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
Company Details Data Quality Documents SDF Details Edit Upload Update Download Download Check Errors Re-upload if: Duplicate IDs Download Documents OFO Codes Invalid Upload Fix Errors Online Upload Prepare Source Data Biodata Planned and Done Training and Development Data Financial Data Impact Monitor and Respond to Submission Status 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
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
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
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) Need Specific Detail to Manage Metal Workshop z226 Artisan 651203 Fitter-welder (T) Training and Transport Section z228 Artisan 651203 Fitter-welder (T) Development 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) Update Post Transport Section z228 Artisan - Mechanic 651203 Fitter-welder (T) Data Maintenance Section z229 Apprentice - Electrician 671101 Electrician (General) Transport Section z230 Apprentice - Mechanic 653306 Diesel Mechanic (T)
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
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