The Equity numerical goal plan allows you to set up the following:
Numerical Equity plan goals to reach at the end of the reporting period (five-year plan)
Numerical Equity targets to reach at the end of each year within your Equity plan
The numerical goal plan setup includes the specific employees and companies to include.
Cause
Resolution
Access the Numerical Goal Plan setup screen
Open your payroll application.
Access your company from the Company Listing screen.
From the Main Menu, go to Equity.
Choose Numerical Goal Plans.
Create a numerical goal plan
Enter a unique 4-digit Plan Number.
Click Yes to add the new plan.
Enter the Plan Date:
This is the year and month the reporting period ends
Enter the Plan Description.
Select Workplace (optional).
Select Province (optional).
TIP:
The report only includes the employees linked to the specific Workplace and Province codes. We recommend that you don't select these codes to include all employees.
Select Company to include all companies forming part of the plan.
Choose the companies to include, then click Select.
You'll need to enter the passwords to select these companies
Click Continue when you've included all companies.
Enter Industry the company operates.
Click Save to generate plan.
Setup Numerical Goals
Enter the numerical goals for the five-year plan:
Click All employees per Occupational Level.
Enter the goals per occupational group and group.
Click Close.
Click Employees with disabilities per Occupational Level.
Enter the goals per occupational group and group.
Click Close.
Setup Numerical Targets
Enter the numerical targets for each interim period of the year plan.
Enter the year and month for each of the four interim periods.
Click All employees per Occupational Level for the interim period.
Enter the targets per occupational group and group.
Click Close.
Click Employees with disabilities per Occupational Level for the interim period.
Enter the goals per occupational group and group.
Click Close.
Repeat to complete the targets for all four periods.