Employment Equity: How do I exclude a Personal Service Company or Personal Services Trust from my equity reports?
Description

You are have a Company or Trust flagged for equity and they should not be included

Cause
Resolution
  • From the Main Menu
  • Access the employee's Information screen
  • Click on the Personal Details tab
  • Change the Gender to Male or Female

 NOTE: Remember to change the gender back to  Company or CC after excluding the employee from Equity 

  • To exclude an employee from Equity, from the main screen of the company go to Equity>Employee Equity Screen.

    Select the employee you wish to exclude.

    You can type “EQD” in the Routing Block on the Employee Equity Screens of these employees to exclude them from all Equity Reporting.

  • After typing 'EQD', enter, and then an onscreen message will require you to confirm that you want to exclude the employee, select 'Yes'.
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