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Fasset Sector Survey 2016Employer Questionnaire

STUDY OF EMPLOYMENT, TRAINING PRACTICES AND SCARCE SKILLS IN

THE FASSET SECTOR

AUGUST – NOVEMBER 2016

EMPLOYER QUESTIONNAIRE

RESEARCH CONDUCTED BY

All information will be treated as confidential and will only be used to produce aggregate results on the total industry or its subsectors.

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INTRODUCTION

We obtained your details from Fasset's database of employers who are operating in the Finance and Accounting Services Sector.

Underhill Corporate Solutions has been commissioned by Fasset to conduct a large sector-wide survey, which is undertaken by the SETA every 5 years. The results of the survey will be used to determine the most critical skills development challenges, as well as to inform Fasset's skills planning and prioritisation of resources in the sector.

Your experiences and views are important to Fasset, so we would like to request your participation in this survey. It will take approximately 30 minutes to complete.

All information collected will be used for Fasset's internal research purposes only, and the information will not be shared with third parties. Fasset will not process your personal information for any purpose other than that which is identified above, or without obtaining prior consent for further processing.

By completing the questionnaire, you agree to give Fasset your personal details. However, responses will not be processed on an individual basis, but rather compiled and analysed collectively, thus making this questionnaire completely confidential.

Thank you in advance for participating in this important survey.

If you have any questions regarding the questionnaire, please contact Biggie at [email protected] or (011) 476-8570, or Eddie at [email protected] or Crispen at [email protected] or (012) 751- 3237; fax number: 086 639 8976.

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mailto:[email protected]




1 ORGANISATION INFORMATION

1.1 Please complete your details below.

Your name and surname

Name of your organisation

Your designation

Your email address

Work telephone number ( )

Skills Development Levy (SDL) number(s) Please in-clude all the numbers used by your organisation

1.2 From the list below please select the subsector that best describes the main business activities of your organisation.

SUBSECTOR TICK ONLY ONE

Investment Entities and Trusts and Company Secretary Services

Stockbroking and Financial Markets

Development Organisations

Accounting, Bookkeeping, Auditing and Tax Services

Debt collection

Business and Management Consulting Services

Activities Auxiliary to Financial Intermediation

SARS and Government Departments

Other specify:

1.3 Please select the appropriate option that denotes your organisation.

TYPE OF ORGANISATION TICK ONLY ONE

A corporation (A limited liability business that has a separate legal personality from its members. Corporations can be either government-owned or privately-owned, and privately-owned corporations can organize either for-profit or not-for-profit. A for-profit corporation is owned by shareholders who elect a board of dir-ectors to direct the corporation and hire its managerial staff)?

A partnership (For-profit business owned by two or more people)?

Co-operative (Co-op is a limited liability business that can organise for-profit or not-for-profit. A cooperative differs from a for-profit corporation in that it has members, as opposed to shareholders, who share decision-making authority)?

Section 21 organisation (Formed not for gain, and are usually charitable institu-tions)?

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Sole proprietorship (Pty Ltd is a for-profit business owned by one person)?

1.4 Has your organisation paid the SDL during the last financial year?

Yes

No

1.5 Please indicate the ownership of your organisation in the table below. Note: A = Black African; I = Indian; C = Coloured; W = White; NSA = Non-South Africa.

Ownership Population group Gender Disability status % of business owned

Owner 1

Owner 2

Owner 3

Owner 4

Owner 5

Owner 6

2 FINANCIAL INFORMATION

2.1 Please indicate the total turnover for the previous financial year for your organisation.

Total turnover R

2.2 Please indicate the total payroll (salary bill) for the previous financial year. Use the same calcula-tions of payroll as used for SDL purposes.

Total payroll R

2.3 Please estimate the total amount spent on training for the previous financial year e.g. on the workstation, licensing fees, tuition fees, professional body fees, training expenses and examina-tion fees.

Total training spent R

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2.4 Please indicate the remuneration range for the following occupational categories.

OCCUPATIONAL CATEGORY REMUNERATION RANGE IN RAND VALUE

Managers R -R

Professionals R -R

Technicians and associate professionals R -R

Clerical support workers R -R

Services and sales workers R -R

Agricultural, forestry, fishery, craft and related trades workers R -R

Plant and machine operators and assemblers R -R

Elementary occupations R -R

3 EMPLOYMENT

Please indicate the total number of employees that your organisation employed as at 30 April 2016 in the respective provinces. Employment figures should include part-time and full-time staff, staff on con-tract and learners on internships or learnerships. (You can skip this question if you have submitted a WSP to Fasset this year).

PROVINCE NUMBER OF EMPLOYEES

Eastern Cape

Free State

Gauteng

KwaZulu-Natal

Limpopo

Mpumalanga

North West

Northern Cape

Western Cape

Total

3.1 In the last financial year, how many employees left your organisation? (If none, please insert 0 and go to question 3.3 below.

Number who left organisation

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3.2 Of those who left your organisation, how many:

REASONS FOR LEAVING NUMBER OF EMPLOYEES

Resigned?

Retired?

Were retrenched?

Were dismissed?

Passed away?

Left because they had completed their learnerships?

Other (please specify)

Total number of employees who left

3.3 Do you find it difficult to retain certain categories of employees (e.g. accountants, economists?) If no, please go to question 4.

Yes

No

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3.4 If yes to question 3.3, in which occupations, in terms of race and gender, did you find it difficult to retain employees?

POSITION/OCCUPA-TION 1

Organising Framework for Occupa-tions (OFO)

code

POPULATION GROUP

ReasonAfrica

n Male

African Fe-male

African dis-

abled

Col-oured Male

Col-oured

Female

Col-oured

disabled

In-dian Male

Indian Fe-

male

Indian dis-

abled

White

Male

WhiteFe-

male

White dis-

abled

a.

b.

c.

d.

e.

f.

g.

h.

i.

j.

k.

1 Please distinguish between Auditing and Accounting learners on learnerships, and clerks that occupy clerical positions by adding the letter “L” to clerks on learnerships e.g. Account-ing clerk (L) and the letter “C’ to clerical staff e.g. Accounting clerk (C).

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4 EMPLOYMENT EQUITY

4.1 Does your organisation find it difficult to reach employment equity targets? (Please select one option.) If no, please go to question 4.3.

Yes

No

Not applicable e.g. too small

4.2 If yes to question 4.1, please describe your organisation’s challenges with regard to em-ployment equity.

OCCUPATIONAL CAT-EGORY CHALLENGE 1 CHALLENGE 2 CHALLENGE 3

a. Managers

b. Professionals

c. Technicians and As-sociate Profession-als

d. Clerical Support Workers

e. Service and Sales Workers

f. Skilled Agricultural, Forestry, Fishery, Craft and Related Trades Workers

g. Plant and |Machine Operators and As-semblers

h. Elementary Occu-pations

4.3 Are there specific positions in your organisation that you have difficulty to fill with Black African candidates? If no, please go to section 5 below.

Yes

No

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4.4 If yes to question 4.3, please name these positions/occupations

POSITION/OCCUPATION QUALIFICATION AND/OR SKILLS REQUIRED

a.

b.

c.

d.

e.

4.5 What are the reason(s) for the difficulties to fill the positions?

REASONPLEASE TICK

YES NO

a. Overall lack of skilled people

b. Lack of Black African people with suitable qualifications

c. Applicants’ lack of academic/technical skills i.e. skills obtained during studies

d. Applicants’ lack of basic/generic/transferable skills e.g. IT, teamwork, problem solving, self-management

e. Applicants’ lack of the relevant experience

f. Affordability (salary demands of applicants)

g. People do not want to work outside urban areas (big cities)

h. Lack of mentors in the organisation to guide new staff

i. Labour laws make it difficult to discharge incompetent people

j. Other (please explain)

5 THE DEMAND FOR SKILLS IN THE SECTOR

IDENTIFICATION OF SCARCE SKILLS Scarce Skills refer to occupations or specific positions for which employers cannot find suitable people. Scarce skill thus often result in vacancies that employers cannot fill and that remain un-filled for a long period of time or for which they have to take special measures to find the right people.

5.1 Did you try to recruit employees in the past year? If no, please go to question 5.4.

Yes

No

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5.2 If yes to question 5.1, did you find it difficult to find suitable employees/candidates for cer-tain positions? If no, please go to question 5.4 below.

Yes

No

5.3 If yes to question 5.2, please give us more information on the positions that you found diffi-cult to fill: Job titles (e.g. Accountant/Computer Engineer/Auditing clerk OFO codes for Job Titles Occupational category of the job (1. Managers / 2. Professionals / 3. Technicians and As-

sociate Professionals / 4. Clerical Support Workers / 5. Service and Sales Workers / 6. Skilled Agricultural, Forestry, Fishery, Craft and Related Trades Workers / 7. Plant and Machine Operators and Assemblers / 8. Elementary Workers)

JOB TITLE

OFO COD

E

OCCUPA-TIONAL CAT-

EGORY

NUMBER OF VACAN-CIES AS AT 31 MARCH

2016

REASON FOR DIFFICULTIES

a)

b)

c)

d)

e)

f)

g)

h)

i)

j)

k)

5.4 Is your organisation involved in any initiative or programme which aims to increase the number of people available in scarce skills areas? If no, please go to question 5.6.

Yes

No

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5.5 If yes to question 5.4, please explain your organisation’s involvement in initiatives or pro-grammes to alleviate skills shortages?

Type of initiative/programme(eg. learnership, mentorship, management develop-ment programme, bridging programme, bursaries)

Scarce skill addressed

a.b.c.d.e.f.g.

5.6 How can Fasset assist the sector in alleviating skills shortages in the sector?

a.

b.

c.

d.

e.

f.

g.

h.

i.

5.7 In general, which factors influence the demand for skills in the Fasset sector?

a.

b.

c.

d.

e.

f.

g.

h.

i.

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5.8 Which of these factors are currently influencing the demand for skills in your organisation?

a.

b.

c.

d.

e.

f.

g.

h.

i.

5.9. Outline current skills gaps. These are skills within certain positions which are required to perform effectively in their jobs but which may be hard to find in qualified candidates/em-ployees. For example, a Portfolio Manager with good presentation skills, or a Business Analyst with advanced Excel skills. They could also be general skills gaps found across oc-cupations in your organisation, eg. lack of management skills / leadership ability / business communication skills / negotiation skills / problem-solving skills, etc.

DESCRIPTION RESPONSES1st Job title

OFO code

Occupational categoryWhat are the skills needed by the current work-forceto perform effectively in their jobs?What are the reasons for the current skills gaps?Which interventions are required to address theseskills gaps?2nd Job title

OFO code

Occupational categoryWhat are the skills needed by the current work-forceto perform effectively in their jobs?What are the reasons for the current skills gaps?Which interventions are required to address theseskills gaps?3rd Job title

OFO code

Occupational category

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What are the skills needed by the current work-forceto perform effectively in their jobs?What are the reasons for the current skills gaps?Which interventions are required to address theseskills gaps?

6 CHANGES IN EMPLOYMENT

6.1 How has the total number of people employed by your organisation changed over the last two years? (Please tick the appropriate block.) If no, please go to question 6.3.

DECREASED BY (%) NO

C

HA

NG

EINCREASED BY (%)

90-100

80-90

70-80

60-70

50-

60

40-50

30-40

20-30

10-

20

1-10

01-10

10-20

20-30

30-

40

40-50

50-60

60-70

70-

80

80-90

90-100

6.2 What was the main reason for the change in employment? (You can select more than one response.)

Restructuring of multiple organisations (e.g. mergers, acquisitions, unbundling)

Growth in business volume (increase in business)

Business problems (decrease in business)

Difficult to find appropriately experienced and skilled people

Labour-related problems e.g. find it difficult to discharge incompetent people

Other (please specify)

Not applicable

6.3 How do you expect the total number of people employed in your organisation to change in the next five years?

Increase

Decrease

Remain the same

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6.4 In which occupational category(s) of your organisation will employment increase or de-crease and what is the main reason for these changes?

OCCUPATIONAL CAT-EGORY

CHANGE

REASON FOR CHANGEIn

crea

se

Dec

reas

e

Rem

ain

the

sam

ea. Managers

b. Professionals

c. Technicians and As-sociate Professionals

d. Clerical Support Workers

e. Service and Sales Workers

f. Skilled Agricultural, Forestry, Fishery, Craft and Related Trades Workers

g. Plant and Machine Operators and As-semblers

h. Elementary Workers

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6.5 Are there any occupations that will specifically increase or decrease more than other occupations in your organisation? Please provide a reason why this is expected to happen.

OCCUPATION2 OFO CODE

CHANGE

REASON FOR CHANGE

Incr

ease

Dec

reas

e

a.

b.

c.

d.

e.

f.

g.

2 Please distinguish between Auditing and Accounting clerks on learnerships (trainees), and clerks that occupy clerical positions by referring to clerks on learnerships as train-ees e.g. Accounting trainee, auditing trainee

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6.6 Which 3 skills will be most in demand in the sector (and/or your organisation) in the future (over the next 5, 10 and 15 years)?

Occupation OFO Code

NQF level

Which factors are influencing the de-mand for this skill in the future?

5 year forecast (approx. number)






THE FASSET SECTOR YOUR ORGANISATION1.

2.

3.

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7 EDUCATION AND TRAINING IN THE SECTOR

7.1 What are the challenges in the Fasset sector in terms of the provision of education and training?

a.

b.

c.

d.

e.

f.

g.

7.2 Does your organisation offer any workplace training programmes (ie. learnerships, intern-ships, and other workplace training programmes)? If no, please go to question 8.

Yes

No

7.3 If yes to question 7.2, please provide a short description of the programmes that you offer?

Description of programme

Lear

ners

hip

Inte

rnsh

ip

Oth

er

a.

b.

c.

d.

e.

f.

g.

h.

i.

j.

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8 EMPLOYERS’ NEEDS ON THE FUTURE GROWTH OF THE SECTOR

8.1 Are there specific training needs/programmes that Fasset should support your organisation with through its discretionary grants? If no, please go to section 9.

Yes

No

8.2 If yes to question 8.1, please specify.

Description of training need/programme

a.

b.

c.

d.

e.

f.

g.

h.

i.

j.

8.3 What interventions are needed in the Fasset sector to improve productivity, work perform-ance and grow the sector?

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9 DETAILED INFORMATION ABOUT INDIVIDUAL EMPLOYEES (You can skip this question if you have submitted a WSP to Fasset this year):

One of the main objectives of this survey is to develop baseline information about employment in the financial and accounting services sector. Please provide detailed information about each em-ployee in your organisation. Organisations that have electronic information systems please ex-tract the information and provide it electronically in MS Excel format. All information will be treated as strictly confidential. Add rows to this table if necessary.

PLEASE NOTE: The list of employees must include the owners/partners if they work in the busi-ness

Occupa-tion3/

Job titleOFO cod

e

Profes-sional

registra-tion

Gen-der

Popula-tion

group

Dis-ability

and type

Year of birth

Highest educa-tional

qualifi-cation

For-eign na-

tional

Nature of ap-point-ment

Timing of ap-point-ment

e.g. Ac-countant

e.g. 2422

15e.g. CA

M = MaleF -= Fe-male

A = AfricanC = ColouredI = In-dian/AsianW = White

V = Vi-sionH = Hear-ingM = Move-ment

e.g. 1958

See Ap-pendix A

Please spec-ify country of ori-gin

F = Full-timeP = Part-time

P = Per-manentT= Tem-porary

3 Please distinguish between Auditing and Accounting clerks on learnerships (trainees), and clerks that occupy clerical positions by referring to clerks on learnerships as trainees e.g. Accounting trainee, auditing trainee

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APPENDIX A: QUALIFICATION LEVELS

QUALIFICATIONNQF level

(codes for table)

General Education and Training(GET)

Grade 9 / ABET Level 4

Further Education and Training(FET)

Grade 10

Grade 11

Grade 12

Higher Education and Training(HET)

National certificates

National diplomas

National first degrees and higher diplomas

Honours degrees

Master’s degrees

Doctorates and post-doctoral research degrees

Unknown

THANK YOU FOR YOUR PARTICIPATION IN THE SURVEY

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