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Employment Equity (EEA2) – Phase 1 Overview

Introducing Equity Reporting in Sage HR (South Africa only).

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Written by Francois Brand

The Employment Equity Act (EEA) sets requirements for workforce diversity and equity reporting in South Africa.

Sage HR introduces new functionality to help you collect and manage equity data for future Employment Equity reports, including EEA2 and EEA4.

Sage HR doesn’t decide whether you must submit an Employment Equity report. You must assess this based on your organisation’s size and workforce.


Phase 1 – Collecting Workforce Data

Configure diversity fields

Go to Settings > Employee data > Diversity information.

From here, you can:

  • Enable Collect additional diversity information for South African companies

  • View and edit race, gender, disability, and citizenship categories

  • Review default South African race values

For more details, visit Set up Diversity Information.

📎NOTE:

  • Sage HR uses only the default South African race categories for official equity reporting

  • These categories are African, Coloured, Indian, and White

  • Sage HR won’t include custom race values in future equity reports

If you previously used custom values, use the Eligibility option to bulk assign employees to the correct default categories.


Employee profiles and training data

After you enable this feature, diversity fields appear in employee profiles. You can review and update the data at any time.

In the Training tab, you can mark training records as relevant for equity reporting. This supports future EEA2 skills development reporting.


What’s coming next

Future phases will add:

  • Occupational levels and movement tracking

  • EEA2 workforce report generation

  • EEA4 remuneration and pay gap reporting

These updates will support end‑to‑end Employment Equity compliance in Sage HR.


Why this matters

Employers must submit Employment Equity reports between 1 September and 15 January each year.

Collecting data now helps you:

  • Prepare for reporting before deadlines

  • Reduce manual work

  • Maintain accurate employee records

  • Store sensitive data securely


Additional resources

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