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INSETA
SDF Manual
WSP 2013/2014
And
ATR 2012/2013
(SME organisations)
SDF Manual WSP13/14 ATR 12/13
Page 1
1.
Logging on to the INSETA Seta Management System (SMS)
Step 1:
Step 2:
Go to www.inseta.org.za
Click on the “Stakeholder Logon” link
Step 3:
Enter your user name and password on the logon page
Step 4:
Step 5:
Click on the Enter Button
Select the company on the SDF Dashboard by clicking on the name
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2.
Creating New ATR 2012/2013 and WSP 2013/2014 Forms
Step 1:
Click on the WSP/ATR
Step 2:
Click on the “Year” dropdown box below the “Create a new Workplace Skills
Plan” heading.
Step 3:
Step 4:
Select the year “1April 2013 – 31 March 2014”
Click on the “Enter” Button
Step 5:
The system will create a line item to access the forms at the bottom of the
page after the last WSP/ATR for the company.
Step 6:
Select the button “Select 13/14”
Step 7:
The system will prompt you to confirm your organization size.
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Step 8:
Select the Small radio button and click on the “Save” button to save your
selection.
Step 9: The system will prompt you to confirm your organization size
Note:
If you select “Large” the system will only give you the Large WSP and ATR
forms to complete.
Step 9: Accept the WSP Disclaimer notice.
Note: You will not be able to Access the forms if you do not accept the
disclaimer
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3.
WSP Forms
Select the button “Select 13/14” button to access the forms
Note 1:
Click on the “Select’
capturing.
button next to each form to access the form for
Note 2:
Click on the “Save”
button at the bottom of each of the forms to save
the information captured. Important to note that the system does not auto
save the information, and should there be no activity on the screen for a few
minutes, the system will disconnect and you will need to logon again and
recapture the information that you were busy with last, again.
a.
Skills Development Consultation & Planning 1 April 2013 - 31 December 2013
See the system for the full form
Fill in all the required and applicable information.
Click the “Enter” button to save the captured info.
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b.
Current Employment Profile 1 April 2013 - 31 December 2013
Click on the
button next to occupation description to search for the
required occupation.
The below pop up will be displayed.
You can search using the six digit OFO code or the description.
Click on the select option to choose the required occupation.
Enter the number of employees per race per gender and the age group break
down.
Once you have completed all required fields click on the save button to save
the information.
The system will automatically populate the major and sub major descriptions
based on the six digits OFO code selected.
Note:
Please note that disability is not a different race or gender on its own. If an
employee is disabled you still need to count them under a specific race and
gender.
The system will check that your race gender totals equal your Age breakdown
total.
The system will check that the number of disabled employees entered does not
exceed the total number of Male and Female employees per race.
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Other refers to non-South African citizens. On the other country text box you
can enter more than one country by separating it with commas if you have
employees from different countries that fall within the same Occupation.
Editing:
To edit the information captured you need to click on the edit button on the
specific saved line that you want to update.
The only information that they system will allow you to edit is the race gender
break down and not the OFO code selection.
Capture the correct number of employees and click on the save button to
update the information.
Deleting:
To delete the information captured you need to click on the delete button on
the line item that you want to delete.
The system will delete the entire line item.
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c.
Workplace Skills Plan for Training Planned between 1 April 2013 - 31 December 2013
Click on the
button next to occupation description to search for the
required occupation.
The below pop up will be displayed.
You can search using the six digit OFO code or the description.
Click on the select option to choose the required occupation.
Select the strategic skills priority that the employees will be trained on.
Select the NQF level of the strategic skills priority.
Enter the number of employees per race per gender and the age group break
down.
Once you have completed all required fields click on the save button to save
the information.
The system will automatically populate the major and sub major descriptions
based on the six digits OFO code selected.
Note:
Please note that disability is not a different race or gender on its own. If an
employee is disabled you still need to count them under a specific race and
gender.
The system will check that your race gender totals equal your Age breakdown
total.
The system will check that the number of disabled employees entered does not
exceed the total number of Male and Female employees per race.
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Editing:
To edit the information captured you need to click on the edit button on the
specific saved line that you want to update.
The only information that they system will allow you to edit is the race gender
break down and not the OFO code selection or critical strategic skills priority.
Capture the correct number of employees and click on the save button to
update the information.
Deleting:
To delete the information captured you need to click on the delete button on
the line item that you want to delete.
The system will delete the entire line item.
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d.
Implementation Report For Training done during 2012/2013
Click on the
button next to occupation description to search for the
required occupation.
The below pop up will be displayed.
You can search using the six digit OFO code or the description.
Click on the select option to choose the required occupation.
Select the strategic skills priority that the employees were trained on.
Select the type of intervention.
Select the NQF level linked to the strategic skills priority that the employees
were trained on.
Enter the total cost to company spent on the training.
Enter the number of employees per race per gender and the age group break
down.
Once you have completed all the required fields click on the save button to
save the information.
Please note: by clicking on the more info button the system will display a brief
explanation of the Intervention title.
The system will automatically populate the major and sub major descriptions
based on the six digits OFO code selected.
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Note:
Please note that disability is not a different race or gender on its own. If an
employee is disabled you still need to count them under a specific race and
gender.
The system will check that your race gender totals equal your Age breakdown
total.
The system will check that the number of disabled employees entered does not
exceed the total number of Male and Female employees per race.
Cost of total spend (Incl.VAT) : Company costs only.
Editing:
To edit the information captured you need to click on the edit button on the
specific saved line that you want to update.
The only information that they system will allow you to edit is the race gender
break down and the cost of total spend.
Capture the correct number of employees and click on the enter button to
update the information.
Deleting:
To delete the information captured you need to click on the delete button on
the line item that you want to delete.
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11
The system will delete the entire line item.
e.
Provincial Breakdown 1 April 2013 to 31 March 2014
This is a new form for small companies.
If the company has subsidiary companies you will be required to enter the
number of employers per SDL number per province.
Once you have entered the information click on the Add button to save your
information.
Note:
f.
Because this is a flat form it will not save the information in a grid format like
the other forms.
Subsidary Company Information 1 April 2013 to 31 March 2014
This is a new form where you need to confirm the subsidiary companies that belong to
the main SDL.
This is a flat form which only requires you to tick on the disclaimer and click on the save
button to save your confirmation of the information on the form.
Note:
If the company information or subsidiary company information is not up to date you
need to revert to the Org info tab to update it.
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4.
Pivotal Forms
a. Planned Beneficiaries 1 April 2013 - 31 December 2013
Click on the “Select” button to access this form.
Click on the
button next to occupation description to search for the
required occupation.
The below pop up will be displayed.
You can search using the six digit OFO code or the description.
Click on the select option to choose the required occupation.
Click on the
button next to the Municipality field to search for the
Municipality.
The below pop up will be displayed.
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You can search using the four digits Postal Code, Name of the Town/City or the
name of the Municipality.
Click on the “Add” icon to choose the required Municipality.
Select either Employed or Unemployed.
Search for the “Pivotal Programme”.
Note: Only SAQA accredited Qualifications can be searched/used.
Enter the number of employees per race per gender and the age group break
down.
Once you have completed all required fields click on the save button to save
the information.
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The system will automatically populate the major and sub major descriptions
based on the six digits OFO code selected.
Note:
Please note that disability is not a different race or gender on its own. If an
employee is disabled you still need to count them under a specific race and
gender.
The system will check that your race gender totals equal your Age breakdown
total.
The system will check that the number of disabled employees entered does not
exceed the total number of Male and Female employees per race.
Editing:
To edit the information captured you need to click on the edit button on the
specific saved line that you want to update.
The only information that they system will allow you to edit is the race gender
break down and not the OFO code selection, Municipality or Pivotal
Programme.
Capture the correct number of employees and click on the save button to
update the information.
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Deleting:
To delete the information captured you need to click on the delete button on
the line item that you want to delete.
The system will ask you if you are sure you want to delete? If you select “Yes”,
the system will delete the entire line item.
Note: If you will not be hosting any Pivotal Programmes this year, Ensure that
you select the tick-box with the disclaimer at the bottom of the form and click
enter to save.
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5.
ATR Forms
a.
Pivotal Training Report Trained Beneficiaries 1 April 2012 - 31 March 2013
Click on the “Select” button to access this form.
Click on the
button next to occupation description to search for the
required occupation.
The below pop up will be displayed.
You can search using the six digit OFO code or the description.
Click on the select option to choose the required occupation.
Click on the
button next to the Municipality field to search for the
Municipality.
The below pop up will be displayed.
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You can search using the four digits Postal Code, Name of the Town/City or the
name of the Municipality.
Click on the “Add” icon to choose the required Municipality.
Select either Employed or Unemployed.
Search for the “Pivotal Programme”.
Note: Only SAQA accredited Qualifications can be searched/used.
Enter the number of employees per race per gender and the age group break
down.
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Once you have completed all required fields click on the save button to save
the information.
The system will automatically populate the major and sub major descriptions
based on the six digits OFO code selected.
Note:
Please note that disability is not a different race or gender on its own. If an
employee is disabled you still need to count them under a specific race and
gender.
The system will check that your race gender totals equal your Age breakdown
total.
The system will check that the number of disabled employees entered does not
exceed the total number of Male and Female employees per race.
Editing:
To edit the information captured you need to click on the edit button on the
specific saved line that you want to update.
The only information that they system will allow you to edit is the race gender
break down and not the OFO code selection, Municipality or Pivotal
Programme.
Capture the correct number of employees and click on the save button to
update the information.
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Deleting:
To delete the information captured you need to click on the delete button on
the line item that you want to delete.
The system will ask you if you are sure you want to delete? If you select “Yes”,
the system will delete the entire line item.
Note: If you did not host any Pivotal Programmes, ensure that you select the
tick-box with the disclaimer at the bottom of the form and clicks enter to save.
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6.
Important Information
a. Document upload
On the document upload tab you are required to upload the Cancelled cheque and
signed authorisation page. These are compulsory; should your banking details be the
same as the previous year, please upload a Letter from the bank confirming that your
banking details have not changed.
Select the financial year for which you will be uploading the documents.
Click on the browse button, select you document and click on the “save” button to
attach it.
b. Submitting Report
Click on the “Submit” button
to submit the WSP after
all the forms for the ATR 2012/2013 and WSP 2013/2014 has been completed. This
button is available on the WSP 2013/2014 section. The status of the WSP/ATR will then
change from “Created” to “Submitted”.
Note: the system will check that the total number of employees capture on the current
employment profile form and provincial profile form are equal.
c. Printing Report
To view a report of all forms completed Click on the “Print” button on the WSP plan
&Report tab next to the “Select 13/14” button.
The report will be best printed in “Landscape” format – therefore ensure that your
printer settings will be set up as Landscape.
Click on the Copy to word button to copy the report to Microsoft word.
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d. Organisation Information
Step 1: Click on the “Organizations” Tab
Step 2: Update ALL information on the “INSETA Data” side of the screen.
Step 3: Click on the
Click on the declaimer verifying that all information is up to date then click on the
“Enter” button to save all data entered/changed.
e. SDF Information
Step 1: Click on the SDF tab
Step 2: Update information, especially contact information
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Step 3: Click on the “Enter” Button to save all data entered/changed
f. Organisation Contacts
Step 1: Click on the “Organisation Contacts” tab
Step 2: Update/Add new contacts details
Step 3:
Click on the “Enter” button to save the information entered
Step 4:
To edit information click on the “Edit” icon
Step 5: Change required information
Step 6: Click on the tick mark
in the “Options” area.
to save information changed.
g. Training Committee
Note:
organisations that have more than 50 employees have to add at least
one training committee member.
Step 1: Click on the “Training Committee” tab
Step 2: Add the Training committee members’ details
Step 3: Click on the “Enter” button to save the information.
Step 4:
To edit information click on the “Edit” icon
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in the “Options” area.
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Step 5: Change required information
Step 6: Click on the tick mark
to save information changed.
h. Pop-up Blockers
The Seta Management System (SMS) is a web-based system. The system use in some
instances Pop-up blocks to give you an important message. If your machine does have a
pop-up blocker, you will need to turn the pop-up blocker off, only for these pages.
Pop-up blockers can be installed on your machine in at least the following two instances:
1. Windows Internet Explorer settings
2. Google bar /Yahoo bar /Hot bar
To uninstall the above follow the next steps:
1. Windows Internet Explorer Settings.
Step 1: Open Internet Explorer
Step 2: Click on Tools
Step 3: Select Pop-up Blocker
Step 4: Select the “Turn Off Pop-up Blocker”
2. Google Toolbar/ Yahoo bar/ Hot bar
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The Google toolbar has it own built in pop-up blocker. To turn the pop-up blocker off
you need to uninstall the Google toolbar by following the next steps.
Step 1: Click on the Windows Start Button
Step 2: Select “Control Panel”
Step 3: Click on the “Add/Remove Programmes” option
Step 4: Scroll down on the list of programmes installed on your PC until you find the
“Google Toolbar for Internet Explorer” application.
Step 5: Click on the “Remove” button, to uninstall this application.
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