Payroll Setup > Employee Setup > Skills and Equity

The information captured here is used for Employment Equity and Skills reporting. If you will not be using those reports, there is no need to fill in the data.

Adding / Editing Information Individually

To add / edit this information, go to the employee’s profile and click on Edit InfoSkills & Equity.

Please note that foreign nationality is a matter of birth; for example, someone who was born in Malawi will always be a Foreign national.

On the other hand, citizenship is a matter of law, i.e. whether the government of South Africa has granted someone citizenship. Employees who have not been granted citizenship, should be marked as Not RSA Citizen.

Adding / Editing Information in Bulk

Go to Employees > Bulk Actions > Skills & Equity.

For more information about how to do bulk inputs, please go to:

Creating a Skills and Equity Report

There is currently no report for Skills and Equity available in the Reports section (on the left-hand menu). However, if you do need to report on this – for example to a bargaining council and / or the Department of Labour, you can take the following steps:

  1. Go to Employees > Bulk Actions > Skills & Equity.
  2. Populate the fields and click on Export to Excel. Save the resulting Excel file.
  3. Go to Reports > Transaction History Report.
  4. Select the relevant filters / options for Date rangePay Frequency and Employees.
  5. Click on Show next to Additional Fields.
  6. Select all required fields such as Appointment Date or Id number.
  7. Under Transactions you can select all the items you want to include in the transaction history report.
  8. Click on Show Excel to download the report.
  9. In Excel you can now merge the file from step 2 and the file from step 8 to create the required report.

For more information about the transaction history report, please refer to:

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