Plans

AJL provides flexibility for states to implement Employment Plans and Training Plans to align their business operations and workforce program policies.

On the Enrollment Details, users may see an Employment Plan or Training Plan. They may see the GEP on the Case Details page, the Enrollment Details page, or both.

The navigation and functionality for all of the plans is nearly identical, although the name of the plan and the labels may vary by state, with the following exceptions:

The layout on the Employment Plan and the Training Plan can be customized; the layout on the GEP (on Case Details or Enrollment Details) cannot.

Staff can add a new GEP and each new entry is displayed as link for other staff to view and/or edit; the Employment Plan and the Training Plan are a single document.

See General Employment Plan for more information.

The following instructions are for an Employment Plan. Employment Plans can be deleted for open or closed enrollments by users with the privilege to delete. If a user has this privilege, a Delete button displays at the bottom of the Employment Plan page. An application variable controls the lowest staff security level that can delete employment plans when an enrollment is closed.

Add Employment Plan

1. Navigate to the Employment Plan. (Basic Employment Plan, Training Plan, Basic/Enhanced Training Plan).
2. See the following list of the fields of the Employment Plan. None of the fields are required, and fields may vary by enrollment or state. Enter the information into the fields relevant to the participant and/or to state and/or local policy.
   • Self Identified Needs and Barriers
   • Plan for Overcoming Identified Barriers
   • Self Identified Strengths and Weaknesses
   • Current Employment Goal
   • Job Search Strategy
   • Recommended Next Steps
   • Additional Notes
3. Click the Create button at the bottom of the page. The Employment Plan displays and now includes only those fields with information entered and saved.
4. Click the Enrollment Details button to return to the Enrollment Details page. Click the Return to Enrollment Details button to return to the Enrollment Details page without saving the information.

Edit/Delete Employment Plan

1. Navigate to the Employment Plan page. To edit the existing notes, click the Edit button. Previously entered notes cannot be edited; only new notes can be added.
2. To save added notes, click Save.
3. To delete the existing Employment Plan, click the Delete button. Click Return to Enrollment Details to return without saving or deleting the plan.

Print Employment Plan

1. Navigate to the Employment Plan page.
2. Click the Print button. The Employment Plan sections page displays with the completed sections checked by default.
3.  Select any additional sections and click Print Preview. The print preview displays with the date in the heading and signature blocks at the bottom of the page.
   1. Use the print option on your browser to print.
   2. Use the back button on your browser to return to the Employment Plan.
4. Click the Return to Plan button to return to the Employment Plan page.