Web Address.

Transcription

1

2 Web Address

3 Aspects to Consider Submission Process Guide Focus Areas Template Specifics Mapping Principles

4 Please read the Guide / Manual

5 Documents SDF Details Company Details Data Quality Download Documents Edit Update Download Upload Prepare Source Data Biodata Planned and Done Training and Development Data Financial Data Impact Upload Download Upload Check Errors Re-upload if: Duplicate IDs OFO Codes Invalid Fix Errors Online Monitor and Respond to Submission Status Hover with mouse over status to view SETA comments and feedback

6 Disputed Companies / Change of SDF

7 Process to Consolidate the Upload Documents

8 P5: Excel file format.xlsm Guide Focus Areas

9 Guide Focus Areas P 8: Last year s Registration Details P 4 & 9: Use Registration details as registered with SARS P 11: Independent; Parent; Child P 10: Change of Responsible SDF P 12: Activate New Cycle P 15: Online Error Check & Update

10 Guide Focus Areas P 17: Scan proof documents into ONE document; the system will only keep the last document uploaded P 8: Support - log a query allow a Business Day P 13: Source Data Sheet detail P3 : Banking Details Updated Status Indicators

11 Template Specifics Must use Version downloaded from website Error indicators top of screen important could be corrected with new online utility (see p 15) Blank cells and Duplicate IDs must be corrected on template and reupload Please Note: The errors on the Biodata Sheet must be fixed first for the ATR sheet to load correctly and show the errors (if any) correctly Comments in Column Heading reminder of data requirements Training Cost optional Underscore _ not hyphen -

12 Template Specifics Must use Version downloaded from website OFO version same as last year with SETA updates included Error indicators top of screen important could be corrected with new online utility Link between Bio Data and ATR Sheet Vital p 20 Preferably Employee Number due to passport changes when people return to SA

13 Template Specifics Online Error Correction not suitable to correct Employee Ref Number re-upload Use Biodata Optional Fields for integration with existing data (p.18 and next example slide) Comments in Column Heading Training Cost optional Note rules for Year in ATR p 19 (both can t be blank; Achieved can t be prior 2017 Underscore _ not hyphen -

14 Search criteria

15 Rethink and Refine Job Titles Org Structure Filter Post Reference Job Title OFO Code Specialisation Need Specific Detail to Manage Training and Development Maintenance Section z225 Artisan Fitter-welder (T) Metal Workshop z226 Artisan Fitter-welder (T) Transport Section z228 Artisan Fitter-welder (T) Maintenance Section z229 Apprentice Fitter-welder (T) Transport Section z230 Apprentice Fitter-welder (T) Org Structure Filter Post Reference Job Title OFO Code Specialisation Maintenance Section z225 Artisan - Electrician Electrician (General) Metal Workshop Update z226 Artisan - Welder Fitter-welder (T) Transport Section Post z228 Artisan - Mechanic Fitter-welder (T) Maintenance Section Data z229 Apprentice - Electrician Electrician (General) Transport Section z230 Apprentice - Mechanic Diesel Mechanic (T)

16 Please note: End of April Submission is not source data uploaded The Signed Verification and WSP-ATR Report must be uploaded The Signed Verification and WSP-ATR Report must be uploaded Please use the view function on the status bar to confirm the uploaded documents were stored successfully on the system and that you did not load the wrong file.

17 Source Data Template System Demo