Click              View/Edit Employees

Select             the Company name

Click                Search

 

 

Select            Relevant employee

Click              View

Click             Add Certificate

 

 

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)

 

Click             Save Certificate

Click             OK

Click            Manage Source Codes,

Then select the required Source Code from the dropdown list

 

 

Click             Save Certificate

Click             Ok

 

 

If all data is not completed then you will get a Field Validation error.

 

Correct or complete the mandatory fields and save the certificate.