Funding Claims Overview October Welcome

Transcription

1 Funding Claims Overview October 2016 Welcome

2 Aims The aim of this presentation is to: Provide an overview of Funding Claims on Hub. Provide detailed key user functionality. Demonstrate key areas of system. Identify where and who to go to for furr help & support. We will cover following: 1. What is

3 Funding Claims? Funding Claims is a collection that can be found on Returns tab on Hub. Funding Claims is an active collection that is used by providers to reconcile payments made to m by Skills Funding Agency. As well as this it is used to support allocations management for following year. Funding Claims applies to colleges and training organisations that are: Funded through a grant for ir Adult Skills Budget Funded through a grant with a Advanced Learning Loans Bursary contract With a Discretionary Learner Support Contract With a Community Learning contract

4 Opening Funding Claims The following steps will apply each time you need to use Funding Claims. You will need to have internet access and login details for Hub. We recommend you use Internet Explorer (minimum version 9). You could also use: Firefox (version 42.0 or newer) Chrome (version or newer) Safari (version 10.0 or newer) The hub is accessed from To get : Open your web browser Visit Hub Select Sign in from top right hand corner, and follow instructions Once you are logged in, select Returns from menu tabs. And select 1516 Final Funding Claim from Active tab To create a new submission in Funding Claims collection, click Create

5 Funding Claims Form (Non HE Form) If you are a college or training provider that submits full ILR returns, even if you are an HE training provider, you will see this form once you have selected to create a new submission. The Delivery to date column is auto populated based on funding you have received. You as a provider n need to fill in Exceptional adjustments fields if any apply. The Print Preview button allows you to print a copy of funding form before submission.

6 Funding Claims Form (HE Form) If you are a college or training provider that submits partial ILR returns or submit only to HESA, n you will need to complete this version of form to make a Funding Claims submission. As a provider that meets above criteria, you will need to fill in Delivery to date fields for types of funding you receive. This is amount of funding you have received. If you have any exceptional adjustments, se need to be entered into corresponding field. The Print Preview button allows you to print a copy of funding form before submission.

7 a If you do have an error with one of your inputs, cell will be highlighted in red. The cell will have a message above it outlining reason for error. Once you have completed form, check re are no warning messages above Save button, and that diser checkbox has been checked. If re are no warning messages above Save button, you will be able to save your. Once you have clicked Save, an alert will be shown. This alert shows that form has been saved but not submitted, and looks like second screenshot. It is important that form is Submitted after being saved.

8 Form After saving form you must ensure you return to collection screen and submit form by clicking on Submit button. After submitting form you can click on Open button to review form you have submitted and to make any changes to form. If you make any amendments you will n need to save and submit form again.

9 Once you have successfully submitted your, you will be able to open a report that looks like this. The report is available from Recent Submissions and section of collection. We advise that you review your to ensure it is accurate. If it is not accurate n you will need to contact helpdesk at servicedesk@sfa.bis.gov.uk or

10 Important Information Important Information If you try to create a new form to submit, you may be shown an alert which states that you need to reload your browser. Clicking Start Over will remove this alert and allow you to complete form. If any of values you enter into form are prefaced with a space, this will cause an error when you submit your. Please check all of your inputs to ensure that this doesn t happen. You can only submit negative figures in Exceptional Adjustments fields. The Funding Claim Submission Report is based on form you have submitted. You can find it in Recent Submissions and section of collection. The SFA Funding Claims Report in Business tab, may have slightly different values due to different rules for rounding of figures. We use Funding Claim collection for payments.

11 Signing Form Once form has been submitted on Hub you will need to digitally sign form on Skills Funding Service. The Skills Funding Service is accessed from: To get : Open your web browser Visit Skills Funding Service Select Sign in and follow instructions Click on Funding Claims tile Click on Review and sign funding link

12 Signing Form The Final Funding Claim Form will be available on Skills Funding Service within 15 minutes of form being submitted on Hub. You will receive an when Final Funding Claim is available. After reviewing Final Funding Claims for your organisation you need to click on Continue to sign button. The Save and Print final amount link will allow you to save and print a copy of Final Funding Claim before signing. To complete process of digitally signing form you need to click on Agree and sign button.

13 Signing Form Once you have successfully signed Funding Claim Form a message will be displayed on screen to confirm this and a confirmation will be sent to you.

14 Furr Help & Support Telephone: Service Desk opening hours: 8:30am to 5:00pm Monday to Thursday 8:30am to 4:00pm Friday 8:30am to 6:00pm Days when ILR returns are due and Monday 24 th October 8:30am to 1:00pm Christmas Eve The Service Desk is closed weekends and bank holidays. Queries can be raised out of hours by .

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