workplace skills plan and annual training report system manual … · 2020. 3. 3. · reporting...
TRANSCRIPT
Reporting Period. January 2019 – 31 December 2019 for ATR January 2020 – 31 December 2020 for WSP
Workplace Skills Plan and Annual Training Report System Manual for Small Employers with 1- 49 Employees.
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Contents
A. How to access the system. ......................................................................................................... 2
B. How to recover your password. ................................................................................................. 2
C. How to login to the system. ....................................................................................................... 2
D. How to update company details, contact person details, and CFO details. ............................ 3
E. How to create a new financial year. .......................................................................................... 5
F. How to upload data to the WSP/ATR forms. ............................................................................ 5
G. How to upload data using the live system. ............................................................................... 6
H. How to complete and upload data using the bulk import facility. ........................................... 8
I. List and description of the Annual Training Report for small firm forms: 1st January 2019 -
31st December 2019 ............................................................................................................................ 9
1. ATR form 1: Implementation Report for Training: ...................................................................... 9
2. ATR form 2: PIVOTAL Trained Beneficiaries. ............................................................................... 9
3. ATR form 3: Hard to fill vacancies. .............................................................................................. 9
4. ATR form 4: Skills Gap: ................................................................................................................ 9
J. List and description of a Workplace Skills Plan for small firm forms: 1st January 2020 - 31st
December 2020 .................................................................................................................................. 9
1. WSP form 1: Skills Development Consultation and Planning. .................................................... 9
2. WSP form 2: Current employment profile. ................................................................................. 9
3. WSP form 3: Highest Education profile....................................................................................... 9
4. WSP form 4: PIVOTAL Planned beneficiaries. ............................................................................. 9
5. WSP form 5: Provincial Breakdown ............................................................................................ 9
6. WSP form 6: Workplace Skills Plan for training planned. ........................................................... 9
K. How to upload WSP/ATR documents. ..................................................................................... 10
L. How to locate the submit button. ........................................................................................... 11
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A. How to access the system. 1. Visit our website:
www.inseta.org.za. 2. Click login.
B. How to recover your password. 1. Click forgot password to recover
your password. 3. Type in your username. 4. Click request password.
The system will send an email with your temporary password to use and prompt you to change it to your desired password after login with the temporary password.
C. How to login to the system. 1. Type in your username and
password. 2. Click login.
3. Highlight primary SDF. 4. Click select role.
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D. How to update company details, contact person details, and CFO details.
1. Highlight any previous submission or any company profile to view the details.
2. Click on the magnifier glass.
3. Click Edit to update the
organisation details.
4. Click on the tick box to confirm
details. 5. Click Save.
6. Click on organisation details to
move to the next screen.
7. Click on create to add a new
organisation contact. 8. Highlight and click on edit to
make changes to the created record.
9. Highlight and click remove to delete record.
10. Confirm details and click save. 11. One cannot be the primary SDF
and organisation contact person.
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12. Click on Child organisation to move to the next screen.
13. Verify if all your child companies
are linked correctly then confirm details and click save.
14. If you have no child companies confirm and click save.
15. Click on Organisation CFO details
to move to the next screen.
16. Click Edit to update the
information of the Chief Executive Officer or any person dealing with your company finances.
17. Confirm details and click save.
18. Click approved SDF’s to move to
the next screen.
19. This screen gives you a brief
breakdown of who is your primary or secondary skills development facilitator.
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E. How to create a new financial year. 1. Click WSP & ATR Forms to move
to the next screen.
2. Choose the current financial year
April 2020 – March 2021. 3. Choose the company size (Small). 4. Click on View SSP Document.
5. Download SSP on the link
provided. 6. Click the tick box to confirm. 7. Click Save.
F. How to upload data to the WSP/ATR forms. 1. Highlight the current financial
year. 2. Click View to start uploading
WSP/ATR data.
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3. Click Select to view the form.
G. How to upload data using the live system. 1. Click the magnifier glass to search
for OFO code occupation by occupation name or occupation code.
2. Type in the key word. 3. Click search. 4. Highlight the correct OFO code
occupation. 5. Click select.
6. Click on the magnifier glass to search for OFO code specialisation by occupation name or occupation code.
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7. Click search to display all the OFO code specialisation that are linked to the OFO code occupation.
8. Highlight the correct OFO code specialisation option.
9. Click select.
10. Click on the drop-down arrow to choose the scarce and critical skill linked to training.
11. Click on the drop-down arrow to choose the intervention linked to training.
12. Click on the drop-down arrow to choose the NQF level linked to training.
13. Indicate the source of funding by typing the total amount spent on this training.
14. Click on other country if you have trained learners who are not South African citizens to select their country of Origin.
15. Non-South African citizens’ gender should only be reported under OTHER male or OTHER female.
16. South African citizens should be reported under Black male/Female, Coloured male/Female, Indian male/female and White male/female.
17. Indicate their age by typing the number of learners under the correct age breakdown category.
18. Click add to save the form.
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H. How to complete and upload data using the bulk import facility. 1. Click bulk import. 2. Click Download excel template. 3. Save the excel template on your
computer. 4. Complete the excel the template.
5. Click choose file to upload the
excel template back to the system.
6. Locate the excel template on your computer and click open.
7. Wait for the green colour and click import.
8. The system will generate an exception report click on it to verify if all your records were successfully loaded.
9. Click black to WSP/ATR forms
menu to go back to the main forms.
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I. List and description of the Annual Training Report for small firm forms: 1st January 2019 - 31st December 2019 1. ATR form 1: Implementation Report for Training:
This form requires employers to report on all training interventions that took place in their company in the previous financial year. The employer must report both credit and non-credit bearing interventions.
2. ATR form 2: PIVOTAL Trained Beneficiaries. This form requires employers to only report the training interventions that are listed on the South African Qualifications Authority’s (SAQA) list and are aligned to the National Qualifications Framework (NQF).
3. ATR form 3: Hard to fill vacancies. This form requires employers to report on all the occupations that took your organisation longer than six (6) months to find a suitably experienced and qualified replacement.
4. ATR form 4: Skills Gap: This for requires employers to report all the skills that are needed by an employee to carry out job tasks competently. It is also referred to as “Top-up Skills”.
J. List and description of a Workplace Skills Plan for small firm forms: 1st January 2020 - 31st December 2020 1. WSP form 1: Skills Development Consultation and Planning.
This form requires employer to answer the following questions about their companies:
• The process that was followed to develop the workplace skills plan and annual training report.
• Changes in roles, competences, staff compliments and productivity.
• Training spend and core of your business.
2. WSP form 2: Current employment profile. This form requires employers to provide INSETA with the number of employees who are currently employed by the employers as at the time they are submitting their workplace skill plan and annual training report.
3. WSP form 3: Highest Education profile. This form requires employers to provide INSETA with the number of the highest qualifications held by employees at the time the employer is submitting their workplace skill plan and annual training report.
4. WSP form 4: PIVOTAL Planned beneficiaries. This form requires employers to provide INSETA with a plan on all planned training interventions that are listed on the South African Qualifications Authority (SAQA) list and are aligned to the National Qualification Framework (NQF)for the current financial year.
5. WSP form 5: Provincial Breakdown This form requires employers to indicate the location of their employees in relation to provinces.
6. WSP form 6: Workplace Skills Plan for training planned. This form requires employers to provide INSETA with a plan on all the training interventions that the employers intend undertaking for the current financial year. this plan must include both interventions that are credit and non-credit bearing.
K. How to print WSP/ATR report and Authorisation page
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1. Highlight the current financial year. 2. Click print WSP report to download
WSP. 3. Click print ATR report to download ATR. 4. Click print Authorisation Page to
download the signature page.
L. How to upload WSP/ATR documents. 5. Click WSP/ATR document upload.
6. Click on the drop-down arrow to select the current financial year: April 2020 – March 2021.
7. Click on the drop-down arrow to select the type of document you intend uploading.
8. Click new document.
9. Click choose file to search for the document in your computer.
10. Wait for the green colour to appear then click upload.
11. Follow the same process till you load all the required document.
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M. How to locate the submit button. 1. Click WSP & ATR forms.
2. Highlight the current financial year and
the SUBMT button will be visible or,
3. Highlight the current financial year. 4. Click Edit. 5. Click the drop-down arrow to change
the WSP status from created to submitted and click save or,
6. Highlight the current financial year. 7. Click View and you will find the submit
button on the top right-hand corner.
Your WSP/ATR status will change from created to submitted, and you will receive a system generated email confirming that your plan and report has been submitted.