EEO-1 REPORT

Use this screen to print a statistical analysis of the Equal Employment Opportunity (EEO) code found in the Salary Info and History table in Costpoint Employee. Terminated employees and those flagged as contractors in the Basic Employee Info screen are excluded. This report includes a classification of the number of male and female employees by EEO-1 race category and job category, in accordance with the EEO-1 format.

You can print this report after you have:

Select

Use this group box to specify which affirmative action plan you want included on the report.

Effective Date

Enter the date on which you wish to select employee data for the EEO-1 Report. The report will include employees employed as of this date.

Taxable Entity

All Taxable Entities

Select this checkbox to include in the EEO-1 Report all taxable entities assigned to the login company. The report will include all employees assigned to the login company regardless of the taxable entity to which they are assigned. Selecting this checkbox disables the Taxable Entity field.

Taxable Entity

Enter, or use Lookup to select, the taxable entity to be reported. This checkbox is available when the All Taxable Entities checkbox is not selected. The report will include only employees that are assigned to the specified Taxable Entity.

Employee Selection Method

The "Final Rule on 41 CFR Parts 60-1 and 60-2" revised Affirmative Action Plans so that employees must be assigned to the same Affirmative Action Plan as their manager. This may mean that you cannot link the employee's Affirmative Action Plan to the employee's labor location. The Equal Employment Opportunity Commission (EEOC), however, did not adopt this rule for the EEO-1 reporting. Therefore, it may not be valid to run this report by Affirmative Action Plan. However, you can also group employees by labor location code.

Affirmative Action Plan

Select this radio button to:

Labor Location

Select this radio button to choose employees based on the labor location to which they are assigned. Select this radio button to disable the fields in the Affirmative Action Plan group box and to enable the fields of the Labor Locations group box.

Affirmative Action Plan Options

Use this group box to enter the affirmative action plan(s) for which you want to print this report.

All Affirmative Action Plans

Select this checkbox to include employees assigned to an Affirmative Action Plan in the HR Info subtask of the Salary Info and History screen in Costpoint Employee. The Affirmative Action Plan field will clear and disable if you select this checkbox. The report will list only regular and part-time employees.

Affirmative Action Plan

Enter, or use Lookup to select, the affirmative action plan for which you want to print this report. The report will list only regular and part-time employees.

Labor Locations

Make selections in this group box to include in the report employees assigned to the specified labor location(s) (in the Salary Info and History screen in Costpoint Employee) as of the screen Effective Date. Only regular and part-time employees will be listed on the report.

List Mode

Select this checkbox to select a non-contiguous list of labor locations to include in the report. 

Range Option

Use this drop-down box to select the range of labor location codes to include on the report. Valid options are "All," "One," "Range," "From Beginning," and "To End." If you did not select the List Mode checkbox, the default for this field is "All;" if you selected the List Mode checkbox, the default is "One."

From

Enter, or use Lookup to select, the starting labor location code to include on the report. If you selected "All" or "From Beginning" in the Range Option field, this field is inactive.

To

Enter, or use Lookup to select, the ending labor location code to include on the report. If you selected "All," "One," or "To End" in the Range Option field, this field is inactive.

Apply

Note:  This pushbutton is available only if you selected the List Mode checkbox.

Select this pushbutton to insert the values entered in the From and/or To fields into the location list box.

Remove

Note:  This pushbutton is available only if you selected the List Mode checkbox.

Select this pushbutton to remove the selected location list box values from the list box.

Labor Location List Box

This list box is populated when you select the Apply pushbutton. The values in this list box determine which location codes are reported on the EEO-1 report.

Preview/Print

Once you populate this screen and select the Preview or Print button on the toolbar, the application selects those employees based on the following.

If the Salary Info and History radio button is selected in the Affirmative Action Settings screen, the program selects employees according to the following criteria:

If the Basic Employee Info radio button is selected in the Affirmative Action Settings screen, employees are selected according to the following criteria:

Report Columns

Column Heading

Screen

Table Name

EEO Classification (Description)

Salary Info and History

EMPL_LAB_INFO

 

Detail Job Titles

DETL_JOB_TITLES

 

Functional Job Titles

FUNC_JOB_TITLES

 

EEO Setup

EEO_SETTINGS

S_EEO1_CODE

Race

Basic Employee Info

EMPL

Gender

Basic Employee Info

EMPL