The Equity Module comes standard with four reports containing all the information necessary for Equity reporting. The Equity Exception Report provides a list of the employees with incomplete Equity information entered.

To access the Equity Reports, from the Main Menu:
Click on Equity
Click on Employment Equity Reports
Select applicable report

Equity Detail Report

Below is an example of the information the report generates:

On this report you need to look at the line where there are employees with https://internal-kb.sage.com/solutionmanager mandatory fields:

Equity Exception Report

This report generates very similar information to the Equity Detail Report:

Employee Equity Declaration

This report prints out each employee on a page to hand out so they can confirm their particulars and return back to you:

Employment Equity Report

We have a separate article that discusses this report in detail as this is the report you will print to generate your Equity Report information to use for the Equity Submission to the Department of Employment and Labour.

If you do not see the Employment Equity reports on your reports menu, import the reports as follows (Users must be licenced for the Equity Module): 

From the Main Menu, click on:

• Reports
• Export/Import Reports
• Batch Import Reports
• Tick the Equity Module field and continue
• Double click on each of the Eq reports to select and click on continue to import each report

Follow the onscreen prompts. The reports should now be accessible on the Reports Menu.

Refer to the 3rd reports tab or Reports 401-600.