How to Generate Gender Equality Report for WGEA

1

Create HR User Defined Areas.

Go to Payroll HRM > Employee/HR > Setup Information > Employee/HR Setup on the HR User Defined Areas.

Click 'New Area' and type in WGEA into the 'Description' field.

Click on Tabled Referenced Fields. Add the following fields:

• Manager Category.

• Level to CEO.

• Graduate/Apprentice.

• Employment Type.

Click on Text Referenced Fields. Add the following fields:

• Occupational Category.

• Industry Class.

Click Save.

Important!

Assign the 'View and Edit' security role using the 'Roles' link under the 'Action' column for WGEA.

• Complete

2

Update WGEA User Defined Area

Open WGEA in Edit mode.

Set up the dropdown list for each of the fields.

• Click on Table Referenced Fields

• Select the 'Arrow' beside Manager Category and at the bottom of the screen add:

  • Code: CEO.

  • Description: Chief Executive Officer or Equivalent.

• Click Create.

Repeat this process for the following terms:

• KMP - Key Management Personnel.

• HOB - Head of Business.

• GM - General Manager.

• SM - Senior Manager.

• OM - Other Manager.

• Complete

3

Update WGEA User Defined Area

Following the process above, go to the remaining Table Referenced Fields and create the following dropdown lists:

Field: Level to CEO

Code and Description:

• CEO: 0.

• MS: +1.

• MAN: Individually add the numbers -1 through to -15.

Field: Graduate/Apprentice

Code and Description:

• G: Graduate (only for employees who are part of a formal graduate program).

• A: Apprentice (not trainees).

Field: Employment Type

Code and Description:

• PER: Permanent.

• CON: Contract.

• CAS: Casual.

• Complete

4

Enter employee data for WGEA User Defined Area

Go to Payroll HRM > Employee/HR > Employee Information > HR User Defined Areas Grid.

• Select HR Area - WGEA.

• On the 'Process' tab select the six fields that were created.

• Click 'Go'.

• Enter data against employees in accordance with WGEA guidelines.

Use System Admin > Utilities > Data Upload Utility to bulk update Employee UD Areas.

• Complete

5

Prepare the report

Go to Payroll HRM > Employee/HR > Listings and Reports > Employee Details Listing.

• Select 'WGEA' from the HR User Defined Area dropdown list.

• Go to the 'Print' tab.

• Select 'Sort by Surname'.

• In the 'Additional Fields - Employee Info' list choose:

  • • Date of Birth.

    • Employment Status.

    • Post Code.

    • Gender.

    • Position Title.

    • UD Area - Manager Category.

    • UD Area - Level to CEO.

    • UD Area - Graduate/Apprentice.

    • UD Area - Employment Type.

    • UD Area - Occupational Category.

    • UD Area - Industry Class.

• Choose 'Export to Excel'.

• Click 'Go'.

• Complete

6

Calculate Employee Superannuation Contributions

Go to Payroll HRM > Payroll > Listings & Reports > Super Remittance File/Report.

• Click 'Super Funds Contribution Report.'

• Enter 'Contributions FROM' and 'Contribution TO'. Super needs to be calculated annually.

• Go to the 'Print' tab.

• Select 'Surname'.

• Select 'Export to Excel'.

• Select 'Consolidated Report'.

• Click 'Go'.

Super can also be calculated as 10% of Base Salary

• Complete

7

Calculate Base Salary and Total Remuneration

Go to Payroll HRM > Payroll > Employee Information > Employees.

• Click 'Go'.

• Click 'Print' on the Payroll Employees list screen.

• Select 'Surname'.

• Select 'Export to Excel'.

• In the 'Employee Additional Fields' select:

  • Base Hours.

  • Rate of Pay.

  • Rate including Allowances.

• Click 'Go'.

• Add two new columns:

  • Base Salary.

  • Total Remuneration.

Calculate or enter these amounts in accordance with the guidelines published by WGEA.

• Complete

8

Report Completion

Add the Base Salary and Total Remuneration to the report. Remove fields and adjust the order of the columns in accordance with guidelines published by WGEA. 

• Complete