Home

Skills Planning Module User Manual updated June 2014

1. Table of Contents print sign then STN ame SECTION Accarre 1 Senat e 0 submit SECTION F AUTHORISATION AND STAKEHOLDER SUPPORT ANNEXURE 2 ha os a hi netty and hui eed me ap dt i al desma yeaa a Cnn of Su Arican Rac Sar Declaration 1 te vadanigond abn fia informa in Falilat of haat eal obligation i tr of ha Sa Developme Lagann ad Reciemae Wa declara ta oa bast of obra fa infor conan in fis Aeeanara acca 2ed up to data Wa comin fat aay nacre vane in fhi docume may coe Sad aed be bjt th fal pany of th ee Tis i ea SH Deelpment Committee the cs of fru employing wore han 5 ele hash gi ae ini pian rane eeraa A a SIGN OFF Chie Executive Officer CEO or Nominated employer representative Date of Snare Representative of the Labour Cowstiency within the woriplace appainted by he recone trade ie Dute ofSiguare Authorisation page The section below outlines the process for capturing the Employment Summary Action Screenshot Click on WSP amp Organisation Details ATR Document Organisation Contact Person Uploads Organisation Bank Details Child Organisations Training Committee Organisation CFO Details Approved SDFs Approve an SDF WSP amp ATR Forms Grants and Levies Inter Seta Transfers Client Relationship Management Research Annexure Select Authorisation Page Documentation Type WSP amp ATR DOCUMENT UPLOADS AFRICAN BUSINESS NEWS
2. Number Of Total ate Estimated Estimated Beneficiaries Budgeted Advanced Level Start Date End Date Cost Socio Number Of Pivotal NQF ng Economic Beneficiaries Code Status Programme Level Entry Level Occupation Account Clerk Public Relations 441905 Employed i Leamership Level05 2 22Jan2014 23Jan2015 300 00 wil A First Previous Next Last Go to Page Page 34 of 45 Compiled by Bayathandwa Shembe eta Fibre Processing amp Manufacturing Sector Education and Training Authority Section 9 Planned Pivotal Training The section records the planned Pivotal Training that is going to take place for 2014 2015 Click on WSP Section 9 from the WSP amp ATR Skills gt Organisation gt WWSP amp ATR Forms gt Banking Details ATR Section 1 Annual Training Report Forms Menu ATR Section 2 Annual Training Report Em ATR Section 3 Annual Training Report Une ATR Section 4 Adult Education and Trainin ATR Section 5 Trained Pivotal Training En ATR Section 6 Trained Pivotal Training Un WSP Section 7 Workplace Skills Plan WSP Section 6 Planned Pivotal Training WSP Section 9 Planned Adult Education WSP Section B1 Employment summary WSP Section B2 Provincial Breakdown Impact Assessment Evaluation and Comments Click on the WSP SECTION 9 PLANNED ADULT EDUCATION TEST 2566666 Create button Edit ae Excel Importer Capture details and save CREATE WSP SECT
3. The file won t be sawed automaticall Save Save as IMPORT EXCEL DATA Download Excel Template Upload file to Import ATR SECTION 5 TRAINED PIVOTAL TRAINING EMPLOYED TEST 2566666 cen Esai OFO Pivotal NQF Code Programme Level Number Of Number Of Total Beneficiaries Entry Start End Number Of Beneficiaries a intermediate Level Beneficiaries Advanced Date Date Actual Level Cost Occupation 09Jan 23Jan 2014 2015 2 2000 First Previous Next Last Go to Page Abrasive Wheel Maker 742103 Leamership Level03 2 2000 00 Page 29 of 45 Compiled by Bayathandwa Shembe Section 6 Trained Pivotal Training The section records the planned Pivotal Training that is going to take place for 2014 2015 Click on WSP Section 6 from Banking Details ne en SATR ATR Section 1 Annual Training Report Forms Menu ATR Section 2 Annual Training Report Em ATR Section 3 Annual Training Report Une ATR Section 4 Adult Education and Trainin ATR Section 5 Trained Pivotal Training En ATR Section 6 Trained Pivotal Training U WSP Section 7 Workplace Skills Plan WSP Section 3 Planned Pivotal Training WSP Section 9 Planned Adult Education WSP Section B1 Employment Summary WSP Section B2 Provincial Breakdown Impact Assessment Evaluation and Comments Skills gt Organisation gt gt WSP amp ATR Forms gt 2 Click on the Create button Create Edit Remove AT
4. SKILLS SDF Manual FP amp M SETA 03 February 2014 Compiled by Bayathandwa Shembe Page 0 of 45 6 N tion and Training Authority we Fibre Processing amp Manufacturing Sector Educe Table of Contents Important information to Note before registering as SDF scesccssssscccsccsscsscesccsscscceccesscncceecses 2 SDF Profiles ON the system ssccscccsccsccsccceccecceccncccscceccescescceccecseeecsccncccecceccescecceccescescessesscessesees 2 REGISTER AS A NEW SKILLS DEVELOPMENT FACILITATOR SDF sssccssssccssseccssccccsseccsscecessees 2 ACCESSING ORGANISATION INFORMATION cccssssccccssssssscccsssscecccscsssscccsssssescssasssccssessssessesessecs 6 REGISTER OR REMOVE AN ORGANISATION ccccecccscsseeeeeseeceeeceeeeeeseeeeeeseeeeeeseceeeeaseesaecesaeaeceeees 6 DW ee By cB ed TAI be eee reer ree ne EA ee ee ee ee ee ee eee 7 ACCESSING THE ORGANISATION DETAILS ssnssnssnnssnssnnssssssesesseresessssesessseesesssrsseseseserseseseeseseseesesesee 8 ORGANISATIONAL CONTACT DETAILS sosessessssseessssceosssseccossscosssssoosssssosssssssssssseesssseeesssseeosssseoose 9 ORGANISATIONAL BANKING DETAILS ccccssssscccccssssccccessssccccccsssccecansssscccecesscsssanassssccosesscessoes 10 UPLOAD STAMPED BANK STATEMENT sassssssssnsnsnsessasevsansneansinnsnesnesensbennsbnncnseusinnvenkiaeveledunecnannenyeess 11 View Grant AMG LEVIES aere 8 cto ctop RENA EE E 12 ORGANISATION CFO DETAILS asa t
5. 2 First Previous Next Last Go to Page l IMPORT EXCEL DATA Download Excel Template Upload file to Import Download Excel Template Upload file to Import IMPORT EXCEL DATA C Browse Import lf Cancel Windows Internet Explorer I what do wou want to do with PlannedPivotalTraining 3_Template x Isx Size 38 4 KB Type Microsoft Excel 12 Frome 197 149 145 334 gt Open The file won t be sawed automatically p Save gt Sawe as IMPORT EXCEL DATA Download Excel Template Upload file to Import ATR SECTION 6 TRAINED PIVOTAL TRAINING UNEMPLOYED TEST 2566666 Number Of Number Of Start End Beneficiaries Entry Pemai oval Beneficiaries Advanced Pate Date Level Level OFO Pivotal NQF Number Of Beneficiaries Occupation Code Programme Level 712103 Level08 2 6 a Wheel internships 15Jan 29Jan 2 First Previous Next Last Go to Page Page 31 of 45 Compiled by Bayathandwa Shembe Fibre Processing amp Manufacturing Sector Edu Section 7 Workplace Skills plan This section record Workplace Skills Plane Steps Action Screenshot a cation and Training Authority Click on WSP Section 7 okills gt gt Organisation gt WSP amp ATR Forms gt gt Banking Details ATR Section 1 Annual Training Report ATR Section 2 Annual Training Report Em ATR Section 3 Annual Training Report Un ATR Section 4 A
6. 4 Number Of Beneficiaries Intermediate Level G Number Of Beneficiaries Advanced Level 5 Total Actual Cost 300 00 Page 24 of 45 Compiled by Bayathandwa Shembe Once the record is saved one has the option to Edit or Remove it Alternatively you may use the Excel Importer template Click on the Excel Importer button After downloading excel capture information and save in excel NOTE Don t change the name of the template when you save on your documents for capturing Once the template is populated and all required information is capture Click on Browse to search for the saved template on your computer then click Import to seta Fibre Processing amp Manufacturing Sector Education and Training Authority ATR SECTION 3 ANNUAL TRAINING REPORT UNEMPLOYED TEST 2566666 Number Of Beneficiaries Entry Level 0150 Code Name Of Programme Number Of Beneficiaries Intermediate Level Type of Leaming Occupation Programmes bouie Wheel 712103 Skills Programme 6 5 First Previous Next Last Go to Page C IMPORT EXCEL DATA Download Excel Template Upload file to Import Mia e File AnnualTrainingReport_DLxlsx Protected View Microsoft Excel Home Insert PageLayout Formulas Data Review View A B C D 1 OFOOccupationDescription MunicipalitylD AfricanMale AfricanFemale AfricanDisabled Colour 2 OFO Occupation Municipality Male Afr
7. COMMITTEE Name Of Position In E Mail Union Union Update testing Page 16 of 45 CREATING FORMS The section below outlines the process for creating new forms for the financial year Steps Action Screenshot bags me eaen View Edit Print financial year from the combo box Financial Year 01 April 2014 31 March 2015 Create The page will refresh and the create button will become active Click on the Create button Capture the CONFIRM ORGANISATION SIZE Number of Employees and click the Save Verify Number Of Employees button Once the number Voy Edi Print of employees has been confirmed Financial Year the window on the right will Financial Year Form Type WSP Status DueDate Submitted Date Approved Date Rejected Date appear l 01 April 2014 31 March 2015 Large Medium Created 04302014 First Previous Next Last Goto Page 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 Note 1 The information on this form will populate based on the information captured on the Organizations Information section and the SDF linked to the organization s Page 17 of 45 Compiled by Bayathandwa Sh
8. Click on the Stakeholder LoginoLink Log in with your credentials 3 Organisation that are link to your Profile will display Compiled by Bayathandwa Shembe Screenshot Discretionary Grants Governance Tenders Password Forgot Password Register Dashboard Skills SDF DASHBOARD TESTING SHEMBE 6902220268081 Financial Year Your Details Register Organisations LegalName SDLNumber Access Status Grant Status Grant Due Date Action SDF Dashboard test 00000 Approved Recommended for Rejection 30 04 2014 First Previous Next Last Go to Page Page 12 of 45 Steps Action 4 Click on the organisation to select organisation you want to open Then click on action icon to open Go to Grant and Levies Select Financial year on the drop down Click on view button Compiled by Bayathandwa Shembe Fibre Processing amp Manufacturing Sector Education and Training Authority Screenshot ODF Dasusoaro Teste Suempe 69022202680 SDL Number Grant Status Legal Name Access Status Grant Due Date Action 00000 _ Approved Recommended for Rejection 30 04 2014 e test Fist Pes Nea Ls oto Pase k Skills Organisaton gt Organisation Details Organisation Contact Person Organisation Bank Details Child Organisations Training Committee Organisation CFO Details Approved SDFs Approve an SDF a amp pics ead Client Seta Transfer Managemen
9. Forms Grants and Levies Inter Seta Transfers Client Relationship Management EMP2 01 Research Annexure DHET L510713607 4 Image Pty Ltd 4 Image 4gem7MAPP07111436 FEF L510713607 0 Pty Ltd Private 0123491113 0123492846 0 0 Page 9 of 45 Steps Action Screenshot Capture the Contact s details and click the Save Title button i First Name CREATE ORGANISATION CONTACT PERSON Surname Initials Designation Telephone Number Cell Phone Number Fax Number E Mail Postal Code Postal Address Line 1 Postal Address Line 2 Postal Address City Postal Province Please ensure that the contact details are correct and confirm the details before creating the new WSP forms ORGANISATIONAL BANKING DETAILS The section below outlines the process for adding editing Banking Details and uploading of stamped bank statement Note only Primary SDF Profile can edit Organisation Bank details Steps Action Screenshot Click on Organisation Organisation Details Banking Details Organisation Contact Person Organisation Bank Details from the Child Organisations Organisation Training Committee Menu Organisation CFO Details Approved SDFs Approve an SDF WSP amp ATR Forms Grants and Levies Inter Seta Transfers Client Relationship Management EMP201 Research Annexure Skills gt Organisation gt Click on the Edit button Page 10 of 45 Compiled by Bayathandwa Shembe Steps Action Screen
10. section Branch Name Branch Code Status 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 Section 1 Annual Training report The section records the training that took place for 2013 2014 Steps Action Screenshot Page 19 of 45 Compiled by Bayathandwa Shembe Steps Action Click on WSP Section 1 from the WSP amp ATR Forms Menu The information on this form is populated based on what is captured on Organisation Information and the SDF linked If there are any updates to be made click on the Edit button Compiled by Bayathandwa Shembe Screenshot Skills gt gt Organisation gt gt WSP amp ATR Forms gt Banking Details ATR Section 1 Annual Training Report ATR Section 2 Annual Training Report Em ATR Section 3 Annual Training Report Une ATR Section 4 Adult Education and Trainin ATR Section 5 Trained Pivotal Training En ATR Section 6 Trained Pivotal Training Un WSP Section 7 Workplace Skills Plan WSP Section 3 Planned Pivotal Training WSP Section 9 Planned Adult Education WSP Section B1 Employment Summary WSP Section B2 Provincial Breakdown Impact Assessment Evaluation and Comments EDIT ATR SECTION 1 ANNUAL TRAINING REPORT OFO Occupation Abrasive Wheel Maker Municipality ra Abaqulusi African Male African Female African Di
11. 14 123 Box Faerie Glen Pretoria Ekurhuleni Metro 1612 123 Box Faerie Glen Pretoria LEVIES SUMMARY TEST N343433434 Test Test N343433434 01 April 2013 31 March 2014 1612 123 123 Ekurhuleni Metro 123 Box Page 14 of 45 Fibre Processing amp Manufacturing Sector Education and Training Authority Screenshot Action Steps Skills gt Organisation gt gt Grants and Levies gt gt FINANCIAL SUMMARY TEST N343433434 Grant Summary Print Friendly ur Financial Summary Organisation Legal Name Test Trade Name Test SDL Number N343433434 Year of Statement 01 April 2013 34 March 2014 Postal Address 1612 Contact Telephone Number 123 Fax Number 123 Municipality Ekurhuleni Metro Residential Address 123 Box ORGANISATION CFO DETAILS The section below outlines the process for adding editing CEO s Details Action Screenshot Click on Skills gt Organisation Organisation anisation Details CFO Details from the Organisation Menu Click on the Edit button Capture the CEO s contact details then click the Save button Compiled by Bayathandwa Shembe Organisation Contact Person Organisation Bank Details Child Organisations Training Committee Organisation CFO Details Approved SDFs Approve an SDF WSP amp ATR Forms WSP amp ATR Document Uploads Grants and Levies Inter Seta Transfers Client Relationship Management Research Annexure ORGANISATI
12. 2 OFO Occupation Municipality _ Male African Female African Person With Disability African Male 4 General Manager Public Service Ba Phalaborwa 0 0 0 5 Senior Police Officer Polokwane 5 0 1 Page 21 of 45 Steps Action Screenshot Once the template is IMPORT EXCEL DATA populated and Download Excel Template all required Upload file to Import information is capture Click on Browse to search for the saved template on your computer then click Import to upload Section 2 Annual Training report Employed 2013 2014 The section records the training that took place for 2013 2014 Steps Action Screenshot Click on WSP Section 2 Skills 0rganisation WSP amp ATR Forms gt Banking Details ATR Section 1 Annual Training from the ATR Section 2 Annual Training ATR Forms ATR Section 3 Annual Training Report Une Menu ATR Section 4 Adult Education and Trainin ATR Section 5 Trained Pivotal Training En ATR Section 6 Trained Pivotal Training Un WSP Section 7 Workplace Skills Plan WSP Section 3 Planned Pivotal Training WSP Section 9 Planned Adult Education WSP Section B1 Employment Summary WSP Section B2 Provincial Breakdown Impact Assessment Evaluation and Comments 2 The page allows user EDIT ATR SECTION 2 ANNUAL TRAINING REPORT EMPLOYED to capture details then save OFO Occupation I Abrasive Wheel Maker Programme Type Bursaries yy Name Of Programme Number Of Benef
13. ANNED ADULT EDUCATION TEST 2566666 Name ofthe Course Number ofLeamers Male NumberofLeamers Female AET Level Total Budgeted Cost TEST 2 2 Level 2 300 00 2 2 Fist Previous Next Last Goto Page _ Page 36 of 45 Compiled by Bayathandwa Shembe seta Fibre Processing amp Manufacturing Sector Education and Training Authority The following table below can be used as the guideline by the SDF when identifying the NQF Level learning Programmes across the above forms Masters degrees TRAINING Honours degrees and 4 yr degrees National first degrees 3 yr National diplomas Post doctoral research degrees Grade 12 Matric National certificates FURTHER EDUCATION AND TRAINING 1 GENERAL EDUCATION AND TRAINING Capturing principles on the forms The section below outlines capturing principles on the forms Action Screenshot ohare ate the 1st step in the capture process The OFO Code OFO Description vehicle OFO Code OFO Description A 732203 Emergency Vehicle Drivers 335401 Motor Vehicle Licence Examiner 522302 Motorised Vehicle or Caravan Salesperson 733211 Remotely Operated Vehicle ROV Pilot 684905 Vehicle Body Builder 812201 Vehicle Detailer Valet Servicer 643202 Vehicle Painter 684906 Vehicle Trimmer Firct Dravainiie Navt 4 Capturing type of i ead Gal Gina Programmes E AR R n A numbers of aa Me Seren Mirae Pe tia ma employees ca disabi
14. ION 9 PLANNED ADULT EDUCATION Name Of the Course TEST AET Level Level 2l Number Of Learners Male 7 Number Of Learners Female 7 Total Budgeted Cost 300 Once the record WSP SECTION 9 PLANNED ADULT EDUCATION TEST 2566666 lene one fh Excel Importer the option to Edit or Remove it Name ofthe Course Number of Leamers Male Number of Leamers Female AET Level Total Budgeted Cost TEST 2 2 Level2 300 00 2 2 Page 35 of 45 Compiled by Bayathandwa Shembe Alternatively you can down load Excel Template then browse 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 Browse to search for the saved template on your computer then click Import to upload Once the record is saved one has the option to Edit or Remove it seta Fibre Processing amp Manufacturing Sector Education and Training Authority IMPORT EXCEL DATA Download Excel Template Upload file to Import IMPORT EXCEL DATA Upload Tike to Import Browse Import If ren Windows Intentet Explorer What do you want to do with PlannedPivotalTraining 3_Template xIsx Size 38 4 KE Type Microsoft Excel 12 From 197 149 145 34 q gt Open The file won t be sawed automatically Save gt Sawe as IMPORT EXCEL DATA Download Excel Template Upload file to Import WSP SECTION 9 PL
15. LIMITED L 280762285 Remove Page 43 of 45 Compiled by Bayathandwa Shembe Fibre Processing amp Manufacturing Sector Education and Training Authority Steps Action Screenshot Then you can click WSP amp ATR FORMS AFRICAN BUSINESS NEWS LIMITED L290762295 submit ry The SDF will receive an e mail notification to confirm the submission has been submitted on the FP amp MSETA system Page 44 of 45 Compiled by Bayathandwa Shembe
16. NUAL TRAINING REPORT EMPLOYED TEST 2566666 information is Ca ptu red Number Of Tot OFO Type of Leaming Name Of psa Number Of Beneficiaries Number Of Beneficiaries j an d sa ved Occupation Code Programmes Programme eai Entry intermediate Level Advanced Level Act the user i Abrasive Wheel 742103 Bursaries can beable 0 4 4 4 to edit First Previous Next Last Go to Page I Section 3 Annual Training Report Unemployed The section records the planned training that is going to take place Steps Action Click on Screenshot Skills gt gt Organisation gt VWSP amp ATR Forms gt gt WSP Section Banking Details 3 from the ATR Section 1 Annual Z pa ATR Section 2 ATR Forms ATR Section 3 Menu Click on Create button ATR Section 4 Adult Education and ATR Section 5 Trained Pivotal Training Enm ATR Section 6 Trained Pivotal Training Un WSP Section 7 Workplace Skills Plan WSP Section 8 Planned Pivotal Training WSP Section 9 Planned Adult Education WSP Section B1 Employment Summary WSP Section B2 Provincial Breakdown Impact Assessment Evaluation and Comments the ATR SECTION 3 ANNUAL TRAINING REPORT UNEMPLOYED TEST 2566 Ea Remove Capture the details and save EDIT ATR SECTION 3 ANNUAL TRAINING REPORT UNEMPLOY OFO Occupation IF Abrasive Wheel Maker Programme Type Skills Programme F Name Of Programme ee Number Of Beneficiaries Entry Level
17. ON CFO DETAILS 4 IMAGE PTY LTD L510713607 Page 15 of 45 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 Action Screenshot Click on Training Committee from the Organisation Menu Step Skills Organisation gt Organisation Details Organisation Contact Person Organisation Bank Details Child Organisations Training Committee Organisation CFO Details Approved SDFs Approve an SDF WSP amp ATR Forms WSF amp ATR Document Uploads Grants and Levies Inter Seta Transfers Client Relationship Management Research Annexure Training Committee Click on the Add Training Committee button Capture the committee member s Title details then click First Name Surname on the Save button Initials Designation Designation Description Telephone Number Cell Phone Number Fax Number E Mail Name Of Union Position In Union To update the First Designation Surname Initials os i Name Description details click on Cell Phone Fax Number Number Telephone Number the recordandit H testing 0125666665 0123366666 013333 First Previous Next Last Go to Page will be highlighted Click on the Action icon to open the record Compiled by Bayathandwa Shembe bshembe dtss co za testing TRAINING
18. R SECTION 6 TRAINED PIVOTAL TRAINING UNEMPLOYED TEST 2566 Excel Importer Capture details and save CREATE ATR SECTION 6 TRAINED PIVOTAL TRAINING UNEMPLOYED OFO Occupation E Abrasive Wheel Maker PIVOTAL Programmes mhs oo Number of Beneficiaries Trained Entry Level 9 Number of Beneficiaries Trained Intermediate 3 Level Number of Beneficiaries Trained Advanced Level Start Date 15 01 2014 End Date 29 01 2015 Total Actual Cost 60 2020t Ctits Page 30 of 45 Compiled by Bayathandwa Shembe Once the record is saved one has the option to Edit or Remove it Alternatively you can down load Excel Template then browse 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 Browse to search for the saved template on your computer then click Import to upload Once the record is saved one has the option to Edit or Remove it seta Fibre Processing amp Manufacturing Sector Education and Training Authority ATR SECTION 6 TRAINED PIVOTAL TRAINING UNEMPLOYED TEST 2566666 ica Rene Number Of _ Number Of Number Of Beneficiaries ea Aivented Start End Beneficiaries Entry Intermediate Level Date Date Level Level OFO Pivotal NQF Occupation Code Programme Level 15Jan 29 Jan 2014 2015 Abrasive Wheel Maker 712103 Internships Level08 2
19. REAKDOWN TEST 2566666 Edit Remove Excel Importer CREATE WSP SECTION B2 PROVINCIAL BREAKDOWN SDL Number Name Of Entity Number Of Employees Municipality City Province WSP SECTION B2 PROVINCIAL BREAKDOWN TEST 2566666 L45556 200 100 First Previous Next Last Go to Page j a Page 40 of 45 eta Fibre Processing amp Manufacturing Sector Education and Training Authority Impact Assessment This section records the impact assessment Step Action Click on WSP Section C1 from the WSP amp ATR Forms Menu Screenshot Skills Organis ation SP amp ATR Forms Banking Details ATE Section ATR Section 1 Annual Training Report 2 Annual Training Repor E mg 3 Annual Training Repont Une 4 Adult Education and Trainin S Trained Prvotal Training E mij 6 Trained Prvotal Training Une WS Section WISP Section WS Po Section WYSP Section WSP Section To Vorkplace Skills Plan B Planned Pivotal Training g Planned Adult Education B1 Employment Summary B2 Prowincial Breakdown Impact Assessment Evaluation and Comments Click on the Create button IMPACT ASSESSMENT TEST 2566666 CREATE IMPACT ASSESSMENT Total Number Of Employed Learners Trained Capture all required information and save Total Number Of Unemployed Learners Trai
20. What do you want to do with EmploymentSummaryB1_Template xlsx Size 43 1 KB Type Microsoft Excel 12 From 197 149 145 34 gt Open The file won t be saved automatically gt Save gt Save as IMPORT EXCEL DATA Upload file to Import Page 39 of 45 B2 Provincial Breakdown This section records the planned training for employees employed and unemployed Step Action Click on WSP Section B2 Provincial Breakdown Click on the Create button Capture all required information Select the Municipality City and Province then Save 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 by clicking on it Compiled by Bayathandwa Shembe Create Edit Remove SDL Number Name f Entity Number Of Employees Screenshot Skills Organisation WSP amp ATR Forms gt Banking Details ATR Section 1 Annual Training Report ATR Section 2 Annual Training Report Em ATR Section 3 Annual Training Report Une ATR Section 4 Adult Education and Trainin ATR Section 5 Trained Pivotal Training En ATR Section 6 Trained Pivotal Training Un WSP Section 7 Workplace Skills Plan WSP Section 3 Planned Pivotal Training WSP Section 9 Planned Adult Education WSF Section B1 Employment Summar WSP Section B2 Provincial Breakdown Impact Assessment Evaluation and Comments WSP SECTION B2 PROVINCIAL B
21. ae teisttecne eteratande caiantnewtseen aaa a aea a aAA EAE 15 TRAINING COMNITIEE siinon in e E A acnateentneet sauwencianeeess 16 CREATING FORMIS srono E E aA E 17 Banking Detall Soacra erlus a E Ta E E EE AT 18 Section 1 Annual Training report sccscccccssscsccscccscceccesccsscescesscsecsccseccsccecccccceccecceccescoscsescescess 19 Section 2 Annual Training report Employed 2013 2014 scccsssssssssssccsssceccsssesccssesscssssssecccss 22 Section 3 Annual Training Report Unemployed ssessesesesososesessssecesosososesesososesessssesseosososesessesee 24 Section 4 Adult Education and TraiNiNg ccccceecssecsseceseceseceeceseeeeceeeceseceseceeeeeeseeseneteneeeeseeeees 26 Section 5 Trained Pivotal Training ccccccceccceccceceeeeeeeeeeeeeceeeeeeeceeaaaaeaaeeeeeeeeeeeeeeeaes 28 Section 6 Trained Pivotal Training cccccccccccccccceceeeeeeeeseeeeceeeceeeeeeaaaauaaeseeeeeeeeeeeeeaes 30 Section 7 Workplace Skills plan ccccccesccssecseeceeceeeceseceseceeceeceeeeeeceeeceseceseceeeeeeeeeteneceneeensegeees 32 Section 8 Planned Pivotal Training 0 cccccccccccceceeceeeeeneeeeeeeceeeceeceeeaaaesseeseeeeseeeeeeeenes 33 Section 9 Planned Pivotal Training cccccccccccceceeceeeeeneeeeeeeceeeceeceeeaaaeeseeseeeeseeeeeeeenes 35 Capturing principles ON the FOLMS cccceccseecssecseccnceeeceeeceeeceeceaeeeeceeeceeecesseeeeeeeceetenecsneeeeeeeeees 37 WSP S
22. akdown Impact Assessment Evaluation and Comments 2 Click on the ATR SECTION 4 ADULT EDUCATION AND Create button create Edi Remove Excel Importer Benefits Importer Page 26 of 45 Compiled by Bayathandwa Shembe Steps Action 3 Capture the details and save 4 Once the record is saved one has the option to Edit or Remove it Alternatively you can down load Excel Template then browse 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 Browse to search for the saved template on your computer then click Import to upload Compiled by Bayathandwa Shembe Fibre Processing amp Manufacturing Sector Education and Training Authority Screenshot Name Of the Course AET Level Number Of Leamers Male Number Of Leamers Female Total Budgeted Cost ATR SECTION 4 ADULT EDUCATION AND TRAINING TEST 2566666 Number of Learners Female Total Actual Cost Name ofthe Course Number of Leamers Male NOF Level testing 5 5 500 00 Previous Next Last Go to Page E Level 05 irst IMPORT EXCEL DATA Download Excel Template Upload file to Import IMPORT EXCEL DATA Upload file to Import Browse Import iat a Windows Internet Explorer what do you want to do with PlannedPivotalTraining C3_Templ
23. appear Click on Download Excel Template and save the template on your computer Once the template is populated Click on Browse to search for the saved template on your computer then click Import to upload Once the record is saved one has the option to Edit or Remove it ay Fibre Processing amp Manufacturing Sector Education and Training Authority WSP SECTION 8 PLANNED PIVOTAL TRAINING TEST 2566666 Number Of Beneficiaries Intermediate Level Number Of Total Beneficiaries same ee Budgeted Advanced Level Cost socio i Number Of i Economic p Beneficiaries Status Entry Level Occupation Account Clerk Public Relations 441905 Employed L Learnership Level05 2 22 Jan 2014 23Jan2015 300 00 First Previous Next Last Go to Page IMPORT EXCEL DATA Download Excel Template Upload file to Import Download Excel Template Upload file to Import IMPORT EXCEL DATA L Browse Linnypeourt lf ven Windows Internet Explorer what do wou want to do with PlannedPivotalTraining C3_Template xIsx Type Microsoft Excel 12 Size 38 4 KB i From 197 149 145 34 The file won t be sawed automatically gt Open gt Save gt Save as IMPORT EXCEL DATA Download Excel Template Upload file to Import WSP SECTION 8 PLANNED PIVOTAL TRAINING TEST 2566666 Number Of Beneficiaries Intermediate Level
24. ata Capture to provide support where there are large amounts of data that have to be submitted by the organization e Secondary SDF is appointed by the organization and has view access to the organization information e g HR manager This profile has no capturing or editing rights on the system REGISTER AS A NEW SKILLS DEVELOPMENT FACILITATOR SDF Steps Action Screenshot Go to FP amp MSETA Website www fomseta or g za Click on the Stakeholder LoginoLink Click on the Register an SDF Link on the login Username page Password Forgot Password Register Page 2 of 45 Compiled by Bayathandwa Shembe Screenshot 3 Click on Register Registration Menu Capture the eta Fibre Processing amp Manufacturing Sector Education and Training Authority from the REGISTRATION Steps Action person s details Applicant Details Title First Name Middle Name Surname Initials ID No Alternate ID Type Dateof Birth Gender Equity Disability Home Language Nationality Citizen Residential Status Socio Economic Status Telephone Number Click on the Save and Proceed button to move to the next step 6 Upload the Letter orsansaton netsis Ms y Testing Mnguni 8104170477089 17 04 1981 Female Black African None English South Africa South Africa x Unemployed 0114078945 of Appointment Organisation by clicking on th
25. ate xIsx i Size 35 4 KB iu Type Mlicr Excel 12 From 197 149 145 34 gt Open The file won t be sawed automatically gt Save gt Sawe as IMPORT EXCEL DATA Download Excel Template Upload file to Import Browse mpor Page 27 of 45 Section 5 Trained Pivotal Training The section records the planned Pivotal Training that is going to take place for 2014 2015 Click on WSP Section 5 from Banking Details Ne ANETO ATR Section 1 Annual Training Report ATR Section 2 Annual Training Report Em ATR Section 3 Annual Training Report Une ATR Section 4 Adult Education and Trainin ATR Section 5 Trained Pivotal Training En ATR Section 6 Trained Pivotal Training Un WP Section 7 Workplace Skills Plan WSP Section 3 Planned Pivotal Training WSP Section 9 Planned Adult Education WSP Section B1 Employment Summary WSP Section B2 Provincial Breakdown Impact Assessment Evaluation and Comments Skills gt gt Organisation gt gt WSP amp ATR Forms gt gt Menu Click on the ATR SECTION 5 TRAINED PIVOTAL TRAINING EMPLOYED TEST 2566666 Create button Edit Remove Capture details and save CREATE ATR SECTION 5 TRAINED PIVOTAL TRAINING EMPLOYED OFO Occupation F Abrasive Wheel Maker PIVOTAL Programmes Apprenticeships P NGF Level Level 02 X Number of Beneficiaries Trained Entry Level 7 Number of Beneficiaries Trained Intermediate 7 Level N
26. ck on the Search button Page 8 of 45 Compiled by Bayathandwa Shembe Steps Action Search for the Organisation by completing the capturing the SDL number 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 eta Fibre Processing amp Manufacturing Sector Education and Training Authority Screenshot ORGANISATION ORGANISATION DETAILS 4 IMAGE PTY LTD L510713607 SETA SDL Number Type SDL Number L510713607 Possible SDL Number Legal Name 4 Image Pty Ltd Trade Name 4 Image Organisation Registration Number Type Organisation Registration Number 4gem7MAPP07111436 Type Of Organisation SARS Number L510713607 Cipro Number Legal Status Type of Entity Pty Ltd Partnership Private Phone Number 0123491113 Fax Number 0123492846 SIC Code Description Number Of Employees 0 Number of Employees Employment Profile 0 ORGANISATIONAL CONTACT DETAILS The section below outlines the process for adding editing the organisation s contact person s details Action Click on Organisation Contact from the Organisation Menu Click on the Create button Compiled by Bayathandwa Shembe Screenshot Skills gt gt Organisation gt Organisation Details Organisation Contact Person Organisation Bank Details Child Organisations Training Committee Organisation CFO Details Approved SDFs Approve an SDF WSP amp ATR
27. dult Education and Trainir ATR Section 5 Trained Pivotal Training En ATR Section 6 Trained Pivotal Training Ur WSP Section 7 Workplace Skills Plan WSP Section 3 Planned Pivotal Training WSP Section 9 Planned Adult Education WSP Section B1 Employment Summary WSP Section B2 Provincial Breakdown Impact Assessment Evaluation and Comments Click on the Create button WSP SECTION 7 WORKPLACE SKILLS PLAN TEST 2566666 Search for the OFO Code and EDIT WSP SECTION 7 WORKPLACE SKILLS PLAN the fill in all required OFO Occupation IP Abrasive Wheel Maker information and Socio Economic Status Employed a Programme Type Apprenticeships m Name Of Programme UAT Programme African Male 1 Coloured Male j Indian Male 1 White Male 1 African Female 1 Coloured Female 1 Indian Female 1 White Female 1 African Disabled 0 WSP SECTION 7 WORKPLACE SKILLS PLAN TEST 2566666 Once the record is saved one has the option to Edit P Socio Type Of or Remove it Municipality Economic Learning Status Programme OFO Code Name Of Male Male Male Programme African Coloured Indian Male Female Female Female Female Occupation White African Coloured Indian White Ne 112103 Abaqulusi Employed Apprenticeships First Previous Next Last Go to Page 4 m Page 32 of 45 Compiled by Bayathandwa Shembe Section 8 Planned Pivotal Training The section records the planned Pivotal Traini
28. e cia pE te Choose File button then click on Upload A pending login status indicated that the SETA needs to accept your registration before you are granted access to an organizations workplace skills plan Organisation Details Click organisation Organisation Letter of Appointment Select upload File is ready Capture the SDL number of your organisation And click search Compiled by Bayathandwa Shembe J 1290762295 CNBC Africa Browse Page 3 of 45 Action seta Fibre Processing amp Manufacturing Sector Education and Training Authority Screenshot Steps Organisation you selected will show Click on browse for appointment letter then save Note you can be able to link yourself to more than one organisation and upload appointment letter Click on the magnifying glass to select an Organisation upload a Letter of Appointment then click Save to link it to your profile Compiled by Bayathandwa Shembe ORGANISATION SDL Number Search Home Organisation Details Organisation Letter of Appointment Select upload DO 1040747471 CNBC Africa File is ready Remove SDL Number Status Document Name Organisation Name African Business News Limited L040747471 First Previous Next Last Go to Page JI Doc3 docx Finalise Application A pending login status indicated that the SETA needs to accept your registra
29. ection B1 Employment Summary cceccceecseceseceseceecceeeeaeeeeceeeceeceeceeeeeeeeeeceueeseeeeneeeeees 38 BZ Provincial Breakd OWI siscbesdeesesteccncciseuccudtacenessavacmaantmacsatuesebescwesesdenvnanvensestcneuses sce i SG 40 HVA ACE FSS OS SIN OU IE sinirine E E E EEEE e 41 Evaluation and COMMENTS vssicccsncssnccccccevnndcssssewcnsencosevavetseudecdunnsncvewaie Eaa 42 PRINTING ofthe FOPINS seossresnssedasen reini aa EEE aE NEEESE 42 Authorisation Dd DC ccacnuciacawecainseinacisun one caca vorwesbsscuctoseuaon iea aa ON 43 Page 1 of 45 Compiled by Bayathandwa Shembe Important information to Note before registering as SDF 1 ID alternative ID number are key during the registration process 2 Scanned appointment letter from the Organization s to be on hand when accessing the system to register 3 SDF s to know the L numbers as they will be required to link and search using the Lnumber on the system SDF Profiles on the system e Primary SDF has the overall responsibility to submit the WSP ATR forms on behalf of the organization the Primary SDF can also capture the information on the WSP ATR forms Please note that there will be only one Primary SDF profile assigned per organiasation e Contract SDF is appointed by the organization to support the Primary SDF to capture WSP ATR forms however they are not allowed to submit on behalf of the Primary SDF The Contract SDF profile is available for e g Company Administrator D
30. embe pam Cld Fibre Processing amp Manufacturing Sector Education an d Trainin g Authority 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 Banking Details The section below outlines the process for filling Banking Details Steps Action Screenshot Click on Banking details from Banking Details the WSP amp ATR Section 1 Annual Training Report ATR Section 2 Annual Training Report Em cae ATR Section 3 Annual Training Report Une ATR Section 4 Adult Education and Trainin ATR Section 5 Trained Pivotal Training En ATR Section 6 Trained Pivotal Training Un WSP Section 7 Workplace Skills Plan WSP Section 8 Planned Pivotal Training WSP Section 9 Planned Adult Education WSP Section B1 Employment Summary WSP Section B2 Provincial Breakdown Impact Assessment Evaluation and Comments Skills gt gt Organisation gt WSP amp ATR Forms gt Page 18 of 45 Compiled by Bayathandwa Shembe Fibre Processin g amp Manufacturin g Sector Education an d Trainin g Authority Action Screenshot The BANKING DETAILS TEST 2566666 information on this form 2250 File Name FPMSETA ORGANISATION 05122013 doc is populated Edit based on Bank Name what is Account Number captured on Organisation Account Holder Banking Account Type Details
31. est Coloured Female of the form with the necessary information then click on Save Compiled by Bayathandwa Shembe Indian Female White Female African Disabled Coloured Disabled Indian Disabled White Disabled Age Below 35 Age Between 35 And 55 Age Above 55 Municipality Province NIINI GI GI l ol aa d ct d 4 W abaqulusi Freestate z Page 38 of 45 Action Once the record is saved one has the option to Edit or Remove it 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 Compiled by Bayathandwa Shembe a Fibre Processing amp Manufacturing Sector Education and Training Authority Screenshot WSP SECTION B1 EMPLOYMENT SUMMARY TEST 2566666 Person Male Male Male Male Female Female Female Female Total Tota With African Coloured Indian White African Coloured Indian White Male Female Disability African Occupation Municipality Province IMPORT EXCEL DATA Download Excel Template Upload file to Import Download Excel Template Upload file to Import IMPORT EXCEL DATA Browse Windows Internet Explorer
32. ican Female African Person With Disability African Male 4 General Manager Public Service Ba Phalaborwa 0 0 0 5 Senior Police Officer Polokwane 5 0 i IMPORT EXCEL DATA Download Excel Template Upload file to Import Page 25 of 45 Compiled by Bayathandwa Shembe Number Of Beneficiaries Advanced Level a Fibre Processing amp Manufacturing Sector Education and Training Authority Once the ATR SECTION 3 ANNUAL TRAINING REPORT UNEMPLOYED TEST 2566666 information ed eaved Eee ir ls the user can Abrasive Wheel 74103 Skills Programme 6 n be able to edit by First Previous Next Last Go to Page clicking on it then the Edit of Remove button will be active Section 4 Adult Education and Training The section records the planned training that is going to take place Steps Action Screenshot 1 aiek on MOP Skills Organisation gt gt lWSP amp ATR Forms gt gt Section 4 from m the ATR Forms Banking Details ATR Section 1 Annual Training Report ATR Section 2 Annual Training se pals Menu ATR Section 3 Annual Training Repo TATR Section 4 Adult Education and Traini ATR Section 5 Trained Pivotal Training En ATR Section 6 Trained Pivotal Training Un WSP Section 7 Workplace Skills Plan WSP Section 3 Planned Pivotal Training WSP Section 9 Planned Adult Education 1 WSP Section B1 Employment Summary 1 WSP Section B2 Provincial Bre
33. iciaries Entry Level 4 Number Of Beneficiaries Intermediate Level 4 Number Of Beneficiaries Advanced Level 4 Total Actual Cost 700 00 Page 22 of 45 Compiled by Bayathandwa Shembe Fibre Processing amp Manufacturing Sector Education and Training Authority Alternatively ATR SECTION 2 ANNUAL TRAINING REPORT EMPLOYED TEST 256 the SDF can Edit Remove capture information on excel by clicking Download Excel importer Click on Download IMPORT EXCEL DATA Excel Download Excel Template Template Upload file to Import After x W 7 AnnualTrainingReport_DLxlsx Protected View Microsoft Excel downloading File Home Insert Pagelayout Formulas Data Review View excel F capture information and save in excel B o D OFOOccupationDescription Municipality AfricanMale AfricanFemale AfricanDisabled NOTE General Manager PublicService Ba Phalaborwa Don t Senior Police Officer Polokwane change the name of the template when you save on your documents for capturing Once the template is IMPORT EXCEL DATA populated and Download Excel Template all required Upload file to Import information is capture Click on Browse to search for the saved template on your computer then click Page 23 of 45 Compiled by Bayathandwa Shembe eta Fibre Processing amp Manufacturing Sector Education and Training Authority Once the ATR SECTION 2 AN
34. it Pins Non Ua J_ Page 6 of 45 Compiled by Bayathandwa Shembe Fibre Processing amp Manufacturing Sector Education and Training Authority Action Screenshot Note that you ORGANISATION DETAILS TESTING MNGUNI 7909280571089 can link yourself Organisation No00000264 Academy of Guilds design in the making to more than Letter of Appointment Select upload Browse one organisation Click on the magnifying glass to select an Organisation u pl oad a Letter African Business News Limited LO40747471 Approved contract number docx of Appointment _ 2566666 Approved error docx then click Save Academy of Forestry Contractors CC N000000012 Pending Company docx to link it to your Academy of Guilds design in the making NOO0000264 access forms 2 doc profile Fiat Pens Net Last Gowan Save Organisation Name SDL Number Status Document Name To remove an ORGANISATION DETAILS TESTING MNGUNI 7909280571089 Organisation ans Select the Letter of Appointment Select upload record The row i will be highlighted when selected then click on the Remove button Organisation Name SDL Number Status Document Name Affican Business News Limited 1290762295 Pending EDIT SDF DETAILS The section below outlines the process for editing the SDF s details Action Screenshot On the SDF DASHBOARD TESTING MNGUNI 7909280571089 Dashboard click Financial Year Po on Your Details Register Organisatio
35. lity status Page 37 of 45 Compiled by Bayathandwa Shembe a Fibre Processing amp Manufacturing Sector Education and Training Authority Steps Action Screenshot gender and age Person Person Person Person ee groups etc with with with with Disability Disability Disability Disability i i in African Coloured Indian White WSP Section B1 Employment Summary The section below outlines the process for capturing the Enployment Summary Action Screenshot Click on WSP Section B from the WSP amp ATR Forms Menu Skills Organisation WSP amp ATR Forms gt Banking Details ATR Section 1 Annual Training Report ATR Section 2 Annual Training Report Em ATR Section 3 Annual Training Report Une ATR Section 4 Adult Education and Trainin ATR Section 5 Trained Pivotal Training En ATR Section 6 Trained Pivotal Training Un WSP Section 7 Workplace Skills Plan WSP Section 3 Planned Pivotal Training WSP Section 9 Planned Adult Education WSP Section B1 Employment Summary WSP Section B2 Provincial Breakdown Impact Assessment Evaluation and Comments Click on the WSP SECTION B1 EMPLOYMENT SUMMARY TEST 2566666 Create button Search for the OFO code and Geogr aphy by OFO Occupation clicking on the African Male magnifying icon Coloured Male next to them EDIT WSP SECTION B1 EMPLOYMENT SUMMARY Pp Abrasive Wheel Maker Indian Male White Male African Female Populate the r
36. loyment Summary WSP Section B2 Provincial Breakdown Impact Assessment Evaluation and Comments Skills gt Organisation gt WSP amp ATR Forms gt Click on the EVALUATION AND COMMENTS TEST 2566666 Create button Edt Remove Answer all question and CREATE EVALUATION AND COMMENTS Save Did You Experience any Challenges Completing Annexure 2 Does the Annexure 2 Assist in You Internal Planning and Reporting of Skills Development Do You Have any Suggestions or Recommendations to Make on the Annexure 2 Process of the FPM SET A Rate the Support Provider by FPM SETA Staff WH During the Annexure Process Rate the Template Provider to Submit Your W Annexure 2 Report to the FPM SETA Once the record is saved one has the option to Edit or Remove it he ys EVALUATION AND COMMENTS TEST 2566666 Experience Any Challenges Does The Annexure 2 Assist in Internal Planning Suggestions Support Provider Rating Templ Printing of the Forms The section below outlines the process for capturing the Employment Summary Page 42 of 45 Compiled by Bayathandwa Shembe Fibre Processing amp Manufacturin g Sector Education an d Trainin g Authority Action Screenshot Click on Print WSP amp ATR FORMS AFRICAN BUSINESS NEWS LIMITED L290762295 The full report pme 3 Ati willbe generated aa Trai 2s NBC Aftica in PDF for regi ar iw download Please
37. ned Total Levies Paid For Period Total Amount Spent On Training Total Discretionary Grant Reveived From Fpm SETA How Did The Training Reported In The Atr And Ptr Affect The Company How Did The Training Of Unemployed Learners Affect The Company List The Business Divisions Or Processes That Demonstrated An Increase In The Productivity IMPACT ASSESSMENT TEST 2566666 Once the record is saved one has the option to Edit or Remove it but clicking on it Total Number Of Unemployed Leamers Trained Total Levies Paid Total Amount Spent Total Dicretionary Grant Total Number Of Employed Leamers Trained Business Divisions And Processes Training Affect Company Training Of Unemployed Learners Affect Company 500 200 100 00 100 00 200 00 tets test test Page 41 of 45 Compiled by Bayathandwa Shembe Evaluation and Comments This section records Evaluation and Comments Step Action Screenshot Click on WSP Evaluation and Comments from Banking Details the WSP amp ATR ATR Section 1 Annual Training Report Forms Menu ATR Section 2 Annual Training Report Em ATR Section 3 Annual Training Report Une ATR Section 4 Adult Education and Trainin ATR Section 5 Trained Pivotal Training En ATR Section 6 Trained Pivotal Training Un WSP Section 7 Workplace Skills Plan WSP Section 6 Planned Pivotal Training WSP Section 9 Planned Adult Education WSP Section B1 Emp
38. ng that is going to take place for 2014 2015 Click on WSP Section 8 from Banking Details ME SY ait ATR Section 1 Annual Training Report Forms Menu ATR Section 2 Annual Training Report Em ATR Section 3 Annual Training Report Une ATR Section 4 Adult Education and Trainin ATR Section 5 Trained Pivotal Training En ATR Section 6 Trained Pivotal Training U WSP Section 7 Workplace Skills Plan WSP Section 3 Planned Pivotal Training WSP Section 9 Planned Adult Education WSP Section B1 Employment Summary WSP Section B2 Provincial Breakdown Impact Assessment Evaluation and Comments okills gt Organisation gt WSP amp ATR Forms gt Click on the WSP SECTION 8 PLANNED PIVOTAL TRAINING TEST 2566666 Create button Edit Remove Capture details and save EDIT WSP SECTION 8 PLANNED PIVOTAL TRAINING OFO Occupation F Account Clerk Public Relations Communication Socio Economic Status Employed ly PIVOTAL Programmes leameship O OZO NQF Level Level05 lx Number of Beneficiaries Trained Entry Level 7 Number of Beneficiaries Trained Intermediate 7 Level Number of Beneficiaries Trained Advanced Level 3 2210112014 Estimated End Date 23 01 2015 Total Budgeted Cost 300 00 Page 33 of 45 Compiled by Bayathandwa Shembe Once the record is saved one has the option to Edit or Remove it Alternatively you can down load Excel Template then browse The screen on the right will
39. ns button Legal Name SDL Number Access Status Grant Status Grant Due Date Action African Business News Limited L290762295 Pending Created 30 04 2014 First Previous Next Last Go to Page im Page 7 of 45 Compiled by Bayathandwa Shembe Steps Action 2 Click on the Edit Fibre Processing amp Manufacturing Sector Education and Training Authority Screenshot PERSON DETAILS TESTING MNGUNI 7909280571089 button Once done scrolltothe jpno 7909280571089 bottom and click Title Ms Save First Name Testing Middle Name None Sumame Mnguni Initials T Alternate ID Type 0 Date of Birth 28 09 1979 Gender Female Equity Black African Disability Status None Home Language English Nationality South Africa Citizen Residential Status South Africa Socio Economic Status Unemployed Telephone Number 01714078945 Cell Phone Number 0731728477 ACCESSING THE ORGANISATION DETAILS Steps Action From the Dashboard select the Organisation The row will be highlighted when selected Click on the Action button to open the Organisation s profile Screenshot Organisation Name SDL Number Status Document Name African Business News Limited L290762295 Pending contract number docx Fiat Previous Next Last Gow Page J If the SDF DASHBOARD TESTING MNGUNI 7909280571089 organisation Search Your Details Register Organisatio does not appear on the Dashboard cli
40. s are completed will your request be forwarded to the Region Details User Name Zulu ID Number 5504170477083 Gender Female Population Group African Username 5504170477083 Please store your username and passw as you will be required to use them whe Password Zulu SETA FPMSETA Page 5 of 45 Compiled by Bayathandwa Shembe Fibre Processing amp Manufacturing Sector Education and Training Authority ACCESSING ORGANISATION INFORMATION REGISTER OR REMOVE AN ORGANISATION Action Screenshot Login into the system Steps Forgot Password Register SDF DASHBOARD TESTING MNGUNI 7909280571089 Financial Year Legal Name SDL Number Access Status Grant Status Grant Due Date Action The Skills Development Facilitators Dashboard will open African Business News Limited L290762295 Pending Created 30 04 2014 First Previous Next Last Go to Page ia SDF DASHBOARD TESTING MNGUNI 7909280571089 Ba Click on Financial Year Register aiiienal Organisations button Click on the ORGANISATION DETAILS TESTING MNGUNI 7909280571089 magnifying glass Organisation to select an Letter of Appointment Select upload Organisation upload a Letter of Appointment then click Save to link it to your profile Organisation Name SDL Number Status Document Name African Business News Limited L290762295 Pending contract number docx F
41. sabled Coloured Male Coloured Female Coloured Disabled Indian Male Indian Female Indian Disabled White Male White Female White Disabled Age Below 35 Age Between 35 And 55 Age Above 55 Page 20 of 45 Steps Action Once the information is captured and saved the user can be able to Edit or Remove by Clicking on the information Alternatively the SDF can capture information on excel by clicking Download Excel importer Click on Download Excel Template After downloading excel please capture information and save in excel NOTE Don t change the name of the template when you save on your documents for capturing Compiled by Bayathandwa Shembe eta Fibre Processing amp Manufacturing Sector Education and Training Authority Screenshot ATR SECTION 1 ANNUAL TRAINING REPORT TEST 2566666 Person Person Female Female Female Total Total With With Coloured Indian White Male Female Disability Disability African Coloured OFO _ Male Male Male Male Female ene Code Municipality African Coloured Indian White African ATR SECTION 1 ANNUAL TRAINING REPORT TEST 2566666 IMPORT EXCEL DATA Download Excel Templata Upload file to Import AnnualTrainingReport_DLxlsx Protected View Microsoft Excel MA s File Home Insert PageLlayout Formulas Data Review View dl A B c D 1 OFOOccupationDescription MunicipalityID AfricanMale AfricanFemale AfricanDisabled Colou
42. shot Capture Update ORGANISATION BANK DETAILS 4 IMAGE PTY LTD L510713607 the banking details then click account noiaer the Save button 2ank name Account Type Account Number Branch Name Branch Code Save Cancel UPLOAD STAMPED BANK STATEMENT The section below outlines the process for uploading copy of bank statement Steps Action Screenshot Click on WSP amp ATR Document Upload from Organisation Details Menu Organisation Contact Person Organisation Bank Details Child Organisations Training Committee Organisation CFO Details Approved SDFs Approve an SDF WSP amp ATR Forms WSP amp ATR Document Upi Grants and Levies Inter Seta Transfers Client Relationship Management Research Annexure Skills gt gt Organisation gt gt Click on the New WSP amp ATR DOCUMENT UPLOADS TEST 2566666 Documentation Type Stamped Letter by bank v ORPUMENE button Select the SEND DOCUMENT financial year Financial Year A then select Document Relates to Stamped Letter by bank Browse to upload document lastly click on upload Document Page 11 of 45 Compiled by Bayathandwa Shembe View Grant and Levies SDF Profiles that can view Grant and Levies on the system Note e All Profiles i e Primary Secondary and Contract SDF has access right to view Grant and Levies in the system Steps Action Go to FP amp MSETA Website www fomseta or q za
43. t Research Annexure GRANTS AND LEVIES TEST N343433434 Please select a Levy Year from the combo box below 01 April 2013 31 March 2014 GRANTS AND LEVIES TEST N343433434 Please select a Lew Year from the combo box below 01 April 2013 31 March 2014 Page 13 of 45 81 seta Fibre Processing amp Manufacturing Sector Education and Training Authority Skills Organisation Grants and Levies gt Steps Action Screenshot 8 Click one option that you want to ee Grant Summar Levies Summary Financial Summary 9 Click on Grant Skills gt gt Organisation gt gt Grants and Levies gt gt Levies Summary Financial Summary Benefits Summary system will show Grant Summary on you right hand side Click on Levies Summary to view Levies s Skills gt gt Organisation gt gt Grants and Levies gt gt Levies Summary ly Click on Financial Summary to View financial Summary Compiled by Bayathandwa Shembe GRANT SUMMARY TEST N343433434 Organisation Name SDL Number Financial Year Physical Address Line 1 Physical Address Line 2 Physical Address Line 3 Municipality Postal Code Postal Address Line 1 Postal Address Line 2 Postal Address Line 3 Print Friendly Organisation Legal Name Trade Name SDL Number Year of Statement Postal Address Contact Telephone Number Fax Number Municipality Residential Address Test N343433434 01 April 2013 31 March 20
44. tion before you are granted access to an organizations workplace skills plan Home P L123323232 1 CONSTRUCTION REGIMENT Organisation Letter of Appointment Select upload Remove SDL Number Status Document Name Organisation Name African Business News Limited L040747471 Doc3 docx The South African Scriptwriter s Association N000000253 Doc3 docx 1 CONSTRUCTION REGIMENT L123323232 assement docx First Previous Next Last Go to Page A pending login status indicated that the SETA needs to accept your registration before you are granted access to an organizations workplace skills plan Page 4 of 45 Steps Action Screenshot 8 Once the company is linked Organisation Name SDL Number Status Document Name andthe Letter of Crazyweb 2007 369747 Document Upload example xisx Appointment First Previous Next Last Go to Page uploaded it will appear as on the right Finalise Application Proceed to click the Finalise Application button to submit the application Then you will ravetowaitfor User registration was FPMSETA Approval to have access to the S u ccessfu TE system y Please note that there are 3 steps to be completed during your application process on tl Steps 1 complete the personal details page Step 2 link your organisation L number NLP etc Click the link tab at the bc Step 3 add your letter of confirmation Only when all 3 step
45. umber of Beneficiaries Trained Advanced Level 5 Start Date iaoi4 tt End Date 30 01 2015 Total Actual Cost 00 Page 28 of 45 Compiled by Bayathandwa Shembe Once the record is saved one has the option to Edit or Remove it Alternatively you can down load Excel Template then browse 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 Browse to search for the saved template on your computer then click Import to upload Once the record is saved one has the option to Edit or Remove it seta Fibre Processing amp Manufacturing Sector Education and Training Authority ATR SECTION 5 TRAINED PIVOTAL TRAINING EMPLOYED TEST 2566666 Number Of Number Of Stat End Beneficiaries Entry E TARI Beneficiaries Advanced Pate Date Level Level OFO Pivotal NQF Code Programme Level Occupation Number Of Beneficiaries Abrasive Wheel Mang Level03 2 2 712103 Leamership 09Jan 23Jan 2 Previous Next Last Go to Page l IMPORT EXCEL DATA Download Excel Template Upload file to Import Download Excel Template Upload file to Import IMPORT EXCEL DATA Browse Import _Cancel Windows Internet Explorer What do you want to do with PlannedPivotalTraining C3_Templatex Isx Size 38 4 KB Type Microsoft Excel 12 Frome 197 149 145 354 Open

Skills Planning Module User Manual updated June 2014

Contents

Download Pdf Manuals

Related Search

Related Contents