Click View/Edit Employees
Select the Company name
Click Search
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Select Relevant employee
Click View
Click Add Certificate
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Complete all the required fields to create the new certificate
The following fields need to be completed:
- Transaction Year
- Period of Reconciliation
- Certificate Number (this is generated automatically)
- Indicate Certificate Type i.e. IRP5/IT3(a)
- Year of Assessment
- Pay Periods
- Employed from and to
- Directive Numbers (when applicable)
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Click Save Certificate
Click OK
Click Manage Source Codes,
Then select the required Source Code from the dropdown list
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Click Save Certificate
Click Ok
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If all data is not completed then you will get a Field Validation error.
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Correct or complete the mandatory fields and save the certificate.