Version 3.7 Update

  1. Improvement to Industry Norm selector

BEE Trax was previously programmed to only display the latest industry norm available (applicable to the measurement period) in the dropdown selector.  This has lead to some confusion when loading the scorecard at a later date, since the saved norm would still be used for calculations however a newer norm may possibly be available in the dropdown.

We have therefore made some improvements to BEE Trax to display the Industry Norm used next to the indicator, and ensure the corresponding norms are loaded into the dropdown.  The system will then also highlight if a newer norm is available for calculation (Note: this warning will not show for scorecards in “Complete” status since the scorecard has been finalised with the Industry Norm used at that time).

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If you wish to use another norm, simply click on the period indicated and select from list of available periods (applicable to the measurement period).   This will change the Industry Norm used to the period selected, and also update the norms dropdown list.

 Please note:  The codes stipulate that the latest Industry Norm should be used for calculation at the time of completing your scorecard.  If a newer norm becomes available thereafter, you will need to use your agencies discretion on whether this newer norm should be applied in the scorecard instance.

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  1. Skills Development – End Dates for Learnerships

 We have made further improvements to the Skills Development section to include End Dates for Learnership/ Internship training programmes.  If any portion of the Learnership date range falls within the measurement period it will be counted in the scorecard calculations.  If no “End Date” is defined, only the “Date” stipulated  will be counted i.e. this will need to fall within the measurement period.  Any date which is not counted will be highlighted in red, with a “Check Date” warning alongside the line item.

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Prorating Learnership Salaries – Importing from Data Gathering Sheet

When importing data from the latest Data Gathering Sheet (v1.18), the system will recognise if an End Date has been recorded, and will prompt the user to select whether they would like to prorate the learner’s salary based on the start and end dates compared to the measurement period.  When this option is selected, the system will determine the portion of the Learnership which falls within the measurement period and prorate the salary accordingly.

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Note: You should not use this selection if the Data Gathering Sheet already contains the prorated salaries.


 Absorbed Learners – Bonus Point

 There has been much discussion over the application of Absorbed Learnerships for the bonus point indicator on the Revised codes scorecards.  Since there are many interpretations as to how this should be applied, we have made BEE Trax more flexible to allow for these instances and have furthermore improved the visibility in the calculations tab.

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The mechanism for counting absorbed learners now relies solely on the Absorbed Learner tick, irrespective of whether the Unemployed Learner tick has been made.  The count for learners eligible for Absorption will therefore include:

  • All learners ticked as absorbed;
  • All learners ticked as Unemployed, where the Learnership ends before or during the measurement period.

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       4.  Other Minor Improvements

  • Forcing scorecards to and from Complete status

 When a scorecard is moved to the “complete status”, either by progressing through the process steps or by forcing to complete, the saved score which was generated at the time of the certificate generation will be loaded to the scorecard tab i.e. this is a fixed score and not subject to further calculations.  The rest of the scorecard elements are also locked for editing.    If this loaded scorecard is then moved back to a WIP stage, the scorecard will need to be reloaded for the calculated score to reflect on the scorecard tab.  A warning note will appear as follows:

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  • Procurement Certificate upload from Scorecard Actions Menu

In v3.6 update we introduced the Shared Procurement certificate database.  Uploading a new certificate was enabled via the Procurement tab, however we have now included this action under the “Scorecard Actions” menu.

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  • Management Control – Selections

 To avoid confusion in the position selector in Management Control, we have removed the “Executive Director” selection.  If you wish to still use this definition, please select “Other” and type in “Executive Director”.  We have done this because the scorecard count for “Executive Director” only relies on the “Executive” tick being made and not based on the position definition.  We have furthermore renamed this “Executive” tick as “Executive Director” to clarify this point.

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The mechanism for pre-populating the voting rights field is currently linked to the “Executive Director” tick, and we have now expanded this to include the position selection as follows:

  • Selecting Executive Management will automatically tick the “Executive Director” field and apportion the voting rights
  • Selecting Other Executive Management will remove both the “Executive Director” field and voting rights

If you have a scenario where an Executive Manager does not have voting rights, you can simply un-tick the “Executive Director” tick and the voting rights will be removed.  The voting rights can also be manually apportioned by simply typing the values directly into the field.

  • Skills Development – Inclusion of “Mandatory Sectoral Training”

 The codes do not allow for Mandatory Sectoral Training to be counted within Skills Development, and we have therefore made provision to exclude this.  Please use the new category definition “MST” – Mandatory Sectoral Training in the training program user form or the Data Gathering Sheet for this purpose.

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The category will be highlighted in red on the Skills Development tab, and will not be counted in calculations tab:

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  • Average Period defined in NPAT calc

 The new revised codes stipulate that if a 1/4 of industry norm is not met in the current period that an “average” must be used for the previous periods.   We have therefore changed the wording in the NPAT calculator to reflect the “Average Period”:

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  • Generating an Empty Data Gathering Sheet – Scorecard Documents

 We have included the functionality to generate an empty Data Gathering Sheet directly from BEE Trax.  This has been added as a standard document in the “Scorecard Documents” menu.  Selecting this option will create an empty Data Gathering sheet for the scorecard selected i.e. will only auto-fill the Company Name and measurement period to the Data Gathering Sheet.

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Please note:  This is not the same function as exporting all the scorecard data to a Data Gathering Sheet, which is still performed through the “Scorecard Actions” menu.

  1.  New Data Gathering Sheet v1.18

Please find attached v1.18 of the data gathering sheet, which includes

  • Inclusion of a Definitions Tab
  • Additional column in skills development to facilitate the “End Date” of Learnerships.
  • Removal of “Other” from Occupational Levels in Employment Equity, which was causing some confusion when clients were completing the form.  “Other” is still accounted for within BEE Trax.
  • Measured “Period” and “Initial & Date: _______” on each tab (per SANAS requirements).
  • Inclusion of “Description of Contribution” in SED – used to explain what the contribution was for e.g. “donation of computers”.

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