Labour and COIDA Reports
Labour & COIDA Working Papers
Employment Equity reports
Complete Employee race, gender, occupational level, disability, service dates,
and Company before running these reports.
| Report | What it actually shows |
|---|---|
| EE Workforce Profile | Active-at-reporting-date composition |
| EEA2 Income Differentials | Latest effective submitted Salary Structure Assignment base by demographic cell; monthly proxy |
| EEA4 Employment Equity Plan | Headcount compared with latest effective rows of one submitted target plan |
| EE Workforce Movement | Submitted explicit movement records between From/To dates |
The names are retained for compatibility; the outputs are not certified EEA forms.
Company/date filters and permissions are mandatory. Positive small cells are
suppressed by default, and only authorised compliance roles may reveal them. Use
the current official form and portal as a Controlled Manual process.
WSP and ATR
Workplace Skills Plan and Annual Training Report use governed Fiscal Year,
SETA, submitted SDF, OFO, provider, review, and private evidence records. WSP
calculates planned budget; ATR calculates actual spend and requires completion
evidence per row.
Frappe Submit means independent internal approval only. SETA template selection,
submission/acceptance, grant/levy reconciliation, and B-BBEE scoring remain
Controlled Manual. Filed Externally requires reference/date/private evidence on
a draft or amended working paper.
COIDA Return of Earnings
The COIDA Annual Return requires a March-to-February Fiscal Year. It assigns
submitted Salary Slips by end date, reads payroll's persisted COIDA basis, creates
hashed source snapshots, caps earnings per employee, uses explicit director
classification, resolves approved company/class rates and general/domestic
minimums, and blocks stale submission.
Review the employee/slip counts, gross-to-assessable reconciliation, cap/rate/
minimum sources, director subtotal, and fee. Frappe Submit locks a working paper;
it is not eCOID filing or Compensation Fund acceptance. File externally and retain
the authoritative receipt, assessment, payment, and any revision evidence.
Injury and claim records
Workplace Injury and OID Claim are restricted to HR Manager/System Manager. A
claimable injury requires incident/investigation data; requested leave and claim
draft creation fail closed. Submitted claims use one-way role-gated transitions;
Approved requires compensation and Paid requires payment date. Medical reports
can be appended through the protected action and must remain private.
The operational seven-day tracker, status, and working papers do not determine the
prescribed form, legal deadline, reportability, occupational-disease route, or
authority outcome. Obtain COIDA practitioner approval.
Human sign-off
Do not use these outputs externally until the relevant labour, Employment Equity,
SDF/skills, COIDA, payroll, privacy, and authorised business approvers have signed
the source data, controls, reconciliation, external procedure, and residual risks.