guidelines on how to register as sdf and complete wsp/atr ...€¦ · 8 guidelines on how to use...

Guidelines on how to register as SDF

and complete WSP/ATR forms

Indicium SKILLS SDF

For FOODBEVSETA

Table of Contents 1. REGISTER AS AN (SDF) ................................................................................................................ 3

2. ACCESSING ORGANISATION INFORMATION .............................................................................. 5

2.1 Organisational Contact Details ................................................................................................... 7

2.2 Organisational Banking Details .................................................................................................. 8

2.3 Organisation CFO Details ........................................................................................................... 9

3. ACCESSING THE FORMS ........................................................................................................... 11

4. CREATING AND COMPLETING WSP & ATR FORMS .................................................................. 12

5. PRINT REPORT .......................................................................................................................... 19

6. DOCUMENT UPLOAD ............................................................................................................... 20

7. GRANTS AND LEVIES ................................................................................................................ 22

8 Guidelines on how to use Bulk Upload Templates .................................................................. 25

Additional Notes ................................................................................................................................ 26

1. REGISTER AS AN (SDF)

6 Click on the magnifying glass to select an Organisation to link to your profile

Steps Action Screenshot

1 To access the system, go to the following links

External link: http://197.149.145.34/FOODBEVSETAIndicium/

Internal link: http://172.16.201.31/FOODBEVSETAIndicium/

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.

http://197.149.145.34/FOODBEVSETAIndicium/

http://172.16.201.31/FOODBEVSETAIndicium/

7 Type the SDL number and then click on the Search button The search result will return the organisation if it exists, click on Select button to add it.

8 Upload the Letter of Appointment by clicking on the Choose File button then click on Upload.

9 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 Steps Action Screenshot

1 Login into the system

2 The dashboard

will display with all the organisations that the SDF is linked to.

3 Select the appropriate financial year On the drop down provided and click on Search

4 Select the organisation or company that you are Submitting the WSP for by clicking on View.


5 The system will then give you the menu, please navigate on each of the tabs and filter information

6 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.

2.1 Organisational Contact Details The section below outlines the process for adding/editing the organisation’s contact

person’s details


1 Click on Organisation Contact from the Organisation Menu

2 Click on the

Create button

3 Capture the Contact’s details and click the Save button.

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.

2.2 Organisational Banking Details The section below outlines the process for adding/editing Banking Details


1 Click on Organisation Banking Details from the Organisation Menu

2 Click on the Edit

button

3 Capture\Update the banking details then click the Save button. Ensure to upload the Company Banking Details and Company Registration Certificate If you are a newly registered company.

Please note that the Organization details need to be confirmed before the WSP/ATR forms are

submitted.

2.3 Organisation CFO Details

The section below outlines the process for adding/editing CFO’s Details


1 Click on Organisation CFO Details from the Organisation Menu

2 Click on the Edit

button

3 Capture the CFO’s contact details, then click the Save button.

Training Committee

This section below outlines the process for adding/editing the Training

Committee member’s details.

Step Action Screenshot

1 Click on Training Committee/Union from the Organisation Menu

2 Click on the New Training Committee button

3 Capture the committee member’s details then click on the Add button.

4 To update the

details, click on the record and it will be highlighted. Click on the Edit button to open the record. Then save the updated details

3. ACCESSING THE FORMS The following steps needs to be followed to access the WSP/ATR Forms on FoodBev Seta

Indicium:

Users can only create the current financial year’s forms and not previous years.


1 Login into the system

2 The dashboard

will display with all the organisations that the SDF is linked to

3 Select the

appropriate financial year On the drop down provided and click on Search

4 Select the organisation or company that you are Submitting the WSP for by clicking on View


5 The system will then give you the menu , please navigate WSP/ATR forms

7 Click on WSP & ATR Forms from the Organisation Menu

4. CREATING AND COMPLETING WSP & ATR FORMS The section below outlines the process for creating new forms for the financial year


1. Select the current financial year from the combo box The page will refresh and the create button will become active.

2. Click on the Create button


3. List of all the forms will be displayed

4. Click on the form

D1: Annual Training Report Populate the rest of the form with the necessary information then click on Add. Once the record is saved, one has the option to Edit or Remove it.

5. Click On form D2: Actual Beneficiary of Training Populate the rest of the form with the necessary information then click on Save. Once the record is saved, one has the option to Edit or Remove it.


6. Click On form D3:

Actual Adult Education and Training Populate the rest of the form with the necessary information then click on Save. Once the record is saved, one has the option to Edit or Remove it.

7. Click On form D4:

Actual Beneficiaries of Training Populate the rest of the form with the necessary information then click on Save. Once the record is saved, one has the option to Edit or Remove it.


8. Click On form: Impact Assessment Populate the rest of the form with the necessary information then click on Save. Once the record is saved, one has the option to Edit or Remove it.

9. Click On form: A2:

Provincial Details Populate the rest of the form with the necessary information then click on Save. Once the record is saved, one has the option to Edit or Remove it.

11. Click On form B1:

Total Number of Employment Populate the rest of the form with the necessary information then click on Save. Once the record is saved, one has the option to Edit or Remove it.


12. Click On form B2:Employment per Occupational Category Populate the rest of the form with the necessary information then click on Save. Once the record is saved, one has the option to Edit or Remove it.

13. Click On form: C1:

Workplace Skills Plan Populate the rest of the form with the necessary information then click on Save. Once the record is saved, one has the option to Edit or Remove it.

14. Click On Section: C2: Planned Pivotal Training – Employees Populate the rest of the form with the necessary information then click on Save. Once the record is saved, one has the option to Edit or Remove it.


15. Click on Section C3: Planned Adult Education and Training Populate the rest of the form with the necessary information then click on Save. Once the record is saved, one has the option to Edit or Remove it.

16. Click on Section

C4: Planned Beneficiaries of Training – Employees Populate the rest of the form with the necessary information then click on Save. Once the record is saved, one has the option to Edit or Remove it.

17. Click On form : E:

Section E: Hard-To-Fill Vacancies Populate the rest of the form with the necessary information then click on Add. Once the record is saved, one has the option to Edit or Remove it.


18. Click On form: Checklist The system will display all the form and show if they are completed by Yes/No

19. Click on: Print

Authorization Page depending on the size of your organization

20 The Authorization pages need to be saved, printed and signed off so that they may be uploaded back onto the system under Document Uploads Section The authorization pages maybe saved and then printed for sign-off

20. Click on: Submit

Button Once all the forms have been captured the SDF can go ahead and submit the forms


21. Click on the Submit button to open the submission option

5. PRINT REPORT The section below outlines the process of printing the Annexure 2 report.


1 Click on WSP & ATR Forms from the Organisation Menu

2 Select the current

financial year from the combo box. The page will refresh then click on the print button.


3 Scroll to the bottom of the page and click on the Download to PDF button.

6. DOCUMENT UPLOAD The section below outlines the process of uploading supporting documents


1 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.

3 Select the

Financial Year from the combo box, type a small description in the comments section and click on choose file. Click on the Upload button to save.

4 The saved

document should appear at the bottom of the page with the captured details

Please note that the below documents are compulsory and need to be uploaded before the WSP/ATR

2019-2020 forms can be Submitted

• Signed Authorization Pages

• Proof of Training

• Cancelled Cheque

7. GRANTS AND LEVIES This section below outlines the process for viewing the Company’s levies and Grants details.

Step Action Screenshot

1 Click on Grants and Levies from the Organisation Menu

2 Select a Levy

Year From the dropdown Then Click on the Edit button

3 Click on Grants Summary from the Grants and Levies Menu

4 Grant summary for the selected company will be displayed for viewing

5. Click on Levies Summary from the Grants and Levies Menu

6. Levies summary

for the selected company will be displayed for viewing An explanation on how the levies are being split for different projects will be displayed on this page as well.

7. Click on Financial Summary from the Grants and Levies Menu

8.

The user must be able to update and capture current information

9.

Click on EMP 201 from the Grants and Levies Menu, to view the detail on the right The user must be able to update and capture current information.

8 Guidelines on how to use Bulk Upload Templates


1 Click on the Bulk Import option on the actual Forms

2 When the Bulk

Import is clicked, It will populate a new window

3 User will need to

click on Download Excel Template. That will allow the user to either open or Save the Template.

4 Populate the

information on the Template then upload it back onto the system by clicking on Browse and navigating to where the Excel Template was saved then clicking on Import.

Additional Notes

guidelines on how to register as sdf and complete wsp/atr ...€¦ · 8 guidelines on how to use...

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