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Sponsorship management system - user manual for Tiers 2 and 5


This page contains all the step-by-step guides that form the Tiers 2 and 5 user manual for the sponsorship management system, and a series of process diagrams to guide you through some key tasks in the system.

There is a separate user guide for Tier 4 sponsors.

Last Updated: 22 February 2010

Index

  1. Using the system
    1. Getting started (255KB opens in a new window)
    2. Logging in for the first time (461KB opens in a new window)
    3. Changing a password (391KB opens in a new window)
    4. Requesting a password reset (430KB opens in a new window)
    5. Glossary (283KB opens in a new window)
  2. View and edit sponsor/user profile
    1. Add a new level 1 user (522KB opens in a new window)
    2. Add a new level 2 user (501KB opens in a new window)
    3. Amending user details (512KB opens in a new window)
    4. Deactivating a user (531KB opens in a new window)
    5. Sponsor summary and view certificate of sponsorship allocation (483KB opens in a new window)
  3. View certificates of sponsorship
    1. Viewing a certificate of sponsorship (639KB opens in a new window)
  4. Create and assign (certificates of sponsorship)
    1. Create a new certificate of sponsorship in a group - copy non-migrant-specific data (714KB opens in a new window)
    2. Create a certificate of sponsorship based on the last certificate in a batch (691KB opens in a new window)
    3. Create a certificate of sponsorship based on another certificate of sponsorship (632KB opens in a new window)
    4. Preparing and assigning a single Tier 5 certificate of sponsorship (807KB opens in a new window)
    5. Preparing a Tier 5 certificate of sponsorship group (716KB opens in a new window)
    6. Search for and open a Tier 5 group and assign (764KB opens in a new window)
    7. Linking a single certificate of sponsorship to a Tier 5 group (761KB opens in a new window)
    8. Retrieving a Tier 2 certificate of sponsorship for editing and assigning (800KB opens in a new window)
    9. Unlinking a single certificate of sponsorship from a Tier 5 group (664KB opens in a new window)
    10. Requesting additional certificates of sponsorship (579KB opens in a new window)
  5. Sponsorship duties
    1. Reporting migrant activity (601KB opens in a new window)
    2. Withdrawing sponsorship from a migrant (584KB opens in a new window)
    3. Requesting a change of circumstances (441KB opens in a new window)
    4. Withdrawing an unused certificate of sponsorship (541KB opens in a new window)
    5. Transfer certificate(s) of sponsorship (594KB opens in a new window)
    6. Add a sponsor note (609KB opens in a new window)
  6. Outstanding payments
    1. Making a manual payment (543KB opens in a new window)
    2. Making an electronic payment (583KB opens in a new window)
  7. Process diagrams
    1. Prepare and assign a certificate of sponsorship (120KB opens in a new window)
    2. Sponsor profile and admin end-to-end process (106KB opens in a new window)
    3. Sponsorship duties end-to-end process (95KB opens in a new window)