Employer Inquiries/Participant Applications Glossary

Owned by Samantha Miller (Unlicensed)
Last updated: Aug 02, 2016
3 min read

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Modification History

View modification History of all of the changes that have been made to this inquiry/application.

Home Tab

Make Potential

Add this Employer to the Employer Module or Participant to the Participant Module with a status of Potential. The status date will default to the current date and time. (You can add only one Potential status in this way.)

All supplied demographic information will be applied to the new person's profile, and any attached data from the web application form will be copied to the new profile.

If there is any information supplied in the "Person Calling if Not Above Employer/Participant" section, that person will be added as an attached Individual to the new profile.

Data from Web

Attached information entered from the online Application form.

Language

Languages spoken.

(Employers and Participant)

Skill

Skills required by the potential Employer or possessed by the potential Participant.

Required Date

Certifications and expiry dates.

(Participants only)

Web Intake Questions

Responses to web intake form questions.

After Employer is Potential

Attach information to the Employer record or create schedules based on the Inquiry Service tab.

(Employer Inquiries only. This section will be hidden when looking at a Participant Application.)

Make Assessed

Add this Employer to the Employer Module with a status of Assessed. The status date will default to the current date and time. If the Employer has not yet been added with a Potential status, you will be prompted to add that status first. (You can add only one Assessed status to an Employer in this way.)

Make Active

Add this Employer to the Employer Module with a status of Active. The status date will default to the current date and time. If the Employer has not yet been added with a Potential or Assessed status, you will be prompted to add those statuses first. (You can add only one Active status to a Employer in this way.)

Edit Profile

Edit the Employer's Profile. (In order to use this tool, the employer must already be added to the Employer Module using the tool(s) on the Home Tab described above.)

Edit Contact

Edit the profile of the Employer’s contact individual. (In order to use this tool, the employer must already be added to the Employer Module using the tool(s) on the Home Tab described above.)

Referral

Edit the Employers referral source. If no referral source is currently attached to the employer in the Employer Module, you will be prompted to add one. (In order to use this tool, the employer must already be added to the Employer Module using the tool(s) on the Home Tab described above.)

Task

Add a task to the Employer’s calendar. (In order to use this tool, the employer must already be added to the Employer Module using the tool(s) on the Home Tab described above.)

Appointment

Add an appointment to the Employer’s calendar. (In order to use this tool, the client must already be added to the Client Module using the tool(s) on the Home Tab described above.)

Create Job Detail

Create a Job Detail on the Employer using the NOC Codes and required skills.

The Employer must be added to the Employer Module as Active to use this tool.

Create Recurring Schedules

Create a Recurring Schedule using the Employer’s Job Detail. The recurring schedules will be created on the basis of what its put into the recurrence pattern. The schedules will be created using the specified Preferred Time. If a Preferred Participant is specified, that participant will be selected as the participant for the recurring schedule. If no Preferred Participant is specified, then the recurring schedule will be created without a participant.

The Employer must be added to the Employer Module as Active and a Job Detail created in order to use this tool.

Generate Report

Print a report detailing the information for this inquiry/application.