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Evolution Learnership Framework Document Version 2014.01

Sage Evolution is South Africa’s leading developer of accounting, payroll, ERP and business software for the small, medium and large enterprise market. Founded in 1989, Sage Evolution has developed an in-depth knowledge and understanding of the industry over the past 22 years, establishing itself as the market leader and the preferred choice of South African businesses. As a member of the Sage Pastel Group, which is owned by the UK-based Sage Group plc, Sage Evolution is headquartered in Johannesburg, South Africa, with branches in both Cape Town and Durban. In addition, Sage Pastel has over 3 500 Channel and Business Partners within South Africa. Sage Pastel is now taught in Schools and Universities with most South African universities having made Sage Pastel part of their accounting curriculum and qualifications. The Sage Evolution Premium Learnership will give you an opportunity to become a Sage Evolution Premium Product Expert. The learnership will allow you to obtain the necessary knowledge and skills by attending free training, gain experience as a support consultant and thereafter you will continue the learnership at one of our reputable Business Partners affiliated with this learnership.

Sage Evolution Learnership

Evolution Learnership Framework Document Version 2014.02 2

The benefit of enrolling for this learnership is that you will be able to apply your financial or accounting knowledge in a Sage Evolution Premium environment. By completing this learnership, you will become a certified Sage Evolution Premium Expert. This certification will lead to possible career opportunities within the Sage Evolution Premium business scope, such as:

Sage Evolution Support Consultant. Sage Evolution Pre-Sales Consultant. Sage Evolution Implementation Consultant.

The Sage Evolution Premium Learnership will work as follows:

Entrance Requirements

Learners need to meet all of the following prerequisites before enrolling for this Sage Evolution Premium Learnership:

1. Must be a South African citizen and be able to present a valid Identification Document. 2. Financial or Accounting qualification, ranging from:

National Diploma ((2 year / 3 year diploma) NQF Level 5). Bachelor’s Degree ((3 year degree) NQF Level 6 or higher).

3. Achieved an average pass mark of 70% or higher for the abovementioned qualifications. If you are not yet competent in the required prerequisites outlined above, you must first complete the relevant qualifications before enrolling for this learnership.

Target Learners

If you are a graduate and would like to further your financial and/or accounting education by practically applying your knowledge within a Sage Evolution Premium environment, this learnership is for you.

Screening, Interview and

Selection Process

Training(9 weeks)

Sage Pastel Divisions

(2 weeks)

Business Partner(3 months)


Screening Process

To be enrolled for this learnership you have to adhere to the entrance requirements outlined in the previous section. You will be required to complete a few online questionnaires, which will entail the following: 1. An online assessment, covering the following:

Accounting Fundamentals. Business Logic. Time Management. Creative Thinking.

2. Predictive Index questionnaire:

The PI results give the employer a better understanding of the characteristics of the employee, their strengths and

weaknesses and whether they will be well suited for the role.

You will be contacted to spend a day at our Sage Pastel offices where you will partake in a series of assessment processes followed by a panel interview. 3. Attend learnership workshop. 4. The Panel Interview will be conducted by the Sage Pastel subject matter experts.

Duration

This is a 3 month learnership including a placement as a Trainee Implementation Consultant for 3 months (based on performance) at one of our reputable Business Partners.

Estimated Value of the Learnership to Sage Pastel This is a 3 month learnership equaling to an estimated R 45 000.00 per intern for the three months training element. Sage Evolution pledges to invest in your education; to further your financial realm by applying your knowledge using the Sage Evolution Premium software as well as exposing you to the different possible career paths it can lead to.

Payment Structure

Each intern will be paid R 4 500.00 per month for the duration of the learnership and will be paid on a monthly basis.

Delivery Methods

The delivery methods include:

Facilitated workshops and training sessions.

Self study components.

In house Support Consultant.

Trainee Implementation Consultant stationed at a reputable Sage Pastel Business Partner.


Terms and Conditions

Sage Evolution herewith agrees to the outline of this learnership and will carry out their role and responsibilities in accordance. Sage Evolution guarantees the following: You will experience quality training delivery from expert trainers. You will receive the training material relevant to the courses at no additional cost. Sage Evolution does not guarantee: a job placement at Sage Pastel or any other affiliated institution after the intern has successfully completed

the said learnership. The following terms and conditions pertaining to the intern’s commitment to the learnership will be managed and controlled whereby: The intern will be held responsible for the full training cost in the event of:

o frequent non-attendance of the training courses scheduled or working hours, whether it be due to sickness, ill health or personal reasons not exceeding more than 4 days during the 3 months.

o enrolling for the learnership and failing the assessments as outlined in the assessment section of this document.

o The intern not disclosing the correct information upon enrolment. A salary will be paid to the intern, as set out in the Payment Structure section of this document, which will:

o be paid on a monthly basis. o be paid into the bank account details supplied by the intern on the enrolment form. Sage Evolution will

not take any responsibility for incorrect banking details supplied.

Business Partner Placement Process

The last step of this learnership is that you complete the remainder of the learnership at one of our reputable Business Partners that have signed up and committed to this learnership. Your placement at a said Business Partner is not guaranteed and will be based on the following criteria: Availability of staff capacity at a said Business Partner. Your commitment to the learnership is evident. Your assessment results. If you are elected to continue the learnership at one of our reputable Business Partners, your, the intern’s, performance as well as the Business Partner’s commitment will be monitored, evaluated and assessed on a continuous basis. Integrated assessments will be conducted from time to time during the 3 months at the Business Partner whereby your knowledge and skills will be reassessed. It is the Business Partner’s prerogative to extend your learnership by employing you on a contractual basis (based on a market related salary) after the completion of the learnership. There is a R 10 000.00 placement fee that is required to be paid by the Business Partner to Sage Pastel once an intern is permanently employed by the Business Partner.


Assessments

There is a range of different course assessments that form part of the learnership and have to be written within 24 hours

after you have completed a course. To make it easier for you, all the Sage Evolution theory assessments are now ONLINE.

This means that you can write the assessment in your own time and in the comfort of your own home (as long as you have a

computer with internet access). Sage Pastel will also have the facilities available for you to write your assessments in

business hours.

Assessments are offered only in English and in an online environment.

How to register for your ONLINE assessment?

1. Visit the www.pastel.co.za or www.sagepastel.com website. 2. Select the Login to Sage Pastel Zones tab. 3. Select the Training Zone option. 4. If you have already created an online profile, log in with your username and password.

5. If you do not have an online profile, click on the here link or the Create Personal Profile link to create your online profile. 6. Using the Serial Number that you received with your course material, select the Register Serial Number option. Enter

the Serial Number and select the Register button. 7. Select the Write My Assessment option. 8. On the next screen, select your registered assessment. 9. Select the Start Assessment button. 10. Select the assessment link that displays in the new screen. 11. Read the assessment instructions and select the Let’s begin button.

Certification Assessments

The certification assessments are practical assessments. It is compulsory to pass your theory assessment first in order to

complete and pass the practical assessments. Only after you have completed and passed both the theory and practical

assessments (where necessary) will you eligible to obtain your full certification.

Assessment Pass Mark

You have to achieve a minimum pass mark of 80% for your theory and practical assessments respectively.

Failure Process

When you have failed an assessment, you will be given a second attempt to pass the assessment. If you fail again, you will be discontinued from the learnership and be liable for the pro rata training cost outlined in the estimated value of the learnership section of this document.

Incentives

Performance bonus and incentive structures are in place for each phase of the learnership and will be announced during the launch. The incentives will be based on your commitment and average pass mark achieved during the course of the learnership. Performance bonuses will be based on your performance during the time you spend in a Support role and your achievements at the Business Partner.

http://www.pastel.co.za/

http://www.sagepastel.com/


Course Outline

The Sage Evolution Premium Curriculum (45 Days):

Learning Unit 4.1: Sage Evolution Maintenance Technician

(2 Day Course)(1 Online Assessment)

Learning Unit 5.1: Sage Evolution Sales Fundamentals


Learning Unit 5.2: Sage Evolution Pre-Sales Consultant

(1 Day Course)(Online & Practical Assessment)

Learning Unit 6: Sage Evolution Implementation

(3 Day Course)(Online & Practical Assessment)

Learning Unit 3: Sage Evolution Expert (Elective Modules)

(6 Day Course)(Online & Practical Assessments)

Learning Unit 1: Sage Evolution Practitioner Course


Learning Unit 2: Sage Evolution Product Consultant Course


Learning Unit 6: Sage Evolution Elective Implementers

(3 x Practical Assessments)

Learning Unit 4.2: Sage Evolution SQL

(3 Day Course)(1 Online Assessment + Practical Assessment)


Learning Unit 1: Sage Evolution Premium Certified Practitioner

This course will teach you to install, register, navigate and maintain your Sage Evolution Premium software. Maintaining your

software includes creating common databases, backups and master files.

After successfully creating your master files, we will explore the General Ledger, as well as customer, supplier and inventory

processing and reporting needs via the respective modules.

Learning Unit 2: Sage Evolution Premium Certified Product Consultant

This course will explain the detailed setup, processing and reporting aspects of the Sage Evolution Premium add-on

modules. The add-on modules are:

1. Annuity Billing

2. Advanced Procurement

3. Bank Manager

4. Bill of Materials and Manufacturing

5. Cash Manager

6. Credit Control

7. Contact Management

8. Delivery Management

9. Fixed Assets

10. Global Tax

11. Job Costing

12. Linked Accounts

13. Lot Tracking

14. Mobile Sales

15. Multi-Currency

16. Multi-Warehousing

17. Point of Sale

18. Pricing Matrix

19. Procurement

20. Sales Force Automation

21. Serial Number Tracking

22. Service Manager

23. Voucher Management

Learning Unit 4: Sage Evolution Maintenance Technician

The Sage Evolution Premium Certified Professional System Maintenance course will cover the core and add-on module

administration elements to monitor and maintain the Sage Evolution environment.


Learning Unit 5: Sage Evolution Premium Sales and Pre-Sales Consultant

There are two components to this learning unit:

1. The sales methodology e-learning component introduces you to the product features, benefits and value propositions.

This course includes documentation and templates to aid you to prepare and execute a sales process.

2. The pre-sales methodology facilitated workshop, which will introduce you to the recommended Sage Evolution Pre-

Sales Methodology coupled with the documentation, role players and outcome of pre-sales activities.

Learning Unit 6: Sage Evolution Premium Implementer

This course will introduce you to the recommended Sage Evolution Implementation Methodology coupled with the relevant

documentation and role players required during each phase of the implementation process. Case Studies will be discussed

and debriefed.

Learning Unit 3: Sage Evolution Expert

There are three elective add-on modules:

1. Branch Accounting:

This course covers the rules, regulations and technical requirements governing this elective module.

2. Retail Point of Sale:

This course will teach you how to set up, configure and administer the Sage Evolution Retail Point of Sale add-on

module.

3. Municipal Billing:

This course will teach you how to set up your different master files, setup and billing requirements for a municipal

environment.

Learning Unit 6: Sage Evolution Expert Implementer

This range of assessment sessions will certify you as an implementer for the elective modules.

The Sage Pastel Soft Skills Training:

These soft skill components will we built in during the Sage Evolution curriculum.

1. Customer Care

2. Microsoft PowerPoint

3. Time Management

4. Workplace Conflict Resolution

5. Diversity and Cultural Awareness

These training sessions range between 2 – 6 hours and will be scheduled in between the Sage Evolution curriculum.


Message from the MD – Steven Cohen I really believe that Sage Pastel is a great company to work for. Sage Pastel is a proud member of Sage; a global software company focused on the accounting, payroll and taxation software solutions markets. Our people are energetic and passionate about their jobs and committed to a high level of customer service. Just think about it, thousands of businesses rely on our software each and every day to run their operations smoothly. It's only through the hard work, dedication and successes of our employees that we continue to grow and gain market recognition. We are proud of our past accomplishments and excited about our future challenges. Now – come and join the Sage Pastel team!

Sage Pastel Business Values

We as a company have selected 6 business values that enable us to live the Sage Pastel brand. They are being

professional, ensuring teamwork, being passionate about the brand and acting reliably with integrity and respect at all

times. This allows us to ensure that we are able to remain a leading supplier of accounting software.

Professional

We must all create a professional image and perception of Sage Pastel by acting in an appropriate manner at all times.

This includes the way we conduct ourselves, for example the way we dress and communicate with customers, business partners and suppliers.

Professionalism also involves providing outstanding service to customers and business partners.

Teamwork

TEAM – Together Everyone Achieves More. Teamwork is the ability to work together towards a common goal. Assist fellow colleagues, customers, suppliers and business partners wherever you can. It involves working together across departments and across the business.

Passion

Passion is the energy that drives us to be the best in all we do. It means being enthusiastic and excited about Sage Pastel, our company, our brand and

our customers. Passion means showing a willingness to go the extra mile and always exceed

expectations. We are encouraged to have fun at work but at the same time be motivated to perform

our best.

Reliable

Reliability entails being accountable for your actions, and every decision you make. It means being committed and loyal to Sage Pastel in every way, i.e. to the brand, to your

work and to your colleagues. Accountants recommend Sage Pastel - reliability is central to our product, our brand and

the way we run our business on a daily basis.

Integrity

Integrity means acting with honesty and fairness in everything you do. We must all be straightforward and honest in our professional and business relationships.

Confidentiality ties in with Integrity – do not misuse information regarding our clients, our company or our people for personal advantage or for the benefit of third parties.

Respect

Treat all colleagues with respect, fairness and appreciation, and above all respect yourself!

Encourage and embrace the diverse mix of people, viewpoints, talents and experiences found at Sage Pastel.

Respect others by demonstrating courtesy and good manners, e.g. In your e-mails to colleagues and clients, in the way you talk to people and greeting your colleagues.


Sage Pastel People

Find the best job in South Africa through Sage Pastel People Placements. Whether you are looking for an IT job, Accounting job, HR job or even a Payroll job, we have the solution to suit your recruitment needs. Sage Pastel is the leading developer of business software in South Africa, which gives Sage Pastel People Placements a unique and thorough understanding of your business vacancy requirements. We cater for the following job categories: Management, Financial, Bookkeeping, IT, HR, Payroll and Admin, to name but a few. Why you should make use of Sage Pastel People Placements: Sage Pastel People Placements offers recruiters tailor-made training and info sessions to assist in acquiring skills and

knowledge to source suitable Sage Pastel qualified candidates. We provide a variety of job specs sourced from our vast database. We use assessment tools to test Sage Pastel skills as well as personality profiling. You do not have to carry any placement guarantees*. What makes up the perfect CV? Be professional - Avoid slang, jargon and inappropriate abbreviations. Be concise, use bullet points and brief explanations. Keep font and font size consistent throughout your CV. We recommend ‘Arial’ size ‘10 -12’. When listing employment experience always start with the most recent company that you have worked at first. Employers are most interested in the skills that you currently have, or have recently acquired. Be sure to include your education details, both secondary and tertiary. In addition, list any professional bodies you

may be affiliated to. Computer literacy is important. Include all the software applications that you are familiar with as well as your level of

experience on each application (e.g. ‘theory only’, ‘limited practical’, ‘solid practical’, and so on). Avoid using too many graphics or colour as it could be distorted when printed in black and white or if faxed. Use spell check and ask two colleagues or friends to check your Curriculum Vitae for grammar and spelling errors. Ensure that you personalise your e-mail and that you address it to the applicable person. Refrain from sending bulk

emails to numerous agencies or companies. Note: If you forward an existing e-mail, remember to remove the ‘FW:’ in the subject line.

Utilise a minimum of two of your most recent References.


Enrolment Form

Please complete the following enrolment form.

INTERN’S DETAILS (PLEASE PRINT CLEARLY)

Full Names:

Surname:

Citizenship:

ID Number:

Gender:

Race:

Transport: Own a Car Yes No Drivers Licence Code

University / Institution Studied:

Degree/Diploma/Certificate:

Date of qualification obtained:

NQF Level: NQF 5 NQF 6 or higher

Physical Address:

Postal Address:

Fax:

Mobile No:

E-mail Address:

Dietary Requirements: Vegetarian Halaal Other

Banking Details: Account

Holder: Bank:

Branch: Branch

Code:

Type:

(CHQ/Savings)

Learnership Name: Sage Evolution Premium Learnership

Enrolment Date:

Terms and Conditions: I, _____________________, herewith acknowledge that I have read and understood the

terms and conditions pertaining to the learnership.

Name and Surname:

Signature: Date:

Required Documentation:

Please include the following documentation with your application:

Certified Copy of your ID.

Curriculum Vitae.

Certified copies of your qualifications.


Business Partner Learnership Commitment Form

As a Business Partner you will commit to:

Continue the learnership at your premises whereby it is expected of you to further the intern’s Sage Evolution

knowledge and skills as well as create opportunities whereby the intern will gain hands-on experience in the field.

Support the intern by means of transport, if applicable.

Advise and/or communicate with Sage Pastel pertaining to the performance of the intern.

Being available for an evaluation that will be conducted by Sage Pastel without prior notice.

During the first 3 months, Sage Pastel will continue to pay the interns as per the outline in the Payment Structure

section of this document.

Allow the intern to conduct an integrated assessment at Sage Pastel for additional evaluation and measurement

purposes.

If you, the Business Partner, are interested in appointing the intern/s on a contractual basis after the 3 month period,

you agree to:

o Offer the contractual employment without prejudice.

o Pay them market related salaries.

Please complete the following Business Partner Learnership Commitment form.

BP’S DETAILS (PLEASE PRINT CLEARLY)

Business Partner Company Name:

Area / Suburb:

Business Partner Number:

Current Certification:

Business Partner Status:

Physical Address:

Postal Address:

Fax:

Mobile No:

E-mail Address:

Learnership Name: Sage Evolution Premium Learnership

Enrolment Date:

Terms and Conditions: I, _____________________, herewith acknowledge that I have read and understood the

terms and conditions pertaining to the learnership.

Name and Surname:

Signature: Date:

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