Defining Your Organizational Context

Before you can assess materiality and begin metric reporting, you must set up your overall ESG program structure and define your relevant organizational context, such as the organizational units that will be subject to reporting and the corporate objectives that drive your ESG initiatives.

Task 1: Create your ESG management system

Your ESG Management System record serves as an umbrella for all of your ESG activities, such as data gathering programs and disclosures.

  1. From the menu, click Admin menu and expand ESG Management.

  2. Expand ESG Management System, hover over ESG Management System, and clickElipsis> Create New Record.

  3. Enter a name for your ESG management system.

    4. Archer recommends that you create only one per organization, unless you want to break out ESG programs by region. You can name this anything, for example, "CompanyName ESG Management System"

  4. Select your fiscal year starting month.

  5. Click Save.

Task 2: Create your ESG data gathering program and identify organizational details

The Data Gathering Program record is where you manage your ESG objectives, stakeholders, organizational details, materiality assessments, and it is also where you establish organization metrics for metric result collection and reporting and document findings that require remediation or acceptance.

Users: ESG Administrators

  1. In your ESG Management System record, in the ESG Data Gathering Program section, click Add New. Provide overview information about your program and the users who will manage it.

    Note: Your program name may reflect your overall organization ("Acme's ESG Program") or perhaps your efforts over an individual year ("Acme's ESG Program - 2022").

  2. On the Identify Applicable Organization Hierarchy tab, document your organizational units (companies, divisions, business units, and facilities) that will be subject to metric reporting. Do one of the following:

    • If you have not previously documented your organizational units in Archer, create new records as follows:

      1. In the Company section, click Add New. Complete the required fields and save the record. Repeat this step for each of your companies.

      2. In the Company record, expand the Division section, and click Add New. Complete the required fields and save the record. Repeat this step for all of your divisions.

      3. In the Division record, in the Business Units section, click Add New. Complete the required fields and save the record. Repeat this step for all your business units.

      4. In the Business Unit record, in the Facilities section, click Add New. Complete the required fields and save the record. Repeat this step for all your facilities.

      5. Close records as necessary to return to your ESG Data Gathering Program record.

    • If you have previously documented your organizational units in Archer, in the Company section, click Lookup. Select your existing company record or records and click OK. When you save the ESG Data Gathering Program record, all of that company's related divisions, business units, and facilities are pulled into the program record.

    3. Note: If you have individual organizational units in your business hierarchy that you do not want to include in ESG reporting, you can set the ESG Status to Inactive. The system will only generate metrics and metric results records for active organizational units.