Setting up the Company Equity screen

Solution Properties

Solution ID:

200401134431098

Last Modified Date:

Thu Nov 27 12:36:46 UTC 2025

Taxonomy Path:

Application function//Payroll management

Author:

[email protected]

Setting up the Company Equity screen

Description

This article forms part of the article where we discuss on how to implement the Equity Module. There is a checklist to guide you through the process and this is Step 7 on the checklist.

Cause

Resolution

Access the Company Equity screen

From the Main Menu, go to Equity.
Select Company Equity Screen.

Review the company Equity details

Confirm the Equity manager and contact details
If you want to change the details, update the RSA Employment Equity screen: Updating the Employment Equity contact person details.

Update the linking to Payroll codes

NOTE: When you link an Equity field with a payroll code, you'll need to define the Equity code on the definition. Once completed, you'll need to ensure employees are linked to the correct payroll codes.

The following fields are available:

Field	Description
Group (Mandatory Field)	The following groups are used for Equity: A - African C - Coloured I - Indian W - White
Workplace (Optional Field)	This field will only be applicable to companies that want to submit separate Equity reports for different Workplaces within the company. An example of this could be to submit different reports for the factory workers and the admin or office workers, instead of only one report for the company as a whole. Submitting reports per workplace is optional. CAUTION: If decide to include this field, remember to link all employees as well as define it on your Numerical Goal as not doing so will impact the accuracy of the report
Province (Optional Field)	The following provinces are available for selection in the Equity Module: Gauteng South Gauteng North Eastern Cape Free State Kwa-Zulu Natal Mpumalanga Northern Cape Limpopo North West Western Cape This will only be used if the employer decides to report separately for each province. CAUTION: If decide to include this field, remember to link all employees as well as define it on your Numerical Goal as not doing so will impact the accuracy of the report
Occupational Category (Optional Field)	An Occupational Category is the employee’s level within the South African workforce. The following occupational categories are available for selection: Legislators, senior officers and managers Professionals Technicians and associate professionals Clerks / administrative Service and Sales workers Skilled agricultural and fishery workers Craft and related trades workers Plant and machine operators and assemblers Elementary Occupations
Occupational Level (Mandatory Field)	This provides the Department of Labour with an indication of the employees’ level within the company.
Job Function (Mandatory Field) As from the 2	A job could either be an Operational/Core Function or a Support Function. Operational/Core Function positions are mainly for revenue generation, e.g. production, sales, etc. Support Function positions provide infrastructure and other enabling conditions for revenue generation, e.g. human resources, etc. Jobs in the organisation can therefore be classified as either an Operational/Core Function or a Support Function. Employees fall within one of these two Functions.
Disciplinary Action Equity Training Skills Training	This section will only be applicable to companies that are licensed for the Personnel History module as well. Here the user will define whether the Skills training transactions loaded on the Personnel History module should automatically update the Equity information. Equity Training is only applicable to years prior to 2009.

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