How to exclude an employee record from Equity reporting

The Employment Equity report uses the information on the Employee Equity and Equity History screens. You can select to exclude a record from reporting.

1. From the Main Menu, go to Equity.
2. Select Employee Equity Information.
3. Select the employee record to exclude.
4. Type EQD in the routing block.
5. Press Enter.
6. An onscreen message requires you to confirm to delete the record. Click Yes to confirm.
7. The follow-up screen creates awareness of the process (deleting the Equity record and history). Click Yes to confirm.

 TIP: To exclude new employees from Equity Reporting, select No during the add process to activate the screen. 

How to exclude a company or trust from Equity reporting.