General Employment Plan

The General Employment Plan (GEP) on Case Details provides functionality at the Universal Information level to document multi-agency services to job seekers. This plan is often used to triage job seekers when the job seeker may meet with different staff from different teams. The GEP allows entry of information in one or more text boxes. Each time staff update the plan, a link to the plan is generated and displays. Access to the GEP depends on user permissions.

Employment Plans and/or Training Plans are also available on the Enrollment Details page to develop enrollment-specific plans. See Plans for more information.

Navigation

Bring the job seeker into context by conducting a Job Seeker Search or selecting the job seeker from My Cases. Click GEP on the Case Details page.

Add GEP

  1. Navigate to the GEP. Click the Add GEP button. The GEP page displays.
  2. See the following instructions for the fields on the GEP. None of the fields are required. Type information into the fields relevant to the participant and/or state and/or local policy.
  3. Job Seeker Name, Created By, Office, Updated By, Office, Date Created, and Date Updated display at the top of the page.
  4. The following fields are text boxes in which to type descriptions:
    1. Employment Goal
    2. Job seeker Responsibilities and Agency Responsibilities
    3. Plan for Overcoming Identified Barriers
    4. Occupational Assessment and Career Research
    5. Justification for Career Goals
    6. Job Search Strategy
    7. Additional Notes
  5. Click Save . The GEP page displays, listing plan for the job seeker. Click the Return to Case Details button to return to the Case Details page. Click the Return to Plan List button to return to the GEP page with plans listed.

Print GEP

  1. Navigate to the GEP. To print the employment plan with signature blocks, click the Print button at the bottom of the page. The GEP Sections page displays, allowing you to select the plan sections you want to print.
  2. The plan sections that contain text are selected by default. De-select any selections you do not want to print. To select or de-select all boxes, click Check/Un-check All. To acknowledge the plan, click Sign with DocuSign.
  3. (Arizona and Maine only) To view and print the plan, click Print Preview. The plan displays in browser print preview mode. Use your browser's print function to print the plan. Use your browser's back button to return to the GEP Selections page. From there, you can click Return to Plan or Return to Case Details.