BEE Consulting, ATR, WSP
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By Fortunate Masvinge | 12 April 2022
In accordance with the Skills Development Act, all registered employers with an annual payroll exceeding R500 000 are required to pay skills development levies and subsequently submit a Workplace Skills Plan (WSP) and an Annual Training Report (ATR). These submissions are to be made annually to the relevant Sector Education and Training Authorities (SETA) before the deadline of 30 April each year.The Workplace Skills Plan (WSP) outlines the existing skills shortage in a company and describes the steps a company will take to address the shortage through various training initiatives. The Annual Training Report (ATR) documents the progress made in implementing the previous year’s WSP.
Not only will compliance with submission requirements empower organisations to effectively plan for how they intend to fill their various skills gaps, this also contributes to organisations meeting the statutory requirements necessary to obtain BBBEE points for the priority element of skills development. Additionally, WSP & ATR submissions provide organisations with the opportunity to recover up to 69.5% of their SDL spend back from their respective SETAs through mandatory and discretionary grants. The grants funding are allocated as following:
Skills Development is one of the most critical elements of B-BBEE as it addresses the skills shortage in the country. In the revised B-BBEE Codes of Good Practice, it has been identified as a priority element and non-compliance with sub-minimum targets will result in a measured entity dropping one level on the scorecard
It is important to note that a measured entity will not score any points on a scorecard if they have not submitted Workplace Skills Plan and Annual Training Report. This makes compliance with Skills Development Act even more critical.
If you are having challenges with any aspect of Skills Development or simply do not have time to do the submission efficiently, our qualified Skills Development Facilitators can provide adequate support and ensure that you remain compliant.
You risk losing mandatory and discretionary grants for the year and scoring zero under the B-BBEE Skills Development element, which can drop your overall level due to Priority Element rules. Submit ASAP and engage your SETA about any late-submission process.
Match your core business activity (SIC code) to the relevant SETA list. If misaligned, apply for an inter-SETA transfer with supporting documents (CK/CIPC, PAYE/SARS SDL registration, company profile). Ensure payroll systems reflect the new SETA code before the next levy run.
Keep training registers, invoices, provider accreditations, attendance & assessment results, learner IDs, and proof of PIVOTAL/non-PIVOTAL spend split. Maintain POPIA-compliant learner files and a reconciliation that ties payroll SDL to training spend and ATR totals.
Prioritise SETA-aligned scarce/critical skills, submit complete PIVOTAL plans, use accredited providers, and meet reporting milestones. Engage your SETA early, co-design learnerships/internships, and show clear employment or progression outcomes.
Yes—if it’s structured, has learning outcomes, and is properly evidenced (content, attendance, assessments). For higher recognition and grants, prefer accredited programmes and registered learnerships; still log non-accredited internal training in the ATR for a full skills picture.
Fortunate Masvinge
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