www.itaware.co.za Aspects to Consider Submission Process Guide - - PowerPoint PPT Presentation

Web Address

www.itaware.co.za

Aspects to Consider

• Submission Process
• Guide Focus Areas
• Template Specifics
• Mapping Principles

Pl Plea ease se re read ad th the e Gui Guide de / Ma / Manual nual

Download Documents Prepare Source Data

Biodata Planned and Done Training and Development Data Financial Data Impact

Edit Update

Download Upload Monitor and Respond to Submission Status Upload Fix Errors Online Check Errors Re-upload if: Duplicate IDs OFO Codes Invalid Download Upload

Documents SDF Details Company Details Data Quality

Hover with mouse over status to view SETA comments and feedback

Disputed Companies / Change of SDF

Process to Consolidate the Upload Documents

https://www.ilovepdf.com/merge_pdf

Guide Focus Areas

• P5: Excel file format .xlsm

• 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

Guide Focus Areas

Guide Focus Areas

• P 17: Scan proof documents into ONE document; the system will
• nly 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

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 re- upload

• 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 -

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

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 -

Search criteria

Rethink and Refine Job Titles

Org Structure Filter Post Reference Job Title OFO Code Specialisation Maintenance Section z225 Artisan 651203 Fitter-welder (T) Metal Workshop z226 Artisan 651203 Fitter-welder (T) Transport Section z228 Artisan 651203 Fitter-welder (T) Maintenance Section z229 Apprentice 651203 Fitter-welder (T) Transport Section z230 Apprentice 651203 Fitter-welder (T) Org Structure Filter Post Reference Job Title OFO Code Specialisation Maintenance Section z225 Artisan - Electrician 671101 Electrician (General) Metal Workshop z226 Artisan - Welder 651203 Fitter-welder (T) Transport Section z228 Artisan - Mechanic 651203 Fitter-welder (T) Maintenance Section z229 Apprentice - Electrician 671101 Electrician (General) Transport Section z230 Apprentice - Mechanic 653306 Diesel Mechanic (T)

Need Specific Detail to Manage Training and Development

Update Post Data

Ple lease 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.

Source Data Template System Demo