User Guide on SkillsFuture Credit (Individuals)

Transcription

1 User Guide on SkillsFuture Credit (Individuals)

2 Table of Contents 1 Login View My Account Summary Submit a Claim Submitting a Claim for Training Exchange Courses Submitting a Claim for Overseas Massive Open Online Courses (Mooc) Manage Claims Sort and Filter Claims View Claim Applications View Credit Transaction History Cancel Claim Page 2 of 27

3 1 LOGIN 1. To login to the site, click the LOGIN / SIGN UP button. 2. Click the SINGPASS LOGIN button. For more information on SingPass (Singaporean Citizens and PRs only), please visit 3. Enter your SingPass ID and Password in the fields provided and click the Login button. If you encounter any difficulties, please contact the SingPass Helpdesk at or refer to the SingPass website at 4. After logging in, click the Dashboard Access button to display a drop-down list of personalised MySkillsFuture features. Click the SkillsFuture Credit link. Page 3 of 27

4 5. Here, you can view your SkillsFuture Credit Account Summary page. Page 4 of 27

5 2 VIEW MY ACCOUNT SUMMARY You can view your SkillsFuture Credit Account Summary after logging in. 1. Login at using your SingPass. 2. After logging in, click the Dashboard Access button to display a drop-down list of personalised MySkillsFuture features. Click the SkillsFuture Credit link. 3. On this page, you can view your SkillsFuture Credit Account Summary. Page 5 of 27

6 4. This is a summary of your SkillsFuture Credit account: A. Available Credit the amount of SkillsFuture Credit that you have available to claim for courses B. Open Claims the amount of SkillsFuture Credit that you have applied to claim. This credit is pending approval or payment To learn more about submitting a Claim, go to the Submit a claim section. 5. Scroll down to view your Claim Applications. This section displays a list of your recently-submitted claims with the following information: Application Date the submission date of your claim application. Course Title the name of the course you registered for Claim Info ID the claim reference number. Quote this number if you need to contact SSG regarding this claim Pay To the recipient of the payment amount Claim Amount the amount of credit you are claiming Status the current status of the claim Page 6 of 27

7 3 SUBMIT A CLAIM You can submit claims for Training Exchange courses offered by local Training Providers or overseas Massive Open Online Courses (MOOC), such as Udemy and Coursera. 3.1 SUBMITTING A CLAIM FOR TRAINING EXCHANGE COURSES 1. Login at using your SingPass. 2. After logging in, click the Dashboard Access button to display a drop-down list of personalised MySkillsFuture features. Click the SkillsFuture Credit link. 3. On your SkillsFuture Credit Account Summary page, click the Submit a Claim button. Page 7 of 27

8 4. If this is the first time you are submitting a claim, you will need to provide your contact, education and employment information. Click the Proceed button to go to the Profile section and update this information. 5. This is your Profile page. To submit a claim, you will need to provide your contact, education and employment information. Edit each section by clicking Edit on the right. If you have submitted a claim before, you may want to go through the information on this page to ensure that your details are updated before submitting a new claim. Page 8 of 27

9 6. Example: Educational Qualifications Enter your education details and, if you would like to enter multiple qualifications, click the Add Educational Qualification button to add a new section. Click the Save button when you are done. 7. Once you have entered the requisite information, click the Proceed to Submit Claim button to return to the SkillsFuture Credit section. Page 9 of 27

10 8. You will be directed to the Submit a Claim page. 9. Step 1: Select your Course Select your course by keying in the Course Title OR Training Provider in the respective fields provided. Course Title type in the name of the course Training Provider type in the name of the training organisation As you type, a list of matches for your keyword(s) will be displayed. You can click the Course Title or Training Provider from the respective lists or click the Search button. OR 10. A list of search results will be displayed. If required, click the Load More button to display more results. When you have identified the course you want to claim for, click the corresponding button, then click the Enter Payment Details button to proceed. Page 10 of 27

11 11. Step 2: Enter your Payment Details Enter your payment details for Claim Application: Course Start Date the date on which the course begins Fees Payable by you (including GST) the total course fees that you have to pay, excluding subsidies or grants Amount of Credit to Claim the amount of SkillsFuture Credit to be claimed. For Pay To, the claim amount will be disbursed directly to the Training Provider 12. To upload Supporting Documents, click the Upload icon. This opens a window from which you can select the file you want to upload from your computer. Select the file and click Open. You can upload PDF, Microsoft Word, Microsoft Excel, and Image files (tif, jpg, png). You cannot upload ZIP files. The system can accept a maximum of 10 attachments. Each file must not exceed 5MB in size. Page 11 of 27

12 Once a file has been uploaded, its name will appear below the Upload field. You can delete the file by clicking the x icon. 13. Declaration Before you submit your claim, please read the SkillsFuture Credit Terms and Conditions by clicking the SKILLSFUTURE CREDIT TERMS AND CONDITIONS link. Click the checkbox to accept the SkillsFuture Credit Terms and Conditions. Then, click Submit to submit your claim. An /sms notification will be sent to you 3 days before the Course Start Date. This serves to remind you that a claim has been submitted for this course. If there is a change in course registration, please cancel the claim and submit a new claim (if required). 14. A Disclaimer dialog box will be displayed. Please ensure you have read the notice and declaration. Click the Agree button to proceed. 15. You will be brought to the confirmation page, with the following details: Claim ID the claim reference number. Quote this number if you need to contact SSG regarding this claim Claim Amount the amount of credit that Page 12 of 27

13 you are claiming in this application Date Submitted the date of claim submission Most claims will be approved within a day. If a claim is rejected, you will receive an / SMS notification. 16. On the SkillsFuture Credit Account Summary page, your Available Credit and Open Claims will be updated. The course that you have submitted a claim for will also appear in the Claim Applications list. Page 13 of 27

14 3.2 SUBMITTING A CLAIM FOR OVERSEAS MASSIVE OPEN ONLINE COURSES (MOOC) 1. Login at using your SingPass. 2. After logging in, click the Dashboard Access button to display a drop-down list of personalised MySkillsFuture features. Click the SkillsFuture Credit link. 3. On your SkillsFuture Credit Account Summary page, click the Submit a Claim button. 4. The Submit a Claim page is displayed. Page 14 of 27

15 5. Step 1: Select your Course You can select your course by keying in the Course Title OR Training Provider in the fields provided. Course Title type in the name of the course Training Provider type in the name of the training organisation As you type, a list of matches for your keyword(s) is displayed. You can click the Course Title or Training Provider from the respective lists or click the Search button. OR 6. A list of search results is displayed. If required, click the Load More button to display more results. When you have identified the Massive Open Online Course (MOOC) you want to claim for, click the corresponding button, then click the Enter Payment Details button to proceed. Page 15 of 27

16 7. Step 2: Enter your Payment Details Enter your payment details for Claim Application: Course Start Date the date on which the MOOC begins. Fees Payable by you (including GST) the total course fees that you have to pay, excluding subsidies or grants. Amount of Credit to Claim the amount of SkillsFuture Credit to be claimed. For Pay To, the claim amount will be disbursed directly to your verified bank account. 8. If you have not previously provided your bank account details in your Profile page, you will be required to do so here. Please note that your bank account will need to be verified before it can be used for both current and future applications. 9. To upload Supporting Documents, click the Upload icon. This opens a window from which you can select the file you want to upload from your computer. Select the file and click Open. You can upload PDF, Microsoft Word, Microsoft Excel, and Image files (tif, jpg, png). You cannot upload ZIP files. The system can accept a maximum Page 16 of 27

17 of 10 attachments. Each file must not exceed 5MB in size. 10. Before you submit your claim, please read the SkillsFuture Credit Terms and Conditions by clicking the SKILLSFUTURE CREDIT TERMS AND CONDITIONS link. Click the first checkbox to accept the SkillsFuture Credit Terms and Conditions. Click the second checkbox to acknowledge that you have verified your bank account. Click Submit to submit your claim. 11. A Disclaimer dialog box will be displayed. Please ensure that you have read the notice and declaration. Click the Agree button to proceed. Page 17 of 27

18 12. The confirmation page will be displayed, with the following details: Claim ID the claim reference number. Quote this number if you need to contact SSG regarding this claim. Claim Amount the amount of credit that you are claiming in this application. Date Submitted the date of claim submission. Most claims will be approved within a day. If a claim is rejected, an / SMS notification will be sent to you. An /sms notification will be sent to you when the claim has been disbursed. 13. On the SkillsFuture Credit Account Summary page, your Available Credit and Open Claims will be updated. The course that you have submitted a claim for will also appear in the Claim Applications list. Page 18 of 27

19 4 MANAGE CLAIMS You can sort and filter your claims, view claim applications and credit transaction history, or cancel claims. 4.1 SORT AND FILTER CLAIMS 1. Login at using your SingPass. 2. After logging in, click the Dashboard Access button to display a drop-down list of the account features. Click the SkillsFuture Credit link. 3. You will be taken to your SkillsFuture Credit Account Summary page. You can view your previous claim applications in the Claim Applications tab, up to the last 5 years. Page 19 of 27

20 4. Sort Claim Applications Click the dropdown menu in the Sort By panel. The menu expands to display a list of sorting methods. You can sort your Claim Applications by: Application Date (from earliest or latest first) Course Title (in alphabetical or reverse alphabetical order) Claim Amount (from lowest or highest) Click your preferred sorting method. The page will display the list of Claim Applications in your selected sort order. 5. Filter Claim Applications You can filter your Claim Applications by year of application or by Status. Click one or more checkboxes next to the status to select the Claim Status. The page refreshes to display the list of Claim Applications that match your selected filter(s). Types of Claim Status: Pending claim is awaiting approval. Approved claim has been approved and is ready for disbursement after the Course Start Date. Rejected claim has not been accepted. View claim details to find out the reason. Cancelled you have cancelled this application. Paid claim amount has been paid out to either training provider or self. Page 20 of 27

21 4.2 VIEW CLAIM APPLICATIONS 1. Login at using your SingPass. 2. After logging in, click the Dashboard Access button to display a drop-down list of the account features. Click the SkillsFuture Credit link. 3. You will be taken to your SkillsFuture Credit Account Summary page. In the Claim Applications tab, click the View Claim icon on the right of the claim you wish to view. Page 21 of 27

22 4. You will be taken to the Claim Application Detail page for the selected claim. The following information will be shown: Course Title the name of the course. Training Provider the name of the training organisation. Course Start Date the date on which the course begins. Fees Payable by You (including GST) the total course fee you need to pay the training provider, after deducting any subsidies or grants you have obtained for the course. This includes GST. Amount of Credit to Claim the amount of SkillsFuture Credit to be claimed. Pay To the recipient of the payment amount. Supporting Documents any supporting documents submitted. Page 22 of 27

23 4.3 VIEW CREDIT TRANSACTION HISTORY 1. Login at using your SingPass. 2. After logging in, click the Dashboard Access button to display a drop-down list of the account features. Click the SkillsFuture Credit link. 3. You will be brought to your SkillsFuture Credit Account Summary page. In the Credit Transaction History tab, you will be able to view your previous credit transactions up to the last 5 years. 4. Sort Credit Transactions Click the dropdown menu in the Sort By panel. You can sort your Credit Transactions by date, from earliest or latest. Page 23 of 27

24 5. Filter Credit Transactions You can filter your Credit Transactions by year of transaction or by transaction type. Click one or more checkboxes next to the Transaction Type to select the types(s) you would like to view. The page refreshes to display the list of your Claim Transactions that match your selected filter(s). Types of Credit Transactions: Credit Used SkillsFuture Credit that has been successfully claimed. Credit Refunded SkillsFuture Credit claims that have been refunded. Top-Up SkillsFuture Credit that has been added to your account. Page 24 of 27

25 4.4 CANCEL CLAIM 1. Login at using your SingPass. 2. After logging in, click the Dashboard Access button to display a drop-down list of the account features. Click the SkillsFuture Credit link. 3. You will be directed to your SkillsFuture Credit Account Summary page. In the Claim Applications tab, click the Cancel Claim icon on the right of the claim you wish to cancel. Please ensure that the claim is cancelled via the portal before the Course Start Date. Page 25 of 27

26 4. You will be taken to the Claim Cancellation page. Click the v icon to expand the drop-down list, and select your reason for cancelling your claim. Click the Submit button. 5. A confirmation dialog box will be displayed. Click OK to confirm the cancellation. 6. You will be taken to the Cancellation Confirmation page. It shows the following information about the cancelled claim application: Claim ID the claim reference number. Quote this number if you need to contact SSG regarding this claim. Claim Amount the amount of credit that you claimed in this application. Date Cancelled the date that you cancelled the claim. An / SMS notification will be sent to you when the claim has been cancelled. Page 26 of 27

27 7. On your SkillsFuture Credit Account Summary page, the cancelled claim status will be updated in the Claim Applications list. The Available Credits amount and Open Claims amount will also be adjusted to reflect the cancellation. 8. Click View Claim to go to the Claim Application Detail page. The claim status and your reason for cancellation will be displayed. Page 27 of 27