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Vocational Evaluation

Status: Archived

Approved Date: March 22, 2018

  • Client meets referral requirements
    • Referral Form received
    • Case is in Employment Program
    • Review available medical/psychological/school information
    • Hold Pre-evaluation staffing with referring Specialist in needed
    • Necessary accommodations addressed
  • Initial discussion with client
    • Review/paraphrase referral question
    • Ask client what they expect from evaluation
    • If completed, review Step 1 of booklet
    • Explore vocational implications of disability
    • Discussed possible accommodations for assessment
  • Conduct Tests/Assessments
    • Interests
    • Skills, abilities and work behavior
    • Strengths and limitations
    • Job Readiness Factors
  • Analyze and Review Results
    • Review and interpret results with client
    • Arrive at job goals and recommendations
  • Report on Results
    • Enter data into QE2 Screen
    • Staff case with Specialist and Client

Does client meet referral requirements?

  • Determine need for a vocational evaluation
    • Has uncertain vocational goal or direction
    • Confirm the client has the skills and aptitude to achieve goal
    • Explore interests, skills, abilities, stamina and work habits to identify realistic job goal
  • Pre-referral steps
    • Move case from I & R to Employment Program
    • Collect medical/psychological/school information
    • Encourage client completes Step 1 of the Discover the Job that Works for You Booklet
    • Complete ATP/VR Referral Form if assistive devices/technology needed before beginning evaluation
  • Complete the Vocational Referral Auto Fill or Print Form
    • Client name
    • Best way to contact
    • Disability
    • Reason for evaluation
    • List any accommodations needed during evaluation
  • Provide referral form to Evaluator or Evaluator ‘s Associate in person or by email
  • Participate in Vocational Evaluation staffing.

Process: Referral

  1. Determines with the client if a vocational evaluation would be beneficial in addressing any of the following issues.
    • Client is uncertain of a vocational goal or direction and needs further career planning and vocational assessment to make an informed choice regarding next steps in relationship to employment.
    • Client has a job goal but needs vocational assessment to determine if he/she has the skills and abilities to pursue the job goal(s).
    • Client needs an on-the-job evaluation to explore their interest, skills, abilities, stamina, and/or work habits to help him/her identify a realistic job goal(s).
  2. Completes the following before making a referral for a vocational evaluation.
    • Moves case from Information and Referral to the Employment Program in QE2.
    • Requests appropriate medical, psychological, and/or school records for eligibility and planning purposes.
    • Encourages the client to complete Step 1 of the Discover the Job that Works for You booklet.
    • Completes referral to Assistive Technology Partnership (ATP) if assistive devices or technology are needed prior to beginning the evaluation.
    • The evaluator prefers to have the information prior to the start of evaluation and it is in the client’s best interest to do so. If the information has not been obtained in advance, the evaluation process can still begin; however, the evaluator and client will not arrive at final job goals or recommendations until the relevant information has been received.
  3. Completes the Vocational Evaluation Referral Auto Fill Form (link) or the Vocational Evaluation Referral Print Form (link) and provides the referral to the vocational evaluator specialist or associate either by email or in person.

Process: Conducts Vocational Evaluation

  1. Reviews the available client information prior to beginning the evaluation.
  2. Conducts the vocational evaluation including completion of appropriate assessment activities, observations, interpretation and career exploration to help the client identify job goal(s) and/or recommendations to assist the client in becoming successfully employed.
  3. Staffs the results of the evaluation with the referring specialist, client and the vocational evaluator all attending when possible.
  4. Documents the results of the evaluation in a Vocational Evaluation Report in the Assessment Tab in QE2. Click on the Completed Report icon in the Vocational Evaluation Tab to generate a task note indicating the report has been completed.

Vocational evaluation services are to be made available for any client needing to obtain greater self and work knowledge related to his/her vocational skills, interests, abilities and the functional impact of his/her disability.


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