The term "intake" refers to the initial process that occurs when a customer enters a workforce development program seeking employment. It begins with basic data collection that includes:
- Eligibility determination: Learn what funding stream the customer might qualify for.
- Program orientation: Explain what services the customer can expect and the rules of the program the customer must follow, such as attendance and dress code requirements.
- Basic data collection: Collect the customer's demographic information that will be included in his or her file.
The Client Intake Process This short word document identifies and describes five typical aspects of an employment program intake.
Career Development Program Intake Form is a sample intake document developed by WorkNet Training Services in 1999. This four-page document is still good today and will give you ideas for creating your own form.
Candidate File Checklist tracks the components of a pre-employment program. This two-page file, created by WorkNet Training Services, provides a sample checklist and explains how it can be useful for helping staff understand their responsibilities as well as tracking the progress of your clients.
Case Note Procedures are an important aspect of any employment program. This guide, created by STRIVE/Chicago Employment Service, is a two-page file that explains the importance of a well-maintained customer file and what it should include.
|
