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user guide:

trainee development matrix(TDM)

A Guide to using the online trainee development matrix(TDM)

Introduction___________________________________________________________________2 Accessing the trainee development matrix(TDM)_____________________________________2 Accessing the TDM(trainees registered from1January2007)___________________2 Accessing the TDM(trainees registered before1January2007)__________________2 Transition-claiming performance objectives using achieved STR competencies_____3 If you know which STR competencies you have achieved and wish to claim

relevant performance objectives_____________________________________________3 If you know which performance objective you wish to claim based on your STR

elements of competence___________________________________________________3 Trainee development matrix(TDM)________________________________________________5 View summary of performance objective status________________________________5 Display Performance Objectives___________________________________________________5 Print summary of performance objectives_____________________________________5 View performance objective details__________________________________________5 Print performance objective detail___________________________________________5 Target performance objective_______________________________________________5 Your development plan__________________________________________________________6 Print your development plan_______________________________________________6 Exit your development plan________________________________________________6 View example role profiles_________________________________________________6 Answer challenge questions______________________________________________________6 Print your challenge questions and answers___________________________________7 Submit your challenge question answers for review_____________________________7 Recording a paper sign-off_________________________________________________7 Countersigning by a training supervisor_______________________________________8 Print CV________________________________________________________________8 Your workplace________________________________________________________________9 Add employer___________________________________________________________9 Edit employer details_____________________________________________________9 Add Workplace Mentor____________________________________________________9 Add Role Profile_________________________________________________________9 Edit a Role Profile______________________________________________________10 Deleting a Role Profile__________________________________________________10 YOURANNUALRETURN________________________________________________________10 Annual return guidance_________________________________________________10 Your progress_________________________________________________________10 Submitting an annual return when you have gained relevant work experience______10 Submitting an annual return when you have not gained relevant work experience___11 Submitting an annual return when you have exemption due to working for an ACCA

Approved Employer–Trainee Development,gold or platinum level_______________11

Submitting an annual return when you have exemption due to being a registered

student with HKICPA_______________________________________________12 Submitting an annual return when have a fully completed STR which you wish to

bank_____________________________________________________________12 Guidance________________________________________________________________13 Workplace mentor________________________________________________________14 Workplace mentor guidance__________________________________________14 View submissions__________________________________________________14 Linking a trainee___________________________________________________14 Reviewing a trainee’s answers to the challenge questions_________________14

Introduction

This document is for ACCA trainees and workplace mentors.It gives step-by-step instructions on using the online trainee development matrix(TDM)to plan,record and review trainees practical experience.Each main section of the document relates to a menu item in the TDM.Sub-sections cover the main functions trainees and workplace mentors would use and tasks that they would perform.Additional information is contained in boxes throughout the document.

Accessing the trainee development matrix(TDM)

Accessing the TDM(trainees registered from1January2007)

?Go to https://www.wendangku.net/doc/4e3855089.html,

?Click on myACCA from the menu at the top of the webpage

?Logon using your userid(student/membership number)and passcode

?In the menu on the left,click on on Trainee development matrix(TDM)

The TDM will be opened in a new window.When you have finished using the TDM you must close this window and log out of myACCA to end your secure session. Accessing the TDM(trainees registered before1January2007)

?Go to https://www.wendangku.net/doc/4e3855089.html,

?Click on myACCA from the menu at the top of the webpage

?Logon using your userid(student/membership number)and passcode

?Click on Trainee development matrix(TDM)in the PRACTICAL EXPERIENCE box

The TDM will be opened in a new window.When you have finished using the TDM you must close this window and log out of myACCA to end your secure session.

Transition-claiming performance objectives using achieved STR competencies ?In the menu on the left,click on the square next to TRANSITION

?Click on Transition guidance to access guidance on transferring signed-off student training record(STR)competencies into PER performance objectives.A PDF document will open in a new window.

If you know which STR competencies you have achieved and wish to claim relevant performance objectives then;

?Click on the View STR mapping in the TRANSITION menu

?Under STR key areas click on the AREA DESCRIPTION your STR element relates to

?Under STR elements of competence click on ELEMENT DESCRIPTION to select your STR element of competence

?Under Related performance objectives click on the PERFORMANCE OBJECTIVE DESCRIPTION.You will be taken to the LINK YOUR STR ELEMENTS OF

COMPETENCE TO PERFORMANCE OBJECTIVES page

?From the drop down menu on the right hand side of the page,choose which STR element of competence you are using to claim the related performance objective.

(If you are claiming based on pre-2001STR elements of competence use the free text box to type the element of competence you are using.)

Remember,you can only use an STR element of competence once to claim a related performance objective.

The Performance objective detail button will take you to the main TDM and give you a full description of the performance objective with options to claim this objective through answering challenge questions.

The View transition summary will take you back to the Transition:Claim performance objectives overview.This is the same page which you would access if you clicked on Claim performance objectives in the menu

?Tick the box at the bottom of the page confirm that you are satisfied you have met the requirements for this performance objective.You must retain hard copies of signed-off STRs to support your claim.

?Click on the Save button

If you know which performance objective you wish to claim based on your STR elements of competence

?Click on the Claim performance objectives in the menu

?Under PERFORMANCE OBJECTIVES click on the performance objective you wish to claim.You will be taken to the LINK YOUR STR ELEMENTS OF

COMPETENCE TO PERFORMANCE OBJECTIVES page.

?From the drop down menu on the right hand side of the page,choose which STR element of competence you are using to claim the related performance objective.

(If you are claiming based on pre-2001STR elements of competence use the free text box to type the element of competence you are using.)

Remember,you can only use an STR element of competence once to claim a related performance objective.

?Click on the Save button

Once you have saved use the left side menu to go the page you require or log out of myACCA.Your transition claims may not be automatically updated until the next time you log into the TDM.

Trainee development matrix(TDM)

?Click the square next to TDM in the menu

View summary of performance objective status

?Click on Your performance objectives in the menu.This will take you to the DISPLAY PERFORMANCE OBJECTIVES page

Display Performance Objectives

?View your performance objectives by status,for example To achieve or Achieved using the Filter by status drop down box at the top of this page

Print summary of performance objectives

Click on the Print button at the bottom of the page

View performance objective details

You can view the performance objective detail in full and answer challenge questions.

?Clicking on the performance objective name

?This will take you to the View performance objective details page

?Click on the ACTIVITIES tab to see examples of relevant actitvities

?Click on the PERFORMANCE INDICATOR tab to see the skills and attributes you should demonstrate

?Click on the KNOWLEDGE tab to see related knowledge you should have

?Click on the RELATED EXAMS tab to see the exams linked to the performance objective

Print performance objective detail

?Click on the print button at the bottom of the page

Target performance objective

You can set a target date by which you plan to achieve the performance objective.

?Click on the Target to achieve box

?By the Estimated date of achievement box,click on the

Your development plan

Plan how you will achieve your performance objective and set a date by which you think you will be able to achieve it.

?Next to the Target start box click on the

to set a date you think you will have achieved the performance objective

?Answer the three development plan questions by typing into the free text boxes ?Press the Save button at the bottom of the screen to save any changes

Please be aware that any changes may not be automatically updated until the next time you log into the TDM.

Print your development plan

?Click on the PRINT button at the bottom of the page

Exit your development plan

?To exit Your development plan click on the Performance objective box

?Click on a menu option on the left

View example role profiles

You can view examples of role profiles for different roles.This may help you understand what knowledge and skills you should have in your own role and give examples of the interactions or relationships you may have with others.

?Click on the Example role profiles button at the top right of the page

?The list of example role profiles will open in a new window

?Click on Show to see the detail behind each role

?To view by Sector or Size click on the drop down boxes at the top of the screen and select your option.

Answer challenge questions

?From the View performance objectives screen click on the Challenge questions button on the right hand side of the page

?Type your answer to each of the three challenge questions by typing directly into the free text box under Your answer or by clicking on

Print your challenge questions and answers

?Click the Print button at the bottom of the page.You may use this if you wish to ask your workplace mentor to review and sign-off this performance objective on

paper.If you do this,you must keep the paper copy in case ACCA asks to see it as part of our PER audit procedures

Submit your challenge question answers for review

?Click on the Submit for review button at the top right of the page.You must do this even if you have chosen to have your answers reviewed on paper.This will

then allow you to record that your answers have been signed-off.This will take

you to the YOUR WORKPLACE DETAILS screen

?Select the employer you are working for(or were working for when you achieved this performance objective.)by clicking the button under SELECT

To add a new employer,follow instructions contained in the YOUR WORKPLACE section

?Select a workplace mentor by clicking on the icon to the right of their name or add a new workplace mentor(follow instructions contained in YOUR

WORKPLACE section).

Click on menu option from the left.Please be aware that any changes may not be automatically updated until the next time you log into the TDM.

Recording a paper sign-off

?Access the challenge questions screen by following the instructions above

?You can add notes to the challenge questions screen by using the boxes which appear at the bottom of the page.Your mentor will see any notes which you

enter

?You can record a paper sign-off of the performance objective by clicking on the Confirm completion of paper-sign-off link which is located in the middle of the

page

?This will take you the CONFIRM PAPER SIGN-OFF page.Review your workplace mentor’s details and amend as required.

Countersigning by a training supervisor

This only applies to you if your workplace mentor is not a qualified accountant.If so, then you will need to confirm that your performance objective has been countersigned by a qualified training supervisor.

?Click the word here which is located in the middle of the page.

You will then be taken to a page and asked to select an existing training

supervisor or to enter details of a new training supervisor

?Enter Title,First Name,Last Name,Job title,confirm if the training supervisor works for your employer,confirm if the training supervisor is an ACCA member, enter details of any other membership of professional bodies

?Click the CONFIRM button at the bottom of the screen to save details

?Click the CANCEL button at the bottom of the screen to exit without saving ?Tick the box at the bottom of the CONFIRM PAPER SIGN-OFF page to confirm your performance objective has been signed off by the workplace mentor named above

Print CV

This function incorporates the details entered in the YOUR WORKPLACE section and summarises it in an editable Word document

?Click on Print CV in the menu.

Your workplace

?Click on the square next to YOUR WORKPLACE in the menu on the left

?Click on Your employer to view a list of your employers

Add employer

?Click on Add Employer and enter the details of your employer in the EMPLOYER DETAILS screen

?Click the Save button at the bottom of the screen

?Click the Cancel button at the bottom of the screen to exit without saving.

Edit employer details

?Click on an existing employer’s name

?Enter/update Employer name(compulsory),Job Title(compulsory),Address(first address line is compulsory),Town,County,Country(compulsory),Postcode,

Start Date(Compulsory)and End date(this can be left blank if current employer)?Click the Save button at the bottom of the screen to save details

?Click the Cancel button at the bottom of the screen to exit without saving

Add Workplace Mentor

?Click on Add Workplace Mentor button at the bottom of the screen

?Enter Title,Surname(compulsory),Forenames,Email address,address(first address line is compulsory),Town,County,Country(compulsory),Postcode and Telephone number

?Click the Save button at the bottom of the screen

?Click the Cancel button at the bottom of the screen to exit without saving. Because of the Data Protections Act(UK)1998-once you have added a workplace mentor you cannot then update their details.If you need to change a workplace mentor’s details,then you should ask them to update their details by logging into their own myACCA account or you should deactivate their record by clicking on the Deactivate link and then adding new mentor details.

Add Role Profile

?Click on the Role profiles tab which is located to the right of the Mentors tab in the YOUR WORKPLACE DETAILS screen

?Click on the New role profile button at the bottom of the screen

?Enter Start Date,End Date,Role Title(compulsory),Purpose of the role and key relationships

?To view example role profiles by clicking the Example role profiles button at the top right of the page

?Click the Save button at the bottom of the screen

?Click the Cancel button at the bottom of the screen to exit without saving.

Edit a Role Profile

?Click on the Role profiles tab which is located to the right of the Mentors tab in the YOUR WORKPLACE DETAILS screen

?Click on the ROLE TITLE you would like to amend

?Edit the details you would like to change

?Click the Save button at the bottom of the screen

?Click the Cancel button at the bottom of the screen to exit without saving.

Deleting a Role Profile

?Click on the Role profiles tab which is located to the right of the Mentors tab in ?Click the Delete checkbox to the right of the Role title

YOUR ANNUAL RETURN

?Click on the square next to YOUR ANNUAL RETURN in the menu on the left

Annual return guidance

?Click on the Annual return guidance link on the menu to access information on making your annual return.A pdf will be launched in the existing window. Your progress

?Click on the Your progress link on the menu to view the time in months of relevant experience which you have recorded as having achieved ?Click the Print button at the bottom of the page to print this summary

Your annual return

?Click on the Your annual return link on the menu.This will open the PER annual return tool

Submitting an annual return when you have gained relevant work experience ?Select the relevant year for the annual return from the drop down menu(this will usually be the current year)

?Select Yes as the answer to–“Have you gained any relevant work experience?”

?Click on the Next button at the bottom of the page

Your performance objective status

?You will be taken to a summary of your performance objectives as recorded on the TDM.If you have achieved any performance objectives and your workplace

mentor has signed-off on paper(rather are using the TDM)you must update the performance objectives which you have gained to achieved.

You must retain hard copies of any performance objectives signed-off on paper in case ACCA asks to see them as part of its PER Audit procedures.

?Click on the Next button at the bottom of the page

Your time in a relevant role

?Enter the number of months of experience which you have achieved in a relevant role.If applicable then you should also tick the checkbox if you have undertaken any statutory audit work in the last12months

Your PER annual return declaration

?Click on the Next button at the bottom of the page

?Tick the confirmation checkbox if you agree with the declaration

?Click on the Finish button which can be found at the bottom of the page Submitting an annual return when you have not gained relevant work experience

?Select the relevant year for the annual return from the drop down menu(this will usually be the current year)

?Select No as the answer to–“Have you gained any relevant work experience?”

?Click on the Next button at the bottom of the page

Your work experience

?Chose an option from the drop down list which best describes the reason why you have been unable to gain any relevant work experience

?Click on the Next button at the bottom of the page

?Tick the confirmation checkbox if you agree with the declaration

?Click on the Finish button which can be found at the bottom of the page Submitting an annual return when you have exemption due to working for an ACCA Approved Employer–Trainee Development,gold or platinum level

?Select the relevant year for the annual return from the drop down menu(this will usually be the current year)

?Select I wish to claim an exemption from completing the TDM as the answer to–“Have you gained any relevant work experience?”

?Select I work for a Gold or Platinum level ACCA Approved Employer–trainee development stream

?Click on the Next button at the bottom of the page

Your ACCA approved employer details

?Tick the box next to the statement,“I confirm that I am employer by a Gold or Platinum……..”

?Type the name of your employer in the free text box My employer is:

Your time in a relevant role

Your PER annual return declaration

?Click on the Next button at the bottom of the page

?Tick the confirmation checkbox if you agree with the declaration

?Click on the Finish button which can be found at the bottom of the page Submitting an annual return when you have exemption due to being a registered student with HKICPA

?Select the relevant year for the annual return from the drop down menu(this will usually be the current year)

?Select I wish to claim an exemption from completing the TDM as the answer to–“Have you gained any relevant work experience?”

?Select I am a registered student of the Hong Kong Institute of Certified Public Accountants(HKICPA)

?Click on the Next button at the bottom of the page

Your HKICPA Registration

?Tick the box next to the statement,“I confirm that I am a registered student of the HKICPA………….”

?Click on the Next button at the bottom of the page

Your time in a relevant role

Your PER annual return declaration

?Click on the Next button at the bottom of the page

?Tick the confirmation checkbox if you agree with the declaration

?Click on the Finish button which can be found at the bottom of the page Submitting an annual return when have a fully completed STR which you wish to bank

?Select the relevant year for the annual return from the drop down menu(this will usually be the current year)

?Click on the bank you STR here link at the bottom of the page

Bank your completed STR

?Tick the confirmation checkbox if you agree with the declaration

?Click on the Next button at the bottom of the page

Your time in a relevant role

Your PER annual return declaration

?Click on the Next button at the bottom of the page

?Tick the confirmation checkbox if you agree with the declaration

?Click on the Finish button which can be found at the bottom of the page Guidance

?Click on the square next to GUIDANCE in the menu on the left

?Click on the Click here for guidance on completing your PER requirement link on the menu

?A pdf document will open in a new window

Workplace mentor

?Click on the square next to WORKPLACE MENTOR in the menu on the left

Workplace mentor guidance

?View the guidance pdf document by clicking on the Click here for guidance link on the menu

View submissions

?Click on the View submissions link in the menu

This will take you to the Trainees Performance objectives page.

Linking a trainee

You can link the account and details of a trainee to your details on this page.

?See–Click here to enter link code.This will be a combination of numbers and letters sent to you when your trainee submitted a performance objective to you,

for review,for the first time

?A page will open which allows you to enter the code in a free text box

?Click Submit to create the link

?Click Close Screen to exit this screen

Reviewing a trainee’s answers to the challenge questions

The first table on the page contains a list of trainee’s performance objectives awaiting sign off.

?Click on the trainee’s name to access their answers to the challenge questions ?You can now read the trainee’s answers to the challenge questions for the relevant performance objective

?You can print the trainee’s answers by clicking on the Print button located at the top right of the page

?You can add notes to the challenge questions screen by using the boxes which appear at the bottom of the page.The trainee will see any notes which you enter ?You can record your assessment of the performance objective by clicking on the Record Assessment link which is located in the middle of the page ?You will then be taken to a page and asked to confirm your Job Title,Are you a qualified accountant,Are you an ACCA member,membership of any other

professional bodies

Not Compulsory

?You also have the opportunity to record whether the assessment has been countersigned by a training supervisor by clicking the“Click Here”link which is

located in the middle of the page

?You will then be presented with a page and asked to select an existing training supervisor or to enter details of a new training supervisor.

?Enter Title,First Name,Last Name(compulsory),Job title,confirm if the training supervisor works for your employer,confirm if the training supervisor is an ACCA member,enter details of any other membership of professional bodies.

?Click the CONFIRM button at the bottom of the screen to save details.

?Press the CANCEL button at the bottom of the screen to exit without saving

?You will then be taken to the Review performance objectives page

?Click Approve to approve the performance objective

?Click Reject to decline the performance objective

?Click Cancel to exit without saving

The second table on the page contains a historical list of trainee’s performance objectives which have already been reviewed.You can click on the trainee’s name to view their challenge question answers as above.

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