In this article we will take you through the process of how to print the Equity Report. Typically this report will merge with the relevant Excel documents and populate the required information needed to submit your Equity information.

It is extremely important that all the relevant mandatory fields have been completed and that the Equity History for all employees are completed as well. Should you encounter any errors or experience discrepancies on the reports, we recommend you review our article where we take you through the Checklist of setting up Equity, just to ensure that everything that needs to be completed has indeed been done.

NOTE: Our Support Desk can only provide basic guidance on Equity when running the reports. If you are using the reports for the first time and you are unsure if your setup is correct, we rather recommend you book a consultation.

Review your numerical goal plan

1. From the Main Menu, go to Equity.
2. Select Numerical Goal Plan.
3. Review your existing plan to confirm you include all companies
4. If you haven't set up a report: How to set up Numerical Goals and Targets

Print the Employment Equity report

1. From the Main Menu, go to Equity.
2. Choose Employment Equity Reports.
3. Print  Equity Rep (Real Number 711).
4. Take note of the following onscreen message:

 NOTE: You'll need to be in a pay period after the reporting period, and companies need to be in the same processing period. 

5. Select your numerical goal plan number
6. Select to print all or selected reports.
7. Enter the Employer Details date for EEA2 A (end date of Employment Equity reporting period).
8. Enter the workplace profile date (end date of Employment Equity reporting period).
9. Select your numerical target/goal to include.
10. Click Continue
11. Select to print the details of employees included in the report

 TIP: This option provides you with the details of each employee included in your report. 

13. Click Continue.
14. Click Yes to confirm selections

Report generates successfully

1. The Excel report downloads to you computer
2. open the report
3. Update the information on the Employment Equity online portal. 

Outstanding information on report

1. The onscreen message indicates missing Equity records:

2. Click OK to continue.
3. Refer to the error report for more details on records to review and update.
4. Run the Employment Equity again.

 NOTE: Contact your Business Partner if you need assistance with the Employment Equity Module and reports. 

NOTE: It is important to ensure that your plan still includes the correct companies if the plan was setup to include more than one company. If you added companies during the year, you need to ensure those companies were then added to the Equity Plan if applicable.