- Establishment and jurisdiction classification
- Headcount, annual band and reserved-category calculation
- Trade/category/curriculum selection
- Age, qualification, fitness and prior-training verification
- Current stipend and scheme-support assessment
- Contract execution and portal registration
- Trainer, basic training, OJT, safety and work-diary setup
- Monthly stipend/DBT and attendance reconciliation
- Quarterly records, returns and inspection file
- Assessment, certificate, employment clause and exit
- Termination/novation/Rule 7D controls
- Annual legal and portal update review
Evidence to retain
Keep source calculations, approvals, portal acknowledgements, contracts, bank/DBT proof, training records and adviser correspondence for the full retention period applicable to your establishment and scheme.