1.Register As a New Skills Development Facilitator (Sdf)
WSP/ATR forms
Indicium SKILLS
SDF
For FOODBEVSETA
Table of Contents
1.REGISTER AS A NEW SKILLS DEVELOPMENT FACILITATOR (SDF)
2.ACCESSING ORGANISATION INFORMATION
2.1Organisational Contact Details
2.2Organisational Banking Details
2.3Organisation CFO Details
2.4Training Committee
3.ACCESSING THE FORMS
4.CREATING AND COMPLETING WSP & ATR FORMS
5.PRINT REPORT
6.DOCUMENT UPLOAD
7.GRANTS AND LEVIES
8.Additional Notes
1.REGISTER AS A NEW SKILLS DEVELOPMENT FACILITATOR (SDF)
Steps / Action / Screenshot1 / To access the system go to the following links / External link:
Internal 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. /
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
The search result will return the organisation if it exist, 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 / Screenshot1 / Login into the system /
2 / Click on Skills menu item /
3 / Click on Organisation from the Skills Menu /
4 / Search for the Organisation by completing the one of the search criteria fields. /
5 / Select the record. The row will be highlighted when selected.
Click on the Action button to open the Organisation’s profile /
7 / 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.
2.1Organisational Contact Details
The section below outlines the process for adding/editing the organisation’scontact person’s details
Steps / Action / Screenshot1 / 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.
2.2Organisational Banking Details
The section below outlines the process for adding/editing Banking Details
Steps / Action / Screenshot1 / 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. /
2.3Organisation CFO Details
The section below outlines the process for adding/editing CFO’s Details
Steps / Action / Screenshot1 / 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. /
2.4Training Committee
This section below outlines the process for adding/editing the Training Committee member’s details.
Step / Action / Screenshot1 / Click on Training Committee from the Organisation Menu /
2 / Click on the Add Training Committee button /
3 / Capture the committee member’s details then click on the Save button. /
4 / To update the details, click on the record and it will be highlighted.
Click on the Update 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 W&RSETA Indicium:
Users can only create the current financial year’s forms and no previous years.
Steps / Action / Screenshot1 / Login into the system /
2 / Click on Skills menu item /
3 / Click on Organisation from the Skills Menu /
4 / Search for the Organisation by completing the one of the search criteria fields. /
5 / Select the record. The row will be highlighted when selected.
Click on the Action button to open the Organisation’s profile /
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
Steps / Action / Screenshot1. / 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 Save.
Once the record is saved, one has the option to Edit or Remove it. /
5. / Click On form D2:Actual Benificiary 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 : A1 Administration/SDF 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. /
10. / 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: Scarce Skills Reporting
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. /
18. / Click On form : Checklist
The system will display all the form and show if they are completed by Yes/No /
19. / Click on:PrintAuthrization Page /
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 Edit button to open the submission option
Click On the Save button to submit the Application /
5.PRINT REPORT
The section below outlines the process of printing the Annexure 2 report.
Steps / Action / Screenshot1 / 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
Steps / Action / Screenshot1 / 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 /
7.GRANTS AND LEVIES
This section below outlines the process for viewing the Company’s levies and Grants details.
Step / Action / Screenshot1 / Click on Grants and Levies from the Organisation Menu /
2 / Select a Levy YearFrom 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 201/501 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.Additional Notes