Add a Customer Placement Record

Follow this procedure to create a placement record for a customer.

 

 

Step

Action

1

Click 'Add' on the Job History/Placement tab to begin.

2

Enter your search parameters (if you don't enter any parameters, the system will bring back all providers upon clicking the 'Search' button).

3

Click 'Search.'

4

Click the 'Select' icon next to the employer you would like to add.  Clicking this icon will populate a placement record with this employer's information.

5

Enter the customer's job title.

6

Enter the OES title associated with the customer's job.

7

Enter the name of the contact person located at the employer (the person who you will most likely call for placement follow up).

8

Click the radio button to indicate whether or not the customer was employed in this job at the time registration.

9

Select the type of employment (private, subsidized public, subsidized private) from the drop down  box.

10

Select the statement from the drop down list that best describes how the job placement was made.

11

Enter a job referral tracking number (if applicable).

12

Select the name of the person from your unit who gets credit for this placement.

13

Enter the start date of the placement.

14

Enter the date of the first paycheck.

15

Enter the date the placement was verified (this information is used to send to the ODDS system-  because this information may not be available when the placement is initially entered, it can be entered at a later time).

16

Enter the customer's starting wage.

17

Select the customer's pay frequency.

18

Enter the customer's weekly scheduled hours.

19

Click the appropriate radio button to indicate whether this placement should be added to the customer's resume.

20

Click 'Save.'

 

 

Note:

 

The Job History/Placements summary information will default to showing all active placements for the customer.  To see a historical view of placements for this customer, click 'Show All'-  located on the Job History/Placements tab.