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.
To access the Equity report, from the Main Menu:
Click on Equity
Click on Employment Equity Reports
Select Equity Report (Real Number 711)
This report is the same report you would have run to generate the information for your Current Workforce Profile, using the Zero Plan.
We are now going to print the Equity Report with the intention of generating the information for Equity Submission purposes.
- Take note of the following onscreen message:
- Continue and complete the following screen:
|Print using Equity Plan number||Select the Plan Number for which the report should print.|
|Print All or Selected Reports||Select ‘All’ if the whole report should print. Select ‘Selected’ if only a section of the report should print.|
|Employer Detail||This form provides the Department of Labour with general information regarding the employer, as well as contact details of the Chief Executive Officer and the Senior Manager responsible for submitting the Equity reports.|
|Workforce Profile||This report will reflect the workforce profile according the date entered.|
|Workforce Movement||This report will reflect the workforce movement during the past 12 months.|
|Skills Development||The Skills report reflects the number of Employees, per Occupational Level, that received skills training in the 12 months preceding the report. The information on the Employee Equity History screen will be used to print this report. A separate report is printed for people with disabilities. The number of employees pull through to this report and not the number of training transactions.|
|Numerical Goals||The 2 Numerical Goal plans i.e. 1 Numerical Goal Plan and 1 Numerical Target Plan which were defined for plan 2000 will be printed when you select to print this report.|
|Employer Details||This form provides the Department of Labour with general information regarding the employer, as well as contact details of the Chief Executive Officer and the Senior Manager responsible for submitting the Equity reports.|
|Income Differentials||This report will reflect the income differentials for the past 12 months. This section includes Active, Terminated and New Employees.|
|Print the details of the Employees included in the Report||Tick the box if the report should show the details of each employee when you print the report.|
- Make the following selections when printing the final Employment Equity Report:
All dates entered here will be for the month up to you are running your Equity. In our company it is September 2019, so the date will be 20190930. All dates entered here will be for the month up to you are running your Equity. In our company it is September 2019, so the date will be 20190930
- Select the Numerical Target that should print on the EEA2: The Numerical Target to select will be for the following year - In our company we are in September 2019, so we will select September 2020.
- Click on Continue, and then Continue again. An onscreen message will confirm if the information is correct, select 'Yes'.
- The following summary screen will be populated:
- Click on Finish.
- Click on 'Click here' to download the Excel Report with all relevant information. Select where you would like to save the file. Once downloaded, open the Excel Report and review all the tabs with the various sets of information.
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.