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ECNI Reporting Activation Steps

 Step 1 – Client Side Application Forms

Enable the standard Religion field in application forms

 

For ECNI process the standard Religion field must be used – DO NOT use a custom field.
  • Application Templates
  • Equal Opps
  • Enable the standard Religion field

 

 

The wording of the religion question on the application form must be: "Please indicate your community background”.

  • Change the alternative display name of the religion question to “Please indicate your community background

 

Step 2 – ATS Control – Religion Dropdown Label

In JT Admin, re-label / add the standard Religion options as per attached ‘Religion Nomenclature’ Insert link to this guide and attach to this activation guide https://jobtrainltd.sharepoint.com/:w:/s/Jobtrain/ETIEVxm7LQ5Em9ewdZdLUdQB2WSiVUhj68Qw_MQTZtWcEA?e=prU6EP

Steps:

  • Login to ATS Control
  • Client
  • Application Form fields
  • Religions
  • +Add New

 

 

  • Make a note of the ID number of the ‘Prefer not to say’ option

 

 

IMPORTANT: You will need this later in the setup process in order for the feature to work.

 

Step 3 – ATS Control – Approval Form

In the Job Approval Form, add an ''advertising undertaken'' free text field

  • Forms & Surveys
  • List of Existing Forms
  • Job Approval Form
  • Edit fields
  • Add new field
    • Field Name = Advertising Undertaken (for NI Reporting)
    • Field Type = Test Box
    • Save

 

 

 

If setting this up for an existing client, also raise a request to map this new field into the BI module.

 

Step 4 – ATS Control – Job Details 

Enable ‘Job Level’ on the Job Details page – this should be labelled ‘SOC Codes (for NI Reporting)

  • Client
  • Job Detail
  • Job Details Setup
  • + Add New
    1. Label = SOC Code (for NI Reporting)
    2. Control Type = Link with Table
    3. Enabled = Toggle on
    4. Control Name = txtJobLevel
    5. Lookup Type = JobLevels
    6. Field Name = JOBLEVELID
    7. Section No = Job Details section
    8. Field Type = Numeric
    9. Save

 

 

 

Step 5 – Client Side – Job Levels 

Add the SOC codes into General Settings > Job Levels

 

 

  • Settings
  • General Settings
  • Job Levels
  • New Job Levels > Add in the below

 

SOC Codes below are correct as of October 2021, however the client should check their latest Article 55 guidance to ensure that this list is still valid.
  1. Managers, directors and senior officials
  2. Professional occupations
  3. Associate professional and technical occupations
  4. Administrative and secretatial occupations
  5. Skilled trades occupations
  6. Caring, leisure and other service occupations
  7. Sales and customer service occupations
  8. Process, plant and machine operatives
  9. Elementary occupations

 

 

Step 6 – ATS Control – Client Config Enable ECNI Report 
  • In ATS Control > Client Config > Enable ECNI Report

 

Update Religion Key 
  • Check ‘Update Religion’ is as screenshot below

 

 

If not +Add New:

  • Name = Update_Religon
  • Value = EQ_G

 

 

Update Religion ID

Update the Religion ID value with the Prefer not to say Option ID that you made a note of in Step 2

If not present +Add New:

  • Name = Religon_ID
  • Value =

 

 

Step 7 – Security Role Updates 

You will need to configure the relevant Security Roles to allow the user to view the EQ symbol where a candidate has answered ‘Prefer not to say’ and select the religious background on behalf of a candidate (residual method):

  • Security Roles
  • Jobs and Talent Pools
  • Enable List Candidate - Equal Opps icon

 

 

 

Enabling access to Indeed Direct Apply > ECNI Equal Opps App

 

This is only relevant for those clients that utilize/ plan to utilise the Indeed Direct Apply Integration

 

Settings tab the Settings tab and toggle on ECNI Equal Opps

 

 

This will control access to:

  • ‘ECNI Equal Opps’ section of the Direct Apply Application form
  • The toggle Include ECNI Equal Opps on the Assessment Form page when adding/editing a Job.