Entering Monthly Engagement

FEWs and SSSs are the primary staff who will have a monthly touchpoint for any participant assigned to work with them and engaged in Pathways to Work activities, including those subject to work rules.

For any client who is engaged in a Pathways to Work program, a participation record will be created any month that the client has a Pathways to Work Plan, and confirmation of their engagement must be entered in the Pathways Participation workflow. For clients who are subject to work rules or those Pathways eligible but volunteering to participate (with the exception of those who are working or participating in Community Service), a monthly self-attestation will confirm their participation.

FEWs and SSSs will be able to support participant progress through multiple methods while confirming that they met the expected hours of their approved Pathways to Work Plan for the month being reported on. FEWs and SSSs will also work closely with providers to ensure ongoing progress and retention for participants.


Client Reporting

By the 10th of every month, monthly engagement for clients enrolled in a Pathways to Work activity must be provided to DTA, including clients who are subject to work rules.

The information can be confirmed by:

  • submitting a completed TAFDC Pathways Participation form
  • communication with the client, including a phone call, virtual meeting or on-site appointment
  • information received from a Provider through required monthly co-case management
  • other verification of participation hours, engagement or program progress (e.g., letter from the program, certificate of completion, college transcript) 

Staff Reporting

FEWs and SSSs must enter monthly engagement information upon receipt.  Participation must be entered  no later than  the 18th of the month following the month of engagement.

This information must be entered to avoid a system-initiated sanction for Needs to Meet Work Rules.

Upon confirmation of engagement, you must:

  1. go to the Monthly Engagement page in the Pathways Participation workflow
  2. select the prior month’s activity record that is being entered
  3. complete the Response field with the date the information is being entered
  4. select the Type from the drop-down selection to record how the client’s monthly engagement was confirmed
  5. complete the Engaged field to answer whether the client engaged in their Pathways activity for the expected hours based on their Plan, and met the work rules, if applicable
  6. Enter any additional information that may be helpful to know about that month’s engagement in the Comments box.
  7. Save
  8. click Next
  9. proceed to the Calculate Participation page

Calculate Participation

This page will calculate the entries on the Monthly Engagement and/or Participation Hours pages to determine whether the client met the requirements of their Plan, and the work or school rules, if applicable.

Staff will click the Calculate button. If the client met the monthly engagement/participation expectations of their Plan, the Meets field will display Yes. No additional action is required.

If a client is required to meet the work or school rules, and the Meets field displays No, the appropriate Sanction type will display. FEWs and SSSs must attempt to reengage with the client if contact has not already been made to determine if good cause or a challenge to participating exists (See Reengagement Expectations for FEWs and SSSs).

If it is determined that the pending sanction will be removed this will be completed on the Sanctions page. If a client did not meet the work or school rules, and reengagement or determining a good cause reason is not successful, the pending sanction must be authorized. To authorize or remove a sanction, an Interview Wrap-up must be completed in this workflow.


Last Update:  August 9, 2023