INDICIUM SYSTEM Skills Module January 2016

SDF Registration Information that the SDF will need to register on the system – ID / alternative ID number – Scanned appointment letter from the Organisation(s) – not older than 3 months – Company SDL Number (SDF will be required to link and search system using the L number)

How to register as a new skills development facilitator (SDF) SDF Registration

Linking SDF to Organisation(s) Capture your personal details on the “Applicant Details” page. Click on the Save and Proceed button to move to the next step SDF Registration

Click the magnifying glass to search for organisation SDL number Click on browse to upload appointment letter and save SDF Registration

SDF will receive registration notification SDF Registration

FP&M SETA Staff to review and approve the SDF’s application on the system SDF Registration

SDF Logon SDF username (defaulted as ID number/ address ) SDF password (defaulted as Surname – to be changed by SDF)

SDF Dashboard

Confirm Organisation Details Update and confirm Organisation Details – new requirement before WSP/ATR can be created Click the edit button to update organisation details Employment numbers are important to update

Click on Save to update Tick to confirm Confirm Organisation Details

Confirming Banking details Click on Organisation Bank Details Click on the tick box Banking Details on main menu – no longer duplicated inside WSP/ATR forms Important Note: Scanned proof of current banking details will be accepted from applicants that submitted in 2015/16. Original proof of banking details to be submitted to regional offices by first time applicants / if banking details have changed from the previous year.

Create WSP /ATR Forms

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 3Capture the Number of Employees and click the Save button. Create WSP /ATR Forms NB: Employment numbers must correspond with Organisation Details 1 – 49 Employees – Small Forms 50+ Employees – Med/Large Forms

4Once the number of employees has been confirmed, the window on the right will appear. Select current financial year forms and click on View to open forms Create WSP /ATR Forms

Accessing the WSP/ATR forms (Small) Small forms

Accessing the WSP/ATR forms (Large) Large forms New Feature – Training Committee Form is inside the WSP / ATR forms

Capturing Training Committee Click on Training Committee from the WSP & ATR Forms (Medium/Large Firms only) Capture the committee member’s details then click on the Add button

Capturing Principles on the Forms Employment Total on Organisation Details must be equal to Employment Summary must be equal to Provincial Breakdown If not equal, SDF will not be able to submit Medium / Large Firms – must complete WSP and or PIVOTAL WSP Medium / Large Firms – must complete ATR and or PIVOTAL ATR Small Firms – must complete WSP and ATR (unless first time submission) To qualify for Discretionary grants, Medium / Large firms must complete PIVOTAL WSP and ATR Number of beneficiaries on WSP / ATR cannot be equal to NIL

Bulk Upload Functionality The system has the following functions on each of the forms: – The Bulk importer function allows the SDF to download the templates, capture the information and then upload to the system.

Please note do not change format or naming convention of the bulk upload file or it will not upload back to the system (will result in error) Use the correct values on the look up tables – do not enter your own values where dropdowns are available Race/Gender breakdown must be equal to Age Breakdown must be equal to Learning Programme Level Breakdown Delete the examples given when you start capturing Bulk Upload Functionality

Printing of Report Click on “Print Authorisation Page” to print separate page - new feature Click on “Print” to print report or to download pdf version of the document Duly signed authorisation page must be uploaded to the system – original not required to be submitted to regional office

Printing of Report Click on “Print Authorisation Page” to print separate page - new feature Duly signed authorisation page must be uploaded to the system – original not required to be submitted to regional office

Submitting the Forms Not able to submit if Banking details not confirmed / uploaded Organisation details not confirmed Employment Summary / Provincial Breakdown not equal Authorisation page not uploaded Training Committee minutes not uploaded (medium / large firms) WSP/ATR not completed (small firms) WSP/ATR and or PIVOTAL WSP/ATR not completed (medium / large firms) Click SUBMIT

The SDF will receive an notification once the form is submitted Submitting the Forms

Way Forward An SDF user manual for download on the Stakeholder Login page on The system is live and all submissions are due by 30 April 2016

Questions Thank you