effective practices webinar series: “stubs, stats and starts” jennifer radick, ms, crc, goodwill...

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Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September 11, 2014

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Page 1: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Effective Practices Webinar Series:“Stubs, Stats and Starts”

Jennifer Radick, MS, CRC, Goodwill Keystone Area

Elaine Trinkl, Goodwill Keystone Area

September 11, 2014

Page 2: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Presenters

• Jennifer Radick, MS, CRC, Ticket to Work Program Manager

• Elaine Trinkl, Ticket to Work Administrative Assistant

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Page 3: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Introduction

• Hi, I’m Jennifer Radick.o Ticket to Work Program Managero Goodwill Keystone Area provides services in 22 Pennsylvania

Counties, including urban, suburban and rural areas.

• Goodwill has been an Employment Network since 2004. It was not until 2009 when we hired someone to undertake growth of this program. Since then:o 303 Ticket to Work referrals,o 171 Tickets were assigned; there are currently 67 Active Ticketso 110 individuals were placed in employment o $184,834 in revenue

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Page 4: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Objectives

• Maintenance of Ticket to Work caseload for each Employment Specialist within our 22 PA County Territory and ensure the efficient assignment of beneficiaries

• Collection of and verification of pay and paystubs (Stubs)• Maintain the most current employment and employer

information for each working beneficiary (Stats)• Maintain the most current Placement and Retention

Records (Starts)• Proactive identification of potential Partnership Plus

candidates

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Page 5: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

What is “Stubs, Stats and Starts”?

• Monthly Email • Individualized to each Employment Specialist• Only includes information specific for that Employment Specialist• The Administrative Assistant for that region is included in the email

for the purpose of cross-reference• The Employment Services Manger is included for Supervision

Purposes• The information is used as a case management tool, cross-

referenced against the master Ticket to Work caseload

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Page 6: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

“Stubs, Stats and Starts” Greeting

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• The email goes out monthly• Individually written for each Employment Specialist• Explains the purpose of the email and the information to

follow• Provides brief description of the Stubs, Stats and Starts

Page 7: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

“Stubs, Stats and Starts” Greeting

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Page 8: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

“Stubs, Stats and Starts” Case Management

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• This is a great way to provide Program Management each month

• A master Tracking Sheet is kept on our encrypted drive• Master Tracking Sheet is cross-referenced each month

against the TTW/Maximus Portal• The email serves as another way to cross-reference and

maintain current and active caseloads• This portion of the email is broken down into categories:

Intake/IWP, Job Find, Job Support and Partnership Plus

Page 9: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

“Stubs, Stats and Starts” Case Management

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Page 10: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

“Stubs, Stats and Starts” Stubs

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• In order to submit for Milestone and Outcome payments, we must also provide Verification of Pay for wages earned by the beneficiaries

• We explain this responsibility to the beneficiary from the onset of the Beneficiary-Employment Network Relationship

• When necessary, we will make every effort to assist the individuals in obtaining their paystubs so that they may:1. Report their earnings to the Social Security Administration

2. Provide Verification of Pay for Employment Network

3. Receive assistance for the completion of the Timely Progress Review

Page 11: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

“Stubs, Stats and Starts” Stubs

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Page 12: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

“Stubs, Stats and Starts” Stats

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• We utilize ETO: Efforts to Outcome for our data collection, case notes, demographics and reports.

• We want to ensure that our records are a reflection of the most current status for each individual

• We provide updates on regular benchmark intervals, whether there has been a change or not

• We also provide updates when we become aware of one including changes in demographics, emergency contacts, support staff, and employment (wage, hours, supervisor) and employer.

Page 13: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

“Stubs, Stats and Starts” Stats

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Page 14: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

“Stubs, Stats and Starts” Starts

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• We track placements each month in ETO• We understand that job placements are essential to

assisting someone in reaching their Short-Term Goal• We understand that retention is just as important, and

that we must provide continued employment supports to assist someone in reaching their Long-Term Goal

• We have developed a Post-Employment Support Checklist in an effort to proactively identify any potential barrier(s) to job retention, and provide support and services to the individual to overcome said barrier(s)

Page 15: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

“Stubs, Stats and Starts” Starts

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Page 16: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Post-Employment Support Checklist

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Page 17: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Post-Employment Support Checklist (cont.)

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Page 18: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

“Stubs, Stats and Starts” Partnership Plus

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• In an effort to proactively identify anyone that may be a potential Partnership Plus candidate

• We want to be able to provide the seamless support services that are available to the individual under Partnership Plus Agreement

• We have been working with our local Office of Vocational Rehabilitation (OVR) to carry out the agreement as written, and develop points of contact

• We have been presenting to these local OVR offices in an effort to work together on behalf of the beneficiary

Page 19: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

“Stubs, Stats and Starts” Partnership Plus

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Page 20: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

“Stubs, Stats and Starts” Partnership Plus

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Page 21: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Management of Ticket to Work across 22 Pennsylvania Counties

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Page 22: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Management of Ticket to Work across 22 Pennsylvania Counties

TEAMWORK!!!

• Ticket to Work Program Manager• Ticket to Work Administrative Assistant• Ticket to Work Regional Employment Specialists and

Management Team• Director of Mission Services, Northwestern Region

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Page 23: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Ticket to Work Administrative Assistant

• Using ETO Database to gather caseload informationo Begin to gather and verify information for the “Stubs, Stats and

Starts” email

• Submitting Verification of Payo Paystubso Gross to Net Wage Summary (Internal Employees)

• Employee Wage Summary o Excel spreadsheet designed to calculate, based on the benefits

(SSS/SSDI), when beneficiary has reached milestone earnings level

o Portal also has a tool called the Monthly Earnings Estimator you can also use

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Page 24: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Ticket to WorkAdministrative Assistant

• Using the Portal:o Submit Payment Request for beneficiaries who have reached

milestone earningso EN Payment Status Report can also identify those beneficiaries

that require a Certification of Services

• Certification of Services (COS)o Typically utilize Employee Wage Summary excel spreadsheet to

identify need to submit a COSo EN Payment Status Report used to cross-reference the need for

a COS

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Page 25: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Wrap-Up

• From the onset of the Ticket to Work relationship, responsibilities are identified for each party:o Employment Specialists o Beneficiaryo Program Management Team

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Page 26: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Ticket to Work Responsibilities

Employment Specialists o Provide job readiness development, placement services, job

coaching and support, job retention and career advancemento Connection to Work Incentives Benefits Counselingo Assistance, as needed, with reporting earnings to Social

Securityo Job Accommodation planning, when neededo MINIMUM monthly contact with each beneficiary, to provide

services and supports, and proactively identify any potential barrier(s)

o Continuing Employment Support and encouragement to reach short-term goal, while planning steps to reach long-term goal

o Make efforts to assist individual to make Timely Progress

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Page 27: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Ticket to Work Responsibilities

Beneficiaryo MINIMUM Monthly contact with Employment Specialisto Work PROACTIVLEY with Employment Specialist to obtain

Short-Term Employment Goalo Report earnings to Social Securityo Provide Verification of Pay to Employment Specialisto Continue to work with Employment Specialist to maintain

position, and work towards Long-Term Employment Goalo Work towards Timely Progress each yearo Report any changes in your work status to Social Security and

notify Employment Specialist

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Page 28: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Ticket to Work Responsibilities

Ticket to Work Program Management Team• Screening

• Referrals

• Manage Ticket to Work Caseload

• Serves as resource to Employment Specialists

• Use “Stubs, Stats and Starts” email as a tool for both program and case management, and billing

• Use ETO as tool to collect/Report data

• Use Portal for program management and case management and to submit Payment Requests

• Provide training to Employment Specialist

• Provide ongoing Outreach including Ticket to Work and Partnership Presentations in communities of the 22 PA County service area

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Page 29: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Handouts

• “Stubs, Stats and Starts” email in Word Document• Employee Wage Summary Sheet • Maximus Monthly Earnings Estimator

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Page 30: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Comments or Questions?

Contact:

Jennifer Radick, MS, CRCTicket to Work Program Manager

[email protected]

888.831.7177

Elaine Trinkl

Ticket to Work Administrative Assistant

[email protected]

570.385.6892

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Page 31: Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September

Evaluation

• Feedback Sheet as attachment • We welcome your feedback and suggestions!

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