TRAINING SERIES
WIA Closure, Exit and Follow-up
WIA
Workforce Investment Act
Activity Closure
 All activities and services provided through
WIA adult, dislocated worker, or youth
funding must be recorded in the State’s
management information system, Employ
Florida Marketplace (EFM).
 For each activity or service, a projected end
date is entered in EFM.
 At the conclusion of the service or activity,
the activity must be closed in EFM.
WIA
Activity Closure
When activities are closed in EFM, case
managers may record the attainment of a
credential (degree or certificate). This will affect
two federal performance outcomes:
 Attainment of a Degree or Certificate (youth
outcome)
 Adult/Dislocated Worker/Youth Employment and
Credential (degree or certificate)
WIA
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5
Activity Closure
Credential (certificate or degree) attainment
Available at the conclusion of any youth
activity
Available at the conclusion of training
activities for adults & dislocated workers
WIA
Case Closure
Once all WIA activities have been closed, a WIA
Case Closure can be created.
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Case Closure
Case Closure provides an opportunity to report
outcome information which will yield positive
performance:
Employment information
Credential (certificate/degree) information
Youth outcome information (literacy/numeracy
and skill attainment)
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Case Closure
Additional benefit from the creation of a case
closure:
Ability to provide follow-up services
WIA
Follow-up Services
Follow-up services that may be provided after
WIA Case Closure or after Exit include:
Mentoring & tutoring
Job search & job support activities
Supportive services
Referrals to community resources
WIA
Exit
 An exit takes place after a client ceases to
receive any service from one of three federal
workforce programs (WIA, Wagner-Peyser,
Trade Act).
 Generally, case managers do not create an
exit.
 EFM is set up to create a soft exit for an
individual who has not received a service
from a federal program for at least 90
consecutive days.
WIA
Exit
 The exit date for a soft exit is the last day of
activity.
 Case managers need to manually record an
Exit (hard exit) for individuals who meet one
of the criteria for a global exclusion.
WIA
Global Exclusion
A Global Exclusion is available for individuals
who have a planned gap in service that will
exceed 90 days for one of the following reasons:
 Health/Medical – Participant receiving medical
treatment that precludes entry into unsubsidized
employment or continued participation in the
program
 Institutionalized – Participant is residing in an
institution or facility providing 24-hour support,
such as a prison or hospital
WIA
Global Exclusion
Deceased
Reservist called to active duty – Participant is
a member of the National Guard or military
Reserve unit and is called to active duty
Family care – Participant is providing care for
a family member with a health/medical
condition
that
precludes
entry
into
unsubsidized employment or continued
participation in the program
WIA
Global Exclusion
Relocated to a Mandated Program (youth
participants only) – the participant is in the
foster care system or another mandated
(residential or non-residential) program and
has moved from the area as part of such a
program. This does not include relocation to a
Job Corps center
WIA
Global Exclusion
An individual who did not disclose a valid
social security number is also excluded from
performance measure. EFM automatically
excludes such an individual when it soft exits
them.
WIA
Exit
To create a hard exit, case managers record the
information in the “Create WIA Outcome”
section in EFM.
WIA
WIA
Post-Exit Follow-Up Contacts
 The primary goal of WIA is to provide a
continuum of services that yield long-term
benefits for clients.
 The purpose of the post-exit follow-up
contacts is to collect data to be used for
reporting post-exit outcomes.
 Follow-up contacts are made after a client
has exited from all workforce activities.
WIA
Post-Exit Follow-Up Contacts
Long-term, post-exit outcomes are recognized
when case managers enter the information in the
follow-up screens in EFM.
WIA
Post-Exit Follow-Up Contacts
 EFM automatically creates a quarterly
Follow-Up schedule which case managers are
required to use to make their quarterly followup contacts.
 Such contacts must be recorded in the Create
a Follow-up section of EFM.
 Updated outcome information may be entered
into EFM during the Follow-Up period.
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WIA Outcomes &
Post-Exit Follow-Up Contacts
The lack of post-exit follow-up contacts will result
in the loss of the following common measures
outcome:
 Youth Placement in Education, measured at 1st
quarter after exit from data input into EFM
It will further result in the loss of the following
WIA performance measure:
 Younger Youth Retention Rate, measured at 3rd
quarter after exit from data input into EFM
WIA
WIA Outcomes &
Post-Exit Follow-Up Contacts
The lack of post-exit follow-up contacts may result in
the loss of the following WIA common measures
outcomes:
Adult & Dislocated Worker Entered Employment
Adult & Dislocated Worker Employment Retention
Youth Placement in Employment
Older Youth Employment Retention at 6 Months
Youth Attainment of a Degree or Certificate
WIA
Quiz 1
WIA follow-up services may only be provided
after a participant exits from all workforce
activities (TAA, Wagner-Peyser, and WIA).
a. True
b. False
WIA
Quiz 2
The following individuals qualify for a global
exclusion (select all that apply).
a.
b.
c.
d.
Deceased
Incarcerated
Moved from area
Scheduled for routine surgery
WIA
Quiz 3
A “WIA Outcome” may be created to record the
fact that a client retired or entered postsecondary training.
a. True
b. False
WIA
Quiz 4
To be recognized as a “credential” for federal
reporting, a client must receive a degree or
diploma or a nationally-recognized certificate.
a. True
b. False
WIA
Quiz 5
What are the two outcomes that may only be
recognized from the EFM follow-up records?
a. Older Youth Employment Retention at 6
Months
b. Younger Youth Retention Rate
c. Youth Attainment of a Degree or
Certificate
d. Youth Placement in Education
WIA
Questions or Additional Information
If you have any questions or for additional
information, please contact DEO’s WIA policy
and technical assistance staff at:
WP_WIAProgramInfo@deo.myflorida.com.
WIA