How to develop an EE Plan and Complete your Employment Equity Reports

Understand how to develop your Employment Equity Plan and complete your Employment Equity Reports

Bookings Close : 07 November 2023

Course details

Date: 13 & 14 November 2023
Time: Day 1 | 08h30 for 09h00 – 16h00

Day 2 | 08h30 for 09h00 – 12h00

Venue: HYBRID : LIVE & ONLINE OR 05 Sherborne Road, Parktown, Gauteng
Cost: R 3000 ex vat | Day 1 | 13 November 2023

R 2000 ex vat | Day 2 | 06 November 2023

Frik Boonzaaier

Senior Human Capital Consultant

Frik has a BA in Psychology and a Masters in Research Psychology. He has dedicated the past 24 years to assisting businesses in the management of their people. He is well positioned on the Senior BEESA Transformation Consulting Team as a Senior Human Capital Consultant.

The Employment Equity Act and Employment Equity Regulations include a number of concepts and templates which need to be considered in the implementation of Employment Equity. With the E.E Report submission deadline around the corner (15 January 2024), now is a good time to review the company’s Employment Equity Plan and Employment Equity Reporting in light of these requirements.

The regulations include specific requirements in the development and implementation of an Employment Equity Plan, e.g. specific, measurable, attainable, relevant and time bound annual objectives, numerical goals and targets with exact time frames and strategies, as well as a template with minimum requirements, etc. These need to be considered when developing and reviewing such plans.

Different companies are applying the principles regarding reporting differently and processes of reporting can often be more efficient, e.g. using the functionality of Excel better to simplify reporting.

This session will include:

Day 1

1). Theory | Complying with the Employment Equity Act (1): Developing an Employment Equity
Plan and EE Report Submission:

  • 1. The optimal duration of the plan
  • 2. Annual Objectives and Time frames
  • 3. Barriers and Affirmative Action Measures with reference to policies, procedures, and
  • 4. Workforce Profiles (including Workforce Movement) and benchmarking in order to
    determine Numerical Goals and Targets
  • 5. Procedures to Monitor and Evaluate the Implementation of the Plan
  • 6. Dispute Resolution Mechanisms

Day 2

2). Practical | Using Excel effectively to assist in the development of the EE Plan and prepare data for EE Report submission

  1. Collection of Employment Equity data
  2. Allocation of occupations to Occupational Levels
  3. Allocation of individuals to Race, Gender, Disability and Foreign National Profiles
  4. Using the functionality of Microsoft Excel to perform the necessary analyses of the above for Employment Equity Reporting (EEA2)
  5. Principles behind the Current Employment, Recruitment, Promotion and Termination Profiles and populating these profiles.
  6. Understanding the concepts of Numerical Goals and Numerical Targets
  7. Determining Numerical Goals and Numerical Targets
  8. Determining Barriers to Employment Equity and Affirmative Action Measures to address these.
  9. Principles behind completing the Income Differential Statement (EEA4)
  10. Using the functionality of Microsoft Excel to perform the necessary analyses of salary information for Employment Equity Reporting (EEA4)
  11. Providing reasons for Income Differentials.

Booking Form

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