learnerships capacity building workshop. agenda. opening and welcome introduction of regional...

Learnerships

CAPACITY BUILDING

WORKSHOP.

AGENDA.

• 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

Training Provider

Employer

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

NQF 1 or 2 0 -120 35% R120.00

  121 –240 69% R240.00

NQF 3 0 -120 17% R120.00

  121 -240 40% R226.00

  241 -360 53% R370.00

NQF 4 0 -120 13% R120.00

  121 -240 25% R240.00

  241 -360 53% R370.00

  361 -480 56% R540.00

NQF 5 to 8 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

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

Publication of project

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

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

Learnership Process Flow

Non-Sponsored Learnerships

???

Questions.

Phase V – Roll-outPublication 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.

1. Employer, Learner, and Training Provider signs the Learnership Agreement.

2. Service Provider/Employer upload the LA on the SMS and submit 2 original copies to the seta.

3. Receive the Learnership Agreement

4. Register the agreement on the LA Register.

5. Administrator verify the L Agreement.

6. Forward to Regional Coordinator for reverification and stamp of approval.

7. 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

         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

       Rights of Learners, Employers and registered Training Providers

       Duties of Learners, Employers and Registered Training Providers

       Conditions for terminating the Agreement

       Handling Disputes

       Learnership details

       Learner details

       Parent or Guardian details

       Training Provider details

       Terms and conditions of employment (pre- and unemployed Learners)

       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 ProgrammesLearner 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

W&RSETA verifies information, records and registers each Agreement

(signed and dated)

W&RSETA sends one copy of each registered Agreement to

Employer.

The SETA must decide whether or not to register a

learnerships agreement within two weeks of receiving the

learnership agreement

Questions

???

Placement Assessments

Learners to be placed through the use of the W&RSETA placement assessment tool

Results to be attached to the Learnerships Agreement through the Master Data Sheet

Or

Use own selection and placement tool

Evidence/results to be attached to the Learnerships Agreement

Process undertaken to be communicated during site visits

Contents

IntroductionBasic Assessment Good practice

Orientation to Process Flow“At a Glance” – instrument highlights

Marking and Scoring – practical Question and AnswersChartering 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 1Entrance Assessment: Rigid; Easy Administration;

Filters out 50% of non-successful candidates

FILTER 3Structured Interview:

Final screening of remaining 20% viable

& borderline candidates

FILTER 2Proficiency Test:

Filters out further 30% of non-successful candidates

Successful Candidates

FILTER 4Assessment 2:

Differentiate Level 4 &5

Learnerships Assessment Placement File

-Orientation-Learner Profile Guide-Consent Form-Master data sheet-Implementation Guide-Entrance Assessment

Administrator GuideAssessment 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 GuideAssessment documentation Scoring guide

Basic Selection Good Practices

-Preparation Tips

-Selection Practice Tips

Selection Practice Tips

Learner preparation:Well organised and timeous processesTest-friendly environment

Environment preparation:Clear instructions and test integrityAll necessary materials suppliedStandardised Administration practice & processConsistent timing and time-checks provided

Facilitator preparation:Professional and observant assessorsSecurity of assessment toolsFollow administrator guides(For more detail please read implementation guide)

Preparation Recommendations- Check lists

Stationery, copies, venueFacilitators, presentations, administrationTravel, accommodation, catering (Lunch!)

- Dry-run administration & roles- Prepare introduction:

WelcomeIntro to Organisation, what is a Learnership,

number of Learnership positions availablePurpose and process of Learnerships

selectionFeedback (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 & NumeracyAttention to DetailComprehensionFit – Organizational, motivationalProblem SolvingListeningFollowing 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 easeSigned consent form

FILTER 1 – Entrance Assessment: One form for Level 2, Form and Tables for 4&5

Easy Administration in large group settingMax 30 minutes; Test conditions

Scored according to guide on five dimensions

FILTER 3 – Structured Interview:Set competency and question

guides with probing60 mins including scoring

FILTER 2 – Proficiency Test: Question & Answer sheets

Pens, pencils, erasers, calculators90 mins plus 30 mins listening

Multiple choice& interpret written ex.

FILTER 4 -Test 2 90mnsIn-basket 12 itemsScore 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:

– 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 quarterTerminations.

Payment ModelIts 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.

Quarterly Reports

Payment ModelImportant Dates

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

(Employed)

18.2 Learner

(Unemployed)

Learner with disabilities

(additional)

R 13 000-00 R 28 000-00 i.e.

R13 000 M&D, R15 000 Learner Allowance

R 10 000-00

(SETA’s are exempt from VAT)

Payment ModelGrant per Learner = R28 000

Disabled cost = R10 000

Event % Requirements Date Payable

Initial 60 % Agreements & Contract 30 March 06

Second 20% Second Quarterly Report 30 September

Final 20% Certification 30 May 07

Payments

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

To be submitted directly to the Receiver of Revenue

Attach front cover of the SETA approved and registered learnerships agreement

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:

    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.

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).

Legislation on Learnerships.

WHO IS LEARNERSHIPS?

- The Learnerships dept is comprised by a team of:

-Learnerships Manager – Tebogo Mogabudi –

- Learnerships Advisors – Tsakani Mabunda

- - Administrator – Dawn Prince