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Pre-requisites: Before proceeding with the below steps, a business must first have their application to participate in the Clean Energy Internship & On-the-Job Training Program approved and must have received a Salesforce Portal login



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Aura - Tab
titleIntroduction


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titleIntroduction



Info

The content below provides guidance when beginning, and navigating through, the online application. Please review before accessing any of the Application Instruction tabs to the left.

Accessing the Application:

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Log into your

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titleSalesforce Portal
urlhttps://portal.nyserda.ny.gov/login
account.


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Once in your Salesforce Portal account, access the Submit a New Application tab and select the Workforce Development and Training (PON4000) option.

Info

Businesses will only see multiple application options if they have been approved to participate in both the New Hire and Internship programs.


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Checking Your Application Progress:

The application is comprised of six pages, or steps. Your progress throughout the application can be viewed in the upper right-hand corner where progress is denoted with a black circle. Additionally, these can be used to navigate to completed pages. To navigate this way, click the circle representing the required page.

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Navigating the Application:

Every page contains both a Previous and Continue button. Some pages also contain a Save button allowing applicants to save their progress.

  • The Previous button enables to applicant to return to previous pages should it be necessary to update information on pages that have already been completed.
  • The Continue button allows applicants to navigate to next page, or step, of the application. Applicants cannot advance to the next page if any required fields on the page have not been completed.
  • The Save button allows applicants to save the application progress, returning to it later if it cannot be completed in one sitting.

    Info
    • Business who close the application from page 1 to 3 will not have their progress saved and cannot return to complete the application at a later date or time.
    • Businesses must reach page four of the application before progress can be saved.
    • Applicants receive an email notification after 24 hours for incomplete application. Be sure to Save your progress when you reach a Save point, so you can return to your application and submit when complete.


Special Notes:

Content on this page with an associated camera icon indicates a screenshot, or other content, has been placed within a Tool-Tip. To access the content in a Tool-Tip, simply hover your cursor over the camera icon. Try it with this camera icon:

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Success! You have accessed the content within this Tool-Tip!



Aura - Tab
titleApplication: Page 1


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titleApplication Page 1: Select Intern



Info

The first page of the application requires you to document your company information. All required fields on this page are denoted by a red asterisk *select the Intern you expect to hire.


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Enter the last name of the Intern you expect to hire using the available field. Once you begin entering in the Intern's last name, a drop-down will appear listing Interns with the same last name. Select the correct option from the drop-down list.


UI Step

If the Intern's name does not appear after entering in their last name, review the note at the bottom of the page to review next steps. You cannot proceed at this time with the application until the Intern has been approved to participate in the NYSERDA Clean Energy Internship Program.


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If you were able to locate and select the Intern from the list, click Continue to advance to the next page of the application and access the Application: Page 2 tab to access the next step of instructions.




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Aura - Tab
titleApplication: Page 2


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titleApplication Page 2: Project Contacts



Info

The second page establishes the Primary, Accounts Receivable, and Authorize Signatory contacts associated with the application Contacts.Should NYSERDA require additional information for the application, the Primary Contact Contacts will be contacted. All required fields on this page are denoted by a red asterisk *.


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If Contacts appear already on the list, confirm they are correct. You may need to edit information for the Contact. If so, click the Edit option to the left of the Contact line item to open the Add a contact modal window. Once open, update any fields as needed. Once complete, click Save Changes to save the next contact. The modal window will close.


UI Step

If no Contacts appear on the list of if additional Contacts must be added, click the Add a Contact option to open the Add a contact modal window. Complete all the information, being sure to indicate if the Contact should be listed as the Primary Contact. After completing the form, click Save Changes to save the next contact. The modal window will close.

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UI Step

Once all Contacts have been verified and/or added, click Continue to advance to the next page of the application and click on the Application: Page 3 tab to navigate to the next set of instructions.




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Aura - Tab
titleApplication: Page 3


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titleApplication Page 3: Internship Location



Info

The third page establishes some basic demographics of the company that are required to review, process, and approve applications. All fields on this page are required.the Project Site, the location where the new Intern will be working.


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Click Add a Site to open the Add New Project Site modal window. Complete all required fields on the modal window and click Save when complete. The modal window will close.

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UI Step

Confirm that the Project Site was added correctly. If you need to make edits, click Edit to the left of the Project Site line item to re-open the Add New Project Site modal window. You can also Delete the Project Site if needed. 

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UI Step

Add any additional Project Sites as needed.


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When complete, click Continue to advance to the next page of the application and access the Application: Page 4 tab to review the next set of instructions fields on this page, leveraging the tool-tips, as described in the Introduction tab, to review additional field requirements or information if needed.




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Aura - Tab
titleApplication: Page 4


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titleApplication Page 4: Internship Details



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The last page provides an opportunity for applications to review all submitted information before signing and submitting the application. All fourth page of the application requires applicants to document the Internship details. all required fields on this page are requiredmarked with a *.


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Complete all required fields on this page. The Date range of classes during internship field only becomes active when the business replies Yes to the Is the Intern taking one or more classes during the internship question.


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This is the first page of the application where a Business can Save their progress to return to the application at a later time. 

Info
  • The Save button can only be clicked if all required fields on the page have been completed.
  • After clicking Save, the Business can safely close the window if the application cannot be completed at this time. Once Saved, the Business will receive an automated email after 24 hours reminding them to continue the application process.



UI Step

When all information on this page is complete, click Continue to advance to the next page of the application. Then click the Application: Page 5 tab to review the next set of instuctionsBegin by viewing or downloading the two documents in the blue message box. Once reviewed, check the box attesting that you have read and understand the program requirements. You cannot submit your application until this has been completed.




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Aura - Tab
titleApplication: Page 5


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titleApplication Page 5: Internship Documents



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The last page provides an opportunity for applications to review all submitted information before signing and submitting the application. All fields on this page are requiredfifth page of the application requires the Business to upload supporting required and optional documentation.


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Use the Choose File buttons for each required document to locate and upload the file from your computer. Once uploaded, the name of the file will appear to the right of each Choose File button.


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If an incorrect or outdated file was uploaded, click Choose File again to locate and re-upload the correct or updated file. The newly file will replace the previously uploaded file.


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By default, only one line item for Other Documents is provided. If additional optional documents are needed, click the Add Another Document option to include a separate line item under Other Documents.


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Then, click Save to save your progress and click Continue to advance to the last page of the application. Access the Application: Page 6 tab to review the next set of instructionsBegin by viewing or downloading the two documents in the blue message box. Once reviewed, check the box attesting that you have read and understand the program requirements. You cannot submit your application until this has been completed.




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Aura - Tab
titleApplication: Page 6


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titleApplication Page 6: Application Review



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The last page provides an opportunity for applications the Business to review all submitted information before signing and submitting the application. All fields on this page are required.


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UI Step

Begin by viewing or downloading the two documents in the blue message box. Once reviewed, check the box attesting that you have read and understand the program requirements. You cannot submit your application until this has been completed.

Review all information provided in the application for accuracy. If any aspects of the application need to be updated, use the Previous button or the Grey Check Circles at the top-right of the page to navigate to previous pages in the application. When updated, return to the last page of the application.


UI Step

This page also contains a Certification Statement that the Business should read through. Then, check the I agree to the terms and conditions stated above check box. This box must be checked off before the application cab be submitted.


UI Step

The Business can click Print to save and print a PDF version of the completed application. Otherwise, click Submit to submit the application. Once submitted, the page will refresh and display a green Application Status message confirming successful submittal. 

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Aura - Tab
titleNext Steps


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Now that you have submitted your application:

  • It will be reviewed by first by NYSERDA Program Staff and then by the New York State Department of Labor.
  • The Primary Contact associated with the application will continue to receive communications throughout the review and approval process regarding updates to the application process.
  • Check the email address associated with the application regularly for communication updates. If either NYSERDA or the Department of Labor need additional information or clarity on any of your responses to the application, it will be requested through email, with instructions on what actions you need to take.
  • If your application is approved, you will receive an email communication with additional steps or instructions, if any. If your application is rejected, the email communication received will outline the specific reasons for rejection.TBD




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