WIOA Orientation Checklist

WIOA Orientation Checklist
Client Name*
Orientation Checklist To Be Completed By Case Manager and Client
Required Froms to Open Client

Approved WIOA ApplicationBirth Certificate/SS CardCCMEP Stepping Stones AssessmentClient DatasheetIOPJFS Referral EmailModel ReleaseTABE Locator
Orientation Forms- not required to open

Case Management Intake ProcedureClient Manual Provided to ClientClient Involvement and Informed ChoiceConsent FormEmergency Contact FormReceipt of Policies and ProceduresRelationship DisclosureSelective Service (Males Only)Transportation Acknowledgement FormWIOA Complaint ProcedureWorksite Agreement FormVillage Guidelines (if applicable)Employee Orientation/Personnel Policies
Tax Forms

Direct DepositI9 (ID, SS Card, Birth Certificate)Supporting Documents (ID, SS Card, Birth Certificate)State Tax FormsW4Completed Forms Sent to HR
Program Start Date*

MonthDayYear
Date
Case Manager Signature*

Clear
Orientation Checklist To Be Completed By Administrator
Required Froms to Open Client

Approved WIOA ApplicationBirth Certificate/SS CardCCMEP Stepping Stones AssessmentClient DatasheetIOPJFS Referral EmailModel ReleaseTABE Locator
Orientation Froms - not required to open

Client Involvement and Informed ChoiceConsent FormEmergency Contact FormReceipt of Policies and ProceduresSelective Service (Males Only)Transportation Acknowledgement FormWIOA Complaint ProcedureWorksite Agreement FormVillage Guidelines (if applicable)Supporting Documents (ID, SS Card, Birth Certificate)
Should be Empty: