Workload Assignment – LIEAP

Assign a LIEAP Ghost Worker ID to a Pending LIEAP Program Block

Auto-Reassign a LIEAP Program Block

Manually Reassign a LIEAP Program Block

LIEAP Workload Management

The Ghost Worker ID drives the office location populated on NOAs, forms and task routing logic.  Please see the Worker ID Code Table for specific Worker ID assignments and additional information.

Assign a LIEAP Ghost Worker ID to a Pending LIEAP Program Block

From the LIEAP Case Summary page:

1. Click Case Info from Global Navigation. Click Worker Assignment from Local Navigation. The Pending Assignment List page displays.
   
   NOTE:  Verify the Case Summary page displaying is for the month of application.  If the display month is not the month of application, enter the correct month and click the View button. The page refreshes with information for the month entered.

2. Select the check box for the LIEAP program.
3. To complete auto assignment, click the Automatic Assignment radio button and proceed to STEP 6.
   
   NOTE:  Automatic Assignment assigns the program(s) to the LIEAP Ghost Worker ID based on the consumer address.  
4. To manually select the Worker ID, click the Manual Assignment radio button:
   • Click the Select button. The Select Worker page displays.
   • Enter the LIEAP Ghost Worker ID as applicable. See the Worker ID Code Table.
   • Click the Search button.
   • Select the Worker ID by clicking the associated radio button.
   • Click the Select button. The Pending Assignment List page displays with the selected Worker ID under Assignment Options.
5. Verify the Automatically Reassign When Activated drop-down menu displays Yes.
6. Click Assign. The Case Summary page displays.

Auto-Reassign a LIEAP Program Block

1. From the KEES Home Page, click Admin Tools from Global Navigation. Select Workload Assignment from Local Navigation. The Workload Reassignment Detail page displays.
2. Under From:
   • Enter Case Number and then select the radio button.
3. Under Reassign Quantity:
   • The LIEAP Program Block ID number and the Case Head from the Program multi-select menu. 
4. Under To:
   • Select the Auto Assign to Eligible Positions radio button.
5. Click the Reassign button to complete the transfer.

Manually Reassign a LIEAP Program Block

If you are unable to auto-reassign a worker ID, follow the steps below to manually reassign the worker ID on a LIEAP program block.

1. From the KEES Home Page, click Admin Tools from Global Navigation. Click Workload Assignment from Local Navigation. The Workload Reassignment Detail page displays.
2. Under From:
   • Enter Case Number and select the radio button.
3. Under Reassign Quantity:
   • The LIEAP Program Block ID number and the Case Head name will display.
   • Highlight the LIEAP Program Block ID number and the Case Head by clicking the information.
4. Under To:
   • Verify the Radio Button next to Worker ID is selected.
   • Click the Select button. The Select Worker page displays.
   • Enter the LIEAP Ghost Worker ID as applicable. See the Worker ID Code Table.
   • Click the Search button.
   • Select the Worker ID by clicking the radio button.
   • Click the Select button.
5. In the Reassign Quantity section, select the program block to be transferred from the Program multi-select menu.
6. Under To:
   • The radio button for Worker ID is auto-selected.
   • Click the Select button to choose the Worker ID number to which the program(s) is being assigned. The Select Worker page displays.
   • Enter the Worker ID as applicable. See the Worker ID Code Table.
   • Click the Search button.
   • Select the Worker ID by clicking the radio button.
   • Click the Select button. The Workload Reassignment Detail page displays.
   • The Worker ID displays
7. In the Effective Date section:
   • Select the Immediate Assignment radio button.
8. Verify the Automatically Reassign When Activated drop-down menu displays Yes.
9. Click the Reassign button to complete the transfer.