Employment Equity: 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

The Company Equity Screen (EQC) contains the employer information that is required on the Employment Equity Reports.

To access the Company Equity Screen

Click on Equity

Click on Company Equity Screen

The information at the top of this screen defaults from the Basic Company Information Screen, as well as the RSA Employment Equity Contact Person Screen. The information cannot be changed here.

At the bottom of the screen, you can link Equity Codes to Payroll Analysis Fields so that the information will automatically update from the Basic Employee Information Screen (IS). You may also define whether Training Transactions should automatically update the Equity Information. This will only be applicable if the system is licensed for the Personnel History Module.

The following fields are available:

Field Description
Group Mandatory Field
The following groups are used for Equity:
  • A African
  • I Indian
  • W White
  • C Coloured
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 Optional Field
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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