1. New Worker Training Module VI CBMS
Documenting our work

2. Module VI CBMS
Need to enter the job first, then close your EF case down in Work Programs.

3. Module VI CBMS
Required data entry
Add: Use only if previous jobs listed under Summary grid
Effective Begin Date
= First day worked
Self Employed =
Select Y or N radial
Occupation = Select
Closest description
Employment Exemption (cont.)
Employment Type =
Permanent + 90 days
Temp days
Temp under 30 days
Monthly Amount Earned = Hours x
Wages = x = ?

4. Module VI CBMS Estimated Average Hrs/Week = work hours per week
Required data entry
Estimated Average
Hrs/Week = work
hours per week
Begin Date = First
day worked
Name = Company
or Employer name
Telephone # =
Employer number
Verification =
Received
Source = EF Does
not accept “Client
Statement”

5. Module VI CBMS Insurance Type = Select one PTO Type = Select one
Labor Market Type
= Select one
Date Reported =
Date submitted to EF
Date Verified =
Date verified
Save = Always save
your work

6. Module VI CBMS
WF + Emp = ENHF

7. Module VI CBMS Required data entry
Actual End Date: Enter the date of data entry.
Closure Reason: Select ‘Exemption’.
Outcome:= If emp, Gained. If another exemption, select Exempt.
Save: Always save your work.
Close window

8. Module VI CBMS Required data entry Plan Status: Change to EF-Exempt.
Plan Status Date : Date of data entry. *use Today’s date
in Calendar*
Save: Always save your work.
Click on Work Program Summary on left side navigation.

9. Module VI CBMS Required data entry Name: Select your person
Run Exemptions : Click on button if exemption entered correctly but case
has not ran yet
Name: Select your person.
Save: Always save your work
Close Display Work Programs Exemption Results window

10. Module VI CBMS Required data entry
View All Records: To confirm actions

11. Module VI CBMS
Waiting List Screen for
Workfare Enhanced Funding

12. Module VI CBMS
Required data entry
Waiting List Screen for Workfare Enhanced Funding (cont.)
County: Select your county.
Worker Name: Jobs listed under workers name. Used if over 250 or more.
Search: Click to populate entries.
Participant: Click on to alphabetized list
Move Scroll bar to locate the now exempt participant
State: ENHF waiting to Scheduled
County: ENHF waiting for move to scheduled

13. Module VI CBMS
Example of Case Comments

14. Module VI CBMS Moving an Entry from the Waiting List
Required data entry
Move entries to Scheduled once Current allotment decreases to $0 (full ENHF) or if you feel that is the most it will drop.
Enhanced Funding: Click on it TWICE to bring highest amount to the top of the grid.
Status: Select Scheduled.
Save: Always save
your work.

15. Module VI CBMS Verifying the entry is Scheduled Required data entry
County: Select your county.
Search button: Click on to populate entries, if applicable.

16. Module VI CBMS Reviewing Reported ENHF From: Enter MM/YYYY.
Required data entry
From: Enter MM/YYYY.
To: Enter MM/YYYY
County: Select your county.
Search button: Click on to populate entries, if applicable.
State: Statewide total of earned ENHF for specific quarter.
County: Total ENHF earned for specific quarter in county.

17. How it works on the ground
Program Flow Activity

18. What I learned
Post Test

19. Questions