LMIS Help CentreLearning Management Information System

Capture and submit the WSP/ATR

Employees, interventions, training completed and planned, documents and final submission.

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After the company registration is submitted, LMIS opens the WSP/ATR workspace. Work through the tabs from left to right.

1. Employees

Employees can be captured in three ways:

  • Add New Employee — an inline row opens; complete all fields (only Middle Name is optional) and click Save. Fields include employee number, ID type and number, names, gender, date of birth, race, disability, occupation (OFO), province and municipality.
  • Import From Excel — download the WSP & ATR Employee Template from the home page, complete it, click Import From Excel, attach the file and click Import. LMIS validates the file format and loads the employee and training grids. Errors are listed in the Log File.
  • Copy from Last Year — click Yes to copy last year's employees into the current submission (only if a previous submission exists).

Use View on a row to edit an employee, Delete All Employees to start over, Log File to download the import errors and Export to download the grid.

2. Interventions

Click Add Intervention and complete the inline row: intervention title, Intervention Type, Level and Band Level (NQF), QAP SETA, Pivotal (Yes/No), External, Apply for Discretionary (Yes/No), Training Duration (days), Number of Trained Staff and Intervention Cost. Click Save.

Note

Deleting an intervention also deletes the employee training records linked to it. LMIS warns you before it does so.

3. Training completed and planned

Click Add New Employee Intervention and link an Employee to an Intervention with the Start Date, End Date, Appointment Section, Intervention Status (completed or planned) and Learning Mode. Click Save. Repeat for every employee trained (ATR) or planned to be trained (WSP).

4. Documents

Upload the Authorisation Page (the signed Declaration and Verification Document), Proof of banking details (cancelled cheque or signed, stamped bank letter) and Training Committee Minutes where applicable.

5. Submit

The Submit page summarises the number of employees, interventions, training achieved/enrolled and training planned.

  1. Click Print WSP & ATR to download and check the captured plan.
  2. Click Submit final WSP and ATR. LMIS warns that the submission is final and cannot be changed afterwards. Click Yes.
  3. A success message confirms the submission and LMIS returns to the SDF Details page.

The SETA processes the submission under WSP and ATR > WSP and ATR Approval; see Track your WSP/ATR and request an extension.