Participation Summary 001-09020140

To access the Participation Summary for customers who 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 indicator
• Current participation category, for example, 'JSP/YA/SPL WKCAP 30+ hrs/wk' or 'Voluntary'
• Connected to a provider indicator
• 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
• Reporting channel
• Reporting frequency
• Homeless/Vulnerability indicator
• Homeless/Vulnerability description
• Homeless/Vulnerability start date
• Homeless/Vulnerability review date
• View homelessness history
• Reconnection, Employment and Learning program participant indicator
• 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 referral information, current and historical placement types. The Additional Provider Information button will display if the customer has participated in an Inclusive Employment Australia (IEA) or Disability Employment Services (DES) program in the preceding 3 years
• 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
• Workforce Australia - Transition to Work (TtW)
• Employment service assessor/Job capacity assessor
• Remote Australia Employment Service (RAES) provider
• Inclusive Employment Australia (IEA)
• Appointment history
• Provider name
• Location
• Referral date
• Start date/time
• End date/time
• Appointment type
• Compellable appointment indicator
• File assessment indicator (ESAt appointment specific)
• Result

Action Item Message: "ESAt request will be reviewed and automatically booked if required. Action item should only be completed or cancelled by Assessment Services."

The wording of the Action Item 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 must be actioned by Assessment Services only.

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

Action Item Message: "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.

Action Item Message: "Action referral to IEA."

This Action Item notifies the Service Officer of an outstanding referral to an IEA provider.

This Action Item does not have a link attached; the Service Officer will need to manually update this referral. See Referring a customer to Inclusive Employment Australia (IEA).

Action Item Message: "The customer should be referred to a Workforce Australia - Transition to Work Provider and have a suitable appointment booked."

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 navigate to the appropriate screens/workflows.

Action Item Message: "Action referral to AMEP/SEE."

This Action Item notifies the Service Officer of an outstanding referral to a Skills for Education and Employment (SEE) or connection to Adult Migrant English Program (AMEP) on the Activity List (AL) screen.

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

Action Item Message: "Check Outstanding Participation Service Components."

This Action Item notifies the Service Officer of any outstanding 'STA'rted Items within Service Profiling.

This Action Item does not have a link attached. Service Officers action the work in Process Direct, however can view any outstanding items in Customer First. All Service Profiling Service Components are actioned via the Service Profiling Update workflow in Customer First.

Action Item Message: "Creation or reclassification of JSCI required."

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.

Action Item Message: "Customer has a <appointment type> appointment booked for <appointment date> but offer now if available."

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 started QTI related Service Component can be viewed on the Service Strategy (PQSS) screen in Customer First. The Service Officer will need to manually select the appointment and execute the Service Profiling Update Workflow in Customer First. See Quarterly Participation Interviews for Partial Capacity to Work and Temporary Reduced Work Capacity (0-7 or 8-14 hours per week) job seekers.

Action Item Message: "Customer’s recent earnings suggest employment may be approved as meeting mutual obligation requirements. If approving, update AEX screen and determine if a Job Plan update is required. Do NOT update the Job Plan if the customer is an IEA participant."

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 be navigated to the Job Plan Status page.

Note: a Job Plan should only be negotiated for an IEA participant in Post Placement Support or Ongoing Support if they have:

• discussed their ongoing participation with their provider and
• chosen to exit participation in IEA

See Paid work as an approved activity and Negotiating Centrelink Managed Job Plans.

Action Item Message: "This customer is fully meeting mutual obligation requirements via Approved Activity <activity coded on AEX screen>. An appropriate Job Plan must be negotiated with the job seeker."

This Action Item displays when the job seeker's Activity and Exemptions Summary (AEX) screen has been updated with an approved activity that fully meets their requirements, and:

• they become Centrelink managed, and
• their Job Plan has not been negotiated with the relevant activity type and sentence text

Action Item Message: "AEX screen updated with <activity type literal>. Ensure Job Plan is updated to include job seeker's current requirement."

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 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. When the Job Plan workflow is launched, the job seeker's specific study approved activity will auto populate the relevant sentence text and activity literal into the Job Plan.

Action Item Message: "Job Plan started but not completed. Ensure Job Plan is completed appropriately."

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

This Action Item navigates to Negotiate Job Plan.

The Service Officer is required to negotiate a Job Plan.

Action Item Message: "Customer is Centrelink managed and has no current Job Plan. Negotiate 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.

Action Item Message: "Job Plan is required. Ensure Job Plan is updated to include referral requirement 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.

Action Item Message: "Job Plan requires at least one compulsory requirement 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
• does not have a current Job Plan that includes 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.

Action Item Message: "Job seeker has disagreed with the contents of a Job Plan in their online account. A Job Plan must be agreed with the job seeker."

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

Contact with the job seeker is required to discuss and make relevant updates. See Table 4 in Negotiating Centrelink Managed Job Plans.

Action Item Message: "The customer should be referred to a Remote Australia Employment Service provider and have a suitable provider appointment booked."

This Action Item notifies the Service Officer that the job seeker is eligible for Remote Australia Employment Service (RAES) and an appointment should be made with the RAES provider for the job seeker's area.

By selecting the Action Item, the Service Officer will navigate to the Online Diary where they should book the next available appointment for the job seeker. See Remote Australia Employment Service (RAES).