Intake & Referrals
Branded intake pages plus an embeddable widget your partner agencies drop on their own sites — so referrals stop falling through the cracks.
Case management built for employment programs
Intake jobseekers, manage every case and service, and keep your whole program organized in one secure place.
The problem for Employment & Training
- Jobseekers tracked across spreadsheets and disconnected intake forms, with double data entry.
- When a caseworker leaves, their caseload knowledge leaves with them.
- No single view of where each participant is on the path to work.
- Running employment alongside other programs means juggling a separate system for each.
How Employment & Training uses Impact OS
- 1
Capture the referral
Take referrals through a branded intake page or an embeddable widget your partner agencies add to their own sites — nothing falls through the cracks.
- 2
Open a case
Assign an employment counsellor and open a case with the participant’s full history in one timeline.
- 3
Deliver services and track goals
Log resume help, training, and job-readiness services, and track each participant’s plan toward work with your own assessment tools.
- 4
Run it alongside your other programs
Employment, housing, newcomer services — define your own programs and file every case under the right one, in one Impact OS.
- 5
See your caseload at a glance
Live dashboards, global search, and CSV export keep your team on top of who needs what next.
Features that matter to Employment & Training
Case Management
One timeline per client — assessments, goals, services, appointments, and notes in one secure place.
Assessments & Goals
Build your own assessment tools with the template builder and track each client’s plan and progress.
Multi-Program
Run every program your agency delivers — housing, employment, mental health, and more — in one system, organized your way. You define the programs; intake routes to the right one.
We’re onboarding a small group of employment and training programs now. Get hands-on onboarding and help shape the roadmap — start a free trial or book a demo.
IO
Be one of our first employment-program partners
Questions from Employment & Training teams
Can partner agencies refer participants to us?
Yes. Add a branded, embeddable intake widget to a partner’s website so their referrals land directly in your intake queue.
Can we build our own job-readiness assessments?
Yes. The template builder lets you define your own assessment tools and track each participant’s progress against them.
Can we run other programs in the same system?
Yes. Impact OS runs every program your agency delivers — you define the program list, and intake routes each participant to the right one.
How hard is it to move off spreadsheets?
We offer free data migration and a guided onboarding wizard, plus a 15-day free trial so you can try it before you pay.
See Impact OS with your team’s workflow
Watch the 2-minute demo — intake to case to a live caseload — or start a free trial and try it yourself.