SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Achieve personal effectiveness in an accounting environment 
SAQA US ID UNIT STANDARD TITLE
12992  Achieve personal effectiveness in an accounting environment 
ORIGINATOR
SGB HET Accountancy and Financial Management 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
FASSET - Financial and Accounting Services SETA 
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Finance, Economics and Accounting 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
People credited with this unit standard are generally found within the accounting technician field. On successful completion of the unit standard, people will be able to plan and organise their own work, establish and maintain working relationships, and maintain accounting files and records. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
  • Unit standards in bookkeeping at NQF level 4.
  • Unit standards in basic planning at NQF level 4. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Plan and organise own work. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Knowledge of the business environment is demonstrated with relation to people, legislation, and documentation. 

    ASSESSMENT CRITERION 2 
    2. Planning aids are described and used in line with scheduling techniques, time management and work prioritisation, to plan and monitor work. 
    ASSESSMENT CRITERION RANGE 
    Diaries, Schedules, Action plans
     

    ASSESSMENT CRITERION 3 
    3. Routine and unexpected tasks are identified and prioritised according to organizational procedures. 

    ASSESSMENT CRITERION 4 
    4. Work plans change accordingly where changes in priority occur. 

    ASSESSMENT CRITERION 5 
    5. Anticipated difficulties in meeting deadlines are promptly reported to the appropriate person. 

    ASSESSMENT CRITERION 6 
    6. Assistance is asked for, where necessary, to meet specific demands and deadlines. 

    SPECIFIC OUTCOME 2 
    Establish and maintain working relationships. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Team working, relationship and conflict management, and communication styles are described in relation to the specific organisational culture and context. 

    ASSESSMENT CRITERION 2 
    2. Information is provided to internal and external customers in line with routine requirements and one off requests. 

    ASSESSMENT CRITERION 3 
    3. Information, advice and resources required are elicited from the appropriate people. 

    ASSESSMENT CRITERION 4 
    4. Commitments to others are met within agreed timescales. 

    ASSESSMENT CRITERION 5 
    5. Communication methods and styles employed are appropriate to the individual situation. 
    ASSESSMENT CRITERION RANGE 
    Written, Verbal, Electronic
     

    ASSESSMENT CRITERION 6 
    6. Any communication difficulties are acknowledged and action is taken to resolve them. 

    ASSESSMENT CRITERION 7 
    7. Opportunities are taken to promote the image of the department and organisation to internal and external customers. 

    ASSESSMENT CRITERION 8 
    8. Confidentiality and data protection requirements are strictly adhered to. 

    SPECIFIC OUTCOME 3 
    Maintain accounting files and records. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Information sorting, handling and storage procedures are explained in line with organizational policy. 

    ASSESSMENT CRITERION 2 
    2. New documentation and records are filed in the filing system in line with organizational procedures. 

    ASSESSMENT CRITERION 3 
    3. Item movements are monitored and recorded where necessary. 

    ASSESSMENT CRITERION 4 
    4. Documentation and records are stored and kept according to organisational and legal requirements. 
    ASSESSMENT CRITERION RANGE 
    Documentation - Incoming correspondence, Copies of outgoing correspondence, Financial records
    Legal requirements - Document retention, Confidentiality
     

    ASSESSMENT CRITERION 5 
    5. Out of date information is dealt with in accordance with organisational procedures. 

    ASSESSMENT CRITERION 6 
    6. Opportunities for improving filing systems are identified and brought to the attention of the appropriate person. 
    ASSESSMENT CRITERION RANGE 
    Manual and Computerised
     


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    Accreditation for this unit standard shall be obtained from the relevant Education and Training Quality Assurance Body, through summative assessment by a registered assessor.

    Moderation activity comments by SGB's, organisations and individuals may be forwarded to NSB03. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    A demonstrated understanding of:
  • Knowledge and understanding of;
  • The business environment
  • Methods for planning, time management, team working, relationship management, conflict management and communication
  • Information management and filing systems

    Legal Requirements:
  • Copyright, Data protection, Equal opportunities 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems in which responses display that responsible decisions using critical and creative thinking have been made. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team, group, organisation and community. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities responsibly and effectively. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, organise and critically evaluate information. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using visual, mathematical and language skills in the modes of oral and written presentations. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically (showing responsibility towards the environment and health of others). 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems. 

    UNIT STANDARD CCFO CONTRIBUTING 
    Be culturally and aesthetically sensitive across a range of social contexts. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  36213   National Diploma: Technical Financial Accounting  Level 5  NQF Level 05  Reregistered  2023-06-30  FASSET 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. Saber Solutions (Pty) Ltd 
    2. Training for Results (Pty) Ltd 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.