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WorkforceCentral User Guide
WorkforceCentral User Guide
  • Introduction
  • Client Intake
    • Intaking a Client
  • Accessing Workforce Central
    • User Accounts
    • Logging Into WorkforceCentral
  • Registering a Client
    • Searching for a Client
    • Selecting a Client
    • Registering a New Client
  • Client Enrollment
    • Creating a Client Application
    • Adding a Client Activity
    • Completing a Client Activity
    • Adding a Pre-Exit Outcome
    • Exiting a Client
  • Reporting
    • Running Client Reports in WorkforceCentral
  • Appendix
    • Forms | Guides | Resources
  • Help Desk
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  1. Client Enrollment

Creating a Client Application

PreviousRegistering a New ClientNextAdding a Client Activity

Last updated 7 months ago

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Entering a client application is the first step of the two step enrollment process. The second step of the enrollment process is . A client is enrolled when both the client application is entered into WorkforceCentral and at least one activity is added.

To create an application, and .

Before you enter a client application into WorkforceCentral, you may want to wait until the client has passed your organization's probationary period and you are ready to add a client activity.

To create a client application:

1. From the Enrolled Programs menu, select All Processes.

2. From the All Processes page, select Create Application at the bottom of the screen.

3. Enter the client data from the paper application into the data fields.

You cannot date the application more than 90 days prior to today’s date.

Required fields are noted by an "*" and red text prompts.

4. Upload the client's Release of Information.

  • Select Choose File button.

  • In the File Upload window, navigate to the file on your computer and select open.

5. After attaching the Release of Information, select the Submit Application button.

An Application Number is generated when an application is created. You can use this number to search for the client’s application on the home page by using Search by Application Number.

You will not be able to submit an application if you do not upload a client's signed Release of Information.

WorkforceCentral will automatically void applications that have no activity records 90 days after the application date.

adding a client activity
a client must first be registered
selected
Enter the client data from the paper application into the data fields in WorkforceCentral.
Attach the client's signed release of information to the application to upload to WorkforceCentral.