Participation Summary screen 001-09020140

For customers who:

• submit an online claim or have an Assisted Customer Claim (ACC) workflow completed for them by a Service Officer:
• once in the claim, select > Participation Interview
• are currently receiving a payment:
• select Customer Summary from the Process Direct landing page
• enter the customer's CRN, select Go
• in the customer's record select > Participation Summary

The Key Information section lists the following details about the customer:

• Mutual obligation exempt
• Current participation category, for example, 'JSP/YA/SPL WKCAP 30+ hrs/wk' or 'Voluntary'
• Connected to a provider
• Failures, for example, shows outstanding and completed compliance actions
• Who they are managed by, that is, Centrelink or provider managed
• Single principal carer receiving Pensioner Education Supplement (PES)
• Reporting type
• Time To Work participant
• Reporting channel
• Reporting frequency
• Homeless/Vulnerability indicator
• Homeless/Vulnerability description
• Homeless/Vulnerability start date
• Homeless/Vulnerability review date
• View homelessness history
• Refugee measure
• Current provider
• Deferred referral

The job seeker registration & provider referral information provides tables of:

• Message – outstanding messages to discuss with the customer
• Job seeker registration information, including Start job seeker registration
• Appointment history
• Provider referrals and exit reasons
• Job seeker snapshot history – including Job Seeker Snapshot
• Employment ESAt referral request history

The Job Plan tab provides:

• Job Plan Status –including the Customer program, Current participation category and who the customer is managed by
• Messages – including message text
• Current and historical Job Plan – including:
• Participation category including commencing a Negotiate Job Plan and End Plan
• Job seeker ID
• View plan
• Date signed
• Agreement method
• Negotiated site
• Negotiated by
• Negotiate reason

The Subsidy tab provides:

• Subsidy type (e.g. Youth Bonus Wage Subsidy)
• Start date
• End date

The Activity type/Non-applied exemptions tab provides:

• Activity type/exemptions - including Short course details
• Non applied exemptions – Type, Event date and reason not applied
• Referral Summary

The Participation compliance tab provides information regarding the job seeker's compliance history including:

• the Event Date of any compliance action
• the Status Date of the compliance action
• the compliance action type
• reason and status, and
• any penalty periods

Select Provider recorded information to view:

• Provider comments – which includes a search function
• Job referrals and placements
• Relocation assistance details

Select Close to exit the Provider Recorded Information screen.

The Online diary tab provides:

• Messages
• Current provider
• Create referral:
• Workforce Australia Services
• Transition to Work (TtW) Provider
• Employment service assessor/Job capacity assessor
• Community Development Programme (CDP) provider
• Disability Employment Service (DES) provider
• Appointment history
• Provider name
• Location
• Referral Date/Time
• Appointment type
• Result

The wording of the Action Items is 'This customer may be vulnerable and has failed to attend their Employment Services Assessment (ESAt). Please contact customer to arrange a new appointment'.

This Action Item notifies Assessment Services to reschedule an appointment.

This Action Item navigates to the ESAt Attendance workflow.

There are a number of Action Items which indicate an appointment should be booked for an ESAt. The reason the appointment was not booked will also display if applicable.

These Action Items will be actioned by Assessment Services.

This Action Item will not display if the Failure to attend ESAt Action Item is displayed.

The customer should be referred to an Employment Services Provider and have a suitable appointment booked.

This Action Item notifies the Service Officer to action any outstanding referrals to an Employment Services Provider and immediately schedule an initial appointment with the provider.

This Action Item navigates to the Online Diary.

This Action Item notifies the Service Officer of an outstanding referral to a Disability Employment Services (DES) provider.

This Action Item does not have a link attached; the Service Officer will need to manually update this referral.

The customer must have a re-engagement appointment with their Employment Service provider.

This Action Item notifies the Service Officer that the job seeker requires a re-engagement appointment with their Workforce Australia provider when a period of suspension from Workforce Australia services has ended. No action is required on this Action Item because re-engagement is the responsibility of their Workforce Australia Service Provider, or for online, the Digital Services Contact Centre.

The Action Item will be complete once their provider has re-engaged the job seeker.

This Action Item notifies the Service Officer of an outstanding referral to a TtW provider and have a suitable appointment booked.

By selecting the Action Item, the Service Officer will go to the appropriate screens/workflows.

Action referral to SEE.

This Action Item notifies the Service Officer of an outstanding referral to a Skills for Education and Employment provider.

By selecting the Action Item, the Service Officer will go to the Referral Summary page.

This Action Item notifies the Service Officer of any outstanding Participation Items.

This Action Item does not have a link attached. The Service Officer will need to manually complete any outstanding items in Customer First.

This Action Item is displayed when the job seeker requires the Job seeker registration to be run for the first time or the Job Seeker Snapshot to be re-run due to a change in circumstances.

Complete Job Seeker Snapshot with this job seeker.

This Action Item is displayed when a Workforce Australia provider has reported a change of circumstances for a job seeker. Select Job Seeker Snapshot from Participation Summary to start the workflow.

Up to nine reasons can be displayed in the Action Item.

This Action Item does not have a link attached; the Service Officer will need to manually go to the Job Seeker Snapshot.

This Action Item is displayed when a Quarterly Participation Interview (QTI) is booked upon acceptance of the ESAt report and remains until the interview has been successfully completed.

This Action Item does not have a link attached. The Service Officer will need to manually select the appointment and run the Service Profiling questionnaire. See Quarterly Participation Interviews for Partial Capacity to Work and Temporary Reduced Work Capacity (0-7 or 8-14 hours per week) job seekers.

This Action Item notifies the Service Officer that the job seeker may be fully meeting their mutual obligation requirements through paid work.

By selecting the Action Item, the Service Officer will go to the Job Plan Status page.

See Paid work as an approved activity.

AEX screen updated with <activity type literal>. The Job Plan negotiated on or after 1 July 2024 will include the job seeker's relevant activity.

Note: this is when the study activity is auto populated on the AEX screen as a result of study being coded on other screens such as:

• Customer Study Details (EDC) screen in Process Direct, or
• Education Course Details (EDC) screen in Customer First

This Action Item will be displayed where the job seeker's record has:

• at least one of the following current activity types (displayed on the Activity and Exemption Summary (AEX) screen):
• Short Course (SHD)
• Jobseeker Full Time Student (STF), or
• Jobseeker Part Time Student (SPT)

and

• the current Job Plan does not include a Study - Part Time or Full Time (ET59) Activity

The Action Item will display the activity type codes, start and end dates that are recorded on the customer's AEX screen.

This Action Item navigates to Negotiate Job Plan.

The Service Officer is required to update the Job Plan to reflect the study details on the AEX screen.

Ensure course/study details are also recorded.

This Action Item will be displayed where:

• the job seeker's record has a current Job Plan which was negotiated by Centrelink, and
• the current Job Plan includes a Study - Part Time or Full Time (ET59) compulsory activity, and
• the current Job Plan does not include EM54 (SEL) compulsory activity, and
• the job seeker's record does not have one of the following activity types (as displayed on the AEX screen) with start dates and end dates that exactly match ET59 compulsory activity in the Job Plan:
• Short Course (SHD)
• Jobseeker Full Time Student (STF), or
• Jobseeker Part Time Student (SPT)

This Action Item navigates to the Activity and Exemption Summary (AEX) screen. Check if the correct approved activity is already coded on this screen with the same start and end dates. If not, the Service Officer is required to record the course/study details on the job seeker's record on the appropriate screens, for example:

• Customer Study Details (EDC) screen in Process Direct
• Education Course Details (EDC) screen in Customer First

Once the details have been recorded, check the AEX screen to ensure that the correct approved activity is populated on this screen.

Ensure Quarterly Participation Interview (QTI) is recorded on AEX

This Action Item will be displayed where:

• the job seeker's record has a current Job Plan which was negotiated by Centrelink, and
• the current Job Plan includes an 'Attend Quarterly Appointment' AI02 or 'Reduced Capacity Requirements' AI08 Activity, and
• the job seeker's record does not have a current QTI activity recorded (on the AEX screen)

This Action Item navigates to the AEX screen.

The Service Officer is required to update the AEX screen with the QTI activity.

Ensure the Job Plan is completed appropriately

This Action Item will be displayed where the customer has a WAP/PLN Activity 'STA'rted on the Assessment List (AL) screen.

This Action Item navigates to Negotiate Job Plan.

The Service Officer is required to negotiate a Job Plan.

Negotiate a Job Plan with customer

This Action Item will be displayed when the job seeker is:

• Centrelink managed, and
• has mutual obligation requirements (JobSeeker Payment (JSP), Youth Allowance (YA), Special Benefit (SpB) or Parenting Payment Single (PPS)), and
• does not have a current Job Plan

Note: the job seeker may display as Centrelink managed by default. If the job seeker does not fit the criteria to be Centrelink managed, refer them to employment services.

This Action Item navigates to Negotiate Job Plan.

The Service Officer is required to negotiate a Job Plan.

Ensure Job Plan is updated to include referral activities as per the AEX screen.

This Action Item will be displayed when the job seeker is:

• Centrelink managed, and
• coded on the AEX screen as participating in one of the following programs:
• Adult Migrant English Program (AME)
• Skills for Education and Employment (DLN)
• the current Job Plan does not have the same activity included as compulsory activity, or
• there is a corresponding activity on the Job Plan but the end date does not match that of the referral

This Action Item navigates to Negotiate Job Plan.

Relevant approved activity, start and end dates will be displayed in the sentence text of all Job Plans negotiated on or after 1 July 2024.

Ensure Job Plan is updated, taking into consideration the job seeker's participation category.

This Action Item will be displayed where the job seeker is:

• Centrelink managed, and
• has a current Job Plan that does not include at least one compulsory activity appropriate to the customer's participation category

This Action Item navigates to Negotiate Job Plan workflow.

The Service Officer is required to negotiate a Job Plan.

This Action Item will be displayed when there is an outstanding WAP/MFU activity with keyword 'NOJOBPLN' on the Assessment List (AL) screen.

The customer should be referred to a CDP provider and have a suitable provider appointment booked.

This Action Item notifies the Service Officer that the job seeker is eligible for Community Development Program (CDP) and an appointment should be made with the Community Development Program provider for the job seeker's area.

By selecting the Action Item, the Service Officer will go to the Online Diary where they should book the next available appointment for the job seeker.