SETA MANAGEMNET SYSTEM
GUIDELINES
for Small, Micro and Very Small
Enterprises (SME’S)
This quick guide has been designed and
developed to assist small companies with
basic skills development requirements
Completing the consolidated
workplace skills plan and
Implementation Report
Field
Details required
Company Name
As provided to the South African Receiver of Revenue
Skills Levy Number
As provided on the EMP201 (South African Receiver of
Revenue) Documentation
Contact Person /SDF
Contact between your company and the BANKSETA. A separate
registration form is required for SDF registration.
Postal Address
Self explanatory
Contact telephone
numbers
Details provided for the Contact Person /SDF
Banking Details
In order to disburse a Grant, Audit requirements state that we
must have verified Banking Details
How to complete the Report
Field
Details required
Employee Name
Provided each employee name, employed at your company on 1
April (Eg 2006/7 reporting will require information on 1 April
2006)
Race
Indicate the employees race as: White/Black/Coloured/Indian
Gender
Indicate the employees gender as: Male or Female
Age
Indicate the employees age on 1 April, in the given reporting year
Highest Education
Indicate the employees highest level of education on 1 April, in
the given reporting year
Job Title
Indicate the employees job title as agreed within your business
operation
Type of training which
took place 2005/6
This is to indicate training that happened per employee, eg If
they attended 5 Micro Finance workshops and Excel course
detail : Micro Finance once and IT once :
Cost of training
Provide a Rand amount. All costs, such as transportation, books,
member fees etc can be included. If training was free of charge
you may indicate by 0.00
How to complete the Report
Field
Details required
Type of training which
took place 2005/6
This is to indicate training that happened per employee, eg If
they attended 5 Micro Finance workshops and Excel course
detail : Micro Finance once and IT once :
Cost of training
Provide a Rand amount. All costs, such as transportation, books,
member fees etc can be included. If training was free of charge
you may indicate by R0.00
Critical Strategic Skill
Priority Areas:
Indicate areas where training interventions took place: Customer
interface, Legislation, Implementation, Management & Leadership, and
Financial Skills, Micro Finance related.
You can indicate more than one area per employees.
How to complete the Report
Field
Details required
Type of Intervention:
Indicate the type of training interventions: You can indicate more than
one area per employees. Refer to table below
Type of learning
Typical delivery
mode
Typical learning
site
Typical learning
achievements
Theoretical/
Institutional
(instruction only, formal
assessment by institution)
Face-to-face
instruction
Distance learning
eLearning
Universities
Colleges
Schools
ABET providers
Degree
Diploma
Certificate
Theoretical &
Practical (practical with
employer / simulated
work environment)
Face-to-face
instruction
Distance learning
eLearning
AND supervised
learning in workplace/
simulated environment
Universities of
Technology (previously
known as Technikons)
Occupational learning
institutions
ABET providers
Technical
degree/diploma/
certificate
Professional degree
Occupational/Profess
ional
Experiential learning
after theory (formally
assessed by
professional body)
Structured workplace
learning with
coaching
Workplace
Occupational or
professional
experience formally
recognised through
registration/licensing
How to complete the Report
Field
Details required
Type of Intervention:
Indicate the type of training interventions:
Type of learning
Typical delivery
mode
Typical learning
site
Typical learning
achievements
Occupationally
directed learning
Occupationally directed
instruction & workbased programme
(formal contract in
place)
Instruction and
experiential learning
Institution and
workplace
Trade certificate
Certificate
Work-based learning
Occupationally directed
& work-based
programme (no formal
contract required)
Skills programme
(structured,
supervised
experiential learning,
may include
institutional learning)
Workplace (may have
some institutional
learning)
ABET Provider
Credits awarded for
registered unit standards
(where applicable)
Structured
information sharing
Occupationally directed
instructional
programmes (not
usually formally
assessed )
Workshops
Seminars &
conferences
Short courses
Institution
Conferences
Meetings
Continuing Professional
Development (CPD)
Attendance certificates
Credits against unit
standards (where
applicable)
Informal work-based
learning
Work-based only, not
usually formally trained
or assessed
On-the-job informal
training
Other life experience
Workplace
Increased understanding
of job and work context,
enhanced skills and
improved performance
How to complete the Report
Field
Details required
Cost of total training spend
(Incl Vat) R
Provide the cost of training intervention/s. Even if paid for by a sponsor or
third party, EG the BANKSETA SME Training Voucher Project 2005
Workplace Skills Plan for
Training Planned between
1 April 2006 and 31 March
2007
This is to indicate training that has been identified for the employee, from 1
April to 31 March, in the given reporting year eg: If they need to obtain a
couple of computer skills (Word and Excel) and keep up to date with Micro
Finance legislation and requirements, you would detail : Micro Finance once
and IT once
Training needs can change from time to time – If the business changes
direction or a new computer system is introduced
Identify the Critical Strategic
Skill Priority Areas for planned
training interventions :
Customer Interface, IT,
Legislation Implementation,
Management & Leadership,
Specialist Financial Skills, Micro
Finance related)
Authorisation section &
Signoff
Needs to be signed and dated by the SDF and the Owner, even if they are
the same person.
How to complete the Report
Important points
• Contact the BANKSETA for any additional support, enquiries regarding Skills
development or related matters
• Fax to the BANKSETA 011 805 8348 on or before the 30 June 2006
• Print a copy for your records
• Keep records of all training that has taken place
• Keep copies of related invoices, receipts and certificates per employee