FPM SETA INDICIUM SYSTEM SKILLS MODULE 1 Content

FP&M SETA : INDICIUM SYSTEM - SKILLS MODULE. 1

Content 1. How to Access the Indicium System 2. How to register as a new skills development facilitator (SDF) and all the requirements 3. Link SDF to Organisation(s) 4. Update Organisation Banking details 5. Update and confirm Organisation details 6. Create and accessing the WSP/ATR forms 7. Capturing principles on the forms “new process” 8. Printing report and authorisation page 9. Submit on the system 10. Closing

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)

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

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

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

SDF Registration SDF will receive registration notification

SDF Registration

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

Confirming Banking details • Click on Organisation Bank Details Banking Details on main menu – no longer duplicated inside WSP/ATR forms

Confirming Banking details • Click on the tick box 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.

S D F L o g o n SDF LOGON SDF username (defaulted as ID number/Email address ) SDF password (defaulted as Surname – to be changed by SDF)

SDF Dashboard

C o Confirm Organisation Details n f -Update and confirm Organisation Details – new requirement before WSP/ATR can be created i -Click the edit button to update organisation details r -Employment numbers are important to update m O r g a n i s

Confirm Organisation Details • Tick to confirm • Click on Save to update

Create WSP /ATR Forms

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

Create WSP /ATR Forms 4 Once 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

Accessing the WSP/ATR forms (Small) • Small forms

Accessing the WSP/ATR forms (Large) Large forms 20

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 PIVOTAL 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.

Bulk Upload Functionality • 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

Printing of Report • 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 • Click on “Print Authorisation Page” to print separate page - new feature

Submitting the Form • Click SUBMIT 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)

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

Way Forward • An SDF user manual for download on the Stakeholder Login page on www. fpmseta. org. za • The system is live and all submissions are due by 30 April 2017

Questions and Answers 29

Thank You