Add/Edit Employment Goal Details

Step

Action

1

Click 'Add' on the Goals and Interests tab to begin.

2

Click the 'Employment' radio button.

3

Click the radio button to indicate whether this is a short term or long term goal.

4

Enter a description of the employment goal (type of work).

5

Enter the date the goal was identified (the system will default to the current date, but you can overwrite this if appropriate).

6

Enter the date that the customer started working toward the goal.

7

Enter the expected achievement date.

8

Enter the expected wage and indicate whether this is an hourly figure or an annual figure.

9

Enter the city where the customer would like to be employed.

10

Select the state where the customer would like to be employed.

11

Enter a description of the benefits wanted (medical, dental, life insurance,etc.).

12

Select the appropriate goal status for the goal.

13

Click the radio button to indicate if this goal should display on the Individual Responsibility Plan (the system will default to 'Yes').

14

Click 'Save' to add the goal to the customer's running list of goals (at the top of the page).

15

Click 'Cancel' to return to the Case Detail screen.