Required Trainings

Cornerstones of ConfidentialityHealth Insurance Portability and Accountability Act (HIPAA)

Information Security Training (IST) ProgramNew York State Employment Supports- Security Officer Training

http://www.nyess.ny.gov/training/hipaa_security/index.html

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)

Section One:Logging into OSOS

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

Section Two:Searching for an Individual

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

Section Three:Creating a New Record-

General Info

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)

Section Four:Creating a New Record-

Additional Info

Activity Four:Creating a New Record

• Additional Info• Complete this section based off of the

information in your training packet

Section Five:Creating a New Record-

Programs/PA

Activity Five:Creating a New Record• Programs/PA

• Complete this section based off of the information in your training packet

Section Six:Creating a New Record-

NYESS Info

Activity Six:Creating a New Record

• NYESS Info• Complete this section based off of the

information in your training packet

Section Seven:Creating a New Record-

Objective Tab & Exploring O*Net

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

Section Eight:Creating a New Record-

Work History

Activity Eight:Creating a New Record• Work History Tab

• Complete this section based off of the information in your training packet

Section Nine:Creating a New Record-

Ed/Lic

Activity Nine:Creating a New Record• Ed/Lic Tab

• Complete this section based off of the information in your training packet

Section Ten:Creating a New Record-

Skills

Activity Ten:Creating a New Record

• Skills Tab• Complete this section based off of the

information in your training packet

Section Eleven:Saving an Active Record & Viewing

Resume

Activity Eleven:Saving a Record Active & Viewing a ResumeUse 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

Section Twelve:Activating an Agency

Activity Twelve:Activating an AgencyUse the information provided in your training packet to:

• Navigate to the Services Window

• Add your Agency

• Add the Intake and Enrollment Dates

Section Thirteen:Adding a Service

Activity Thirteen:Adding a ServiceUse 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

Section Fourteen:Funding a Service

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”

Section Fifteen:Adding Additional Services & Ending Existing Services

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

Section Sixteen:Jobs Info

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

Section Seventeen:Activities

Adding Activities to Multiple Individuals

Activity Seventeen:ActivitiesUse 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

Section Eighteen:Comments

Activity Eighteen:Comments

Use the information provided in your training packet to:

• Enter comments

Section Nineteen:Entering Termination Info

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

Section Twenty:Closing the Employment Service

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

NYESS Checklist

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

Additional Resources of NYESS

Ticket to Work

Additional documents to be completed for

TTW Participants

Job Zone/Career Zone/SMART

https://www.jobzone.ny.gov

https://www.careerzone.ny.gov

Sun = Bright Outlook. Jobs that will have growth in the future

Leaf = Green Jobs

Bridge = Apprentice Jobs

NYS = Jobs from the NYS Job Bank

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 ofeducation, 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 forcustomers 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 morejobs that look like that job.

Saving a Job Scout

Name the Search Select Save

Select Job Scout Options

Select Save

Select Frequency & Duration

Enter Email Address

Navigating NYESS

Logging into NYESS(Live Site)

http://www.nyess.ny.gov/

Technical Issues-

Please include NYESS in the Subject Line

helpdesk@omh.ny.gov

(518) 474-5554