2. Required Trainings Cornerstones of Confidentiality Health Insurance Portability and Accountability Act (HIPAA) Information Security Training (IST) Program New York State Employment Supports- Security Officer Training http://www.nyess.ny.gov/training/hipaa_security/index.html

3. Useful Tips: NEVER use the back button Keep the record in “Pending” so you can save as you navigate through each tab Green Dots indicate a required field Remember to select “Add” or “New” in order to enter information into a grey field You can search for more than one individual at a time You can add activities to more than one record at a time If you don’t know the date the individual started receiving public assistance enter today’s date Always select “Contractor” as your agency Always select “NYESS Provider Default” for the WIB There should always be one open service per individual “Service Type” is always “Intensive” Work History tab is for PAST employment Jobs Info tab is for CURRENT employment For volunteer work enter $0.01 for the hourly amount Dates should always start with a leading zero (01/10/2015)

4. Section One: Logging into OSOS

7. Activity One: Logging into OSOS Use the Username and Password you were provided with to log into NYESS https://osostrain.labor.ny.gov/osos.html *Remember this is your log in for the Training Site ONLY

8. Section Two: Searching for an Individual

18. Activity Two: Searching for an Individual Name: James Lowe SSN: 999-99-9999 ZIP: 13666 County: Oneida DOB: 08/10/1984 First try searching based on SSN. Imagine you only have certain information and try to verify you have found the correct record Remember you need to be in the “Customer” module

19. Section Three: Creating a New Record- General Info

32. Activity Three: Creating a New Record Create a New Record based off of the information provided in your training packet Enter the fields on the General Info tab Please use the following for the Username and Password: Username: First initial, last name (JSmith) Password: Today’s Date (June032014)

33. Section Four: Creating a New Record- Additional Info

38. Activity Four: Creating a New Record Additional Info Complete this section based off of the information in your training packet

39. Section Five: Creating a New Record- Programs/PA

42. Activity Five: Creating a New Record Programs/PA Complete this section based off of the information in your training packet

43. Section Six: Creating a New Record- NYESS Info

48. Activity Six: Creating a New Record NYESS Info Complete this section based off of the information in your training packet

49. Section Seven: Creating a New Record- Objective Tab & Exploring O*Net

59. Activity Seven: Creating a New Record Use the information provided in your training packet to complete the Objective Tab Add a Desired Job Title Explore the O*Net titles Add Acceptable Job Locations Radius (Distance Willing to Travel) Desired Zip Code

60. Section Eight: Creating a New Record- Work History

71. Activity Eight: Creating a New Record Work History Tab Complete this section based off of the information in your training packet

72. Section Nine: Creating a New Record- Ed/Lic

74. Activity Nine: Creating a New Record Ed/Lic Tab Complete this section based off of the information in your training packet

75. Section Ten: Creating a New Record- Skills

77. Activity Ten: Creating a New Record Skills Tab Complete this section based off of the information in your training packet

78. Section Eleven: Saving an Active Record & Viewing Resume

83. Activity Eleven: Saving a Record Active & Viewing a Resume Use the information provided in your training packet to: Save an Active Record Remember to change both “Status” and “Job Seeker” to Active View a Resume

84. Section Twelve: Activating an Agency

90. Activity Twelve: Activating an Agency Use the information provided in your training packet to: Navigate to the Services Window Add your Agency Add the Intake and Enrollment Dates

91. Section Thirteen: Adding a Service

99. Activity Thirteen: Adding a Service Use the information provided in your training packet to: Add a Service Use the entity for which you work as the Provider Remember to look for the Pre-Employment Service Schedule a Service Complete the Service Info Enter the Planned Start Date, Planned End Date, and Actual Start Date Enter the Program Service Type

100. Section Fourteen: Funding a Service

106. Activity Fourteen: Funding a Service Use the information provided in your training packet to: Fund the service you added to the individuals record during the last activity Remember to use $1.00 to fund the service Remember to look for “Local Office”

107. Section Fifteen: Adding Additional Services & Ending Existing Services

118. Activity Fifteen: Closing a service and adding a new service Use the information provided in your training packet to: Close the pre-employment service Add a new Service Use the entity for which you work as the Provider Remember to look for the job site or non-job site service Schedule a Service Complete the Service Info Enter the Planned Start Date, Planned End Date, and Actual Start Date Enter the Program Service Type Fund the service

119. Section Sixteen: Jobs Info

131. Activity Sixteen: Jobs Info Use the information provided in your training packet to: Select the service you wish to add to the Jobs Info tab Complete the Job Details and Hourly Wage section based off of the information in your training packet

132. Section Seventeen: Activities

139. Adding Activities to Multiple Individuals

142. Activity Seventeen: Activities Use the information provided in your training packet to: Enter the activities for the first two appointments, using a different date for each appointment Remember to ONLY select an Activity from the NYESS folder

143. Section Eighteen: Comments

147. Activity Eighteen: Comments Use the information provided in your training packet to: Enter comments

148. Section Nineteen: Entering Termination Info

152. Activity Nineteen: Entering Termination Info Use the information in your training packet to: Navigate to the Jobs Info tab Select the service you wish to terminate Enter the Termination Reason

153. Section Twenty: Closing the Employment Service

155. Activity Twenty: Closing the Employment Service Use the information in your training packet to: Navigate to the Services Window, Services tab Select the service you wish to close Enter the Actual End Date Select Save

156. NYESS Checklist

157. Customer Detail Section General Info Additional Info Programs/PA Objective Work History Ed/Lic Skills Jobs Info TTW Tab – If applicable Date Ticket Assigned is entered Date Employment Plan is developed is entered All three “Yes” options are selected Activities Comments – If applicable Services Section Activating an Agency Adding a Service Funding a Service

158. Additional Resources of NYESS

159. Ticket to Work

161. Additional documents to be completed for TTW Participants

167. Job Zone/Career Zone/SMART https://www.jobzone.ny.gov https://www.careerzone.ny.gov

173. Sun = Bright Outlook. Jobs that will have growth in the future Leaf = Green Jobs Bridge = Apprentice Jobs NYS = Jobs from the NYS Job Bank

174. The heart icon is for marking a job as a Favorite. The location/map symbol is to see where this job is located on a map. The “People with Similar Jobs” will present you with screens showing common skills, certificates & licenses, level of education, level of experience and typical resumes for people who have been placed successfully into similar jobs. The magnifying glass (similar jobs) will perform the search based on that particular job. It will no longer be matching based on the resume. This is particularly helpful for customers who have a very varied work history and get a mix of jobs in their search results. In this case, they could narrow down the job type they like, click on the magnifying glass and get more jobs that look like that job.

175. Saving a Job Scout Name the Search Select Save

176. Select Job Scout Options

177. Select Save Select Frequency & Duration Enter Email Address

178. Navigating NYESS

179. Logging into NYESS (Live Site) http://www.nyess.ny.gov/ http://www.nyess.ny.gov/

191. Technical Issues- Please include NYESS in the Subject Line helpdesk@omh.ny.gov (518) 474-5554