1. 28 Steps to Successful Recruitment Applications
Child Plus & Recruitment Procedures

2. BEFORE YOU START IN ChildPlus
Step 1 Verify all documentation is available, and make copies
Birth Certificate Shot Record Income Insurance/Medicaid
Medical Documents (Diagnosed Disability) Legal Documents
Step 2 Complete Declaration Page and follow the instructions Complete McKinney Vento Determination Questionnaire
Step 3 Look at income; decide whether you will use Income Eligible or Over Income Selection Criteria FILL THIS OUT AT THIS POINT
If you have a child whose status is Foster or if the family has an open CPS case, you must complete the Foster Care & Children’s & Protective Services Form NOW.
Step 4 Add New Family

3. Step 4: Add New Family

4. This is the new application format!

5. Step 5: Add Primary Adult
Complete the Following
Applicant-Non applicant
First Name
Last Name
It will look like this
Step 6: Hit Save & Close
Found at bottom of screen

6. If the person’s name matches with one already in the system the following screen pops up.
Verify the person is not the same, by using the birth date. If it is the same person, continue Select Yes Same person and continue to Step 7, If it is not the same person continue to Step 14.

7. Once you select yes, you will be returned to the Family Application Screen
It will look like this!
Step 7: Select Yes, Same person

8. Step 7: Select Yes, Same person
Step 7: Verify the child that is associated with this app.
If the associated child was enrolled during the school year DO NOT CHANGE anything. You may update ONLY address, phone number, contact release.
If the associated child was enrolled prior to that year you may make any and all changes.

9. Step 8. If the child is already listed, select them
Step 8. If the child is already listed, select them. And continue to Step 9
If the child is not listed continue to Step 11
Step 9: With Child Selected, select Enrollment tab

10. If child is already in the system,
STEP 10: Add New Participation Record

11. Add a Blank participation record and select OK button.

12. Once enrollment is complete **Continue to Step 21**
This is how it would look when you add another Program Record.
Once enrollment is complete **Continue to Step 21**

13. STEP 11: To add the participants select Add a child.
STEP 12: Add Child’s last and first name & birthday.
DO NOT USE SOCIAL SECURITY

14. STEP 13: Fill in this screen:
Child's preferred name.
Gender (drop down)
Race (drop down)
Ethnicity (drop down)
Nationality (drop down)
Language-Proficiency, Check primary.
Once you have added the new child and any other family members
Return to Steps 9-10

15. Step 14: Complete all information for Primary adult
Step 15: Add child next

16. Step 15: Looks like this
Must complete: *NEW*
Medicaid/Insurance, Doctor Home &
Dentist Home HERE

17. Step 16: Complete Family Information
It will look like this!

18. Step 17: Complete Family Income TANF, SSI, WIC Verification Date (new)
Verified By (new)
Amount, annual amount, description, verification
Note (enter place of work here) 1. 3 2 4 5

19. Step 18: *NEW*
Complete Family Emergency Contacts
The address must be a physical address

20. Step 19: Complete Enrollment
Program Term
Agency
Site
Funding-HeadStart
Application Status
Eligibility Date
ROLLOVERS-Eligibility Income, Number in Family, Income
Income Status
Participation Year
CACFP-date, income, year, status
Eligibility Criteria-make sure it matches your Selection Criteria Sheet
Enter Eligibility Note-Later you will copy and paste it into the Family Service-Recruitment contact note.

21. Step 20: Input shot record
Step 21: Save & Close
*If you did not complete all blanks CP will not let you move forward

22. If the child has a suspected or diagnosed disability continue to Step 22
If there is no points given for disability continue to Step 23

23. 1 2 4 3 5
STEP 22: Disability Tab
Click the disability tab if a child has a suspected or diagnosed disability.
Click the box that states an area of concern has been identified.
Enter date identified (date of application).
Enter status as More information need if the child has a suspected disability. If the child has a diagnosed disability and has the paperwork attached, enter the status as diagnosed.
Use the clock and enter the notes about the concerns.

24. 1. 2. 3.
STEP 23:
1. With the child selected Go to Family Services tab
2. Add an event
3. On Description – type in Recruitment contact note with the child's name.
4. Under Event Description, hit the time clock on right, and then type family contact note. Make sure to include all information about family, income and disabilities. 4.

25. Step 24:Go to Family Application tab, select child, then at bottom of screen select Print Applications
Step 25:Go to Family Services Tab, and print out recruitment contact note
Step 26:Get parent Signature
Step 27:FSW signature

26. Step 28 Staple Content as follows: Selection Criteria Declaration Form
Family Information
Family Member Information
Enrollment Information
Eligibility Verification
Recruitment Contact Note
Foster Care & Children’s Protective Service Form (if applicable)
Birth Certificate
Shot Records
Medical Insurance
Diagnosed Disability Paperwork (if applicable)
Income-Write Child’s Name & Site on copy

27. Once monitors verify application, and it is cleared the child will be placed on the waitlist
If the application is not cleared, it will be an incomplete application and will stay that way until it is fixed.