Creating a Client Application

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

To create an application, a client must first be registered and selected.

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.

Enter the client data from the paper application into the data fields in WorkforceCentral.

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.

Attach the client's signed release of information to the application to upload to WorkforceCentral.

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.