¶ Introduction
The data for the report and enquiry/snapshot is defined by the "From" and "To date" parameters selected by the user in the dialog form for the "Employment Equity report" (Referred to below as the "Report period"). The data retrieved, filters and selects all employees whose "Employment start date" is before, or equal to the "To date" parameter, and "Employment end date" is greater or equal to the "From date" parameter, thus identifying all employees who were still employed as at the "To date" parameter and whose employment started and/or ended during that period.
EE report data definition: The report gathers all relevant report data for employees whose employment valid "To date" is greater than, or equal to the Report period "From date", and "Employment valid from date" is less than, or equal to the Report period "End date".
Employees per category: Number of workers, support workers, support workers with disabilities, core workers and core workers with disabilities - Displays the number of employees per category as at the report period "End date".
Terminated: Counts all employees per category whose "Employment valid to date" falls within the report period and according to the date criteria in section d of the report specification, i.e. (extract attached below) “The reporting on Termination in Section C 5.1 and 5.2 of the EEA2 report is calculated one day prior to the actual start date and the day before the end date of the Employment Equity reporting period. For example, if the current reporting period is 1 Oct 2010 to 30 Sep 2011, the calculation of the Terminations for the current reporting period will be from 30 Sep 2010 (one day prior to 1 Oct 2010) to 29 Sep 2011 (one day before the end date of the reporting period). The reason for this is that an employee who resigns on the last day of the month is actually still employed on the last day of the Employment Equity reporting period, and therefore should not be counted as a termination in the current reporting period. They should only be counted as a termination in the next Employment Equity reporting period. This should be kept in mind when HR & Payroll statistics are compared with EEA statistics. There will be a difference in the headcounts when the EEA2 report is generated for one month and compared to the HR and Payroll headcounts for the same month. The example below illustrates the difference in headcounts:
|
TERMINATION DETAILS FOR APRIL AND MAY |
|
|
Termination Date |
Employee Number |
|
13-Apr-2011 |
887456 |
|
20-Apr-2011 |
729389 |
|
30-Apr-2011 |
127589 |
|
06-May-2011 |
634821 |
|
18-May-2011 |
920133 |
|
31-May-2011 |
110398 |
|
31-May-2011 |
073465 |
| HR AND PAYROLL STATISTICS | EEA Statistics | |
| Reporting Month | May | May |
| Reporting Period – Start and End Dates | 01 May to 31 May | 30 Apr to 30 May |
| Number of Terminations reported | 4 | 3 |
The HR and Payroll headcount will include all the employees with a termination date in May, while the EEA headcount will include the employee terminated as from 30 Apr 2011 to 30 May 2011, and exclude the employees terminated on 31 May 2011.
The employees excluded will be counted as terminations when the EEA2 report is generated for June (following month). Terminations are not reported when an employee’s "Engagement date" and "Termination date: is the same date.
Terminated per reason: Counts, using the same criteria as in Terminations, with the exception that the counts are done per "Termination reason" and not per "Occupation level".
Promotions: Using the data defined above for the report, retrieves the compensation level for the position and job allocated to the employee as at the "Report period start date", or the "Employment valid from date" if employment began after the report period start date.
Also retrieved then, is the compensation level for the position and job allocated to the employee as at the "Report period end date" or the "Employment valid to date" if employment ended before the report period end date. The two levels are then compared to determine if there was a promotion.
Recruitment: The report counts each employee whose "Employment valid from date" is greater than, or equal to the "Report period from date", and less than or equal to the "Report period end date" i.e. the "Employee valid from date" is within the report period.
¶ Navigation
¶ Security roles
|
Security Role |
Privileges |
Menu Step |
|---|---|---|
| HR Manager | Setup and Reason codes | Human Resources > Setup> Parameters > Reason Codes |
| HR Manager and Assistant | Run EEA Report | Human Resources > Reports> Employment Equity |
| HR Manager and Assistant | View EEA Report | Human Resources > Enquiry > Employment equity report snapshot |
¶ Specific setups
¶ Step 1:Create Job types
- Go to: Human resources > Jobs > Job Types
- In the button strip, click on the New button
- Enter the Job type
- Enter a brief Description of the job type
- In the Exempt status field, indicate whether the job type is exempt or non-exempt from the fair labour standards act (FLSA) coverage, or indicate that the act does not apply to the job type
- Select the relevant EE occupational level from the drop down list
- Click Save
¶ Step 2: Create Ethnic origins
- Go to: Human resources > Setup > Ethnic Origins
- In the button strip, click on the New button
- Enter the Ethnic origin
- Enter a brief Description
- Select the relevant Ethnic origin SHR from the dropdown list
- Click Save
¶ Daily use
¶ Step 3: Add Job types to the job
- Go to: Human resources > Jobs > Jobs
- Select the relevant Job
- On the Job detail form:
- Expand the Job classification Fast tab
- Select the relevant Job type from the drop down list
- Click Save
¶ Step 4: Add a function to the Job
- Go to: Human resources > Jobs > Jobs Functions
- Select the relevant Job
- On the Job detail form:
- Expand the Job classification Fast tab
- Select the relevant Function from the dropdown list
- Click Save
¶ Step 5: Add the Employment equity information to the employee
- Go to: Human resources > Positions > All Positions
- Select the relevant Position on the Standard view page under the position column
- Expand the Worker Assignment Fast tab and click on the name of the worker
The worker’s details will open
- Click on the Profile Index tab
- Expand the Personal information Fast tab and complete the following information concerning the worker:
- Select the Ethnic origin from the drop down list.
- Select the Gender from the drop down list.
- Tick the tick box if the person has Disabilities.
- Select the Citizenship country/region from the drop down list.
- Select the Native language from the drop down list.
- Click Save
¶ Step 6: Add the worker’s Terms of employment
- Go to: Human resources > Workers > Workers
- Select the relevant Worker
- Open the Employment Index tab
- In the Employment details Fast tab, click on Terms of employment
The Worker employment term form opens up
- On the Action pane, click New
- Select the Terms of employment from the drop-down list
- Select the Effective date (The time from which this record is valid)
- Select the Expiration date (The time up to which this record is valid)
- Select the Term period from the drop-down list
- Click Save
¶ Step 7: Employment equity report
- Go to: Human resources > Employment equity > Employment equity report
- Apply parameters by entering or selecting values in the under the Parameters Fast tab.
- Click OK.
¶ Step 8: Employment equity report snapshot
- Go to: Human resources > Employment equity > Employment equity report snapshot
