close

Вход

Забыли?

вход по аккаунту

?

Guidelines on how to register as SDF and complete - WRSeta

код для вставки
Guidelines on how to register as
SDF and complete
Annexure 2
Table of Contents
1.
REGISTER AS A NEW SKILLS DEVELOPMENT FACILITATOR (SDF) ......................................... 3
2.
ACCESSING ORGANISATION INFORMATION ...................................................................... 4
2.1
REGISTER OR REMOVE AN ORGANISATION ............................................................................ 4
2.2
EDIT SDF DETAILS .................................................................................................................... 5
2.3
ACCESSING THE ORGANISATION DETAILS .............................................................................. 6
3.
ORGANISATIONAL CONTACT DETAILS ............................................................................... 7
4.
ORGANISATIONAL BANKING DETAILS ............................................................................... 7
5.
ORGANISATION CEO DETAILS ........................................................................................... 8
6.
TRAINING COMMITTEE ..................................................................................................... 8
7.
ACCESSING THE FORMS .................................................................................................... 9
8.
CREATING FORMS .......................................................................................................... 10
9.
HOW TO COMPLETE ANNEXURE 2 (WSP & PIVOTAL PLAN) .............................................. 11
9.1
A1: Administrative Details .................................................................................................... 11
9.2
A2: Banking Details ............................................................................................................... 12
9.3
B: Employment Summary ..................................................................................................... 12
9.4
C1: Planned Beneficiaries of Training ................................................................................... 13
9.5
C5: Scarce Skills WSP * .......................................................................................................... 15
9.6
C6: Total Projected Budget ................................................................................................... 16
9.7
E1: Pivotal Planned Beneficiaries of Training ....................................................................... 16
9.8
Development and Consultative Processes * ......................................................................... 16
9.9
WSP Checklist ........................................................................................................................ 17
10.
HOW TO COMPLETE THE ANNEXURE 2 (ATR & PIVOTAL TRAINING) ................................. 18
10.1
D: Number of actual beneficiaries of Training ...................................................................... 18
10.2
D4: Impact Assessment * ...................................................................................................... 19
10.3
D5: Actual Spent on training ................................................................................................. 20
10.4
F1: Pivotal Number of actual beneficiaries of training ......................................................... 20
10.5
G: General Comments * ........................................................................................................ 21
10.6
H: Variance Report ................................................................................................................ 21
10.7
I: Vacancies difficult to fill .................................................................................................... 22
11.
PRINT REPORT................................................................................................................ 23
12.
DOCUMENT UPLOAD...................................................................................................... 24
1. REGISTER AS A NEW SKILLS DEVELOPMENT FACILITATOR (SDF)
Steps
1
Action
Go to
W&RSETA’s
Website:
www.wrseta.org.
za
Click on the "
Stakeholder
Login” Link
2
Click on the
Register an SDF
Link on the login
page
3
Click on Register
from the
Registration
Menu
4
Capture the
person’s details
5
Click on the Save
and Proceed
button to move
to the next step.
Screenshot
6
Click on the
magnifying glass
to select an
Organisation to
link to your
profile
7
Type the SDL
number and then
click on the
Search button
8
9
The search result
will return the
organisation if it
exist, click on
Select button to
add it.
Upload the Letter
of Appointment
by clicking on the
Choose File
button then click
on Upload.
Once the
company is linked
and the Letter of
Appointment
uploaded, it will
appear as on the
right.
Proceed to click
the Finalise
Application
button to submit
the application
2. ACCESSING ORGANISATION INFORMATION
2.1
Steps
1
REGISTER OR REMOVE AN ORGANISATION
Action
Login into the
system
Screenshot
Steps
2
Action
The Skills
Development
Facilitators
Dashboard will
open
3
Click on
Register
Organisations
button
4
Click on the
magnifying glass
to select an
Organisation,
upload a Letter
of Appointment
then click Save
to link it to your
profile.
To remove an
Organisation
Select the
record. The row
will be
highlighted
when selected
then click on the
Remove button.
5
2.2
Screenshot
EDIT SDF DETAILS
The section below outlines the process for editing the SDF’s details
Steps
1
2
Action
On the
Dashboard, click
on Your Details
button.
Click on the Edit
button. Once
done, scroll to the
bottom and click
Save.
Screenshot
2.3
Steps
1
2
3
4
ACCESSING THE ORGANISATION DETAILS
Action
From the
Dashboard,
select the
Organisation.
The row will be
highlighted
when selected.
Screenshot
Click on the
Action button to
open the
Organisation’s
profile.
If the
organisation
does not appear
on the
Dashboard, click
on the Search
button.
Search for the
Organisation by
completing the
one of the
search criteria
fields.
Confirm the
SETA data is
correct
If there is any
information to
be updated, click
on the Edit
button, then
click Save to
effect the
changes.
NOTE: Please note that the information on the right is the information that we receive from the
Department of Higher Education to upload onto the system. This information cannot be
updated. If you need to update the information of the organisation you can do it on the left
side of the screen which is the SETA DATA. Please ensure you check that the number of
employees is correct as this influences the type of forms generated.
3. ORGANISATIONAL CONTACT DETAILS
The section below outlines the process for adding/editing the organisation’s contact
person’s details
Steps
1
Action
Click on
Organisation
Contact from the
Organisation
Menu
2
Click on the
Create button
Capture the
Contact’s details
and click the Save
button.
3
Screenshot
It is important for the SETA to have the contact details of the persons in the organisation. The
reason for this is to be able to communicate with the relevant people of the organisation when
the SETA wants to send out invitations to workshops or other functions.
Please ensure that the contact details are correct and confirm the details before
creating the new WSP forms.
4. ORGANISATIONAL BANKING DETAILS
The section below outlines the process for adding/editing Banking Details
Steps
1
Action
Click on
Organisation
Banking Details
from the
Organisation
Menu
Screenshot
Steps
2
Action
Click on the Edit
button
3
Capture\Update
the banking
details then click
the Save button.
Screenshot
5. ORGANISATION CEO DETAILS
The section below outlines the process for adding/editing CEO’s Details
Steps
1
2
3
Action
Click on
Organisation
CEO Details
from the
Organisation
Menu
Screenshot
Click on the Edit
button
Capture the
CEO’s contact
details, then
click the Save
button.
6. TRAINING COMMITTEE
This section below outlines the process for adding/editing the Training Committee member’s
details. This is only applicable for Medium and Large entities.
Step
1
Action
Click on
Training
Committee from
the
Organisation
Menu
Screenshot
2
3
4
Click on the Add
Training
Committee
button
Capture the
committee
member’s
details then click
on the Save
button.
To update the
details, click on
the record and it
will be
highlighted.
Click on the
Action icon to
open the record.
7. ACCESSING THE FORMS
The following steps needs to be followed to access the Annexure 2 on W&RSETA Indicium:
Steps
1
2
3
Action
Click on the
Search button
from the
Dashboard.
Search for the
Organisation by
completing the
one of the
search criteria
fields.
The record will
come up.
Select the record
then click on the
Action button to
open the
Organisation’s
profile
Screenshot
Steps
7
Action
Click on WSP &
ATR Forms from
the
Organisation
Menu
Screenshot
8. CREATING FORMS
The section below outlines the process for creating new forms for the financial year
Steps
1
2
3
4
Action
Select the current
financial year
from the combo
box.
Screenshot
The page will
refresh and the
create button will
become active.
Click on the
Create button
Capture the
Number of
Employees and
click the Save
button.
Once the number
of employees has
been confirmed,
the window on
the right will
appear.
Click on View to
see the forms.
1. Users can only create the current financial year’s forms and not previous years.
2. Forms can only be created if all fields on the organisation information and contact details tab have
been completed and confirmed to be correct.
3. The number of employee captured influences the type of Forms created.
9. HOW TO COMPLETE ANNEXURE 2 (WSP & PIVOTAL PLAN)
The WSP section comprises of 9 forms for 50 or more employees. These are:
п‚·
п‚·
п‚·
п‚·
п‚·
п‚·
п‚·
п‚·
п‚·
Administrative Details
Banking Details
Employment Summary
Planned Beneficiaries of Training
Pivotal Planned Beneficiaries of Training
Scarce Skills (WSP) *
Total Projected Budget
Development and Consultative Processes *
Checklist
Please note the OFO code version 2013 is being used for the WSP forms
9.1
A1: Administrative Details
The section below outlines the process for verifying Administrative Details
Steps
1
Action
Click on WSP
Section A1 from
the WSP & ATR
Forms Menu
2
The information
on this form is
populated based
on what is
captured on
Organisation
Information and
the SDF linked.
Screenshot
If there are any
updates to be
made, click on
the Edit button
Note
1. The information on this form will populate based on the information captured on the
Organisations Information section and the SDF linked to the organisations.
2. Any information updated on this form, will populate. E.g. If the Organisation telephone
number is updated on the form and saved then the updated telephone number should be
displayed on the organisation information section
9.2
A2: Banking Details
The section below outlines the process for verifying Banking Details
Steps
1
Action
Click on WSP
Section A2
from the WSP
& ATR Forms
Menu
2
The
information
on this form
is populated
based on
what is
captured on
Organisation
Banking
Details
section.
Screenshot
Select either
of the check
boxes (on the
right) then
click Save.
NOTE: If the banking details have changed, you are required to submit a signed and stamped
letter from the bank for the new banking details. This is compulsory for your submission.
9.3
B: Employment Summary
The section below outlines the process for capturing the Employment Summary.
Steps
1
Action
Click on WSP
Section B from
the WSP & ATR
Forms Menu
2
Click on the
Create button
Screenshot
Steps
3
Action
Search for the
OFO code and
Geography by
clicking on the
magnifying icon
next to them.
Screenshot
Populate the rest
of the form with
the necessary
information then
click on Save.
4
Once the record
is saved, one has
the option to Edit
or Remove it.
5
Alternatively, you
may use the Excel
Importer
template. Click on
the Excel
Importer button.
6
The screen on the
right will appear.
Click on
Download Excel
Template and
save the template
on your
computer.
Once the
template is
populated. Click
on Choose file to
search for the
saved template
on your computer
then click Import
to upload.
7
NOTE: DO NOT MAKE CHANGES TO THE TEMPLATE FORMAT
9.4
C1: Planned Beneficiaries of Training
This section below outlines the process for adding Planned Beneficiaries of Training.
Step
Action
1
Click on WSP
Section C1 from
the WSP & ATR
Forms Menu
2
Click on the
Create button
3
Search for the
OFO code and
Geography by
clicking on the
magnifying icon
next to them.
Select the
Intervention
from the combo
box and search
for the
Programme
Name.
Populate the
rest of the form
with the
necessary
information then
click on Save.
4
Once the record
is saved, one has
the option to
Edit or Remove
it.
5
Alternatively,
you may use the
Excel Importer
template. Click
on the Excel
Importer
button.
Screenshot
6
7
The screen on
the right will
appear. Click on
Download Excel
Template and
save the
template on
your computer.
Once the
template is
populated. Click
on Choose file to
search for the
saved template
on your
computer then
click Import to
upload.
Note: The records captured on this form will automatically display on form E1: Pivotal
Planned Beneficiaries on Training. DO NOT MAKE CHANGES TO THE TEMPLATE FORMAT
9.5
C5: Scarce Skills WSP *
*Applicable to Medium and Large entities only
The section below outlines the process for capturing the Scarce Skills WSP
Steps
1
Action
Click on WSP
Section C5 from
the WSP & ATR
Forms Menu
2
Click on the
Create button
3
Search for the
OFO Code and
specify the
Number of
needed people
then click on
Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
4
Screenshot
9.6
C6: Total Projected Budget
The section below outlines the process for capturing the projected budget for training.
Steps
1
Action
Click on WSP
Section C6 from
the WSP & ATR
Forms Menu
2
Click on the Edit
button
3
Specify the
budget amount
then click Save.
9.7
Screenshot
E1: Pivotal Planned Beneficiaries of Training
The section below outlines the process for viewing the Pivotal Planned Beneficiaries of
Training form.
Steps
1
Action
Click on WSP
Section E1 from
the WSP & ATR
Forms Menu
2
The detail
populated from
Form C1, will
appear as on the
right.
9.8
Screenshot
Development and Consultative Processes *
*Applicable to Medium and Large entities only
The section below outlines the process for complete the below form.
Steps Action
Screenshot
1
Click on WSP
Development and
Consultative
Processes from
the WSP & ATR
Forms Menu
Steps
2
Action
Click on the Edit
button
3
Populate all the
required fields,
upload the Latest
Training
Committee
Minutes then
proceed to click
the Save button.
Screenshot
NOTE: The Meeting minutes upload is compulsory before saving the form.
9.9
WSP Checklist
The section below outlines the process for completing the checklist:
Steps
1
Action
Click on WSP
Checklist
Processes from
the WSP & ATR
Forms Menu
2
Click on the Edit
button
3
Verify that all the
required
information is
completed by
ticking the
checkboxes then
proceed to click
the Save button.
Screenshot
10. HOW TO COMPLETE THE ANNEXURE 2 (ATR & PIVOTAL TRAINING)
The ATR section comprises of 7 forms for 50 or more employees. These are:
п‚·
п‚·
п‚·
п‚·
п‚·
п‚·
п‚·
Number of actual beneficiaries of Training
Impact Assessment
Actual Spent on training
Pivotal Number of actual Beneficiaries of Training
General Comment
Variance Report
Vacancies difficult to fill
Please note the OFO code version 2013 is being used for the ATR forms
10.1 D: Number of actual beneficiaries of Training
The section below outlines the process to capture Actual beneficiaries of Training
Steps
1
Action
Click on ATR
Section D from
the WSP & ATR
Forms Menu
2
Click on the
Create button
3
Search for the
OFO code and
Geography by
clicking on the
magnifying icon
next to them.
Populate the rest
of the form with
the necessary
information then
click on Save.
4
Once the record
is saved, one has
the option to Edit
or Remove it.
Screenshot
Steps
5
6
7
Action
Alternatively, you
may use the Excel
Importer
template. Click on
the Excel
Importer button.
The screen on the
right will appear.
Click on
Download Excel
Template and
save the template
on your
computer.
Once the
template is
populated. Click
on Choose file to
search for the
saved template
on your computer
then click Import
to upload.
Screenshot
NOTE: DO NOT MAKE CHANGES TO THE TEMPLATE FORMAT
10.2 D4: Impact Assessment *
*Applicable to Medium and Large entities only
Steps
1
Action
Click on ATR
Section D4 from
the WSP & ATR
Forms Menu
2
Click on the
Create button
3
Type a motivation
in the textbox
provided then
click on the Save
button.
Once the record
is saved, one has
the option to Edit
or Remove it.
4
Screenshot
10.3 D5: Actual Spent on training
The section below outlines the process to capture Actual spent amount on Training
Steps
1
Action
Click on ATR
Section D5 from
the WSP & ATR
Forms Menu
2
Click on the Edit
button
3
Specify the Spent
amount and
upload the
Training
Intervention
Spreadsheet
4
Once the record
is saved, one has
the option to Edit
or Remove it
Screenshot
Rules
1. Users will upload a document for the proof of training. This is compulsory before the form is
saved
10.4 F1: Pivotal Number of actual beneficiaries of training
This form will display the number of actual beneficiaries of training on pivotal programmes
Steps
1
Action
Click on ATR
Section F1 from
the WSP & ATR
Forms Menu
Screenshot
Steps
2
Action
The detail
populated from
Form D, will
appear as on the
right.
Screenshot
10.5 G: General Comments *
The section below outlines the process adding comments about the forms.
*Applicable to Medium and Large entities only
Steps
1
Action
Click on ATR
Section G from
the WSP & ATR
Forms Menu
2
Click on the Edit
button
3
Capture your
comments in the
textbox provided
then click on the
Save button.
Screenshot
10.6 H: Variance Report
The section below outlines the process of adding comments to explain the variances in totals
Steps
1
Action
Click on ATR
Section H from
the WSP & ATR
Forms Menu
Screenshot
Steps
2
Action
Select the record
and click on the
Edit button to
add a comment.
3
Provide a
comment
explaining the
variance in totals
then click on the
Save button.
Screenshot
10.7 I: Vacancies difficult to fill
The section below outlines the process of capturing occupations that are difficult to fill
Steps
1
Action
Click on ATR
Section I from
the WSP & ATR
Forms Menu
2
Click on the
Create button
3
Populate the
necessary fields
and click on the
Save button.
4
Once the record
is saved, one has
the option to Edit
or Remove it.
Screenshot
11.
PRINT REPORT
The section below outlines the process of printing the Annexure 2 report.
Steps
1
Action
Click on WSP &
ATR Forms from
the Organisation
Menu
2
Select the current
financial year
from the combo
box.
3
The page will
refresh then click
on the print
button.
Scroll to the
bottom of the
page and click on
the Download to
PDF button.
Screenshot
12.
DOCUMENT UPLOAD
The section below outlines the process of uploading supporting documents
Steps
1
Action
Click on WSP &
ATR Document
Uploads from the
Organisation
Menu
2
Select the current
Document Type
from the combo
box then click on
New Document
Button.
Select the
Financial Year
from the combo
box, type a small
description in the
comments
section and click
on choose file.
3
Click on the
Upload button to
save.
Screenshot
Документ
Категория
Без категории
Просмотров
11
Размер файла
1 910 Кб
Теги
1/--страниц
Пожаловаться на содержимое документа