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Employment

eLogic Genesis Team
  • Updated

Employment - Standard User

Topics covered in this article: 

Employment Tab - The Basics

eLogic Genesis' Employment section is accessible in client records via the intake navigation bar → Employment. The Employment tab in client records contains powerful tools to aid navigators and clients in finding employment and documenting employment information. The Employment tab has three sections accessible via the Employment toggles:

mceclip0.png

Click the links below to read more about each feature:

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Job Applications and Job Searches - Table of Contents

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Job Applications and Job Searches - The Basics

Before a client can indicate their Job Industries of interest in the Employment tab, an Agency Administrator must first establish Job Industries via Agency Admin → Intake Fields.

Job Searches and Applications are available in the Employment tab under the Job Searches toggle:

mceclip1.png

Job Applications (not linked to a Job Search) are managed in a separate section from Job Searches. Navigate between the two sections using the toggle buttons located below the filter bar:

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Applications

The Applications section enables navigators to document clients' submitted job applications and the status of each application: Applied, Interviewed, and Hired. In each application, navigators can enter additional information about the job: Position, Type (full time, part time, or temporary), and the employer's contact information.

mceclip3.png

As the client continues their job search, the progression of each Job Application can be tracked by updating its status. When the Hired application status is selected, an Employment will be automatically generated using the information that was entered in the job application.

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Job Searches

Job Searches is an optional feature that makes it easy to track clients' goals while seeking employment within specific industries. Job Searches document which industry or industries a client is interested in and their desired wage range.

mceclip8.png

Multiple applications can be linked to a Job Search, which can help keep employment seeking more organized. Each Job Search can be updated with three statuses:

  • Active - indicates an ongoing job search for that industry
  • Complete - indicates that the client was successful in obtaining a job within that industry
  • Unsuccessful - indicates that the client was not successful in obtaining a job within that industry

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Job Applications Page

mceclip13.png

The Job Applications page contains a filter bar and a table that displays all documented job applications.

Filter Bar

Above the Job Applications table, you'll see a blue mceclip10.png filter bar which contains different filters categories. Each category will expand and show different filter options when clicked. When each filter is selected or removed, the table below will display only Applications that match the filter options selected. 

mceclip11.png

It may seem that some filter drop-downs display fewer options than they should. These are “smart” filters and are designed to display only options that are relevant to the Applications entered. 

Once a filter option is selected, it can be removed by clicking the check box in the drop-down, clicking Clear all in the drop-down, or by clicking the grey rectangle shown under Selected Filters beneath the filter bar.

Filter Options

  • Employer - filter applications by Employer name
  • Position - filter applications by position
  • Type - filter applications by employment type
  • Status - filter applications by application status
  • Created - filter applications that were created within a date range

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Job Application Table and Column Headers

Easily sort applications in client records by clicking the arrows next to each column header. The arrows will sort the table in ascending/descending order according to the data in the column. 

mceclip12.png

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Job Searches Page

mceclip7.png

The Job Searches page contains a filter bar and a table that displays all job searches.

Filter Bar

Above the Job Searches table, you'll see a blue mceclip10.png filter bar which contains different filters categories. Each category will expand and show different filter options when clicked. When each filter is selected or removed, the table below will display only Searches that match the filter options selected. 

mceclip15.png

It may seem that some filter drop-downs display fewer options than they should. These are “smart” filters and are designed to display only options that are relevant to the Searches entered. 

Once a filter option is selected, it can be removed by clicking the check box in the drop-down, clicking Clear all in the drop-down, or by clicking the grey rectangle shown under Selected Filters beneath the filter bar.

Filter Options

  • Industry - filter job searches by Industry
  • Target Wage - filter job searches by desired wage
  • Status - filter job searches by status(es)
  • Created - filter job searches that were created within a date range

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Job Searches Table and Column Headers

Easily sort job searches in client records by clicking the arrows next to each column header. The arrows will sort the table in ascending/descending order according to the data in the column. 

mceclip14.png

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View Job Applications Not Linked to a Job Search

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Job Applications are shown in table below
  5. Hover your mouse over an application and click mceclip2.png more to expand the application to view details

Don't see the Application you're looking for? Check to see if it has been linked under a Job Search

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View Applications Linked to Job Search

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Click the Job Searches mceclip1.png button below the filter bar
  5. Locate the existing Job Search from the table below 
  6. Click the Applications button located in the Created column - Job Search Application History screen overlay will appear
  7. Job Applications are shown in table
  8. Hover your mouse over an application and click mceclip2.png more to expand the application to view Application History, Contact Information, and Job Search details

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Create Job Application

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Click Add Application in the top right corner
  5. Type the name of the Employer in the text field - If employer is already in the system, you must select it from the drop-drop down list. If employer is not in the system, no drop-down will appear and you can continue application creation
  6. Select the applicable Job Search from the drop-down list (optional)
  7. Select the employment Type from the drop-down list
  8. Click Add Application
  9. If:
    1. Application was not linked to a job search, it is displayed in the table below
    2. Applications was mceclip1.png linked to a job search, you can view it in the Job Searches section

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Update Job Application Status - Not linked to a Job Search

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Locate and hover your mouse over the application in the table below
  5. Click mceclip2.png more to expand
  6. In the mceclip2.png Application History box, select New Application Status from drop-down list and enter the Date it occurred
  7. Click Add Status
  8. Click Save Changes
  9. Status is added under Application History (click mceclip2.png more again to view)

Job Applications saved with the "Hired" status will automatically create the employment under the Employment toggle.

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Update Job Application Status - mceclip0.png Linked to a Job Search

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Click the Job Searches mceclip1.png button below the filter bar
  5. Locate the Job Search that contains the Application in the table below
  6. Click the Applications button located in the Created column - Job Search Application History screen overlay will appear
  7. Hover your mouse over the application and click mceclip2.png more to expand
  8. In the mceclip2.png Application History box, select New Application Status from drop-down list and enter the Date it occurred
  9. Click Add Status
  10. Click Save Changes
  11. Status is added under Application History (click mceclip2.png more again to view)
  12. Click the X in the top right corner or ← Back to all job searches to return to Job Searches

Job Applications saved with the "Hired" status will automatically create the employment under the Employment toggle.

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Edit Job Application - Not Linked to a Job Search

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Locate and hover your mouse over the application in the table below
  5. Click mceclip2.png more to expand
  6. Edit Position and Type by clicking the fields in the Application's row
  7. Update mceclip2.png Application History, mceclip3.png Contact Information, and/or mceclip1.png Job Search linkages by selecting the sub-menu option
  8. Make any relevant changes
  9. Click Save Changes

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Edit Job Application - mceclip1.png Linked to a Job Search

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Click the Job Searches mceclip1.png button below the filter bar
  5. Locate the Job Search that contains the Application in the table below
  6. Click the Applications button located in the Created column - Job Search Application History screen overlay will appear
  7. Locate and hover your mouse over the application in the table below
  8. Click mceclip2.png more to expand
  9. Edit Position and Type by clicking the fields in the Application's row
  10. Update mceclip2.png Application History, mceclip3.png Contact Information, and/or mceclip1.png Job Search linkages by selecting the sub-menu option
  11. Make any relevant changes
  12. Click Save Changes
  13. Click the X in the top right corner or ← Back to all job searches to return to Job Searches

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Link Job Application to Job Search

You must create a Job Search prior to linking an application to it.

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Locate and hover your mouse over the application in the table below
  5. Click mceclip2.png more to expand
  6. Click mceclip1.png Job Search 
  7. Click mceclip4.png Add link to job search
  8. Select the desired Job Search from the Linked Job Search drop-down list 
  9. Click Save Changes

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Unlink or Move Job Application to Another Job Search

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Click the Job Searches mceclip1.png button below the filter bar
  5. Locate the Job Search that contains the Application in the table below
  6. Click the Applications button located in the Created column - Job Search Application History screen overlay will appear
  7. Locate and hover your mouse over the application in the table below
  8. Click mceclip2.png more to expand
  9. Click mceclip1.png Job Search 
    • To unlink the Job Application - click mceclip3.png Remove job search link
    • To move Job Application to another Job Search - click the Linked Job Search drop-down list and select desired Job Search
  10. Click Save Changes
    • Unlinked Job Application is accessible in the Applications mceclip5.png table 
    • Moved Job Application is accessible under the Job Search

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Delete Job Application - Not Linked to a Job Search

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Locate and hover your mouse over the application in the table below
  5. Click the mceclip3.png delete icon 
    • After the delete icon turns into a mceclip3.png redo icon, that is your verification that the application has been deleted and will disappear once you leave the page
    • If you wish to undo the delete, click the mceclip3.png redo button

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Delete Job Application - mceclip1.png Linked to a Job Search

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Click the Job Searches mceclip1.png button below the filter bar
  5. Locate the Job Search that contains the Application in the table below
  6. Click the Applications button located in the Created column - Job Search Application History screen overlay will appear
  7. Locate and hover your mouse over the application in the table below
  8. Click the mceclip3.png delete icon 
    • After the delete icon turns into a mceclip3.png redo icon, that is your verification that the application has been deleted and will disappear once you leave the page
    • If you wish to undo the delete, click the mceclip3.png redo button

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Create Job Search

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Click Add Search in the top right corner
  5. Select the desired Target Industry from the drop-down list
  6. Select the desired Target Wage from the drop-down list
  7. Click Add Job Search
  8. Job Search is added to the Job Searches section, accessible below the filter bar:
    mceclip0.png

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Update Job Search Status

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Click the Job Searches mceclip1.png button below the filter bar
  5. Locate and click the name of the existing Job Search from the list below 
  6. Click the Status drop-down list in that row
  7. Select desired Status from list
  8. Click Save Changes

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Edit Job Search

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Click the Job Searches mceclip1.png button below the filter bar
  5. Locate and click the name of the existing Job Search from the list below 
  6. Click the Target Industry and/or Target Wage drop-down list(s)
  7. Make desired changes
  8. Click Save Changes

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Delete Job Search

Deleting a Job Search that has linked a Job Application(s) will also delete the Application(s). If you wish to keep the Job Application(s), but delete the Job Search, unlink or move the Application(s) to another Job Search first.

  1. Open client record
  2. Select the Employment tab
  3. Click the Job Searches toggle
  4. Click the Job Searches mceclip1.png button below the filter bar
  5. Hover your mouse over the Job Search you wish to remove
  6. Click the mceclip3.png delete icon
    • After the delete icon turns into a mceclip3.png redo icon, that is your verification that the job search has been deleted and will disappear once you leave the page
    • If you wish to undo the delete, click the mceclip3.png redo button

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Employment - Table of Contents

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Employment - The Basics

The Employment toggle under the Employment tab displays all of the client's current and previous employments entered into their eLogic Genesis record.

mceclip0.png

Employments that have the following information entered are considered "Valid" for reporting purposes:

  • Employer
  • Hire Date
  • at least one entered Wage History, which includes:
    • Hourly Wage
    • Hours per Week
    • Effective Date

If your organization has enabled the "Count Employment Wage as Income" feature enabled, all Current Employment wages will be automatically calculated on the client's Budget page.

If an Employment has a Separation Date entered, it will automatically be moved to the Previous Employment toggle.

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About the Employment Page

The Employment page contains a filter bar and a table that displays all documented employments.

Filter Bar

Above the Employment table, you'll see a blue mceclip10.png filter bar which contains different filters categories. Each category will expand and show different filter options when clicked. When each filter is selected or removed, the table below will display only Employments that match the filter options selected. 

mceclip0.png

It may seem that some filter drop-downs display fewer options than they should. These are “smart” filters and are designed to display only options that are relevant to the Applications entered. 

Once a filter option is selected, it can be removed by clicking the check box in the drop-down, clicking Clear all in the drop-down, or by clicking the grey rectangle shown under Selected Filters beneath the filter bar.

Filter Options

  • Employer - filter employments by Employer name
  • Type -  filter employments by employment type
  • Status - filter employments by status(es)
  • Industry - filter employments by Industry(ies)
  • Shift - filter employments by shift(s)
  • Hire Date - filter for employments that began within a date range
  • Date Left - filter for employments that ended within a date range

Employment Table and Column Headers

Easily sort employments in client records by clicking the arrows next to each column header. The arrows will sort the table in ascending/descending order according to the data in the column. 

mceclip12.png

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View Employments

  1. Open client record
  2. Select the Employment tab
  3. All current and previous employments are shown in table below
  4. Hover your mouse over an employment and click mceclip2.png more to expand 
    • Move between the mceclip9.png Employment Details, mceclip7.png Wages, and mceclip8.png Benefits sub-menu options for details

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Create New Employment

If Employment was automatically created via Job Application status "Hired", employment will be accessible in the Employment table. All relevant information entered in the Job Application will be transferred to the new Current Employment. 

  1. Open client record
  2. Select the Employment tab
  3. Click Add Employment in the top right corner
  4. Enter the name of the Employer in the text field - If employer is already in the system, you must select it from the drop-drop down list. If employer is not in the system, no drop-down will appear and you can continue adding the employment. 
  5. Select the employment Type from the drop-down list
  6. Click Add Employment
  7. Employment is added to table below

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Enter/Edit Basic Employment Information 

  1. Open client record
  2. Select the Employment tab
  3. Hover your mouse over the employment and click mceclip2.png more to expand 
  4. Update basic employment information by clicking the fields in the employment's row:
    • Type - select if employment is Full Time, Part Time, or Temporary
    • Status - this field will update to Ended if Date Left is entered
    • Industry - (optional) select if employment is associated to an Industry; an Agency Administrator must first establish Job Industries for Industry options to be available
    • Shift - indicate if an employment is a First, Second, or Third shift
    • Hire Date - enter the date the employment began
    • Date Left - (previous employments only) enter the date the employment ended
  5. Click Save Changes when finished

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Enter/Edit Employment Details

  1. Open client record
  2. Select the Employment tab
  3. Hover your mouse over the employment and click mceclip2.png more to expand 
  4. mceclip1.png Employment Details are shown below: 
    • Site (optional) - enter employment site/location if desired
    • Agency Assisted - select this checkbox if your organization assisted in obtaining the client's employment
    • Contact - enter name of the employment's point of contact
    • Phone - enter employment's point of contact phone number
    • Supervisor - enter employment's supervisor name
    • Supervisor Phone - enter employment's supervisor phone number
  5. Click Save Changes when finished

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Enter Employment Wage Information

  1. Open client record
  2. Select the Employment tab
  3. Hover your mouse over the employment and click mceclip2.png more to expand
  4. Select the mceclip7.png Wages sub-menu option
  5. In the Wages box, enter: 
    • New Hourly Wage - enter the hourly wage
    • Hours Per Week - enter the hours worked per week
    • Position - type the client's position
    • Position change - indicate if the wage associated with the position is:
      • Lateral - select if client changed titles but wage is the same as previous
      • Promotion - select if client received a higher wage than the previous
      • Initial - select if this is the first wage amount paid for this employment 
      • Demotion - select if client received a lower wage than the previous
    • Effective Date - enter when the wage begin
  6. Click Add New Wage/Position
  7. Wage information appears under Wage History below
  8. Click Save Changes when finished

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Enter/Edit Employment Benefits

  1. Open client record
  2. Select the Employment tab
  3. Hover your mouse over the employment and click mceclip2.png more to expand
  4. Select the mceclip8.png Benefits sub-menu option
  5. Indicate which Employment Benefits the client's position offers by selecting the corresponding checkbox 
  6. Enter the Effective Date for each selected benefit (optional)
  7. Click Save Changes when finished

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End an Employment

  1. Open client record
  2. Select the Employment tab
  3. Hover your mouse over the employment that has ended and click mceclip2.png more to expand
  4. In the Date Left column, enter the date the employment ended
  5. In mceclip2.png Employment Details below, select the Separation Reason from the drop-down list
  6. Click Save Changes

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Revert Ended Employment to Ongoing/Current Employment

  1. Open client record
  2. Select the Employment tab
  3. Hover your mouse over the ended employment and click mceclip2.png more to expand
  4. Click the employment's Date Left field
  5. Using your keyboard, delete the month/day/year so it reads "mm/dd/yyyy"
  6. Click the Separation Reason Drop down and choose "Select..."
  7. Click Save Changes

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Delete Employment

  1. Open client record
  2. Select the Employment tab
  3. Hover your mouse over the employment
  4. Click the mceclip3.png delete icon
    • After the delete icon turns into a mceclip3.png redo icon, that is your verification that the employment has been deleted and will disappear once you leave the page
    • If you wish to undo the delete, click the mceclip3.png redo button

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Delete Employment Wage Information

Saved employment Wages cannot be edited. If you need to edit a previously entered wage, reenter the wage and backdate the entry, then delete the original.

  1. Open client record
  2. Select the Employment tab
  3. Hover your mouse over the employment and click mceclip2.png more to expand
  4. Select the mceclip7.png Wages sub-menu option
  5. In the Wages box, locate the wage to be deleted under Wage History
  6. Click the mceclip3.png delete icon
    • After the delete icon turns into a mceclip3.png redo icon, that is your verification that the employment wage has been deleted and will disappear once you leave the page
    • If you wish to undo the delete, click the mceclip3.png redo button

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Remove Employment Benefits

  1. Open client record
  2. Select the Employment tab
  3. Hover your mouse over the employment and click mceclip2.png more to expand
  4. Select the mceclip8.png Benefits sub-menu option
  5. Locate the benefit(s) you wish to remove
  6. Delete the Effective Date(s)
  7. Deselect the benefit checkbox(s)
  8. Click Save Changes when finished

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Unemployment - Table of Contents

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Unemployment - The Basics

The Unemployment toggle under the Employment tab displays all of the client's current and previous unemployments entered into their eLogic Genesis record.

mceclip10.png

Unemployment entries document the Start Date, End Date, Reason for Unemployment, and Unemployment Benefit information. All unemployment data is reportable using an Employment type Custom Report.

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About the Unemployment Page

The Unemployment page contains a filter bar and a table that displays all documented unemployments.

Filter Bar

Above the Unemployment table, you'll see a blue mceclip10.png filter bar which contains different filters categories. Each category will expand and show different filter options when clicked. When each filter is selected or removed, the table below will display only unemployments that match the filter options selected. 

mceclip13.png

It may seem that some filter drop-downs display fewer options than they should. These are “smart” filters and are designed to display only options that are relevant to the unemployments entered. 

Once a filter option is selected, it can be removed by clicking the check box in the drop-down, clicking Clear all in the drop-down, or by clicking the grey rectangle shown under Selected Filters beneath the filter bar.

Filter Options

  • Start Date - filter for unemployments that began within a date range
  • End Date - filter for unemployments that ended within a date range
  • Reason - filter unemployments by reason for unemployment
  • Benefits - filter unemployments that do or do not have unemployment benefits

Unemployment Table and Column Headers

Easily sort unemployments in client records by clicking the arrows next to each column header. The arrows will sort the table in ascending/descending order according to the data in the column. 

mceclip14.png

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View Unemployments

  1. Open client record
  2. Select the Employment tab
  3. Click the Unemployment toggle
  4. All documented Unemployments are shown in the table below
  5. Hover your mouse over the unemployment and click mceclip2.png more to expand for details

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Create Unemployment

  1. Open client record
  2. Select the Employment tab
  3. Click the Unemployment toggle
  4. Click Add Unemployment in the top right corner
  5. Enter the unemployment Start Date, End Date (if applicable), and select the Reason for unemployment from the drop-down list
  6. Click Add Unemployment
  7. Unemployment is added to the table

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Edit Basic Unemployment Information

  1. Open client record
  2. Select the Employment tab
  3. Click the Unemployment toggle
  4. Hover your mouse over the desired unemployment and click mceclip2.png more 
  5. Update basic unemployment information by clicking the fields in the employment's row:
    • Start Date - enter the date the unemployment began
    • End Date - (if the client is no longer unemployed) enter the date the unemployment ended
    • Reason - select the reason for unemployment from the drop-down list
    • Status - this field will update to Ended if Date Left is entered
  6. Click Save Changes when finished

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Enter/Edit Unemployment Benefits

  1. Open client record
  2. Select the Employment tab
  3. Click the Unemployment toggle
  4. Hover your mouse over the desired unemployment and click mceclip2.png more 
  5. mceclip16.png Unemployment Benefits are shown below
  6. Select the Receiving Unemployment Benefits? checkbox
  7. Enter Amount Received (Weekly), Benefits Start date (if known), Benefits End date (if known)
  8. Click Save Changes when finished

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Delete Unemployment

  1. Open client record
  2. Select the Employment tab
  3. Click the Unemployment toggle
  4. Hover your mouse over the unemployment
  5. Click the mceclip3.png delete icon
    • After the delete icon turns into a mceclip3.png redo icon, that is your verification that the unemployment has been deleted and will disappear once you leave the page
    • If you wish to undo the delete, click the mceclip3.png redo button

back to Unemployment - Table of Contents      back to top

 

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