Workforce Manager Landing Page

Structure

Depending on the organization or account, the landing page may look different. Workforce Manager is divided into modules, meaning not all organizations will have the same modules. However, the general elements are the same, which are:

1. Top Navigation Bar
2. Blue Left-Side Menu 
3. Modules

Top Navigation Bar

1. Menu icon: Used to hide/view the blue navigation menu on the left-hand side.
2. Account Selector: The name of the organization will appear here as well as the ability to switch between accounts.
3. Full Screen icon: Makes the site viewable in full screen.
4. User Settings icon: Clicking on this icon will show the Administrator and Account Settings, depending on the use role. The sign out option is also here.

Left Side Navigation Panel

The blue menu on the left-hand side of the screen displays any other LCPtracker products available through the portal, for example Case Manager. The menu allows for easy navigation between products.

1. LCPtracker products 
2. Navigates to Support Directory
3. Co-browse functionality enabled

Note: Once inside a module, the blue menu changes and will show the active modules. 

Modules

The purpose of the landing page is to show the user what modules are available for their organization. The user logging in will be validated and their name will appear on the landing page. Each tile on the landing page represents a Module. Clicking on any of the tiles will navigate to that specific module.

• Here's something important to note about the Employer Module: The information in this section can come from an LCPtracker data sync. If it does, you can't add new employers manually. However, for accounts without LCPtracker data sync, you can add employers manually. These manually added employers are referred to as 'Private Employers.' 
• Instructions within this manual will be focused on Private Employers (mostly).
• ‘An important point to note: If a user has an LCPtracker data sync for their employers, any data being synced cannot be edited under any circumstances.’

Employer Records Main Table

1. From the landing page, the user will navigate to the Employer Module by clicking on the Employer Tile. The first thing the user will see is a table listing all employer records. The table is sortable and searchable. 
2. The headings of each column on the table are standard for the module and can’t be customized.
3. The blue menu on the left-hand side is different once inside a module. When working on any module, the blue menu will show all available modules that user has. This allows for easy navigation between modules. Also, a ‘Back to Home’ button is added which is to navigate back to the landing page.
   
4. From the main table, there is the option to ‘Add Private Employer’. 
5. Clicking on any part of the table rows will allow the user to view that employer’s information.
6. Depending on the user permissions, there will be an option to ‘Edit’ or ‘Delete’ any record.

Creating a New Employer Record

1. To create a new record, select the ‘Add Private Employer’ button on the main table.
2. The user will navigate to the Employer Portfolio Information form. This form will request specific information about the employer being added. 
3. When creating a new portfolio, a new menu will be visible to guide the user through each of the form sections. The sections will appear as disabled until the Employer Information fields are filled and the ‘Create’ button is pressed. Pressing the ‘Create’ button saves the record.
4. The only required fields on this form are Company Name and Company ID. 
   
5. Once the form is saved, the rest of the sections will become active, and the user can continue adding more information. The ‘Save’ button is to continue adding more information, ‘Save and Close’ to save changes and return to the main table, the back button to return without saving. Attachments can also be added.
   
   

Additional Sections

Contact Information

This form is to add all the employer’s contact information. The only required fields is ‘Primary Contact’ name.

Other Contacts

This section is multi-response, which means that there can be more than one record added. Other Contacts refers to any additional contact people and information other than the primary contact information that was previously added for that employer. When selecting this section, the first screen will be of a table where the different records are listed. The table is searchable, sortable, and has pagination.

From this screen, new records can be added.

Adding Other Contacts      

1. Click on the ‘Add Contact’ button.
2. Fill out the form, the required fields are: 
   • First Name
   • Last Name
3. Click on the ‘Create’ button to save the new entry.
   

Editing and Deleting a Record

1. From the multi-response table, locate the actions column.
2. Depending on the user role and permissions, there will be two options: Edit and Delete.
3. To edit an entry, click on the ‘Edit’ button.
4. The form will be shown, and changes can be made to any of the fields.
5. Click on ‘Save’ or ‘Save and Close’ to go back to the multi-response table. 
6. To delete an entry, click on the ‘Delete Button’.
7. A confirmation dialog box will appear to confirm the action.
8. Select ‘Yes’ to confirm the action and delete the selected record.

Employer Portfolio Notes

The Employer Portfolio Notes section is multi-response, which means that there can be more than one record added. When selecting this section, the first screen will be of a table where the different records are listed. The table is searchable, sortable, and has pagination.

From this screen, new records can be added.

Adding an Employer Portfolio Note

1. Click on the ‘Add Note’ button.
2. There are only two fields on this form, and both are required: Date Entered and Portfolio Notes
3. Click on the ‘Create’ button to save the new entry
    

Editing and Deleting a Record

1. From the multi-response table, locate the actions column.
2. Depending on the user role and permissions, there will be two options: Edit and Delete.
3. To edit an entry, click on the ‘Edit’ button.
4. The form will be shown, and changes can be made to any of the fields.
5. Click on ‘Save’ or ‘Save and Close’ to go back to the multi-response table. 
6. To delete an entry, click on the ‘Delete Button’.
7. A confirmation dialog box will appear to confirm the action.
8. Select ‘Yes’ to confirm the action and delete the selected record.

Workforce Coordination

The Workforce Coordination section is multi-response, which means that there can be more than one record added. When selecting this section, the first screen will be of a table where the different records are listed. The table is searchable, sortable, and has pagination.

From this screen, new records can be added.

Adding a Workforce Coordination Record

1. Click on the ‘Add’ button.
2. Fill out the form. The ‘Approved By’ field is required. The field is a drop-down with a list of names. The names of the approvers will vary by account and will be set up during the onboarding process.
3. Click on the “Create” button to save the new entry
   
4. Once a new entry is created, the ability to add attachments is enabled.
   

Editing and Deleting a Record

1. From the multi-response table, locate the actions column.
2. Depending on the user role and permissions, there will be two options: Edit and Delete.
3. To edit an entry, click on the ‘Edit’ button.
4. The form will be shown, and changes can be made to any of the fields.
5. Click on ‘Save’ or ‘Save and Close’ to go back to the multi-response table. 
6. To delete an entry, click on the ‘Delete Button’.
7. A confirmation dialog box will appear to confirm the action.
8. Select ‘Yes’ to confirm the action and delete the selected record.