Transcript Document 7344377

Learnerships
CAPACITY BUILDING
WORKSHOP.
AGENDA.
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Opening and Welcome
Introduction of Regional Offices
Learnerships Overview and process flow.
Introducing Phase V
Learnership Agreement
Placement Assessment Tool
Orientation guide
ETQA Presentation
Quarterly report.
Grants and Tax incentives
Verification
Monitoring
Legislation on Learnerships.
What is a Learnership?
 Work based education and training programme
 A Qualification
At least 120 credits
Comprises of fundamental, core and elective
components
 Relates to an occupation
Combines theory and workplace experience
What is a Learnership?
Learner
Employer
Training Provider
Benefits of Learnerships?
•For the employer:
 Experience workers
 Upliftment of skills
 Development of competent staff
 Empowerment
 Requiring less supervision
 Improving productivity and quality
 Benchmarking against international standards
 Vehicle to address employment equity targets…
 Identify skills gap and target particular training gaps
 Create pool of coaches within the workplace
Benefits of Learnerships?
•For the Industry:
 Become competitive in global market
 Assist in creating a pool of skilled people, more
professional
 Standards and qualification give industry direction in
which to
develop their people to world-class standards
 Industry will be able to identify scarce skills, focus for
incentives
and bursaries
Benefits of Learnerships?
•For the learner:
 Provide easy access to learning
 Additional training available
 Increased opportunities
 Career pathing
 Self-development
 Learn while you earn
 Receives formal qualification
Learner Allowance
COLUMN 1
COLUMN 2
COLUMN 3
COLUMN 4
Exit level of learnership
Credits already earned by
learner
Percentage of qualified wage
to be paid as allowance
Minimum allowance per week
0 -120
35%
R120.00
121 –240
69%
R240.00
0 -120
17%
R120.00
121 -240
40%
R226.00
241 -360
53%
R370.00
0 -120
13%
R120.00
121 -240
25%
R240.00
241 -360
53%
R370.00
361 -480
56%
R540.00
0 -120
8%
R120.00
120 -240
18%
R260.00
240 -360
27%
R389.00
361 -480
38%
R548.00
481 -600
49%
R700.00
NQF 1 or 2
NQF 3
NQF 4
NQF 5 to 8
Registered Learnerships.
Learnership Title
NQF
TITLE
Registration number
Credits.
National Certificate: Wholesale and Retail
Generalist
L2
27 Q 000001 16 168 2
160
National Certificate: Retail and Wholesale
Processes
L2
27 Q 000002 11 168 2
160
National Certificate: Wholesale and Retail
Sales Practice
L3
27Q270007251203
120
National Certificate: Retail and Wholesale,
Sales and Service Technology
L4
27 Q 000005 15 155 4
124
National Certificate: Retail and Wholesale,
Sales and Service Technology
L4
27 Q 000003 10 120 4
120
National Certificate: Retail Shop Floor
Practices
2
27Q270006301222
122
National Certificate: Wholesale and Retail
Credit Control
L4
27Q270007251203
120
National Certificate: Wholesale and Retail
Operations Management
L5
27 Q 000004 15 240 5
National Certificate: Wholesale and Retail
Distribution
L2
27Q270010391202
120
Learnership Process Flow
Publication of project
Sponsored Learnerships
Information Sharing Sessions
Letter of Intent
Workplace Evaluation
Learner Allocation per company
Management and Delivery of Learning
Recruitment and Placement of Learners
Submission of Learnership Agreement.
SMS training Commencement of learnership
Grant Payment linked to quarterly report.
Verification
Monitoring
Certification
Learnership Process Flow
Non-Sponsored Learnerships
Letter of Intent
Workplace Evaluation
Approval of letter of Intent
Management and Delivery of Learning
Recruitment and Placement of Learners
Submission of Learnership Agreement.
SMS training
Commencement of learnership
Quarterly report.
Verification
Monitoring
Certification
Questions.
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Phase V – Roll-out
Publication of Phase 5
Information Sharing Sessions
Submission of Letter of Intent – 30 June 05
Workplace Evaluation / Preparation
Learner Allocations per organisation
Concluding of Management & Delivery contract
Recruitment & Placement of learners
Concluding of Learnership Agreements
Implementation of Training
Registration of the Learnership
Agreements.
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6.
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Employer, Learner, and Training Provider signs the Learnership
Agreement.
Service Provider/Employer upload the LA on the SMS and submit 2
original copies to the seta.
Receive the Learnership Agreement
Register the agreement on the LA Register.
Administrator verify the L Agreement.
Forward to Regional Coordinator for reverification and stamp of
approval.
Forward back to administrator for registration on the SMS(touch of a
button.
What is an agreement?
• A legal document binding
the following parties:
– Employer
– Training provider
– Learner
Learnerships Agreement
Learner
Employer
Training
Provider
Learnerships Agreement
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There are two parts to the Learnership Agreement:
PART A:
Terms and conditions of Agreement
PART B:
Details of the Learnership and Parties
to the Agreement
• · Declaration of the parties
• · Learnership details
• · Rights of Learners, Employers and
registered Training Providers
• · Learner details
• · Duties of Learners, Employers and
Registered Training Providers
• · Parent or Guardian details
• · Training Provider details
• · Conditions for terminating the
Agreement
• · Terms and conditions of employment
(pre- and unemployed Learners)
• · Handling Disputes
• · Signatures
DUTIES…Learner
• The Learner must:
– Work for the employer as part of the learning process
– Be available for and participate in all learning and work
experience
– Comply with workplace policies.
– Complete all assessment tools supplied by the employer to
record relevant work place experience.
– Attend all study periods and theoretical learning sessions
with training provider.
Duties…Employer
• The employer must:
– Comply with all applicable Labour legislation
– Provide learner with appropriate training and facilities in
the work environment.
– Provide adequate supervision.
– Release the learner during normal working hour to attend
the theoretical lessons
– Pay the learner the agreed learner allowance.
– Ensure that on the job assessment is conducted.
– Have an employment contract for the duration of the
program.
Duties…Training provider
• The training provider must:
– Provide education and training in terms of the Learnership.
– Provider support to the learner as required.
– Record, monitor and retain details of training provided, or
cause it to be conducted.
– Conduct off the job assessment
– Provide reports to the employer on learner performance.
Agreement Termination
• The Learner agreement terminates:
– On the date of termination stipulated in part B of the
Agreement.
Termination cont…
– On an earlier date if:
• The learner successfully completes the learnership.
• The learners is fairly dismissed by the employer for a reason
related to the learner’s conduct as an employee
• The learner and employer agree to terminate.
• The SETA approves a written application to terminate the
Agreement by the learners or the employer if good cause is
indicated
Learnerships Agreements
 To be complete and signed by all parties
 Initials on each page (all parties)
 Company (and Provider) logo(s) in addition to the SETA & DoL
logos
 Submit two original copies
 Parent/Guardian signature for minors (under 21years)
Learnership Agreement
Attachments:
 Contract letter of employment for the 18.2 learners
ID Copy
 Results/evidence of the placement assessment process
 Completed grant claim form
 Provider status on Accreditation and Approval of Programmes
Learner information form.
Process for registration of Agreements
Employer, Learner and
Provider completes
Agreement.
Employer upload the LA on
the SMS and sends 2 (two)
copies of LA to W&RSETA
The SETA must decide whether
or not to register a learnerships
agreement within two weeks of
receiving the learnership
agreement
W&RSETA sends one copy of
each registered Agreement to
Employer.
W&RSETA verifies
information, records and
registers each Agreement
(signed and dated)
Questions
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Placement Assessments
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Learners to be placed through the use of the W&RSETA placement
assessment tool
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Results to be attached to the Learnerships Agreement through the
Master Data Sheet
Or
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Use own selection and placement tool
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Evidence/results to be attached to the Learnerships Agreement
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Process undertaken to be communicated during site visits
Contents
Introduction
Basic Assessment Good practice
Orientation to Process Flow
“At a Glance” – instrument highlights
Marking and Scoring – practical
Question and Answers
Chartering next steps
Introduction
•Purpose / Objectives
•Assessment Process
•File Content
Purpose / Objectives
Process that ensures individuals
selected to a Learnerships
programme are:
• Best fit candidate
• Able to cope with the level required on the Learnerships
programme
• Meet the Learner Competency Profile
• Return on investment – motivational and organizational fit
• Suitable candidate that will fit … and stay
The selection process…
Applicants
FILTER 1
Entrance Assessment: Rigid; Easy Administration;
Filters out 50% of non-successful
candidates
FILTER 2
Proficiency Test:
Filters out further 30%
of non-successful candidates
FILTER 3
Structured Interview:
Final screening of
remaining 20% viable
& borderline
candidates
FILTER 4
Assessment 2:
Differentiate
Level 4 &5
Successful
Candidates
Learnerships Assessment Placement File
-Orientation
-Learner Profile Guide
-Consent Form
-Master data sheet
-Implementation Guide
-Entrance Assessment
Administrator Guide
Assessment documentation (one or two docs)
Scoring guide and sheet
File continue
- Proficiency Assessment
Administrator Guide
Assessment documentation (question and answer
sheet)
Scoring guide
- Structured interview
Administrator Guide
Interview form (includes scoring)
- Assessment 2 (only in Level 4 and 5)
Administrator Guide
Assessment documentation
Scoring guide
Basic Selection Good Practices
-Preparation Tips
-Selection Practice Tips
Selection Practice Tips
Learner preparation:
Well organised and timeous processes
Test-friendly environment
Environment preparation:
Clear instructions and test integrity
All necessary materials supplied
Standardised Administration practice & process
Consistent timing and time-checks provided
Facilitator preparation:
Professional and observant assessors
Security of assessment tools
Follow administrator guides(For more detail please read
implementation guide)
Preparation Recommendations
- Check lists
Stationery, copies, venue
Facilitators, presentations, administration
Travel, accommodation, catering (Lunch!)
- Dry-run administration & roles
- Prepare introduction:
Welcome
Intro to Organisation, what is a Learnership, number of
Learnership positions available
Purpose and process of Learnerships selection
Feedback (timing and content)
What is being looked at in the assessment
- Read and orientate yourself to the full test battery
(Specifically competencies, implementation guide,
scoring
guides and administrator guides)
The Selection Process Flow
What are we assessing?
Literacy & Numeracy
Attention to Detail
Comprehension
Fit – Organizational, motivational
Problem Solving
Listening
Following Instructions
At a Glance
Focus on individual test items:
Level 2: Numeracy, Problem Solving, Listening
Level 3: Numeracy, Problem Solving, Listening, Entrance
Assessment.
Level 4: Entrance Assessment, Listening
Level 5: In-basket
Marking and Scoring cont’d
-Proficiency
-Entrance Assessment
-Structured Interview
-In-Basket
Review the selection process…
Applicants: Good intro, put at ease
Signed consent form
FILTER 1 – Entrance Assessment:
One form for Level 2, Form and Tables for 4&5
Easy Administration in large group setting
Max 30 minutes; Test conditions
Scored according to guide on five dimensions
FILTER 2 – Proficiency Test:
Question & Answer sheets
Pens, pencils, erasers, calculators
90 mins plus 30 mins listening
Multiple choice& interpret written ex.
FILTER 3 – Structured Interview:
Set competency and question
guides with probing
60 mins including scoring
FILTER 4 -Test 2 90mns
In-basket 12 items
Score by weighted
model responses
Results in
Successful
Learnership Candidates.
Give response by
Due date
Next steps…
Facilitator
– Prepare my introduction
– Read through documentation and ensure I am
familiar.
– Practice listening roles on proficiency tests.
– Draft check lists and standard introduction
letters for Learnerships applicants and
successful candidates
Organization
-Fair and consistent application of assessment tool
-Ensure all administrators comfortable with implementation
-Scheduled assessment and feedback dates with reasonable
- Time frames
-Clear Learnerships commitment
-Safe-keeping of all documentation
Learner
-Know what is being looked at in the assessment
-Clear expectations and preparation requirements
communicated
-Clear instructions, understanding of process and anxiety free
-Impression of well-prepared and well-managed assessment
sessions.
????
Orientation and Induction Guide
• 18.2 Learners
• Orientation – Learnership
• Induction – Company
• Guidelines only – not prescriptive
Existing Employees
• 30 – 70% on the shop floor
• Relationship between existing employees and 18.2
learners – crucial
• Sensitization Workshop:
– Board Members; MD, Senior Management
– Line Managers; Supervisors
– Shop Stewards
– Employees
Contents of Workshop
• What is a Learnership and what is its
purpose?
• Why is the company embarking on
Learnerships?
• How will the Learnerships work?
• Appendix II
Learnership Orientation
• Learnership Agreement
• Overview of the NQF
• Overview of the Learning Programme
Orientation cont’d
• Learners need:
– Learner Guides
– Learnership Rollout Plan
• Tip: Ensure clarity of expectations: theory and
workplace experience
Induction into the Company
• Employment Contract
• Induction Checklist
• Induction File
Learnership Site Induction
• Branch rules and regulations
• Tour of the site
• Health and Safety Regulations
• Forms
Learner Support Systems
• Learnership Implementation Committee or
• Learnership Project Leader/
Learnership Supervisor
• Role Players:
– Coaches
– Mentors
– Assessors
Assessment
• Assessors – critical role players
• Formative assessment:
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Mediates the unit standard or qualification
Compares learning to the required standard
Identifies problem areas
Provides feedback
Prepares the learner for the summative assessment
• Summative assessment:
– Verifies the learning process
– Maintains the standard of performance
Questions
???
Quarterly Report
 To be submitted every three months (quarter)
 Indicating assessments:
 completed
 in progress
 in the next quarter
Terminations.
Quarterly Reports
Payment
Model
Its purpose is to keep track of learner progress regarding the following:
1.
Learners quarterly assessments
1.
When = Reports on assessments are compiled quarterly.
2.
How – Assessments are conducted using a STD format from
the W&RSETA.
3.
Who – Only W&RSETA registered assessors.
4.
What – Assessment is focused on the content of the learning
programme.
2. Assess the ability of the learner to cope with challenges as
presented by the learning programme.
Important Dates
Payment
Model
Activity
Dates
Reminder of Agreements
27 February 2006
Receive Learnership Agreements 15 March 2006
Complete a register
15 March 2006
Verify the Agreements
15 – 17 March 2006
Approve agreement
20 – 21 March 2006
Register on a database
22 March 2006
Learnership Grant
18.1 Learner 18.2 Learner
(Employed) (Unemployed)
R 13 000-00 R 28 000-00 i.e.
R13 000 M&D,
R15 000 Learner
Allowance
Learner with
disabilities
(additional)
R 10 000-00
(SETA’s are exempt from VAT)
Payments
Payment
Model
Grant per Learner = R28 000
Disabled cost
= R10 000
Event
%
Requirements
Initial
60 % Agreements & Contract
Date Payable
30 March 06
Second
20% Second Quarterly Report 30 September
Final
20% Certification
30 May 07
When?
Period
Submission Date
Payment Date
Initial
15 March 2006
30 March 2006
2nd Quarter
15 September 2006
30 September 2006
Final
30 April 2007
15 May 2007
Grant Payment
• Required documents for grant payment.
– Grant claim forms.
– Quarterly report
– Learner daily register
– Learner information form.
– Termination letter (If applicable)
• Final payment = Only on certification.
Tax Incentives
Registration (lesser of)
 18.1 – R17 500 or 70% of annual remuneration
 18.2 – R 25 000.00 or annual remuneration
Completion (lesser of)
 R 25 000.00 or annual remuneration
Tax Forms
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To be submitted directly to the Receiver of Revenue
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Attach front cover of the SETA approved and registered learnerships
agreement
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Attach SETA letter of confirmation
Questions
???
Verification
-All Learnerships are verified during the 1st week of
implementation for the following reasons:
-Confirm the learners.
-One on one contact with key role players in Learnerships.
-Enable W&RSETA to handle all teething problems right
from the beginning of the programme.
Monitoring
Format:
 Conducted Quarterly
 Focus Group –
 Joint meeting with the Store Manager/Management, the Assessor(s),
Mentor(s), Training Provider(s), Skills Development Facilitator and/or
Training Manager.
 Interview with the Learner(s) in the workplace
Monitoring
Objectives:
 Confirm and monitor the implementation of the learnerships programmes
 Get input on the progress (and quality of the provision) of the programmes
 Make contact with all role players involved in the programmes
 Discuss learner placement processes followed
 Obtain information regarding the output and impact on the following:
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the workplace
the learners
facilitators, assessors, mentors, supervisors
the learnership agreement, and the learnership agreement on the
programme
Monitoring -Responsibility.
-W&RSETA
-ISDF – Independent Skills Development Facilitators. Now called
Sector Specialist.
-Learnerships contracted and trained SS to conduct monitoring/site
visits.
-Learnerships alone could not cope with the scope of work.
Legislation on Learnerships.
Skills Development Act
 Learnerships Sectoral Determination
Basic Conditions of Employment Act.
Labour Relations Act.
DOL Regulations on quality of learning, Learnership
monitoring, and types of learning( These are documents still on
the finalization stages and will be used for guiding setas on
Learnerships implementation).
WHO IS LEARNERSHIPS?
- The Learnerships dept is comprised by a team of:
-Learnerships Manager
– Tebogo Mogabudi –
- Learnerships Advisors – Tsakani Mabunda
- Administrator
– Dawn Prince