How to Create Loadings for Contracts in the SMS (TAS)

How to Create Loadings for Contracts in the SMS (TAS)

Idea
Overview
Loadings are additional payments provided to training providers delivering training to disadvantaged or hard-to-reach groups. For Tasmania (TAS), we will use this Loadings table from Skills Tasmania as a reference.


WarningIMPORTANT

This exclusive feature is only available for Performance and Compliance Plus Package subscribers. Unlock the full potential of your SMS with the Performance and Compliance Plus Package. To upgrade your plan and access this feature, please contact our Support team.

Notes
Step Tutorial
1. From the Dashboard, go to Finance, then Contracts, then Loadings, and click the New button.

2. Fill in the required information:
  1. Type - Select the Loading Type from the dropdown. Loadings can either be Needs or Location Loading. We will use Needs to create the first loading.
  2. Active – Toggle it on to make this loading available.
  3. Name – Add loading name.
  4. Description – Enter a description for the loading.
  5. State – Select the state from the dropdown where this loading is applicable. Choose TAS.
  6. Amount – Enter the percentage amount for the loading.
Once done, click the Save button.


3. A prompt about the successful addition of the loading will appear. Click OK to close.

Info
NOTE:
  1. You can use the search bar to locate your loadings.
  2. You can also edit or delete a loading by clicking the Action button under the Action column.
These are the steps to successfully add a loading to the SMS.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.