SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Generate information and reports for internal and external use 
SAQA US ID UNIT STANDARD TITLE
110000  Generate information and reports for internal and external use 
ORIGINATOR
SGB Administration 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Office Administration 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular-Fundamental  Level 4  NQF Level 04  10 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 
2006-11-07  2009-11-07  SAQA 0160/05 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2010-11-07   2013-11-07  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard is replaced by: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
263374  Generate information and reports for internal and external use  Level 4  NQF Level 04  10   

PURPOSE OF THE UNIT STANDARD 
This Unit Standard is intended for people working within Payroll Administration.

Persons credited with this Unit Standard are able to:
  • Ascertain what information is required by internal and external clients/staff
  • Process and distribute information to meet management requirements
  • Communicate with individual employees and managers
  • Provide information to authorised agencies
  • Facilitate the transfer of funds to/from external bodies 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that learners accessing this Unit Standard are competent in:
  • Communication at NQF Level 3
  • Mathematical Literacy at NQF Level 3
  • Computer Literacy at NQF Level 3. 

  • UNIT STANDARD RANGE 
    Examples of documents: Letters, memoranda, faxes, e-mail, Internet, authorised signatory list.

    Data: Manual, computerised, statutory, organizational, personal, financial, non-statutory

    Reporting media: Paper, diskette, interface.

    Data sources: Manual records, computerised records.

    Documentation: Letters, memoranda, faxes, telephone calls, person-to-person, e-mail, Internet

    Format: Formal report, letter, memorandum,

    Distribution method: Internal mail, external mail, pay slips, interface, e-mail, Internet, fax, courier.

    Recipients: Individual employees, departments, managers.

    Employees: Past, current, future.

    Methods of enquiry: Person-to-person, telephone, written / fax, third parties, e-mail, Internet. Evidence Guidance

    Payments: Cheques, electronic lodgment services (ACB, EFT).

    Statutory bodies: Revenue Service, local authorities, courts, Contributions Agency, Benefits Agency, other government departments,

    Non-statutory bodies: Bargaining councils and associations, financial institutions, charities, pension fund, medical insurers, trade unions and associations, solicitors.

    Transfer media: Remittance advice, reports/listings, attachment of earnings orders, magnetic tape, diskettes, cartridges, e-mail, file downloads. 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Ascertain information requirements. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. All requests for information are authorised in accordance with the organisation's procedures. 

    ASSESSMENT CRITERION 2 
    2. All requests for information are verified for content and format. 

    ASSESSMENT CRITERION 3 
    3. Deadlines for the dispatch of information are identified to ensure compliance with requirements. 

    ASSESSMENT CRITERION 4 
    4. Requirements for the distribution of reports are agreed in advance with recipients. 

    SPECIFIC OUTCOME 2 
    Process and distribute information to meet management requirements. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. All data relevant to the report(s) is extracted and collated. 

    ASSESSMENT CRITERION 2 
    2. Information is produced in a format agreed with the recipient(s). 

    ASSESSMENT CRITERION 3 
    3. Information produced is accurate. 

    ASSESSMENT CRITERION 4 
    4. Reports are dispatched to meet agreed deadlines. 

    ASSESSMENT CRITERION 5 
    5. Reports are dispatched to agreed recipient(s) in accordance with the organisation's confidentiality procedures. 

    ASSESSMENT CRITERION 6 
    6. All information is produced in accordance with organisational procedures and standards. 

    ASSESSMENT CRITERION 7 
    7. Time scales and deadlines are complied with in terms of organisational and statutory requirements. 

    SPECIFIC OUTCOME 3 
    Communicate with individual employees and managers. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. The precise nature of each enquiry is ascertained before attempting a response 

    ASSESSMENT CRITERION 2 
    2. Enquiries are answered in accordance with the organisation's customer care requirements. 

    ASSESSMENT CRITERION 3 
    3. Enquiries outside of the jurisdiction or level of authority of the employee are referred to the appropriate person/department/external organisation 

    ASSESSMENT CRITERION 4 
    4. The content of answers to enquiries is accurate. 

    ASSESSMENT CRITERION 5 
    5. Confidentiality and security of information is maintained at all times. 

    ASSESSMENT CRITERION 6 
    6. All approaches for information and reports are authenticated according to organizational procedures and policy. 

    SPECIFIC OUTCOME 4 
    Provide information to authorised agencies. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Enquiries are dealt with in accordance with the organisation's customer care requirements 

    ASSESSMENT CRITERION 2 
    2. All communications with external agencies are conducted in a professional manner 

    ASSESSMENT CRITERION 3 
    3. All information supplied is correct 

    ASSESSMENT CRITERION 4 
    4. Confidentiality and security of sensitive information is maintained at all times 

    ASSESSMENT CRITERION 5 
    5. Enquiries are responded to in the required format 

    ASSESSMENT CRITERION 6 
    6. Employee authorisation is obtained where required prior to the release of information 

    ASSESSMENT CRITERION 7 
    7. Information is supplied within the specified time scale 

    ASSESSMENT CRITERION 8 
    8. Copies of responses are retained and filed in accordance with the requirements of the organization 

    ASSESSMENT CRITERION 9 
    9. Information requested from other departments or individuals is followed up in an appropriate manner where necessary 

    ASSESSMENT CRITERION 10 
    10. The source of all enquiries is verified prior to the release of information 

    SPECIFIC OUTCOME 5 
    Facilitate the transfer of funds to and from external bodies. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Payroll records are reconciled with the organisation's financial reports. 

    ASSESSMENT CRITERION 2 
    2. Payments are signed off by authorised personnel. 

    ASSESSMENT CRITERION 3 
    3. Payments are made in accordance with statutory deadline dates and are accompanied by the applicable statutory documentation 

    ASSESSMENT CRITERION 4 
    4. Payments made to non-statutory bodies are in accordance with organisational agreements. 

    ASSESSMENT CRITERION 5 
    5. All payments are made in accordance with organisational regulations and procedures 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    Accreditation for this Unit Standard shall be obtained from the relevant Education and Training Quality Assurance Body, through summative and formative assessment by a registered assessor.
  • Assessors must be registered as an Assessor with the relevant ETQA, or with an ETQA that has a Memorandum of Agreement with the relevant ETQA.
  • Moderators must be registered as assessors with the relevant ETQA, or with an ETQA that has a Memorandum of Agreement with the relevant ETQA.
  • Training providers must be accredited by the relevant ETQA or with an ETQA that has a Memorandum of Agreement with the relevant ETQA.

    Moderation should include both internal and external moderation where applicable. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    The Statutory Framework

    A working knowledge of statute law affecting payrolls:
  • Labour Relations Act
  • Basic Conditions of Employment Act

    The Organisation

    A detailed understanding of:
  • information flows within the organisation
  • organisational, external agency and employee requirements for information
  • procedures for the security and confidentiality of information
  • sources of information for the resolution of discrepancies.

    An understanding of the administrative requirements of the organisation:
  • policies, practices and procedures
  • signatories and authorisations

    Legal
  • Labour Relations Act
  • Basic Conditions of Employment Act
  • Occupational Injuries and Diseases Act (OID)
  • Regional Services Council Act (RSC)
  • Income Tax Act and amendments
  • Unemployment insurance Act
  • Skills Development Levy Act. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    The learner is able to identify and solve problems relating to reporting requirements, using critical and creative thinking processes. 

    UNIT STANDARD CCFO WORKING 
    The learner is able to work effectively with others as a member of a team, group, organization or community in order to gather the necessary information for completing payroll reports 

    UNIT STANDARD CCFO ORGANISING 
    The learner is able to organize and manage him/herself and his/his activities responsibly and effectively in order to ensure that reports are generated within defined timeframes 

    UNIT STANDARD CCFO COLLECTING 
    The learner is able to collect, analyse, organise and critically evaluate information relating to reporting and transferring of funds. 

    UNIT STANDARD CCFO COMMUNICATING 
    The learner is able to communicate effectively using visual, mathematical and / or language skills in the modes of oral and / or written persuasion to design and complete payroll reports 

    UNIT STANDARD CCFO SCIENCE 
    The learner is able to use science and technology effectively and critically in order to enter the necessary data to generate reports, showing responsibility towards the environment and health of others 

    UNIT STANDARD CCFO DEMONSTRATING 
    The learner is able to demonstrate an understanding of the world as a set of interrelated systems by recognizing that problem-solving contexts do not exist in isolation and that all information must correlate correctly with payroll system so that reports are completed correctly 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    UNIT STANDARD NOTES 
    This unit standard has been replaced by unit standard 263374, which is "Generate information and reports for internal and external use", Level 4,10 credits. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  35927   National Certificate: Payroll Administration Services  Level 4  Level TBA: Pre-2009 was L4  Passed the End Date -
    Status was "Reregistered" 
    2009-11-07  Was SERVICES until Last Date for Achievement 
    Core  50419   National Certificate: Port Control and Admissions  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Registered" 
    2009-06-29  Was PSETA until Last Date for Achievement 
    Core  49023   National Diploma: Liaison Interpreting  Level 5  NQF Level 05  Reregistered  2023-06-30  QCTO 
    Fundamental  48879   National Diploma: South African Special Forces Operations  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered" 
    2010-04-07  Was SAS SETA until Last Date for Achievement 
    Elective  50479   Further Education and Training Certificate: Advertising  Level 4  NQF Level 04  Reregistered  2023-06-30  MICTS 
    Elective  64069   Further Education and Training Certificate: Archives and Records Management  Level 4  NQF Level 04  Reregistered  2023-06-30  ETDP SETA 
    Elective  61669   Further Education and Training Certificate: Community Water, Health and Sanitation Facilitation  Level 4  NQF Level 04  Reregistered  2023-06-30  EWSETA 
    Elective  58801   Further Education and Training Certificate: Environmental Noise Practice  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered" 
    2015-06-30  LG SETA 
    Elective  59097   Further Education and Training Certificate: Real Estate  Level 4  NQF Level 04  Reregistered  2023-06-30  SERVICES 
    Elective  58337   Further Education and Training Certificate: Trade Union Practice  Level 4  NQF Level 04  Reregistered  2023-06-30  ETDP SETA 
    Elective  50418   National Certificate: Immigration Law Enforcement  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Registered" 
    2009-06-29  Was PSETA until Last Date for Achievement 
    Elective  61489   National Certificate: Transport Operations  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  TETA 
    Elective  63369   National Diploma: Trade Union Practice  Level 5  NQF Level 05  Reregistered  2023-06-30  ETDP SETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. Afric Training Centre and Security Studies PTY LTD 
    2. Aldabri 106 Institute for Quality (Pty) Ltd 
    3. All Access Holdings 
    4. ALL CONNECTIONS TRAINING AND CONSTRUCTION (PTY) LTD 
    5. Amasiko Trading Enterprise 
    6. AMBROSER SOLUTIONS (PTY) LTD 
    7. Artshub Institute 
    8. ATTI Nelspruit Pty Ltd 
    9. Aubrey Nyiko Business Enterprise cc 
    10. BLUE POINTER ENERGY 
    11. Breakeven 59(PTY) Ltd 
    12. CHILUTSI TRADING ENTERPRISE 
    13. College Africa Group (Pty) Ltd 
    14. Dabulamanzi & Njabulo Ndaba Consulting cc 
    15. DINALEDI MANAGEMENT AND SERVICE 
    16. DINALEDI MANAGEMENT AND SERVICES 
    17. DITSELA WORKERS EDUCATION INSTITUTION 
    18. ELIJAH BARAYI MEMORIAL TRAINING CENTRE 
    19. Employ and Empower Deaf (Pty) Ltd 
    20. ESKOM GENERATION - PALMIET PUMP STORAGE GRABOUW 
    21. ESKOM KOEBERG POWER STATION - MC&I TRADE TEST CENTRE 
    22. Footprint Media academy Pty ltd 
    23. GATYANA TRAINING ACADEMY 
    24. Gauteng College of Engineering 
    25. HAZYVIEW WATER SKILLS ACADEMY 
    26. HILLCROSS BUSINESS SCHOOL (PTY 
    27. HWM CONSULTANCY (PTY) LTD 
    28. Ikusasalethu Youth Development 
    29. INDUSTRIES EDUCATION & TRAINING INSTITUTE - PE TTC 
    30. Institutional Higher Education 
    31. Jeppe College of Commerce and 
    32. Kefen Property Group 
    33. Leseding Computer Systems 
    34. LIBALELE DEVELOPMENT ENTERPRISE 
    35. LUPHINDI BUSINESS SOLUTIONS 
    36. MBOWA COLLEGE PTY LTD 
    37. MENCHO BUSINESS DEV PTY LTD 
    38. Metanoia Ratings PTY LTD 
    39. Musengavhadzimu Media 
    40. MVM Multimedia 
    41. MWG Logistical Services 
    42. NKANYEZI FOUNDATION 
    43. NTI College 
    44. Nyathela Business College 
    45. OPELONG BUSINESS INSTITUTE (PT 
    46. Pacinamix 
    47. Peakford Management Consulting 
    48. Peo Entle HIV Wellness Management and Youth Skills Development NPO 
    49. Petcon Capacity Building Solut 
    50. PHUTHUMA TEL PTY LTD 
    51. PIONEERS SKILLS DEVELOPMENT INSTITUTE 
    52. POWER SYSTEMS TRAINING, CAPE TOWN 
    53. PROGRESSIVE SCHOOL OF BUSINESS AND ENGINEERING (PTY) LTD 
    54. QUALITATIVE INNOVATIVE SOLUTIONS 
    55. Rand Water Vereeniging 
    56. Richfield Graduate Institute of Technology Pty Ltd 
    57. SEANEGO INTERGRATED NATURAL RESOURCES MANAGEMENT 
    58. Sebenzisanane Human Capital 
    59. SOL-TECH OPLEIDINGSENTRUM 
    60. Sonani Training and Communications 
    61. South African Business and Tec 
    62. Southren African ABET and Skills Development Agency (Pty) LTD 
    63. SPECIAL FORCES SCHOOL 
    64. T Mabuya & Associates (Pty) Ltd 
    65. Talentline Consulting (Pty) Ltd 
    66. The Finishing College (Pty) Lt 
    67. THOBOLOGO TRAINING & EDUCATION GROUP 
    68. Thubelihle Graduate Institute 
    69. Tinotel Communications 
    70. Trainers without Borders 
    71. Varsity Institute of Science & Technology (Pty)Ltd 
    72. Visionary Skill Academy 
    73. VUTHLARI MARKETING CONSULTING 
    74. Whitestone College 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.