UAW-GM CENTER FOR HUMAN RESOURCES. EARIS 2 Work/Family Life Case Management System. Instruction Guide

Transcription

1 UAW-GM CENTER FOR HUMAN RESOURCES EARIS 2 Work/Family Life Case Management System Instruction Guide

2 Contents Chapter Page 1. Case Creation Steps 1 2. Add a new Employee Record 2 3. Adding a Participant 4 Employee Participant 5 Family Member Participant 6 4. Case Detail 8 5. Communication Referrals Closing Cases Adding New Cases for Employees Edit or Remove Cases Edit a Case/Update an Employee Sorting Cases Adding a Provider Update/Remove A Provider Plant Reports Activity Reports Printing Messages 28

3 Case Creation Steps The following are the steps to create cases: Step Page 1. Add a new Employee Record 2 Employee profiles must be created first to add cases for program participants. 2. Add a Participant 4 The program participant can be the employee or another family member (see pages 5 & 6). 3. Add the Case Detail 8 The Case Detail is all information related to the participant case. 4. Add the Communication 10 Communication is any conversation or correspondence in regards to the participant s case. 5. Add the Referral 12 Referral(s) submitted by provider(s) 6. Close the Case 14 Once a case is completed close the case. 7. Print Reports a. Plant Report. 25 b. Activity Report 26 bos/opeiu459aflcio 1

4 Add a new Employee Record To add a case the employee must be created first. Click the Create New Case link. bos/opeiu459aflcio 2

5 1.) Enter Employee Name and Address. Required Fields are bolded. 12.) Click the Save Current Record button. 2.) Enter Employee Demographic Information. Required Fields are bolded. 3.) Enter Employee Contact Information (Optional). 4.) Select the Employee Status (Required). 5.) Enter the Employee Classification (Optional). 6.) Enter the Employee Department (Optional). 7.) Enter the Employee ID or GMIN (Required). 8.) Enter the Employee Plant Seniority Date (Optional). 9.) Enter the Shift (Required). 10.) Select the Insurance type (Optional). 11.) Enter the Insurance Provider (Optional). bos/opeiu459aflcio 3

6 Adding A Participant 1.) To add a participant (employee, spouse, etc.) click the Participant link. bos/opeiu459aflcio 4

7 Employee Participant 1.) The Share Level is Not Shared by default. The Participant is the employee by default. Share Levels include: a.) Not Shared Do not share this case with other representatives. b.) Shared Share this case with other representatives. c.) Never Share Never Share this case with other representatives. If this is used the case will never be shared. To change the Share Level for an employee select another level and click the Save Current Record button. bos/opeiu459aflcio 5

8 Family Member Participant 1.) If the participant is a family member click the No button. 2.) Click the OK button in the popup window. bos/opeiu459aflcio 6

9 1.) The Share Level is Not Shared by default. Share Levels include: a.) Not Shared Do not share this case with other representatives. b.) Shared Share this case with other representatives. c.) Never Share Never Share this case with other representatives. If this is used the case will never be shared. 2.) Add Family Member Name and Address. Required Fields are bolded. 3.) Add Family Member Demographic Information. Required Fields are bolded. 4.) Add Family Member Contact Information. 5.) Click the Save Current Record Button. bos/opeiu459aflcio 7

10 Case Detail 1.) To add/update the case details click the Case Details link. bos/opeiu459aflcio 8

11 2.) The date the case was opened defaults to the current date and can be changed if desired. 3.) Enter the Projected Closing date of the case (Optional) 4.) The current Date Closed status is displayed. 5.) Select the Case Status. 7.) Select a Referral Source. 6.) If the CDR referred within 24 hr. click Yes. Otherwise, click No and enter explanation. 8.) Click the checkboxes of the Work Performance Problems, Presenting Problems, and Program Recommendations that apply. 9.) Select an Acceptance option. 10.) Click the Save Current Record Button. bos/opeiu459aflcio 9

12 Communication 1.) To add/update communication information click the Communication button. bos/opeiu459aflcio 10

13 2.) The Contact Date defaults to the current date and can be changed if desired. 3.) The duration of the communication conversation or correspondence defaults to 20 minutes and can be changed if desired. 4.) Enter notes regarding the communication. 5.) Click the Save Current Record Button. bos/opeiu459aflcio 11

14 Referrals 1.) To add/update referral information click the Referrals button. 2.) Select a Provider or Enter a New Provider by clicking on the link see page 21 on adding a provider. 3.) Enter notes regarding the Referral. 4.) Enter the Referral Date 5.) Click the Save Current Record Button. bos/opeiu459aflcio 12

15 To Delete a Referral click on the Delete Referral link or to Edit a Referral click on the Edit Referral link. bos/opeiu459aflcio 13

16 Closing 1.) To add/update closing information click the Closing button. 2.) Enter the Closing Date. 3.) Select a Closing Reason 4.) Enter a Closing Summary 5.) Click the Save Current Record Button. bos/opeiu459aflcio 14

17 Adding New Cases for Employees 1.) Click on the Case List link. Yes indicates Employee Participant 2.) Click the New Case button bos/opeiu459aflcio 15

18 3.) Add/Update the case related information in these areas. See pages bos/opeiu459aflcio 16

19 Edit or Remove Cases 1.) To edit a case click the View button. To remove a case click the Remove case button. bos/opeiu459aflcio 17

20 Edit a Case/Update an Employee 2.) Add/Update the case related information in these areas. See pages ) And/Or make your changes to the employee profile and click the Save Current Record Button. bos/opeiu459aflcio 18

21 Sorting Cases 1.) Click on the Case List link. 2.) Click on the Column Heading. The ascending/descending indicator appears and the Case List is sorted in this order. Sorting can be performed on the LastName, FirstName, Opened, and Closed columns. bos/opeiu459aflcio 19

22 3.) Clicking on the Column heading once more changes the direction of the ascending/descending indicator and Case List sort order. bos/opeiu459aflcio 20

23 Adding A Provider 1.) Click on the Provider List link. 2.) To add a new provider click the Create a New Provider link. bos/opeiu459aflcio 21

24 1.) Enter Provider Information. Required Fields are bolded. 2.) Enter Location Information (Optional). 3.) Enter Contact Information (Optional). 4.) Click the Save Current Record button. bos/opeiu459aflcio 22

25 Update/Remove A Provider 1.) Click on the Provider List link. 2.) Select a State and click the Go button or click the View/Edit link for the desired Provider. bos/opeiu459aflcio 23

26 Update the provider profile and click the Save Current Record button or click on the Remove Provider link to remove the provider. bos/opeiu459aflcio 24

27 Plant Reports 1.) Click on the Plant Reports link. 2.) Enter a Date Range 3.) Select a Report 4.) Click the Preview Report button to see the results on screen or click the Download as MS Excel button to load the report into a spreadsheet. bos/opeiu459aflcio 25

28 Activity Reports 1.) Click on the Activity Reports link. To remove an activity click the Delete link. IMPORTANT: Activity/Training is used to input your daily activity when there is non-case EAP activity. Utilizing this will prevent your plant location from showing delinquency for the Month. 2.) Selecting an option from the list automatically populates Activity/Training with a corresponding category. You may also enter your own description instead. 3.) The activity date defaults to the current date and can be changed if desired. 4.) Enter an activity note (optional). 5.) Click the Save Activity button. bos/opeiu459aflcio 26

29 Printing To print a webpage or report use the print icon on your internet browser: Other methods in Internet Explorer include clicking on the File and Print menu toolbars or Ctrl+P keys. More on printing from Internet Explorer: NOTE: If you are not using Internet Explorer as your default browser such as AOL, Netscape, etc. You will need to contact your Internet Service Provider or refer to their Help instructions on how to print from the browser. bos/opeiu459aflcio 27

30 Messages To see informational messages generated by the Work Family Department click on the Messages link. bos/opeiu459aflcio 28