professional conversion programme for clinical … · 4. funding support a. salary support i....

PROFESSIONAL CONVERSION PROGRAMME FOR CLINICAL RESEARCH COORDINATORS (PCP-CRC)

Guideline for Candidate, Supervisor and Participating Company

As part of Workforce Singapore (WSG)’s Adapt and Grow Initiative to provide greater support for

mid-career Professionals, Managers, Executives and Technicians (PMET), the PCP for Clinical Research Coordinators (PCP-CRC) serves as a conduit for newly hired mid-career switchers to receive relevant training to transit to work as a Clinical Research Coordinator. Successful applicants are required to undergo the 12-week (about 3 months) CRC Level 1 training programme at SCRI Academy. 1. Participating Companies

a. Recruit candidate with the intent of placement into the PCP. Employer is to inform candidate.

b. Offer new hire a full-time position of at least 12-month contractual terms

c. For greater outreach to job seekers, employers are required to post CRC vacancies into WSG’s Jobs

Bank/MyCareersFuture portal (www.jobsbank.gov.sg). Please refer to Annex A for instructions on

the use of Jobs Bank.

(Note: Employers can recruit from their existing channels or hiring platforms. If needed, they can

also get assistance or job referrals from WSG’s Careers Connect Group.)

d. Either employer or candidate should submit the application for PCP within 3 months of candidate’s

job commencement date. The candidate should commence the Pre-PCP On-Job-Training within 3

months of job commencement date, and secure placement into CRC Level 1 Programme within 6

months of job commencement date. (Please refer to Clause 5 below for more information.)

2. PCP Candidates

a. Newly hired into the Clinical Research Coordinator career path b. Singaporeans or Permanent Residents c. Graduated or completed full-time National Service for at least 2 years, whichever is later d. Should be working in a non-healthcare sector in last employment and with no prior experience in

clinical trials (Note: Candidates with work experience in healthcare sector will be reviewed on a case-by-case basis. For example, existing hospital administrative staff who wish to convert to CRC career path.)

e. Met the entry requirements of SCRI Academy’s CRC Level 1 Programme: At least a Diploma in Life Sciences, Nursing, Pharmacy or equivalent

f. Secured placement into SCRI Academy’s CRC Level 1 Programme within 6 months of job commencement date.

g. Upon enrolment into the PCP-CRC, candidate has to complete the CRC Level 1 programme and On-the-Job Training (OJT) requirements to be considered as successfully completing the PCP.

3. CRC Level 1 Programme by SCRI Academy

The 12-week CRC Level 1 Programme is designed to help CRCs gain knowledge in clinical trials. It offers a comprehensive introduction to the operations of clinical trial at site. Application of CRC skills is reinforced through classroom discussions, case scenarios and practice-based activities. Candidates are required to attend all classes. Candidates are graded by class attendance, class participation, oral examination and written examination. The SCRI Academy is part of the Singapore Clinical Research Institution (SCRI) which is a wholly-owned subsidiary of the Ministry of Health Holdings. a. Training is conducted every Friday, 9:00am to 5:30pm, over a 12-week duration. The programme is

conducted twice a year, beginning in March and September. Please go to www.scri.edu.sg for the latest information on the CRC Level 1 Programme.

PCP-CRC Guideline for Employer and Candidate, version 3.1 dated 27 April 2019

http://www.jobsbank.gov.sg/

http://www.scri.edu.sg/

4. Funding Support a. Salary Support

i. Standard Rate: 70% of salary support for the duration of the CRC Level 1 Programme (ie. 12 weeks), capped at $4,000 a month

ii. Enhanced Rate*: 90% of salary support for the duration of the CRC Level 1 Programme (ie. 12 weeks), capped at $6,000 a month (*Applicable for Singaporean PMETs aged 40 years and above, or unemployed and seeking employment for six months or more)

b. Course Fee Support

i. SCRI Academy Grant: 90% of course fees including GST (estimated at $2605.50) (*Applicable for CRCs from Singapore’s Public Healthcare Clusters under MOH Holdings (non-PCP and PCP))

The course fees, before Course Fee Support, is $2,895 (inclusive of 7% GST). (Note: The employer is required to make payment of $289.50 (inclusive of 7% GST) to SCRI Academy. Employers may wish to utilise internal employee’s Individual Training Fund or Department Training Fund for this payment.)

5. Application and Approval

a. WSG Professional Conversion Programme for CRCs Employer recruits the new CRC and informs WSG via email to place the candidate into PCP. The applicant (employer, or supervisor, or candidate) should send the following supporting documents via email to WSG (Attention to: [email protected]):

i. Copy of Letter of Appointment or Employment Contract ii. Copy of NRIC (Front and Back)

iii. Updated Job Resume (to assess conversion) iv. Copy of CPF statement of the candidate for preceding 6 months (Only applicable for

enhanced support scheme)

The applicant is required to copy the relevant parties in the email sent to WSG, namely the Institutional Human Resource personnel, the candidate’s supervisor and the candidate.

WSG will provide in-principle approval into the PCP (subject to acceptance into the CRC Level 1 Programme). WSG will provide the institution with a Letter of Offer (LOO). (Note: Employers can provide estimates for number of PCP-CRC hires. Employers are not obliged to recruit the full number indicated in the LOO, and will not be penalised.)

While waiting to be enrolled into the next available training intake, the newly hired CRC will undergo Pre-PCP On-the-Job Training (OJT). The candidate is required to perform the tasks and complete the OJT Log Book in Annex B. Employers can contextualise the OJT according to their operational practices. The purpose of this OJT is to equip new hires with the basic skills necessary to facilitate their conversion into their new roles, under the guidance of their supervisors, which will better prepare them for the Level 1 Programme. For clarity, WSG’s salary support under the PCP will not be applicable during this pre-PCP OJT. Upon successful enrolment into both PCP-CRC and CRC Level 1 Programme, the candidate will

receive the PCP-OJT Log Book from WSG via email. The candidate has to complete the PCP-OJT

logbook during the 12-week CRC Level 1 Programme. The purpose of this PCP-OJT logbook is to

ensure the candidates apply what was learnt during the course to their day-to-day work. The

candidate must complete a minimum of 384 OJT hours for this PCP-OJT logbook. A completed PCP-

OJT logbook has to be scanned and submitted to [email protected] on the Friday of the

week after the written examination (i.e. one week after completing the CRC Level 1 Programme).


mailto:[email protected]

The completion of both CRC Level 1 Programme and PCP-OJT logbook are required to be

considered as successfully completing the PCP.

b. CRC Level 1 Programme The programme is conducted twice a year. Registration begins in June and December respectively (ie. 3 months prior to commencement of class). The following supporting documents should be sent via email to [email protected] during the registration period. Please go to www.scri.edu.sg for the latest information on registration for CRC Level 1 Programme.

i. Completed registration form ii. Updated Job Resume (including past experience in clinical research including type/title of

research studies if possible, and corresponding responsibilities)

Please refer to Annex C for more information on the application processes and approval processes. 6. Reimbursement of Salary Support

a. The salary support will be paid to the Institution via a reimbursement process. All claims are to be submitted via WSG’s online Funding Management System (FMS). (Note: If the trainee drops out of the programme, salary support will be pro-rated.)

b. Supporting documents such as employee pay slips (or equivalent documents) for the training duration should be included in the claims submission process.

c. For instructions on the use of the Funding Management System and details on user rights, please refer to the Funding Management System Starter Guide in Annex D.

d. Organisations can identify their CorpPass Administrator via the CorpPass Administrator Finder online (www.corppass.gov.sg).



http://www.corppass.gov.sg/

Annex A Jobs Bank Tagging

For better jobseeker outreach and promotion of the PCPs, all participating employers are required to create

PCP job postings in WSG’s Jobs Bank portal (www.jobsbank.gov.sg) during the period of applications, as:

Participating employers are able to detail their requirements in the postings. Jobseekers can find PCP info on Jobs Bank and be linked to apply on the WSG website. Career Coaches at our career centres can utilise the Jobs Bank postings to assist and refer their clients

to the online applications.

Brief instructions on how to do so are below:

Step Field What to do

0 User Guide on

Jobs Bank Portal

(Employers)

Please refer to Annex A-1. If you require assistance, please contact WSG

([email protected]).

1 Position (Job

Title)

Ensure that the word “PCP” as well as the actual profession appears. For

example: “PCP for Clinical Research Coordinators”

2 Job Description Please include the following sentence:

“This vacancy is under the Professional Conversion Programme for

Clinical Research Coordinators.”

You can add on any other information about job description.

3 Number of

vacancies

Please indicate as per your manpower requirements.

4 Expiry Date Each Jobsbank posting is valid for one month; employers can renew for

an additional month. Subsequently, employers will need to create a new

Jobsbank posting after their one-month extension has expired.

5 Available

Programmes

Please tick the checkbox for Professional Conversion Programme (PCP)

and select the correct PCP from the drop-down box. WSG will work with

participating employers to create a checkbox for the PCP-CRC. If you

require assistance, please contact WSG ([email protected]).

Do not tick the Career Support Programme box.

6 Education

Details

At least a Diploma in Life Sciences, Nursing, Pharmacy or equivalent

7 Contact Ensure that the contact listed here directs the jobseeker to a staff or

team who can provide relevant information relating to the course and/or

guidance on applying directly to the institution.


User Guide on Jobs Bank Portal (Employers)

Updated as of 15 June 2017

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Copyright © 2017 Workforce Singapore. All rights reserved.

Table of Contents

4 Manage Job Postings ............................................................................................. 3

4.1 Create Job Posting ...................................................................................... 3

4.1.1 Publish Job Posting ....................................................................................... 10

4.2 Create Job Posting As Third Party Employer ............................................. 11

4.3 Save Draft Jobs ......................................................................................... 14

4.4 Delete Draft Jobs ....................................................................................... 17

4.4.1 Delete One Draft Job Posting ........................................................................ 18

4.4.2 Delete Multiple Draft Job Postings ................................................................. 19

4.5 Search Job Postings .................................................................................. 21

4.5.1 Sort Job Postings ........................................................................................... 25

4.5.2 Filter Job Postings ......................................................................................... 29

4.6 View Job Posting Details ............................................................................ 32

4.6.1 View Job Audit History ................................................................................... 33

4.7 Edit Job Postings ....................................................................................... 35

4.8 Copy Job Postings ..................................................................................... 41

4.9 Re-Open Job Postings ............................................................................... 44

4.10 Mark Job Posting As Filled ......................................................................... 48

4.10.1 Mark A Job Posting As Filled ......................................................................... 48

4.10.2 Mark Multiple Job Postings As Filled ............................................................. 49

4.11 Close Job Postings .................................................................................... 51

Jobyna.Ho

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Annex A-1




4 MANAGE JOB POSTINGS

From the “Job Postings & Applicants page”, the Employer will be able to create, repost, edit, copy, view, delete, search, set alerts for jobs that are created in Jobs Bank.

4.1 CREATE JOB POSTING

You can create new job postings via a form that is organized in an intuitive tabbed format. The job postings can be created for your own company or on behalf of another hiring agency if you are a recruitment agency.

1. Upon login, click the “Job Postings & Applicants” link at the top of the main area.

The “Job Postings & Applicants” page is displayed.

A. Job Postings by the Employer are listed by earliest Expiry Date first.

B. Jobs expiring in 7 days are flagged in Red to inform you that action is required for the Job Applicant’s status.

2. Click the “Create Job Posting” button.

A

BTo learn more about the Job Applicant’s status, go to the Update Application Status section.




The “Create Job Posting” page is displayed with the Job Description tab selected by default.

Create Job Posting from Job Classification

3. Job Title – Enter a partial job title.

Example: “duty”

The system will suggest job titles by looking up from the Job Classification in the system and display them below the search bar.

4. Click a suggested Job Title.

Example: “Duty Manager”.

To learn more about Job Classification, visit http://www.singstat.gov.sg/methodologies-standards/statistical-standards-and-classifications/SSOC




5. Press the <TAB> key.

The following information will be auto-populated:

· Job Classification

· Job Description

· Job Requirements

· Skills & Competencies

· Qualification

· Field of Study

You can use the information as provided or edit them.

Subsequently, you will also need to enter the following information:

· Job Description

· Job Requirements

· Skills & Competencies

On this page, you can perform the following actions:

· Save

· Discard Changes

· Publish

A B C

To learn more about Save or Publish, go to the Save Draft Jobs and Publish Job Posting sections.

If the Job Title entered is not referenced from the Job Classification, you will need to select a Job Classification yourself.




Click on the “Next” button after completing this page.

6. The Key Information page is displayed.

Refer to table for guidelines for completing the Key Information page.

Click the “Next” button after completing this page.

Field Name Mandatory Remarks

Expiry Date Y Select from Calendar Date picker

Number of Vacancies

Y Up to 3 digits

Industry Y Auto-populated from Employer’s Industry description.

Minimum Years of Experience

Y Up to 2 digits

Job Category Y Maximum of 5 job categories can be selected




Position Level Y Select one or more from drop-down list

Gross Salary Range

· Min and Max

· Type of Salary

Y

· Numeric. Up to 9-figure each

· Select from drop-down list.

Employment Type

Y Select one or more from drop-down list.

Available Programme (Optional)

N Click on any available checkboxes.

Qualification Y Select from drop-down list.

Field of Study Y Select from drop-down list.

Company Address

N Auto-populated from Organisation Profile.

Workplace Location

Y Local – Select one or more from drop-down list

Overseas –

· Select Country

· Enter Address1

· Enter Address2

Working Hours Optional Enter number of hours per day

Shift Patterns Optional Select from drop-down list.

Vocational Licence

Optional Click on one or more available checkbox

Driving Licence Optional Click on one or more available checkbox


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7. The Contact Details page is displayed.

Refer to table for guidelines for completing the Contact Details page.

Field Name Mandatory Remarks

Name Y Free text up to 66 characters.

Designation Y Free text up to 50 characters.

Email Y Valid email address format.

Do not publish Email

N Tick the checkbox if you do not want to publish the Email.

Contact No. Y Valid local number of your selected Country.

Do not publish Contact No.

N Tick the checkbox if you do not want to publish the Contact number.


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8. You can add more Contacts by

clicking the “Add New Contact” link.

Complete the form and click the

“Next” button.

9. The Preview page is displayed with your completed information.

This preview page is the same as what the job seeker would see when they click on your Job Posting.

On this page, you can perform the following actions:

A. Save B. Publish

A B

To learn more about Save, go to the Save Draft Jobs section.

To learn more about Publish, go to the Publish Job Posting section.




4.1.1 PUBLISH JOB POSTING

1. Perform the steps in the Create Job Posting topic.

2. Review the information and click the Publish button to proceed with posting the job.

3. A pop-up acknowledgment message box displays the Job Title, Job ID and Expiry Date.

You can click a link on the acknowledgment message box to do the following:

· View details of the job · Return to the “Job Postings”

page.

Where there are other talent who may fit this job role, they will be displayed in this acknowledgment box under “Talent to consider”.

You can perform the following actions under this section:

A. View Talent’s Profile B. Send Contact C. Invite to Apply

A

B

A

B C

To learn more about viewing details of a job, go to the View Job Posting Details section.

To learn more about Send Contact or Invite to Apply, go to the Send Contact to Talent and Invite Talent to Apply sections respectively.




4.2 CREATE JOB POSTING AS THIRD PARTY EMPLOYER


2. The “Job Postings & Applicants” page is displayed.




A

B

To learn more about the Job Applicant’s status, go to the Update Application Status section.




4. The “Create Job Posting” page is displayed with the Job Description tab selected by default.

5. Click the “I'm posting on behalf of another company” checkbox.

A “tick” mark appears on the checkbox to indicate that you are creating a Job Posting on behalf of another organisation.

6. Enter a partial word in the “UEN or Organisation Name” field box.

The system will suggest the UEN with Organisation Names containing your partial search word.

Click on the UEN or organisation name to select it.

a

a




7. The UEN or Organization Name is displayed.

The following information is auto-populated:

A. Hiring Organization UEN B. Type of Registration C. Hiring Employer Name D. Industry

If you do not want the hiring employer’s name to appear in the Job Posting, click the checkbox for “Do not publish hiring employer name”.

8. Refer to the Create Job Posting section for the rest of the steps.

9. Your Preview page will display the hiring organisation name that you are posting on behalf of.

a

A B

DC

a




4.3 SAVE DRAFT JOBS

Job postings can be saved as drafts before publishing them to the Jobs Bank. You can save them as Drafts and publish them at a later time. Draft jobs cannot be viewed by Individuals.



Job Postings by the Employer are listed in alphabetical order.





3. The “Create Job Posting” page is displayed with the Job Description tab selected by default.

4. Create a job posting. Refer to the Create Job Posting section for steps.

5. Click the Save button to save the job as Draft.

a




6. The timestamp is displayed next to the Save button.

You may continue editing and saving the changes.

Drafts can be edited any number of times.

You can also publish the job here.

7. Click the “<” symbol to return to the Job Postings page.

a

To learn more about publishing the job posting, go to the Publish Job Posting section.




4.4 DELETE DRAFT JOBS

As Draft jobs have not been published to the system, you can be delete them anytime.



Job Postings by the Employer are listed in alphabetical order.

2. Click the “Show All Jobs” checkbox and the Filter By Job Status - Drafts checkbox.




Only Draft job postings are displayed in the search results listing.

4.4.1 DELETE ONE DRAFT JOB POSTING

1. Select the Draft job to delete by

clicking on the “Delete Draft” icon.

a




2. Click Yes to proceed.

The Draft job is deleted.

4.4.2 DELETE MULTIPLE DRAFT JOB POSTINGS

1. Example: Deleting 2 Draft job postings.

Select the Draft jobs to delete by clicking on the adjacent checkboxes.

2. Click the “Delete 2 Selected Drafts” button.

a




3. Click Yes to proceed.

The selected Draft jobs are deleted.




4.5 SEARCH JOB POSTINGS

You can search job postings of your organisation. The search covers all job postings statuses such as Open, Re-Open, Close and Draft.

The search engine will suggest words for you as you enter one or more keywords.



Job Postings by the Employer are listed by earliest Expiry Date first.

You can also perform the following actions here:

A. Sort Job Postings B. Filter Job Postings

B

A

To learn more about Sort and Filter Job Postings, go to the Sort Job Postings and Filter Job postings sections respectively.




2. On each Job Posting tile you can perform the following actions (where applicable):

A. Edit B. Close Job C. Mark as Filled D. View Job Audit History

Some Job Posting tiles may display additional information such as “Other Talent to Consider” if there are talent with matching criteria for the roles.

Search by Job Title

1. Click the “Show All Jobs” checkbox and position the cursor in the Search bar.

2. Enter a Job Title (partial or full) in the Search Bar.

Example: “sales”

The search engine will suggest Job Titles matching the entered keyword.

A

B

C

D

a

a

a

To learn more about Send Contact and Invite to Apply, go to the Send Contact to Talent and Invite Talent to Apply sections respectively.

To learn more about Edit, Close Job Mark as Filled and View Job Audit History, go to the respective sections:

· Edit Job Postings

· Close Job Postings

· Mark Job Posting as Filled

· View Job Audit History




3. Clicking on a suggested Job Title will display it in the results listing.

Clicking on the Search button will display all the suggested Job Titles in the results listing.

Search by Job ID

1. Click the “Show All Jobs” checkbox and position the cursor in the Search bar.

2. Enter a Job ID (partial or full) in the Search Bar.

Example: “job-2014”

The search engine will suggest Job IDs matching the entered keyword.




3. Clicking on a suggested Job ID will display it in the results listing.

Clicking on the Search button will display all the suggested Job IDs in the results listing.

If there are many Job Postings in the results list, they will be displayed 10 at a time. When you have scrolled down to the bottom of the page, the ‘Loading More” indicator will be displayed.

The next 10 Job Postings will be automatically displayed.




4.5.1 SORT JOB POSTINGS

You can sort job postings with various sort criteria such as Job Title, Expiry Date and Number of Applications in alphabetical order.

1. From the Overview page, click the “Job Postings & Applicants” link.



2. Click the “Show All Jobs” checkbox to display all the Job Postings.

a




3. Click the “Ú” symbol on the Sort By panel to expand the sorting criteria.

The drop-down list will allow you to sort the results by the criteria as shown.

4. Example: To sort the Job Postings by number of applications with the highest first.

Click the “No of Applications (High - Low)” criteria.

a




5. The Job Postings displayed are sorted with the highest number of applications first.

6. Example 2: To sort the Job Postings by Posting Date with most recent last.

Click the “Posting Date (Most recent last)” criteria.

a




The Job Postings displayed are sorted with the most recent job posting date last.




4.5.2 FILTER JOB POSTINGS

You can filter job postings by various filter criteria. The criteria is dynamically generated depending on the search results listing.

1. Click the “+” symbol on a Filter By criteria to expand it as shown.

2. Example 1: To filter the Job Postings by Job Status as “Open”.

Click the Open checkbox.

a

a




Only Job Postings with the Job Status as “Open” are displayed.

3. Example 2: Filter the Job Postings by Posting Date in the past 30-day range.

Click and drag the left slider bar to the “Past 30 days” position.




Only Job Postings that were posted during the past 30 days are displayed.




4.6 VIEW JOB POSTING DETAILS

After you have logged in to the system, you can view job postings that were created by you. The job postings listed will be sorted by job posting status. The job posting details can also be viewed by clicking on the respective job title in the listing.





2. Search for the Job Posting.

Refer to Search Job Postings topic.

A

BTo learn more about the Job Applicant’s status, go to the Update Application Status section.




3. Click the Job Title on the job tile to view the details.

4. The “View Job Posting” page displays the Job Description tab by default.

Click on any of the tabs to view the details for the page.

On this page, you can also perform the following actions:

A. Close B. Edit C. Copy

D. Marked as Filled

5. Click the “<” symbol to return to the “Job Postings” page.

4.6.1 VIEW JOB AUDIT HISTORY

The View Job Audit History function allows you to view an audit trail of the activities that were performed for your job postings.

a

BA C D

To learn more about Close, Edit, Copy Job Postings or Marked as Filled, go to the Close Job Postings, Edit Job Postings, Copy Job Postings or Mark Job Posting as Filled sections respectively.




1. From the “Job Postings & Applicants” page, select the job posting to view the audit history.

Click on the “View Job Audit History’ icon.

The “View Job Audit History” page is displayed.

The audit history displays the following:

A. Action Type B. Field Edited C. Posting Date D. Expiry Date E. Modified By F. Modified On

To view in detail the values that were changed for the fields, click the “+” symbol to expand the Field Edited column.

The details of every edited field are displayed – before and after – the edits were made.

Click the “-” symbol to collapse the Field Edited column.

A B C D E F




4.7 EDIT JOB POSTINGS

You can edit your job postings that are currently in Open status. Details such as Job Title, Location, Job Classification, Company Information, etc. can be changed and updated to the system.




2. Search for the Job Posting.

Refer to Search Job Postings section.




3. Click on the “Edit” icon on the job tile.

4. The “Edit Job Posting” page displays the Job Description tab by default.

Edit any of the fields.


A. Close B. Update C. Copy D. Marked as Filled

5. Click the Next button.

A B C D

To learn more about Close, Update, Copy or Marked as Filled, go to the Close Job Postings, Edit Job Postings, Copy Job Postings or Mark Job Posting as Filled sections respectively.




6. The Key Information page is displayed.






8. The “Contact Details” page is displayed.



10. The Preview page is displayed.




11. Review the information and click the Update button to proceed with saving the changes.

A pop-up acknowledgment message box displays the Job ID and number of times it has been edited.

Job Postings can only be edited up to 2 times.

The Edit icon will not be displayed on the Job Posting tile after you have edited the Job Posting two times.

12. Click OK.

The system returns to the “Job Postings” page.

The edit will be counted as one (1) edit. Example on the right shows the edit count as “2/2”. You will not be allowed to edit this Job Posting anymore.

You can check the details of the Job Posting edit by clicking on the

“View Job Audit History” link at the right of the Job Posting tile.

If you have changed only the Expiry Date, this will NOT count as an Edit.

See example of changing Expiry Date only below.

To learn more about “View Job Audit History”, go to the View Job Audit History section.




13. Example: Changing the Expiry Date only.

Select the job posting to edit and navigate to the “Key Information” page.

Change the Expiry Date.

14. Click the Update button.

The acknowledgment dialog box is displayed.

Click OK.

The Edit count is not incremented and remains at 1 from the earlier edit.




4.8 COPY JOB POSTINGS

You can copy a closed job posting to a new job posting. You can re-use or edit the replicated information of the copied job posting.




2. Example: Copy from a closed job posting and publish with edited details.

Enter “contractor” in the search bar.

Auto-complete will suggest Job Titles that contain the entered keyword and list them below the Search bar.




3. Click on the suggested Job Title.

The Job Posting is displayed in the search results listing.

Click on the Job Title on the tile.

4. The View Job Posting page is displayed.

Click the Copy button.

5. The Copy Job Posting page is displayed in a new browser window with the information replicated from the closed Job Posting.

6. Edit any of the fields in the following pages:

A. Job Description B. Key Information C. Contact Details

A B C




7. From the Preview page, verify details are correct and click Publish.


You can perform the following:

A. View details of the job B. Return to the “Job

Postings” page

A

B




4.9 RE-OPEN JOB POSTINGS

You can re-open a job posting after it has expired and the vacancy had not been filled. The original job posting can be re-opened up to 2 times within 6 months of the first posting.




2. Example: Filter by Closed Job Postings and re-open a job posting from the results listing.

Click the “Job Status – Closed” checkbox from the Filter By panel.




Only the job postings with Closed job status will be displayed in the results listing.

3. Click on the “Re-Open Job” icon of the Job Posting that you would like to re-open.

4. The “Repost Job Posting” page is displayed.


· Copy

· Marked as Filled

5. Edit any of the fields in the Job Description, Key Information and Contact Details pages.

To learn more about Copy or Marked as Filled, go to the Copy Job Postings or Mark Job Posting as Filled sections respectively.




Any edits you make is considered 1 edit count.

6. From the Preview page, verify details are correct and click Repost.


Click a link on the acknowledgment message box to either view details of the job or return to the “Job Postings” page.

Check Job Status is correct

8. From the “Job Postings & Applicants” page, click the “Job Status – Re-open” checkbox from the Filter By panel.

If you have already edited this Job Posting twice previously, you will not be able to edit it anymore.

You will only be able to change the Expiry Date.




9. Only the job postings with Re-open job status will be displayed in the results listing.

Locate the job posting that was re-opened previously.

The Job Status displays the “Re-open” count to “1” to indicate it has been re-opened for the first time.




4.10 MARK JOB POSTING AS FILLED

4.10.1 MARK A JOB POSTING AS FILLED

You can close a job posting with the “Mark as Filled” option so that you will not receive any more job applications for this post.

1. You can close a job posting with the “Mark As Filled” option.

From the “Job Postings & Applicants” page, select the job posting and click the corresponding “Mark As Filled” icon.

Click OK to proceed.

2. The job posting is automatically closed and an acknowledgment pop-up box displays the Job ID.

Click OK to close the pop-up box.

Jobs updated with “Marked As Filled” cannot be re-opened.

The “Re-open Job” icon is not displayed on the right panel.




4.10.2 MARK MULTIPLE JOB POSTINGS AS FILLED

1. Example: Mark 3 job postings as Filled.

From the “Job Postings & Applicants” page, select the 3 job postings by clicking on each of the adjacent checkboxes.

2. Click the “Mark 3 Selected Filled” button.




3. Click OK to proceed.

The selected job postings are automatically closed.

The Job-IDs you selected to be marked as filled are displayed on the pop-up box.


Jobs updated with “Marked As Filled” cannot be re-opened.




4.11 CLOSE JOB POSTINGS

You can close a job posting before its expiry date by indicating if the vacancy has already been filled or is still vacant. Once a job posting is closed, it will no longer be listed on the Jobs Bank website.







2. Click on the “Close Job” icon of the Job Posting you would like to close.

3. A pop-up message box is displayed.

You can select either radio buttons:

A. “Vacancy is filled for this position”

B. “Vacancy is not filled for this position”

Example: Close this Job Posting with vacancy still available.

Click the “Vacancy is not filled for this position” radio button.

Click the “Proceed to Close” button.

4. A pop-up acknowledgment pop-up box is displayed.


The job posting is closed with vacancy still available.

A

B

Job Postings closed with available vacancy can be re-posted.

Job Postings closed with vacancy filled cannot be re-posted.

Annex B – Page 1

PCP for CLINICAL RESEARCH COORDINATORS

PRE-PCP ON-JOB-TRAINING LOG BOOK

NAME OF TRAINEE:

START DATE OF PROGRAMME: END DATE OF PROGRAMME:

ON-THE-JOB TRAINING COVERAGE

JOB DESIGNATION: Clinical Research Coordinator

Description of Tasks* *Sample list of broad guidelines, can be contextualised where appropriate.

No. of Hours (To be completed by the candidate)

1. Shadow a CRC to understand his/her CRC operational responsibilities, or Read a clinical research protocol from your healthcare institution and understand the corresponding CRC operations required.

2. Identify which Institutional Review Board governs the ethics of clinical research for your healthcare institution.

3. Complete the online Collaborative Institutional Training Initiative (CITI) modules as required by your institution. Kindly refer to the guidelines provided by your Institutional Review Board.

4. Determine how to carry out proper hand-washing technique according to your healthcare institution’s hand hygiene policy.

5. Identify the department/office responsible for reviewing research agreements (such as Clinical Trial Agreements) within your healthcare institution.

Total OJT hours


Annex B – Page 2

TRAINEE’S NAME

DEPARTMENT

INSTITUTION

SIGNATURE

SUPERVISOR’S NAME

DESIGNATION

DEPARTMENT

INSTITUTION

SIGNATURE

Copyright © 2016 WORKFORCE SINGAPORE

Copyright 2016. Workforce Singapore. All rights reserved. This document is provided for the explicit use and guidance of parties approved by WSG as information resource only. Any other use of this document or parts thereof, including reproduction, publication, distribution, transmission, re-transmission or public showing, or storage in a retrieval system in any form, electronic or otherwise, for purposes other than that expressly stated above without the express permission of WSG is strictly prohibited.


Annex C Application and Approval Process

PCP-CRC and CRC Level 1 Programme

Professional Conversion Programme

CRC Level 1 Programme Timeline

Employer recruits new CRC.

Application

The applicant (employer, or supervisor,

or candidate) sends the supporting

documents via email to WSG.

WSG provides in-principle approval into

the PCP (subject to acceptance into the

CRC Level 1 Programme). WSG replies the

applicant via email and copies SCRI.

If the candidate is rejected, WSG informs

the applicant via email and copies SCRI.

Application The candidate sends the required

documents via email to

[email protected].

Ongoing

throughout the

year

Registration for

CRC Level 1

Programme

opens in June

and December.

The candidate performs the tasks

required as part of the Pre-PCP On-the-

Job Training. The candidate is required

to complete the Pre-PCP OJT Log Book

in Annex B before attending CRC Level 1

Programme.

SCRI Academy reviews the applications

and informs the candidates of their

application result. SCRI Academy also

communicates the application result to

WSG.

WSG provides final confirmation of

approval.

WSG sends Letter of Offer (LOO) to the

Employer.

The candidate commences the 12-week CRC Level 1 Programme and

completes the PCP OJT Log Book in WSG’s PCP-CRC confirmation email.

The Employer submits claims for salary

support.

Registration

closes.



SSG/WSG’s Funding

Management System

Starter Guide

Agenda

5 Answering Frequently Asked Question for On-Boarding

4 Understanding the Support Available

3 Learning How the Funding Management System Works

1 Introducing the Funding Management System

2 On-Boarding to Funding Management System

Jobyna.Ho

Typewritten text

Annex D

Automating Funding Management for

Outcome-based ProgrammesSSG/WSG automated its Funding Management for outcome-based

programmes to…

Simplify the process and increase efficiency

of performing funding-related transactions

Build stronger partnerships with partners

through a customer-centric experience

Improving Customer Experience for all Partners

Increase visibility and accountability of

funding-related transactions

The Funding Management System

The Funding Management System provides you with a singleplatform where you can manage the funding for your outcome-

based programmes with SSG/WSG more efficiently.

User-Friendly Interface

Online Access

Self Service Functionalities

Convenient One Stop Portal

What’s in it for you?

Funding Management System Functionalities

The Funding Management System offers self service functionalities whichwill simplify your funding related transactions with SSG/WSG. You will beable to:

1. Search for Existing and Past Agreements

2. View Agreements and Agreement Details

3. Submit Progress Reports

4. Submit Claims and Refunds

Agenda






Pre-Requisites for Funding Management System

Please complete the following pre-requisites in order to access to FundingManagement System.

Register your Organisation profile (i.e. Participating Company profile) in SCN

If profile exist, ensure your Organisation Profile and details are updated in SCN

Ensure that you have registered an Organisation Profile in SkillsConnect (SCN)

Ensure that you are an Authorised Contact Person (ACP) to transact in the system.

Register as a Contact Person for your Organisation in SCN

CorpPass User accounts have been created and activated

Ensure that your organisation is registered on CorpPass (organisation’s CorpPass Admin)

Ensure that your organisation has the necessary CorpPass prerequisites

Your organisation has selected SSG-WSG digital e-Services to transact on

Your FMS Users have the CorpPass FMS FEEDBACKAPP e-service role assigned to them

8

On-boarding CorpPass

for Your Organisation

CorpPass On-boarding Flows

9

On-boarding CorpPass for your Organisation

10


• Go to www.corppass.gov.sg/corppass/common/findoutmorefor a step by step on what to do as a CorpPass Admin

• Go to https://youtu.be/FERw-U03efA for a full video guideon organisation registration and set up

11


• Go to https://youtu.be/j_dVoefywd0for a full video guide on how tocreate user accounts for yourorganisations FMS users

12


• CorpPass e-Service roles cannot be assigned unless users have activated their CorpPass accounts

• Go to https://youtu.be/joTPu7JINAQFor the full video guide

13


• Select & Assign Entities e-Services to your users

• Go to https://youtu.be/lAoONhl9tVo for the full video guide

• Make sure that your assign the FMS FeedbackApp role to your users.Please also assign SCN Preparer or SCN Approver role to yourusers that perform organisation / authorised contact person / bankaccount registration for your organisation in SkillsConnect (SCN)

• For a full list of SSG-WSG CorpPass e-Service roles go tohttp://bit.ly/2CProles

14

On-boarding SkillsConnect


SkillsConnect On-boarding Flows

15

On-Boarding SkillsConnect for your Org

16


Register your organisation profile, add relevantcontact persons and bank account in SCN.

17


Register the Authorised ContactPerson (ACP) by adding therelevant staff information to theStaff Information section inSCN.

18


Register the bank account byadding the relevant bank accountinformation to GIRO Account

section in SCN.

19



Detailed Steps for Registration of Organisation Profile

For organisation that do not have an organisation profile in SkillsConnect(SCN), go to SCN (https://www.skillsconnect.gov.sg) to register for a“Participating Company Profile”

Register an Organisation Profile via SkillsConnect

Click on ‘Find

Out More”


Select

“CorpPass

Organisation”

and click on

‘Proceed”

User is redirected to the CorpPass login page.


Enter the UEN,

CorpPass ID

and password

and click on

“Login”

After login, the user will be able to see the SCN Landing Page.

NOTE:

Your SCN user must have one of the following CorpPass e-Service Role assigned to them by your CorpPass Administrator• “SCN Approver”

• “SCN Preparer”


Select the type

of registration

Click on ‘New

Application”


Select “Participating

Company Profile” and click

on ‘New Application”


Accept the Terms &

Conditions and click

“Proceed”


• Fill up the necessary details under the General Information section

Register an Organisation Profile via SkillsConnectRegister Organisation

• Fill up the necessary detailsunder the “GIRO Account

Number” section. Take noteon the instruction on thescreen

• Organisation to complete theDCA Form for new bankaccount (GIRO form) and mail

the hardcopy form to SSG(Finance AP team) forverification. Mailing addresscan be found in the DCA form

• The bank account will bereflected in FMS 2 working

days after it is verified.

Click “Add” to add new

bank account information

Register an Organisation Profile via SkillsConnectg g

• Fill up the necessary details under the Business Information section


• Select the appropriate role in SkillsConnect (i.e. Admin Support Staff,Management Rep etc.). Fill up the necessary contact person details under the“Staff Information” section

• The staff information entered under this section is classfied as AuthorisedContact Person (ACP) which is required for access to FMS

Click “Add Authorised Staff” to add

the required new contact

information for main organisation

Check the “Receive Notification”

checkbox to receive email

notification from SkillsConnect


• Refer to the table for more information on the various SkillsConnect roles

S.No Role Description

1 Admin Support

(SA)

This role has the rights and privileges to perform the following:

1) Create and save training grant applications

2 Finance Officer

(FO)

This role will receive finance-related notifications.

3 Management

Representative

(MR)


1) Submit and maintain organisational profile

2) Create and submit training grant applications and claims

3) Edit training grant applications

4) Enquire on application status

5) Retrieve email notifications

4 System

Administrator

(SA)

This role has the same rights and privileges as the Management

Representative for the profiles they represent.

Register an Organisation Profile via SkillsConnectRegister an Organisation Profile via SkillsCon

Click “Next” to continue

Click “Add Branch” to

add branch and branch

authorised contact

person (ACP) under the

organisation if required

Upload the necessary

supporting documents.

Click <here> for list of

supporting documents

required for registration


Confirm the

Declaration and

click “Submit” to

proceed with the

organisation

registration

• Retain the SCN reference number (starting with OA-COY-XXXX-XXXXXX).The number is used as reference if clarification is required


Point to take note when registering for a organisation profile:

• Register the Authorised Contact Person (ACP) by adding the detailsunder “Staff Information” section in SCN which is required for access toFMS

• Provide the necessary supporting documents. Click <here> or refer touseful links for list of supporting documents required for registration

• Complete the DCA Form for new bank account (GIRO form) and mail the

hardcopy form to SSG (Finance AP team). Mailing address can be foundin the DCA form

• Retain the SCN reference number (starting with OA-COY-XXXX-XXXXXX).The number is used as reference if clarification is required

34



Detailed Steps for Registration of AuthorisedContact Person (ACP)

Register Authorised Contact Person via SkillsConnect

• Go to SCN (https://www.skillsconnect.gov.sg) and login to SCN to maintain(i.e. add, edit or delete) the contact person information.

Click on

‘Login”

Select ‘Reg

Type (ROB /

ROC / UENO)”

to login via

CorpPass



Enter the UEN,

CorpPass ID

and password

and click on

“Login”


NOTE:




• After login, the user will be able to see the SCN Landing Page.

Click on organisation profile

button to register the ACP


• User is redirected to the inbox of the organisation account

Click on “Organisation

Profile Mgmt” button

under the Organisation

Menu to continue


• Select the appropriate role in SkillsConnect (i.e. Admin Support Staff,Management Rep etc.). Fill up the necessary contact person details under the“Staff Information” section


Click “Add Authorised Staff” to add

the required new contact

information for main organisation

Add main organisation Authorised Contact Person (ACP):

In the Organisation Application profile page, go to the “Staff Information”

section


Add branch Authorised Contact Person (ACP):

• In the Organisation Application profile page, go to the ‘Add Branch’ pageand navigate to the ‘Branch Personnel Information’

• Select the appropriate role in SkillsConnect (i.e. Admin Support Staff,Management Rep etc.). Fill up the necessary contact person details underthe “Staff Information” section


Click “Add Authorised Staff” to

add the required new contact

information for branch


• Refer to the table for more information on the various SkillsConnect roles

S.No Role Description

1 Admin Support

(SA)


1) Create and save training grant applications

2 Finance Officer

(FO)

This role will receive finance-related notifications.

3 Management

Representative

(MR)


1) Submit and maintain organisational profile

2) Create and submit training grant applications and claims

3) Edit training grant applications

4) Enquire on application status

5) Retrieve email notifications

4 System

Administrator

(SA)

This role has the same rights and privileges as the Management

Representative for the profiles they represent.

42



Detailed Steps for Registration of Bank Account

Register Bank Account Details via SkillsConnect

• Go to SCN (https://www.skillsconnect.gov.sg) and login to SCN to maintain(i.e. add, edit or delete) the contact person information.

Click on

‘Login”

Select ‘Reg

Type (ROB /

ROC / UENO)”

to login via

CorpPass



Enter the UEN,

CorpPass ID

and password

and click on

“Login”


NOTE:




• After login, the user will be able to see the SCN Landing Page.

Click on organisation profile

button to register bank

account details


• User is redirected to the inbox of the organisation account

Click on “Organisation

Profile Mgmt” button

under the Organisation

Menu to continue

Register Bank Account Details via SkillsConnectRegister Bank Account Details via

• Fill up the necessary detailsunder the “GIRO Account

Number” section. Take noteon the instruction on thescreen

• Organisation to complete theDCA Form for new bankaccount (GIRO form) and mail

the hardcopy form to SSG(Finance AP team) forverification. Mailing addresscan be found in the DCA form

• The bank account will bereflected in FMS 2 working

days after it is verified.

Click “Add” to add new

bank account information

Agenda






How an Organisation Uses the Funding Management System

Training Provider

Ace Training Academy

Scenario

Alvin is a Management Representative atAce Training Academy, a trainingconsultancy that specialises inorganisational workplace safety. He is aTraining Provider with SSG/WSG and hasone agreement under the WorkplaceSafety programme.

Alvin Lim

Overview of SSG/WSG’s Funding Management Process

Let’s follow Alvin’s funding management journey with WDA as he transacts on behalf

of Ace Training Academy.

Ace Training

Academy signs

an agreement

with SSG/WSGAlvin logs

into the

FMS

Alvin submits

a progress

report

Alvin

submits a

claim

This is done

offline, as per

current process

These transactions can now be performed

on the Funding Management System!

Alvin searches

for & views

Ace Training

Academy’s

agreement

Alvin tracks his

agreement

status, details &

disbursement

• New agreements will be available

on the FMS 10 working days after

they are signed or acknowledged.

• If you have existing agreements,

Agreement OICs will contact you on

your access to the FMS.

Video: Overview of the Funding Management

System

View the video online here: https://youtu.be/7bSd1um5REA

Video: Alvin Logs in to the Funding Management System

View the video online here: https://youtu.be/J5O_KjF8ZPk

Login to the Funding Management System (1/5)Alvin navigates to www.ssg-wsg.gov.sg to access the Funding Management System.

Alvin clicks on

‘Funding and

Accreditation’

under the

Training

Providers tab

Login to the Funding Management System 2/5

Alvin then

clicks on

‘Funding

Management

System”


Alvin then

clicks on

“Please click

here to access

the Funding

Management

System” under

the “What is

the Funding

Management

System”

header



Ensure that there is no

‘space’ in the

Organisation UEN field

NOTE:

Possible Errors during the Login

If Alvin is prompted with an error message, he should check his logincredentials and ensure that he has access to transact on behalf of Ace TrainingAcademy.

To check:

• If the Organisation’s UEN,

SingPass/CorpPass ID and Password

have been entered accurately

• If you have been granted access in

CorpPass to transact on the SSG

CRM Portal e-service

Access the Funding Management System

On the Organisation Personnel Information page, Alvin canview his personal details. He then navigates to the FundingManagement System homepage.

Alvin navigates to

the Funding

Management tab

Alvin can view

his personal

details

Organisation Main and Branch Access (1/2)If your organization has several branches, you will be able to access its branchprofile on the SSG/WSG Portal.

How can Organisations create a Branch Profile?

They should follow these steps:

• Login to SkillsConnect (SCN) and select the

“Company” profile.

• Under Branch Information to add branch

What does this mean for Organisations?

• It will be able to clearly differentiate the funding

agreements for your org’s main HQ and branches.

• Ensure the appropriate access rights needed to

access your org’s main and branch agreements.

Alvin can select

a branch from

this list

* Alvin must be an

Authorised Contact

Person (ACP) of the

main organisation or an

ACP of the branches of

your organisation

Please refer to the links in the appendix for more information about SkillsConnect.

Organisation Main and Branch Access (2/2)

Ace Training Academy’s main Authorised Contact Person (ACP) will be able to access its branches’ profiles on the WDA

Portal.

Role Access to My Feedback Access to the Funding Management System

ACP (Main)

• View & Edit Main Feedback

• View Branch Feedback

• View & Edit Own Feedback

• View Main & Branch Agreements

• View & Submit Main & Branch Progress

Reports

• View & Submit Main & Branch Claims

ACP (Branch)• View & Edit Branch Feedback

• View & Edit Own Feedback

• View Branch Agreements

• View & Submit Branch Progress Reports

• View & Submit Branch Claims

CP (Main) • View & Edit Own Feedback N/A

CP (Branch) • View & Edit Own Feedback N/A

Who can access a Branch Profile?

To be an ACP performing FMS transactions on behalf of their organisations, individuals must be

registered as a contact person for the organisation on SkillsConnect (SCN).

Video: Alvin Views his Agreement Details

View the video online here: https://youtu.be/Q5daNhAbxXk

Funding Management System Homepage

On the Funding Management System homepage, Alvin firstidentifies the agreement that he would like to perform actionson.

Alvin can search

for agreements

He clicks on

‘Select Action’ to

perform actions

on this agreement

Alvin can view all existing and

past agreements

View Agreement Details (1/2)

Alvin wants to refresh himself on the details of his agreement.He navigates to his agreement details page to view moredetails.

Alvin clicks on

‘View Details

Page’

View Agreement Details (2/2)

On the agreement details page, Alvin can search for hisagreement details, view information about the agreement andperform other actions on the agreement.

Alvin can search for

addendums, funding

components, progress

reports and claims

Alvin can perform

other actions on his

agreement

Alvin can view

information about his

agreement

Alvin can scroll down to

access his draft progress

reports and claims.

NOTE:

Update Bank Account DetailsOn the agreement details page, Alvin can scroll down to the bank accountdetails section and select his bank details. Alvin’s list of bank accounts ismaintained under his Organisation Profile in SkillsConnect (SCN).

First Time Selection of Bank Account Subsequent Editing of Bank Account

Alvin can select

the appropriate

bank account

and update his

details

View Agreement

Alvin wants to view his agreement with SSG/WSG. He navigates to the FundingManagement System homepage to download the agreement document.

Alvin clicks on

‘View Agreement’

to download the

agreement

Alvin clicks on the

downloaded

document to view

the agreement

Check Agreement Status

On the Funding Management System homepage, Alvin can alsoview the status of his agreement with SSG/WSG.

Alvin can perform actions

on this agreement

Alvin can view his

agreement details

Alvin will receive notifications 2

months before, and 2 weeks before

the funding period ends, reminding

him to submit his refunds to

SSG/WSG.

NOTIFICATION:

c

Approved

Closed

Video: Alvin Submits a Progress Reportg p

View the video online here: https://youtu.be/V2R6ujl_DjY

Submit a Progress Report (1/9)Alvin receives an email reminder to submit his progress reportwhich is due in January 2016. On the Funding ManagementSystem homepage, he navigates to submit a report.

Alvin clicks on

‘Submit Progress

Report’

Alvin will receive a

reminder at the start

of the month in

which his progress

report is due.

NOTIFICATION:

Submit a Progress Report (2/9)Alvin completes the first page of his progress reportsubmission by entering general information about the report.

Alvin can view

the progress of

his submission

Alvin enters his

progress report

description

Alvin can view

key information

about his

agreement

% Trainees who have expansion in job scope Construction,NA,NA,NA,NA,NA,NA

Submit a Progress Report (3/9)Alvin is directed to the second page of progress report submission. In Section 2A,he can view his previously keyed in outcomes and enter additional figures. He clickson the outcome name.

Alvin clicks on

each ‘Outcome

Name’ to enter

additional

figures

Alvin can view

all outcomes

keyed in to

date

You may have

received an email

from your Agreement

OIC informing you if

the Outcome Name in

the portal differs from

the LOO/ LOA.

NOTE:

% Trainees who have expansion in job scope

% Trainees who have expans…

Submit a Progress Report (4/9)Alvin sees a pop-up window prompting him to enter his monthly outcomevalues.

Alvin enters the

monthly values for

the outcome

10


% Trainees who have better job performance

Unique number of trainees

Construction,NA,NA,NA,NA,NA,NA


Construction,NA,NA,NA,NA,NA,NA 28 20

18 1230

48

Submit a Progress Report (5/9)SSG/WSG may select certain progress report outcomes to be aggregated in thesystem. If Alvin’s outcomes are aggregated, his outcomes will be displayeddifferently.

Alvin is still required to

key in his actual

outcomes in each

individual outcome row

This does not mean

that the targets for

the remaining

outcomes are 0.

NOTE: Targets of aggregated

outcomes will be summed

up and displayed in the

first outcome row.


% Trainees who have better job performance

Unique number of trainees




1010 10

Submit a Progress Report (6/9)SSG/WSG and Ace Training Academy may identify certain outcomes that no longerrequire tracking. If outcomes no longer require tracking, the target value will beupdated to the total reported value, and Alvin will not be required to report any valuesfor the outcome.

Alvin is not required to

key in any outcomes for

this item

Pass all Assessment and Certification

Achieved 50/50 (100%) Passing Rate

Submit a Progress Report (7/9)In Section 2B, Alvin can enter his achieved outcome for his agreement’s otheroutcomes. In Section 2C, he can choose to attach any relevant supportingdocuments.

Alvin attaches the

relevant supporting

documents

Alvin enters the

achieved outcome

for his other

outcomes

Name your document according to the

format: <document title>_<document

submission date>_<version no.> and

ensure that there are no special characters

e.g. [\+^:,%*@#$&()!_] in your file name.

NOTE:

On the third page, Alvin reviews that the entered information isaccurate before submitting his progress report.

Submit a Progress Report (8/9)

Alvin completes

the declaration

Alvin reviews his

submission

Submit a Progress Report (9/9)Alvin has successfully submitted his progress report! He is directed to a pageconfirming his progress report submission.

Alvin can view important


progress report

Alvin can return to the

Funding Management

System homepage

Check Progress Report StatusAfter submitting his progress report, Alvin navigates to the agreement detailspage to check the status of his progress report.

Alvin’s progress report

will be reviewed by

WDA

Alvin can complete his

progress report and

submit it

Draft

Submitted

Video: Alvin Submits a Claim

View the video online here: https://youtu.be/3N0xfloKOTc

Submit a Claim / Refund (1/9)Next, Alvin wants to submit a claim for his agreement. On the FundingManagement System homepage, he navigates to submit a claim.

Alvin clicks on

‘Submit Claim

/ Refund’

Submit a Claim / Refund (2/9)Alvin completes the first page of his claim submission by entering generalinformation about his claim.

Alvin can choose to link

his claim to a progress

report

Alvin enters his claim

description

Alvin can view key


agreement

Alvin can view

the progress of

his submission

Submit a Claim / Refund (3/9)On the second page, Alvin first indicates if this will be his last disbursement. Notethat if ‘Yes’ is selected, he will not be able to submit anymore claims for thisagreement.

Alvin indicates if

this is his last

disbursement

If last disbursement is

checked, this will be the

last claim that Alvin can

submit for this agreement.

Thereafter, he will only be

able to submit refunds.

NOTE:

Submit a Claim / Refund (4/9)To submit a Claim, Alvin enters the details of the amountthat he is claiming for in Section A.

Alvin selects the

relevant funding

components

Alvin will be able to see

a summary of the

agreement budget,

balance claimable and

requested amount

Alvin enters his claim

description, period and

requested amount

If a Funding Component

is un-checked and re-

checked, details will be

cleared and need to be

re-entered.

NOTE:

Submit a Claim / Refund (5/9)If Alvin needs to submit a Refund, he enters the details of theamount that he is refunding for in Section B.

Alvin selects the

relevant funding

components

Alvin will be able to

see a summary of the

agreement budget,

balance claimable and

requested amount

Alvin enters his refund

description, period

and requested

amount

Alvin will be able to see the

net amount of claims and

refunds that he is submitting

All claims and refunds

must be submitted in the

system, regardless of the

net amount of claims and

refunds.

NOTE:

Submit a Claim / Refund (6/9)

Alvin enters any additional remarks he may have in Section C.

If Alvin has opted to link

his claim to a progress

report, the report ID will

be displayed

Alvin enters any

outcome-related

remarks he has about

his claim submission


On the third page, Alvin reviews that the entered information is accurate.

Alvin reviews his

submission


Alvin completes the disbursement request checklist anddeclaration before submitting his claim.

Alvin completes

the disbursement

request checklist

Alvin completes

the declaration

$20.00

Submit a Claim / Refund (9/9)Alvin has successfully submitted his claim! He is directed to apage confirming his claim submission.

Alvin can view important


submitted claim

Alvin can return to the

Funding Management

System homepage


notification upon

submission of his claim

NOTIFICATION:

Check Claim Status (1/5)After submitting his claim, Alvin can navigate to the agreement details page tocheck the status of his claim.

$20.00

$20.00

Pending

Approval

$20.00

Draft

Pending Approval

Submitted

Alvin can complete his

claim and submit it

Alvin’s claim will be

processed by SSG/WSG

Alvin’s claim is

undergoing SSG/WSG

approval

Check Claim Status (2/5)After submitting his claim, Alvin can navigate to the agreement details page tocheck the status of his claim.

Alvin should:

1. Click on ‘View

Submission’ to

view and enter

remarks about his

claim if required.

2. Click on ‘Edit

Draft’ to update

his claim details if

required.

Clarification

Required$20.00

Clarification Required


notification if his

claim requires

clarification

NOTIFICATION:

Always remember to click view

submission to view and enter

remarks, before editing the draft

claim. Upon submitting a claim,

you will not be able to edit it.

NOTE:

Check Claim Status (3/5)

After submitting his claim, Alvin can navigate to the agreement details page tocheck the status of his claim. If clarification is required, he can view remarksand edit his draft claim.

Alvin can view the latest

remarks from his Claim Officer

Alvin can view previous

remarks and enter comments

Alvin can edit and

re-submit his claim


After submitting his claim, Alvin can navigate to the agreement details page tocheck the status of his claim.

Alvin’s claim will be

reimbursed within 7

calendar days

Rejected

Approved

Alvin can view the

reason for his claim

rejection

$20.00

$20.00


notification upon

approval of his claim

NOTIFICATION:


notification upon

rejection of his claim

NOTIFICATION:

Rejected

Approved


After submitting his claim, Alvin can navigate to the agreementdetails page to check the status of his claim.

ReimbursedAlvin’s claim has

been paid out$20.00

Reimbursed

Upload Placement File for PCP (1/6)The upload function is only applicable for PCP (Professional ConversionProgramme) related agreements.

Alvin go to the agreement details page to access the PCP upload function.

Alvin clicks on

‘View Details

Page’

Upload Placement File for PCP (2/6)On the agreement details page, Alvin navigate to the Professional ConversionProgramme (PCP) File Upload section to download the file upload template.

Alvin clicks on

‘Download PCP

File Template’

Alvin opens the

downloaded PCP

file template

‘View All”

allow user

to view all

uploaded

files

Upload Placement File for PCP (3/6)Alvin opens the downloaded PCP file template and enables the editing oftemplate.

Alvin clicks on ‘Enable Editing’

button to allow information to

be entered into the template

Upload Placement File for PCP (4/6)Alvin completes the entry of required information into the template.

Alvin enters the

required information

into the template and

clicks on “Export

Data” to export the

data into CSV format

Alvin enters a

filename and selects

the folder where the

csv file is saved

Upload Placement File for PCP (5/6)Alvin navigates to the Professional Conversion Programme (PCP) File Uploadsection to search for saved CSV file.

Alvin clicks on “Choose

File” to search for saved

CSV file

Alvin clicks on “Open” to

select the saved csv file

Upload Placement File for PCP (6/6)Alvin uploads the CSV file and confirmation message is displayed once the fileis upload successfully.

Alvin clicks on “Upload &

Submit” to upload the

CSV file

Confirmation message

displayed on the top of

the file upload section

Download of Uploaded PCP Placement FileAlvin is able to download the uploaded PCP placement file under theProfessional Conversion Programme File Upload section.

Alvin clicks on link under

“Document Name” to

download the uploaded PCP

placement file

Agenda






Funding Management System Tips

Take note of the following tips to ensure a smooth user experience with SSG/WSG’s Funding Management System.

Ensure that you are using a Funding Management System supported browser.

Supported browsers: Internet Explorer 9, Chrome v43.0, Firefox v39.0, Safari v5.1 version

and onwards.

Do not leave your unsaved progress reports and claims open for > 30 minutes.

You will encounter an automatic time-out after 30 minutes of inactivity.

Click on ‘Save Draft’ to continue your progress report and claim submission at a

later time.

Your progress reports and claims drafts will not be saved if you close the browser without

saving.

Support Avenues

Refer to the Frequently Asked Questions (FAQ) on the FMS Portal for

general queries

Contact the SSG / WSG Helpdesk at +65 6883 5885 or use the feedback

form on the SSG/WSG Corporate Website (www.ssg-wsg.gov.sg) for

system-usage assistance (i.e. SkillsConnect, FMS) and feedback

Refer to the Online Videos on the FMS Portal for a visual preview and

instructions to perform transactions on the FMS Portal

Refer to the User Guide and Glossary on the FMS Portal for assistance

with transacting on the FMS Portal

You may refer to the following avenues for more assistance and support with using the Funding Management System.

Contact your Agreement OIC for business-related queries only

Agenda






Frequency Asked Question (FAQ) for Onboarding

Q1: Why I am unable to access to FMS?

• Please ensure that you have perform the required on-boarding steps forFunding Management System

Q2: How do I add contact person into SCN?

• Please request for your organisation's SCN System Admin or ManagementRep to add you as a contact person in SCN.

Q3: Why my contact information in SCN is not reflected in FMS?

• Please make sure your contact information is correct and consistent (casesensitive) across all the profiles you have in SCN. It take 2 days for theinformation to be reflected in FMS.

Q4: Why my bank account in SCN is not reflected in FMS?

• Please register your organization’s bank account under “Participating

Company” profile main office/HQ in SCN and ensure it is verified by SSG. Ittake 2 days for the information to be reflected in FMS.


Q5: Why do I receive an 'Access Denied' error message when I click on

the Funding Management tab in the navigation menu?

• Please ensure that you are an authorised contact person (ACP) for yourorganisation and note that you will only be able to access the FMS if youhave signed funding agreements with SSG / WSG.

Q6: My SCN administrator has left the organisation and no one is able to

access to SCN. What can I do?

• Please contact the SSG / WSG Helpdesk at +65 6883 5885 or use thefeedback form on the SSG/WSG Corporate Website (www.ssg-wsg.gov.sg) for

help.

Q7: I am a user, but I don’t know who my CorpPass Administrator is?

• Please email your query to [email protected], as SSG-WSG doesnot have access to this information)


Q8: I am a CorpPass Administrator, how do I go about assigning the

FMS_FEEDBACK role to my users?

• Please refer to the detailed user guides and videos atwww.corppass.gov.sg/corppass/common/userguides

Q9: I am a user, but I cannot access the FMS portal what should I do?

• Please request your CorpPass Administrator to assign you theFMS_FEEDBACKAPP role, and get your SCN administrator to make youan “Authorised Contact Person” in SCN under your main org profile page.

Useful Links

Useful LinksS/N System References Documents/URL

1 CorpPass CorpPass ResourcePage

http://ssg-wsg.gov.sg/eservice-guides.html

CorpPass Guides2

3 SkillsConnect(SCN)

SkillsConnect ResourcePage

https://www.skillsconnect.gov.sg

4SkillsConnect Guides https://www.skillsconnect.gov.sg/web/guest/guid

es5

Company Profile: Apply for Profile

https://www.skillsconnect.gov.sg/c/document_library/get_file?folderId=3&name=DLFE-318.pdf

6 Company Profile: Add Branch in Profile

https://www.skillsconnect.gov.sg/c/document_library/get_file?folderId=3&name=DLFE-288.pdf

7 List of supporting documents required for Company Profile application

https://www.skillsconnect.gov.sg/sop/portal/e-Services/For%20Employers/Apply%20for%20Company%20Profile/applyforcompanyprofile.jsp

Useful LinksS/N System References Documents/URL

8 Funding Management

System (FMS)

FMS Resource Page. Contain Video, User Guides and FAQ

http://www.ssg.gov.sg/for-training-organisations/funding-management-system.html