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Importance of a Workplace Skills Plan and Annual Training Report

Submissions deadlines are looming. So what does that mean for you?

We are always surprised to hear how many companies pay over their Skills Development levies religiously every month yet never apply for grants to get the money back and train their employees.
In the discussions we’ve had with some of these companies, it seems that often, especially in smaller under-resourced companies, the process itself seems too onerous to take on and thus companies simply put training on the back burner.
With this blog post we aim to offer our knowledge on the acronyms WSP and ATR, and how your business can benefit from them.

There are 2 fundamental parts to obtaining training grants from your SETA (Sector Education and Training Authority).
1. Submitting your annual Workplace Skills Plan (WSP) by the required deadline
2. Submitting your Annual Training Report (ATR) by the end of our financial year
Let’s look at each in a little more detail.

A Workplace Skills Plan documents the skills needs in your organisation and describes the initiatives that your company plans to undertake to fulfil those needs. It is an annual submission with a deadline usually in the first quarter. The deadline for 2019 is 30th April.
The importance of the WSP lies in the following key points:
– It highlights the skills gaps in an organisation
– It highlights the employer’s intention to address these gaps and ways in which they intend to do this
– It encourages a well-rounded approach to training and skills development
– It enables the various SETA’s in turn to compile their Sector Skills Plan thus allowing access to the various SETA grants
Vital to any Workplace Skills Plan is a skills audit. Such an audit has several benefits. To mention a few:
– Provides a good snapshot of where the organisation is in terms of actual skill and knowledge within the talent pool
– Points out areas where specific development requires focus
– Helps employers to place their staff into the correct positions, making the best use of their skills to increase productivity
– Helps employers to align their Workplace Skills Plan with their company strategy
– Enables employers to undertake succession planning

To qualify for money back in training grants for up to 50% of the levies paid, the company needs to submit an Annual Training Report at the end of their financial year, or along with the Workplace Skills Plan. In your Annual Training Report, you will plot out the progress of your training in line with exactly what you submitted in your Workplace Skills Plan.
Completing the report will assist you in identifying your training success points, and also highlight any deviations or failures to achieve your training objectives. It is important to maintain good records to verify the information provided.
Not submitting your Annual Training Report will result in forfeiting the levy portion allocated when submitting you Workplace Skills Plan. Why would you pay all that money in levies and then not get the return for it that is due to you?

If all this remains a daunting prospect, or if you HR Department is under-resourced for this labor-intensive task, Ubuhle HR and Management Consultants offer a Skills Development Consulting Service that will take the hassle off your hands and GET MONEY BACK for your levies paid.
Our consulting services include:
– Annual Skills audits
– Completion and submission of WSP’s and ATR’s
– Securing SETA grants and funding
– Implementation of Workplace Skills Plans
– Learnership implementation and management
– Monthly training reports
– B-BBEE & skills development advice
– Learnership tax deductions and IT 180 form completion

As a bonus benefit to submitting and implementing your WSP and submitting your ATR reports, you will be also be eligible for tax rebates, and points on your B- BBEE Scorecard.

Ubuhle is an accredited training provider as well as B-BBEE and SETA Consulting company. We fully manage SETA and learner administration, with a minimal administrative burden on clients, and advise on tax benefits and maximization of SETA funding. We have successfully implemented learnerships as well as tailor-made training programs for the past 13 years, submitted and implemented several workplace skills plans, and run training programmes for companies of varying sizes, from those with less than 50 staff, to retail giants such as Spar, Cape Union Mart, Rhino Cash and Carry and more. We have a national pool of qualified consultants, facilitators and assessors and we’re here to help create a competitive advantage in your business.
Don’t miss your WSP and ATR submission deadlines. Let us help you! Contact us today to secure a no-obligation appointment.

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Tamzin Stroucken has built a career in investment management (working with private clients and mining rehabilitation funds), with a passion for understanding the psychology of money and its influence on our decisions.  She is equally passionate about leadership development and making a social impact.

Beyond her corporate work, Tamzin is a Trustee for the Early Care Foundation, which empowers women in early childhood education. A lifelong learner, Tamzin is currently pursuing a postgraduate degree in Industrial Psychology, adding to her impressive qualifications that already include being a CFA Charterholder and holding a Master’s in Coaching. She has also completed additional coursework in social entrepreneurship.

Tamzin believes in using business as a force for good, and is always excited to learn from and connect with people who share her passions and visions.


For the past 20 years, Farah Martinez has partnered with business founders and CEOs to translate their visions into impactful brands and marketing strategies that drive growth. Her expertise lies in leading teams across brand management, performance marketing, PR, business development, employer branding, recruitment marketing, and public affairs. As a certified behavioral change expert, Farah integrates these principles into all aspects of her work.

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Growing up in a multi-ethnic household (Arabic-European) has equipped Farah with cultural sensitivity, and her fluency in Dutch, French and English enhances her ability to foster global collaboration. Renowned for simplifying complexity, Farah excels at unifying multidisciplinary teams and dismantling silos to achieve sustained success. Now at empowHER, Farah is excited to share her story of entrepreneurship with you.


Dr Madeline Ann Lewis is President/CEO of the Executive Women’s Success Institute, a 22- year retired Army veteran, International TEDx Speaker, International Bestselling Author, creator of the online course “Crack The Career Code: Unlock The Amazing Power Within To Lead With Confidence, Charisma, and Credibility”, host of the Success 4 Women Radio/TV Show, Career Strategist, Trainer and Business Consultant.

She helps women progress in their careers into upper management and executive-level positions by providing them with a fast-track, yet comprehensive toolkit of life skills and abilities. She also helps female veterans who are transitioning out of the military into business entrepreneurship.

Dr Lewis has numerous awards and accolades, including the Prince George’s Chamber of Commerce 2023 Excellence in Business “Visionary of the Year” Award. She also received the Most Influential Women Empowerment Coach Award from Canadian Ambassador Her Excellency Denisa Gokovi. Dr Lewis received the 2022 Joe Manns Black Wall Street Award and she was placed on the 2022 Veteran Champions of the Year (VCOY)” in Corporate America” list, which honours 30 champions who advocate for American veterans in the civilian workforce. She also received the Acquisition International 2022 “Most Empowering Women’s Success Coach” Award. Among her many accolades, she has been quoted and written about in numerous magazines. Her mission is to: “Help Women Accelerate Their Path to Success.”


Noor AlObaid is a dynamic social entrepreneur and humanitarian from Kuwait, celebrated for her pioneering leadership across multiple impactful organisations. She founded Bake and Educate, using culinary arts to fund education, and Migrant Aid Kuwait, dedicated to improving migrant welfare. Noor also co-founded the Kuwait Humanitarian, which aims to significantly contribute to community development and advocacy for social causes.

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Liza Gresse is a seasoned Learning and Development Specialist with 20 years expertise in effective People Management. Her professional journey spans multiple continents, including Europe, Africa, the United Arab Emirates and Kuwait. Currently, she is CEO at the UBUHLE Group, where she provides leadership to a team of 50 Organisational Development (OD) and Learning & Development (L&D) specialists.

Liza has an in-depth understanding of the principles of talent management, organisational development and change management. She has successfully orchestrated and executed global projects in these fields, catering to diverse clients.

Liza also brings more than a decade of coaching experience to the table, holding a recognised qualification as a Coach. Her expertise in this regard is focused on senior-level leaders in international organisations, offering them guidance and support.

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