Step 6 of the Employment Equity Module setup requires you to import the Equity reports.

The system offers multiple reports to review and update your employees' Equity details. You can also generate your Equity report for submission to the Department of Employment and Labour.

Reports included for this module: 

• Employee Declaration (Real Number 615)
• Equity Exception Report (Real Number 616)
• Equity Detail Report (Real Number 611)
• Equity Report (Real Number 711)

Step 1 Access the batch import option

1. From the Main Menu, select Reports, then select Export/Import Reports.
2. Choose Batch Import Reports.

Step 2 Select modules and reports

1. On the screen, all available modules display.
2. Untick Select All.
3. Select the Equity module.
4. Click Continue.
5. Tick Select All.
6. Click Continue.

Step 3 Confirm and complete the import

1. If a report already exists, the system asks to overwrite it. Select Yes or No.
2. The system displays the line numbers where it copies the reports.
3. Click Continue to complete the process.
4. You’ll return to the Main Menu once the import completes.

Steps 4 View the Equity Reports

1. From the Main Menu, go to Reports.
2. Select Reports and Maintenance.
3. Go to the Reports 401 - 600 tab.
4. Confirm that all four reports display.