Coming September 9
Employer Management will be available beginning September 9, 2026. These help resources have been published in advance to support the upcoming launch.
Who can use this feature?
View service plan cases linked to an employer from CaMS. This tab provides a read-only view of active and closed service plan cases associated with the employer, giving staff a complete picture of client placements without leaving the portal.
About service plan cases
Service Plan Cases displays read-only information imported from CaMS. Employer profiles are not linked to CaMS automatically. Once linked, all active and closed service plan cases associated with the employer are imported into the portal. New and updated cases are retrieved automatically every 24 hours during the overnight synchronization process. Service plan case information cannot be edited from the portal.
Information shown in the service plan cases table
| Column | Description |
|---|---|
| Client | Displays the client name and EAP reference number. Selecting the client opens their Client Profile. |
| Service Delivery Site | Service provider location delivering the case. |
| Start Date | Employment Action Plan (EAP) start date. |
| Owner | Case owner in CaMS. |
| ERFS Total | Total Employment-Related Financial Supports (ERFS) amount. |
| Outcome | Employment outcome, if available. |
| Status | Current case status. |
Link CaMS service plan cases
Use Link CaMS Cases to associate an employer with its service plan cases in CaMS. Once linked, service plan cases associated with the employer become visible in the Service Plan Cases tab.
- Open the employer’s profile.
- Go to the Actions menu and select Link CaMS Cases.
- Enter the Employer CaMS Reference Number and hit Enter/Return or click the search icon.
If you receive a “No matches found” error, double check that you’re using the correct CaMS Reference Number. - Select Link Account from the search results.
- Hit Proceed in the confirmation dialogue.
- Open the Service Plan Cases tab to review the linked cases.
When an employer is linked to its CaMS profile, associated service plan case data is refreshed automatically every 24 hours during the nightly synchronization process. To retrieve updates sooner, select Refresh from the Service Plan Cases tab.
For more information about viewing linked cases and refreshing case information, see [Service Plan Cases].
Unlink CaMS service plan cases
Remove the association between the employer and its CaMS profile when linked service plan cases should no longer be displayed.
- Open the employer’s profile.
- Go to the Actions menu and select Unlink CaMS Cases.
- Select Proceed in the confirmation dialogue.
Refresh service plan case data
Refresh updates existing imported service plan case information only. It does not import newly created service plan cases. New service plan cases are imported automatically during the overnight synchronization process.
The following information is displayed alongside the Refresh action:
- Last CaMS data sync: Shows when the most recent CaMS synchronization ran.
- Last detected change: Shows when the service plan case data was last updated in CaMS.
Search service plan cases
Search by either client name or EAP reference number. Searches are performed using one value at a time.
Filter service plan cases
Available filters: Owner, Service Delivery Site, Client, and Status (Active, Closed, Active – On Hold, Open).