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Work Place Skills Plans (WSP/ATR) submissions

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.

The Importance of submitting WSP and ATR

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:

  • Mandatory Grant – 20%
  • Discretional Grant – 49.5%

The link between B-BBEE and WSP & ATR submissions

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.

Transcend can help you:

Identify existing skills, as well as skills gaps:

  • Identify the existing skills within your organisation
  • Identify priority, scarce and critical skills through a skills audit
  • Identify skills gaps to be addressed

 

Develop a plan to address these gaps:

  • Strategise a plan of action to address skill gaps
  • Compile the required documents
  • Compiling the training priorities and interventions for the Workplace Skills Plan.
  • Document the ATR against the company’s prior WSP


Prepare for submission:

  • Act as the Skills Development Facilitators
  • We will ensure that you are registered with the correct SETA as per your sector and services
  • Facilitate inter-SETA transfers if you have been registered incorrectly

 

 

Submit and Report:

  • We can assist you with submitting your WSP and ATR to the relevant SETA.
  • Report as per BEE requirement to ensure your Skills Development points can be recognised
  • Assist in the application for SDL refunds i.e. mandatory and discretionary grants

 

FAQs

What happens if we miss the 30 April WSP/ATR deadline?

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.

How do we confirm we’re registered with the correct SETA—and fix it if not?

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.

What evidence must we keep for the ATR and B-BBEE verification?

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.

How can we maximise Discretionary Grant (49.5%) approvals?

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.

Can we count in-house training and e-learning toward WSP/ATR and B-BBEE?

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.

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Fortunate is the Human Capital Lead for Transcend Capital with an MCom HR Management, BCom (Hons) Strategic Business Management.

Fortunate Masvinge