME: EMPLOYER SEQ NUM: 00 ADDRESS:

CITY: DOT: JOB DUTIES:

STATE: ZIP: HOURLY WAGE: .00 PAY CODE:

REASON FOR LEAVING: MEDICAL BENEFITS: _ OTHER BENEFITS:

PF13 WPED PF14 WPFT-30 PF15 WPFT-180 PF5 REFRESH WPEH NEXT TRAN: PARMS: 1201847141



WPEL EMPLOYMENT HISTORY LIST

PIN: 1201847141 NAME: LINCOLN LAURIE

04/08/11 12:08 DWDB68 D TURK

OFFICE: 1111 COUNTY/TRIBAL UNIT: 18

PAGE: PARMS: 1201847141

1 NEXT TRAN:

WPEL

EMPLOYER NAME SEQ NUM

EE HRLY WAGE

BEGIN DATE

END DATE

REASON LEAVING

DOT

_ WAL-MART 2 N 09.00 05 01 09 02 01 11 QT 211 _ TARGET 1 N 08.00 01 01 05 12 15 05 FD 211

Notes:



WPJR

Notes:

WPJR ASSESSMENT - PARTICIPATION READINESS 04/08/11 12:09 DWDB68 D TURK


OFFICE: 1111 LAURIE


LAST ASSESSMENT UPDATE: UPDATED DATE: 04 08 2011 TRANSPORTATION: TRANSPORTATION TYPE: LIABILITY INSURANCE(Y/N): _

VEHICLE: _ VALID DRIVERS LICENSE(Y/N): _ STATE: TYPE: _ _ IF NO VALID LICENSE WHY?: WILL COMMUTE ONE WAY: 00 MILES

CHILD CARE: NO. OF CHILDREN NEEDING CARE: 00 CARE ARRANGED(Y/N): _ TYPE OF ARRANGEMENT:

SUPPORTIVE SERVICES NEEDED: CLIENT STATED ASSETS: OTHER AGENCY/PROGRAM PARTICIPATION :

PARTICIPATION BY (F- FAMILY MEMBER C- CLIENT): _ _ _ _ _ COMMENTS:

ARE THERE BARRIERS TO EMPLOYMENT (Y/N)?: N PF13 WPED PF14 WPAW PF16 WPJS NEXT TRAN: PARMS: 1201847141



WPBD

Notes:

WPBD ASSESSMENT - BARRIER DETAILS


OFFICE: 1111 LAURIE

CTY/TRIBE: 18

04/08/11 12:10 DWDB68 D TURK


LAST ASSESSMENT UPDATE: UPDATED DATE: DC: _ BARRIER: SUB-TYPE: INDV AFFECTED: _ (C- CLIENT F- FAMILY MEM) BARRIER BEGIN DATE: BARRIER END DATE: END RSN CD: COULD BARRIER AFFECT HOURS OF PARTICIPATION?: _ (Y/N) WEB INITIATED: HOW SOON CAN BARRIER BE OVERCOME?:

_ < 1 MONTH _ 1-3 MONTHS _ 4-6 MONTHS _ > 6 MONTHS WHO IDENTIFIED BARRIER?: ARE SPECIAL ACCOMMODATIONS NEEDED BASED ON BARRIERS? _ (Y/N) WHAT ACCOMMODATIONS WERE IDENTIFIED THROUGH ASSESSMENT? WHAT ACCOMMODATIONS WERE ARRANGED BY THE AGENCY? IF ACCOMMODATIONS WERE NOT ARRANGED, EXPLAIN WHY: FORMAL ASSESSMENT INFORMATION: REFERRED FOR FORMAL ASSESSMENT FOR THIS BARRIER: _ (Y/N) REF. DATE: FORMAL ASSESSMENT COMPLETED FOR THIS BARRIER: _ (Y/N) COMPL. DATE: ASSESSMENT COMPLETED BY: PF13 WPED PF14 WPAW PF15 WPJR PF16 WPBS PF5 ADD MORE BARRIERS NEXT TRAN: PARMS: 1201847141



WPRU

Notes:

WPRU ASSESSMENT - EMPLOYMENT & SCREENING RESULTS 04/08/11 12:11 DWDB68 D TURK


OFFICE: 1111 LAURIE


LAST ASSESSMENT UPDATE: UPDATED DATE:

IS PARTICIPANT READY FOR UNSUBSIDIZED EMPLOYMENT (Y/N)?: _ SUMMARY OF DECISION:

BARRIER SCREENING STATUS: LAST UPDATED DATE : MAIN USER : CREATED WORKER :

PF13 WPED PF14 WPAW PF15 WPJR NEXT TRAN: PARMS: 1201847141



Summary A complete informal assessment is extremely valuable. It should always reflect the most recent and up-to-date information you have regarding your participant and their family.

As a Case Manager, you should be providing the same level of professional service that you would expect to receive.

And always remember to explain the why and the how.

If you have any questions, please send an email to [email protected]

Please include Assessment Screens Webcast in the subject line.


Webcast Recording: Assessment Screens/Purpose · PDF fileQuestions regarding W -2 production...

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