Spreadsheet: 683070d1592474146-conditional-formatting-based-on-dates-in-cells-query-job-sheet-sample
Sheet: Explanatory notes

Explanatory notes for the completion of the IPS Data Collection Sheet.
ID No | All clients are issued with an ID number which is used as the identifier for Genio
Consent | This needs to be completed for all clients. If a client does not give consent you do not enter any further information
Name                   NOT SHARED WITH GENIO | This column MUST be locked before returning to Genio. Any sheets returned with names visible will have to be reported for GDPR purposes
Status | Dropdown box provided. Please select closest option. If the referral does not fall into one of the available categories please add a note to this box with a brief explanation
Gender | Dropdown box provided
Age Range | Dropdown box provided
Referral Pathway | Dropdown box provided
Referral Date | Please enter the date that you first received a referral for this person. This should be soon after the person indicates they wish to work, not when a place becomes available on the programme
Date of Initial  Employment Assessment | This is the date when the first vocational assessment meeting took place between the Employment Specialist and the individual
Length of time unemployed | Enter the length of time the client was unemployed in months e.g. 3, 12, 36. An approximate is ok if the person is unsure
Is the person in receipt of a payment from the Dept. of Employment Affairs and Social Protection? (DEASP) | Is the person in receipt of a disability/ illness/ jobseekers/carers allowance or other payment from DEASP that may be impacted upon by their employment
Current education level | Dropdown box provided. Please select the persons educational level at first contact
Date of first face to face contact with employer | Please enter the date of first face to face contact with an employer in relation to competetive employment by the individual or the employment specialist
Days between employment assessment and employer contact | This column is calculated automatically when the dates are entered in the relevant columns. Days between initial employment assessment (I)and first face to face contact with an employer (M)
Jobs applied for to date | Please list the number of jobs the person has applied for. This should be reviewed regularly and updated prior to the end of each month
Interviews to date | Please list the number of interviews the person has attended. This should be reviewed regularly and updated prior to the end of each month
Jobs Secured to date | How many jobs has this person secured to date. This should be reviewed regularly and updated prior to the end of each month
Date first job application | Please enter the date that the person first applied for a job
Date of first job | Plesse enter the first official work date of the individual
Employed/Self Employed (E1) | Dropdown box provided
Job Title (E1) | What type of job did the person secure
Employer Type (E1) Please enter the type of business of employer here (Retail, Childcare, Restaurant, Car repairs etc. | What type of business is the person working in E.g retail, childcare, IT etc
Employer   (E1)                                     This is a requirement for Fidelity Reviews. A list of all employers is created in the Employers List below for you. THIS IS NOT SHARED WITH GENIO | Please list the name of the Employer of company. This will automatically populate the Employers List sheet. This is a requirement for fideltiy reviews and is not shared with Genio.
Job Type    (E1) | Dropdown box provided. Full time work is defined as 19 hours or more per week. Part time is defined as under 19 hours per week. If the clients hours vary between the two please calculate the average over 1 month
Job    Perm/Temp   (E1) | Dropdown box provided. Is the job permanent or temporary? Permanent jobs provide the employee with benefits for sick leave and holiday leave. Temporary jobs pay a higher hourly rate in leu of sickness and holiday pay. Self employment is defined as permanent
Wage Earned (E1) approx. Please select the band below. | Dropdown box provided. Please select the nearest weekly wage band from the options provided. If the persons wages are variable please estimate the closest band over 1 month and divide by the number of pay dates in that month
Impact on DEASP Payments    (E1) | Dropdown box provided
If yes, please indicate  change (E1) | How has the individuals income impacted on DEASP payments E.g. loss of jobseekers allowance, reduction in carers allowance, reduction in disability benefit etc. You are not required to enter the amount of monetary reduction
Disclosure to Employer          (E1) | Dropdown box provided. Has the person chosen to tell their employer about their mental health condition?
Employer Supports                    (E1) | Dropdown box provided. Has the Employer received any supports?
If yes, please indicate the types of support provided.  (E1) Dropdown provided | Dropdown box provided. Please chose from the list provided.
Date of Leaving (E1) | Date the person left this employment.
Reason              (E1) | Why did the person leave this employment? E.g. moved, returned to education, didn’t like the job
Date of exit from IPS programme | Date the person exited and was signed out of the IPS programme
Reason for exiting IPS programme | Why did the person exit the IPS programme? E.g. Didn’t require any further in job suport, didn’t want to participate in the programme, moved out of MH team region
To enter details of employment 2                               THESE WILL BE COMPETED ON SIGNOFF           SELECT UNHIDE | This column can be unlocked when the person has completed their first employemnt and is entering their second employment. The entire process is repeated again. It is important to continuosly review colums O,P and Q,highlighted in orange and ensure that the totals from these columns in the first sheet are transferred onto the second employment sheet. This is repeated for each employement recorded for the individual