1 Which benefit is the customer claiming? JSA Pension Credit ESA IB IS The Work Programme – Opportunity Selection Tool v5 Superseded by later version

2 Is the customer a *JSA Ex-IB customer? YES (Click) NO (Click) *A JSA customer who previously received **incapacity benefits (or has had an appeal decision delivered regarding the outcome of an IB re-assessment WCA) at any time within 6 months of their JSA claim. **incapacity benefits = Incapacity Benefit (IB), Severe Disablement Allowance (SDA) or Income Support (IS) on the grounds of illness or disability.

3 Use Opportunity: WP JSA Ex-IB Eligibility: JSA customers who have previously received *incapacity benefits (or have had an appeal decision delivered regarding the outcome of an IB re-assessment WCA) at any time within 6 months of their JSA claim and who have undertaken 3 months Pre-WP activity. *incapacity benefits = Incapacity Benefit (IB), Severe Disablement Allowance (SDA) or Income Support (IS) on the grounds of illness or disability. WP Entry: Required entry from 3 months.

4 Is the customer a JSA *NEET customer? YES (Click) NO (Click) * JSA customers aged 18 who were Not in Employment, Education or Training (NEET) for a 6 month period directly prior to or become NEET during their current claims to benefit.

5 Use Opportunity: WP JSA NEET Eligibility: JSA customers aged 18 who were Not in Employment, Education or Training (NEET) for a 6 month period directly prior to or become NEET during their current claims to JSA and who have undertaken 3 months Pre-WP activity. WP Entry: Required entry from 3 months.

6 Is the customer an 18 year old who previously claimed JSA (IB) when 16 or 17 years old? YES (Click) NO (Click)

7 Use Opportunity: WP JSA NEET Eligibility: 18 year olds who claimed (Income Based) JSA as a 16 or 17 year old and who have undertaken 3 months Pre-WP activity. WP Entry: Required entry from 3 months.

8 Is the customer a JSA *Repeater? YES (Click) NO (Click) * A JSA customer who has previously claimed JSA for 22 out of 24 months.

9 Use Opportunity: WP JSA Claiming 22 of 24Mths Eligibility: JSA customers who had previously claimed JSA for 22 out of the last 24 months and have undertaken 3 months Pre-WP activity – (Note: This includes periods where a customer may have been undertaking activity which attracted a Training Allowance). WP Entry: Required entry from 3 months.

10 Is the customer years old? YES (Click) NO They are 25+ (Click)

11 Is the customer entering the WP as an *early access customer? YES (Click) NO (Click) * A JSA customer who has undertaken at least 3 months (but no more than 9 months) Pre- WP activity and has opted to enter the WP early due to the customer being one of the following: an ex-offender or offender, a disabled person; a person with mild to moderate mental health issues; a care-leaver; a carer on JSA; an ex-carer; a homeless person; an ex-HM Armed Forces personnel customer; a partner of current or former Armed Forces personnel; or, a person for whom a drug/alcohol dependency (including a history of) presents a significant barrier to employment.

12 Use Opportunity: WP JSA Early Access Eligibility: JSA year old customers who have opted to enter the WP early (before their age related, NEET, Repeater or JSA Ex-IB status) due to the customer being one of the following: an ex-offender (someone who has completed a custodial sentence or a community sentence) or offender (someone who is serving a community sentence); a disabled person (under the Disability Discrimination Act definition); a person with mild to moderate mental health issues; a care-leaver; a carer on JSA; an ex-carer; a homeless person; an ex-HM Armed Forces personnel customer; a partner of current or former Armed Forces personnel; a person for whom a drug/ alcohol dependency (including a history of) presents a significant barrier to employment. WP Entry: Optional entry from 3 months (up to no more than 9 months).

13 Use Opportunity: WP JSA Eligibility: JSA customers aged who have undertaken 9 months Pre-WP activity. WP Entry: Required entry from 9 months.

14 Is the customer entering the WP as an 25+ *early access customer? YES (Click) NO (Click) * A JSA 25+ customer who has undertaken at least 3 months (but no more than 12 months) Pre-WP activity and has opted to enter the WP early due to the customer being one of the following: an ex-offender or offender, a disabled person; a person with mild to moderate mental health issues; a care-leaver; a carer on JSA; an ex-carer; a homeless person; an ex-HM Armed Forces personnel customer; a partner of current or former Armed Forces personnel; or, a person for whom a drug/alcohol dependency (including a history of) presents a significant barrier to employment.

15 Use Opportunity: WP JSA Early Access Eligibility: JSA customers over 25 years old who have opted to enter the WP early (before their age related, Repeater or JSA Ex-IB status) due to the customer being one of the following: an ex-offender (someone who has completed a custodial sentence or a community sentence) or offender (someone who is serving a community sentence); a disabled person (under the Disability Discrimination Act definition); a person with mild to moderate mental health issues; a care-leaver; a carer on JSA; an ex-carer; a homeless person; an ex-HM Armed Forces personnel customer; a partner of current or former Armed Forces personnel; a person for whom a drug/ alcohol dependency (including a history of) presents a significant barrier to employment. WP Entry: Optional entry from 3 months (up to no more than 12 months).

16 Use Opportunity: WP JSA 25+ Eligibility: JSA customers aged 25+ who have undertaken 12 months Pre-WP activity. WP Entry: Required entry from 12 months.

17 On what basis is the customer claiming ESA? Income Related ESA (Click) Credits Only ESA (Click) Contributory Based ESA (Click)

18 Which group has the Work Capability Assessment placed the customer in? WRAG (Work Related Activity Group) (Click) Support Group (Click)

19 What prognosis has the customer been given? 3 or 6 Month (Click) 12 Month + (Click)

20 Is the customer a *Stock ESA customer? YES (Click) NO (Click) *Where the date of an ESA customers initial WCA decision was prior to the end date for referrals to Pathways to work.

21 Use Opportunity: WP ESA (IR) WRAG 3/6Mth Stock Eligibility: Stock ESA WRAG customers (Where the date of their initial WCA decision was prior to the end date for referrals to Pathways to Work) who receive Income Related (IR) ESA, have been given a prognosis of either 3 or 6 months and have opted to enter the WP. WP Entry: Optional entry from WCA result.

22 Is the customer an *ESA Ex-IB customer? YES (Click) NO (Click) *An ESA customer who has previously received incapacity benefits. *A ESA customer who previously received **incapacity benefits (or has had an appeal decision delivered regarding the outcome of an IB re-assessment WCA) at any time within 6 months of their ESA claim. **incapacity benefits = Incapacity Benefit (IB), Severe Disablement Allowance (SDA) or Income Support (IS) on the grounds of illness or disability.

23 Is the customer an ESA Lone Parent with a youngest child under the age of 5 OR a Full-Time Carer? YES (Click) NO (Click)

24 Use Opportunity: WP ESA (IR) WRAG 3/6Mth Voluntary ExIB Eligibility: ESA Income Related (IR) WRAG customers who; have previously received *incapacity benefits (or has had an appeal decision delivered regarding the outcome of an IB re-assessment WCA) at any time within 6 months of their ESA claim; are Lone Parents with a youngest child under the age of 5 OR are full-time carers and been given a prognosis of either 3 or 6 months and have opted to enter the WP. *incapacity benefits = Incapacity Benefit (IB), Severe Disablement Allowance (SDA) or Income Support (IS) on the grounds of illness or disability. WP Entry: Optional entry from WCA result.

25 Use Opportunity: WP ESA (IR) WRAG 3/6Mth Mandatory ExIB Eligibility: ESA Income Related (IR) WRAG customers who; have previously received *incapacity benefits (or has had an appeal decision delivered regarding the outcome of an IB re-assessment WCA) at any time within 6 months of their ESA claim and been given a prognosis of either 3 or 6 months. *incapacity benefits = Incapacity Benefit (IB), Severe Disablement Allowance (SDA) or Income Support (IS) on the grounds of illness or disability. WP Entry: Customers are required to enter the WP from their WCA Result.

26 Is the customer an ESA Lone Parent with a youngest child under the age of 5 OR a Full-Time Carer? YES (Click) NO (Click)

27 Use Opportunity: WP ESA (IR) WRAG 3/6Mth Voluntary Eligibility: ESA Income Related (IR) WRAG customers who are Lone Parents with a youngest child under the age of 5 OR are full-time carers and been given a prognosis of either 3 or 6 months and have opted to enter the WP. WP Entry: Optional entry from WCA result.

28 Use Opportunity: WP ESA (IR) WRAG 3/6Mth Mandatory Eligibility: ESA Income Related (IR) WRAG customers who; have been given a prognosis of either 3 or 6 months. WP Entry: Customers are required to enter the WP from their WCA result

29 Is the customer an ESA Lone Parent with a youngest child under the age of 5 OR a Full-Time Carer? YES (Click) NO (Click)

30 Use Opportunity: WP ESA (IR) WRAG 12Mth Voluntary Eligibility: ESA Income Related (IR) WRAG customers who are Lone Parents with a youngest child under the age of 5 OR are full-time carers and been given a prognosis of 12 months and have opted to enter the WP. WP Entry: Optional entry from WCA result.

31 Use Opportunity: WP ESA (IR) WRAG 12Mth Mandatory Eligibility: ESA Income Related (IR) WRAG customers who have been given a prognosis of 12 months and have opted to enter the WP. WP Entry: Optional entry from WCA result.

32 Is the customer an *ESA Ex-IB customer? YES (Click) NO (Click) *An ESA customer who has previously received incapacity benefits. *A ESA customer who previously received **incapacity benefits (or has had an appeal decision delivered regarding the outcome of an IB re-assessment WCA) at any time within 6 months of their ESA claim. **incapacity benefits = Incapacity Benefit (IB), Severe Disablement Allowance (SDA) or Income Support (IS) on the grounds of illness or disability.

33 Use Opportunity: WP ESA (IR) Support Group Eligibility: ESA Income Related (IR) Support Group customers who have opted to enter the WP. WP Entry: Optional entry from WCA result.

34 Use Opportunity: WP ESA (IR) Support Group ExIB Eligibility: ESA Income Related (IR) Support Group customers who have previously received *incapacity benefits (or has had an appeal decision delivered regarding the outcome of an IB re-assessment WCA) at any time within 6 months of their ESA claim and have opted to enter the WP. *incapacity benefits = Incapacity Benefit (IB), Severe Disablement Allowance (SDA) or Income Support (IS) on the grounds of illness or disability. WP Entry: Optional entry from WCA result.

35 Which group has the Work Capability Assessment placed the customer in? WRAG (Work Related Activity Group) (Click) Support Group (Click)

36 Is the customer an ESA Lone Parent with a youngest child under the age of 5 OR a Full-Time Carer? YES (Click) NO (Click)

37 Use Opportunity: WP ESA (c) WRAG Voluntary Eligibility: ESA contributory based (c) WRAG customers who are Lone Parents with a youngest child under the age of 5 OR are full-time carers who have opted to enter the WP. WP Entry: Optional entry from WCA result.

38 Use Opportunity: WP ESA (c) WRAG Mandatory Eligibility: ESA contributory based (c) WRAG customers who have opted to enter the WP. WP Entry: Optional entry from WCA result.

39 Is the customer an *ESA Ex-IB customer? YES (Click) NO (Click) *An ESA customer who has previously received incapacity benefits. *A ESA customer who previously received **incapacity benefits (or has had an appeal decision delivered regarding the outcome of an IB re-assessment WCA) at any time within 6 months of their ESA claim. **incapacity benefits = Incapacity Benefit (IB), Severe Disablement Allowance (SDA) or Income Support (IS) on the grounds of illness or disability.

40 Use Opportunity: WP ESA (c) Support Group Eligibility: ESA contributory based (c) Support Group customers who have opted to enter the WP. WP Entry: Optional entry from WCA result.

41 Use Opportunity: WP ESA (c) Support Group ExIB Eligibility: ESA contributory based (c) Support Group customers who have previously received *incapacity benefits (or has had an appeal decision delivered regarding the outcome of an IB re-assessment WCA) at any time within 6 months of their ESA claim and have opted to enter the WP. *incapacity benefits = Incapacity Benefit (IB), Severe Disablement Allowance (SDA) or Income Support (IS) on the grounds of illness or disability. WP Entry: Optional entry from WCA result.

42 Use Opportunity: WP ESA Credit Only Eligibility: ESA Credit Only customers who have opted to enter the WP. WP Entry: Optional entry from WCA result.

43 Use Opportunity: WP IB and IS Volunteers Eligibility: Current Incapacity Benefit (IB) customers in England Only who have opted to enter the WP. WP Entry: Optional entry.

44 Use Opportunity: WP IB and IS Volunteers Eligibility: Current Income Support (IS) customers in England Only who have opted to enter the WP. WP Entry: Optional entry from benefit entitlement.

45 Does the customer have health conditions? YES (Click) NO (Click)

46 Use Opportunity: WP Pension Credit Eligibility: Pension Credit customers who have opted to enter the WP. WP Entry: Optional entry from 12 moths (claiming benefits).

47 Use Opportunity: WP Pension Credit – Health Issues Eligibility: Pension Credit customers who have health issues who have opted to enter the WP. WP Entry: Optional entry from benefit entitlement.

48 Is the customer awaiting their WCA outcome or appealing the outcome decision? YES (Click) NO (Click)

49 Do not refer to the Work Programme Customers who do not have a WCA outcome or are appealing the outcome decision should not be referred to the Work Programme.