Appendix A - SERVICE DEFINITION
BANKSETA
Recruitment Services - Learners - including disabled
Version 7
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SERVICE DEFINITION
This document defines the complete service delivery scope for the BANKSETA's Recruitment Services - Learners function at various
regions. This document must be read in conjunction with the Service Levels Annexure, which defines the specific details of service delivery and
how it is measured. For purposes of this Service Definition (SD) the Recruitment Services - Learners function is divided into the following functional
areas:
 Learner Recruitment and Selection - Describes the requirements related to Learner Recruitment and Selection.
The following figure depicts the layout of the Service Definitions together with a general explanation of the intent and use of each section of the
Service Definition table:
#
Service
Description
Service Provider
Responsibilities
BANKSETA Responsibilities
Task - General description of the task, which together with the other tasks in this section describes the functional area.
A
B
C
D
E
Explanation:

Line 1 (Dark grey) – Header repeated on all pages.

Line 2 (Light grey) – Task name and task description. Repeated for every task in the functional area.

Service Definition consisting of the following sections:

A – Cross reference to accompanying Service Levels and Business Metrics (BM).

B – Service Element name. Where the Service Element contains more than one Service Definition this field is left blank for the second and
subsequent Service Definitions.

C – Service Element description. A description of the Service Element including pertinent information on internal and external influences
on the rendering of the service. Where the Service Element contains more than one Service Definition this field is left blank for the second
and subsequent Service Definitions.

D – A detail description of Service Provider’s responsibility in the rendering of this service and a detail description of any relevant 3rd
party’s obligations and responsibilities in rendering this service.
BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource
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
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E – A detail description of BANKSETA's retained responsibilities in the rendering of this service.
It is important to note that the format and layout of this document is part of the SourceIT™ methodology which is owned by iSource Investment
Holdings (Pty) Limited (iSource) and employed by Concise Consulting Services (Pty) Limited and that no part of it may be used or altered without
express written consent from iSource.
BANKSETA - Recruitment Services - Learners
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1.
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LEARNER RECRUITMENT AND SELECTION
Describes the requirements related to Learner Recruitment and Selection.
#
Service
Description
Service Provider
Responsibilities
BANKSETA Responsibilities
Project Management - Describes the requirements related to Project Management.
LE1
Project
Management
Describes the requirements related
to Project Management.
Service Provider will provide the
following services:
BANKSETA will provide the
following services:


Submit a project plan with
detailed activities and
timelines. The plan must take
the following into
consideration:

BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource
All legal requirements
must be met including the
adherence to sectoral
determinations when
completing learnership
applications and related
documents, as well as
Department of Trade and
Industry (DTI)
requirements for support
documentation.
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Plan is signed off or referred
back for amendments by
BANKSETA within 5 working
days of receipt.
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Service
Description
Service Provider
Responsibilities

BANKSETA Responsibilities
It should produce suitable
learners, matching the
agreed upon criteria.
Learner Recruitment & Selection - Describes the requirements related to Learner Recruitment & Selection.
LE2
Recruitment
Sourcing
Strategy
Recruitment strategy refers to a
detailed description of how
learners will be recruited.
Service Provider will provide the
following services:
BANKSETA will provide the
following services:


Scrutinise the list of sources
before sourcing process starts
to ensure suitability of sources.

Sourcing Strategy is signed off
or referred back for
amendments by BANKSETA
within 5 working days of
receipt.

Submit advertisement upon
awarding of contract.

Provide application forms upon
awarding of contract.

Provide indication of number of
learners per province upon
awarding of contract.
Learners are sourced
through:

word of mouth

exhibitions placed at
various Universities and
FET / HET colleges

related organisations that
provide specific databases
and services (such as
graduate databases and
societies representing
vulnerable groups such as
disabled)

BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource
public advertisement and
community centres.
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#
Service
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Description
Service Provider
Responsibilities

BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource
BANKSETA Responsibilities
All legal requirements must
be met, such as:

Certified copy of SA ID
document.

Certified copies of
qualifications.

Source suitable learners,
matching the agreed upon
criteria and quantity
specified.

The minimum agreed upon
entry requirements for the
relevant learnership
programmes must be
adhered to. All learners
recruited must be
unemployed and under 30
years of age.

Advertisements to be
published in at least one
national newspaper as well as
in regional newspapers where
appropriate. The frequency of
advertisement placement(s)
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Service
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Description
Service Provider
Responsibilities
BANKSETA Responsibilities
will be dictated by meeting
the regional target and on a
case-by-case basis. Where
advertisements have been
placed, original proof of same
will be required for audit
purposes.
BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource

Provide input into the
advertisement and make
necessary changes as
approved by BANKSETA.

Provide input into application
form and make necessary
changes as approved by
BANKSETA.

Learner breakdown needs to
meet minimum National Skills
Development Strategy
requirements: 85% black,
54% female and 4%
disabled.

Active recruitment must be
used. In addition learners
must be sourced through
public advertisement and
through word of mouth.
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Service
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Description
Service Provider
Responsibilities
BANKSETA Responsibilities
Learners recruited through
word of mouth may not
exceed 50%.
BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource

Learners recruited for a
learnership must meet the
agreed upon minimum entry
requirements for that
learnership.

Publish advertisements
according to the project plan.

Proof of engagements with
relevant institutions and
organisations e.g. universities
etc. as per TOR.

Proof of exhibitions at
relevant institutions and or
organisations as per the
terms of reference.

Provide input into learner
criteria and make necessary
changes as approved by
BANKSETA.

Recruitment must be national
in accordance with the
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Service
Description
Service Provider
Responsibilities
BANKSETA Responsibilities
breakdown of where learners
will be placed.
LE3
Screening and
short listing of
Candidates
Screening refers to matching
candidates against the selection
criteria provided by the
BANKSETA.
BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource

Provide sufficient telephone
and fax lines to accommodate
response / requests from
applicants.

Use of an on-line learner
management system, in order
for real-time learner
applications to be viewed.

Provide the BANKSETA with a
database of all potential
applicants, over-and-above
the ones that meet the
criteria for the programme.
Service Provider will provide the
following services:
BANKSETA will provide the
following services:


All documents, facilities and
processes used in the
recruitment and selection
process must be approved by
the BANKSETA before it may
be used. These may include,
but is not limited to venues,
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Confirm with service provider
the agreed upon selection
criteria for all Learnerships and
other Youth Development
initiatives (refer to Appendix D
- Candidate selection criteria).
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Service
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Description
Service Provider
Responsibilities
advertisements, application
forms, interview instruments.

BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource
Include qualification entry
requirements in the screening
process.

The screening should produce
suitable learners matching
agreed upon criteria in that
learners must be able to cope
with engaging in the
employer environment.

Provide BANKSETA with a
before screening list and an
after screening list of
candidates.

Make provision for a
disclaimer to unsuccessful
candidates.

Submit fortnightly/weekly
reports in the agreed format
to the BANKSETA on
progress.

Learners with Disabilities will
be confirmed on an individual
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BANKSETA Responsibilities

Approve the application form
and interview
questions/assessments.

Provide the service provider
with placement numbers in
provinces per learnership as
agreed by BANKSETA and
Steering Committee members.
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Service
Description
Service Provider
Responsibilities
BANKSETA Responsibilities
basis and needs to be
discussed with the BANKSETA
before final selection.

LE4
Select suitable
candidates
The selection process needs to
include a structured interview as
well as an assessment. Suitable
candidates need to be informed of
employment practicalities. The
selection process may require
collaboration with the Selected
Service Provider to include the
pre-enrolment assessment of the
Service Provider.
BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource
The recruitment provider
must also provide the
possible risks in the
recruitment and these must
be mitigated.
Service Provider will provide the
following services:
BANKSETA will provide the
following services:


Provide the service provider
with a list of practicalities
affecting the learner e.g.
placement, transport etc.

Scrutinise the structured
interview and choice of
methodology and instrument of
assessment for suitability
before the interview process
starts, and sign-off accordingly.

Indicate the
dimensions/competencies that
will be assessed by the tools/s.
Ensure the selection process
includes a structured
interview as well as an
assessment tool/s that will
assess at least, but not
limited to the following:

Trainability and Aptitude

Numeric skills

English literacy

Verbal skills

Motivation and Attitude
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LE5
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Service
Final
recommendati
on of
candidates
Description
Service Provider
Responsibilities
Describes the requirements related
to final recommendation of
candidates.
BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource

Collaborate with the Selected
Training Provider and the
BANKSETA, during the
selection process.

Include both a credit and
criminal check for pending
claims and judgements.
Identity and qualifications
must be verified.
BANKSETA Responsibilities

BANKSETA reserves the right
to attend interviews and/or
quality assure any of the
recruitment processes as
required for quality assurance
purpose.

BANKSETA to provide checklist
of what is to be included in
learner file.

Be responsible for the REDS
checks.

BANKSETA will provide the
service provider with an
information pack for successful
learners.
Service Provider will provide the
following services:
BANKSETA will provide the
following services:

Provide BANKSETA with an
interview summary in relation
to each candidate.


Notify all short-listed
candidates of the outcome.
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Jointly finalise the required list
of learners according to agreed
criteria.
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Service
Description
Service Provider
Responsibilities
BANKSETA Responsibilities
Administrative Duties - Describes the requirements related to Administrative Duties.
LE6
Recruited
learners'
details
Describes the requirements related
to Recruited learners' details.
BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource
Service Provider will provide the
following services:
BANKSETA will provide the
following services:

Ensure that the recruited
learners' details will include a
document reflecting the
demographic and geographic
details of all successful
learners as well as the
supporting documents for
each learner.


Provide the details for
successful learners to Learner
Admin & Support Agency as
per project plan.

Provide the BANKSETA with
specific information on
learners with disabilities as
required.

All learner files must be
provided to the relevant host
employers in the agreed
format
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Provide the service provider
with the prescribed format for
learner details as well as a list
of required supporting
documents.
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LE7
LE8
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Service
Replacement
of Learners
Reporting
Description
Service Provider
Responsibilities
Describes the requirements related
to replacement of Learners.
Describes the regular reports and
attendance at monthly service
provider meetings to review
progress and status of the project.
BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource
BANKSETA Responsibilities
Service Provider will provide the
following services:
BANKSETA will provide the
following services:

Ensure that the provider has
an additional pool (at least
12% of total group per
region) of learners meeting
the criteria available to
provide replacements.


Ensure that Learner
replacements are match for
match.
Notify the service provider
immediately when and where a
replacement is needed.
Service Provider will provide the
following services:
BANKSETA will provide the
following services:

Provide the BANKSETA with
an interview schedule
advising venue, date and
time of recruitment of
candidates for audit
requirements.


Jointly agree on the template
to be used.

Provide reports to BANKSETA
on progress and status of
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Jointly agree on the template
to be used.
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Service
Description
Service Provider
Responsibilities
BANKSETA Responsibilities
project, as determined by
BANKSETA.
LE9
Data Capturing
Describes the requirements related
to Data Capturing.
Service Provider will provide the
following services:
BANKSETA will provide the
following services:

Capture Learner data
accurately.


Provide access of database to
the BANKSETA and Steering
Committee.

Learner data to be forwarded
to Learner Admin and
Support Agency.
Provide the template for
learner data.
Disabled Learners - Describes the requirements related specifically to the recruitment of disabled learners
LE10
Medical and
Clinical
Assessments
Describes the inclusion of the
services of an Occupational
Therapist and/or Clinical
Psychologist to work with the
recruited and placed learners
throughout the project.
BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource
Service Provider will provide the
following services:
BANKSETA will provide the
following services:


Conduct Medical and/or
Clinical and/or Psychological
investigations to determine
the extent of the learner's
disabilities and thereby
providing the advice on the
type of reasonable
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Advise on which learners
should undergo either Medical,
Clinical or Psychological
investigations and tests
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Service
Description
Service Provider
Responsibilities
accommodation that will be
required.

LE11
Conduct
Accessibility
and
Accommodatio
n Audits
(OPTIONAL)
Describes the requirements related
to assessment of the workplace to
determine the readiness of the
workplace to accommodate the
requirements of learners with
disabilities and advising the
employer on what needs to be
done to prepare the workplace.
BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource
BANKSETA Responsibilities

Provide suggestion on
assistive devices required by
learners to increase their
productivity in the workplace,
such as installation of Jaws
software for partially sighted
learners etc.
Jointly agree on the assistive
devices that need to be
procured for affected learners.
Service Provider will provide the
following services:
BANKSETA will provide the
following services:


Conducting Access,
Environmental and Barrier
Audits to determine the
readiness of the workplace
prior to placing the recruited
learners. Audits of this nature
include, but are not limited
to:

Interpersonal skills
requirements communicating with
colleagues

Ergonomic assessments
for specific learners
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Jointly agree on the
modifications that need to take
place at the host employer site.
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Service
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Description
Service Provider
Responsibilities
BANKSETA Responsibilities
recruited (adaptability and
mobility in the workplace)
BANKSETA - Recruitment Services - Learners
SourceIT™ Service Definitions – © 1999 – 2016 iSource

Workplace audit - training
room facilities, work
stations

Parking and Transport

Access to the building

Bathroom facilities

Canteen or kitchen
facilities

Job analysis - physical
and intellectual demands
of a job

Conform to the high level
project plan.

Conduct assessments and
advise / make
recommendation on the types
of workplace modifications
that need to take place,
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Service
Description
Service Provider
Responsibilities
BANKSETA Responsibilities
before learners are placed at
employer host site.
LE12
LE13
Monitoring and
feedback
(OPTIONAL)
Sharing best
practice
policies and
procedures on
how to
accommodate
people with
disabilities
(OPTIONAL)
Monitoring the extent to which the
disabled learner is adjusting to the
workplace; and providing relevant
individual feedback to the
BANKSETA and participating
employer, to address any
escalated concerns as they arise.
The period of review will be
agreed to by the sector
participants for the duration of the
learning intervention.
Service Provider will provide the
following services:
BANKSETA will provide the
following services:

Conform to the high level
project plan.


Conduct on-going
assessments of learners to
determine if they are coping
with the requirements of the
job as well as if they are
engaging with their
colleagues to ensure team
targets and outputs are met.
Describes arranging on-going
forums with registered employers
within the broader banking and
microfinance sector, to share
knowledge on how best to
accommodate people with
disabilities in the workplace.
Service Provider will provide the
following services:
BANKSETA will provide the
following services:

Run sessions to address
specific questions on how to
improve access to
employment opportunities for
disabled people.


Prepare on-going "sound
bites" that can be shared with
the sector on best practice
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SourceIT™ Service Definitions – © 1999 – 2016 iSource
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Jointly agree with the host
employer on the additional
requirements that need to be
implemented in order to
encourage that the recruited
learner adjusts well. Such
interventions may include
coaching, mentoring,
performance management or
additional training.
Provide a forum where service
provider can share these best
practice concepts on how best
to accommodate people with
disabilities in the workplace.
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Description
Service Provider
Responsibilities
BANKSETA Responsibilities
recruitment methodologies
for sourcing people with
disabilities.
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