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.
Set up user-defined race categories in Employee, Employee Controls, Race/Ethnicity Codes
Entered employees in Employee, Basic Employee Setup and assigned them to a labor location and an EEO code in the HR Info subtask.
Mapped the race/ethnicity codes to EEO-1 codes
Run the Update EEO-1 Codes toolkit in the Miscellaneous Functions screen in Costpoint Labor
The EEOC has changed the requirements of the EEO-1 Report. The changes to the EEO-1 Report's job categories include dividing "Officials and Managers" into two levels based on responsibility and influence within the organization and moving non-managerial business and financial occupations from the "Officials and Managers" category to the "Professionals" category. The Update EEO-1 toolkit converts the old codes to the new EEO-1 codes.
Use this group box to specify which affirmative action plan you want included on the report.
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.
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.
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.
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.
Select this radio button to:
Choose employees based on the affirmative action plan to which they are assigned
Enable the fields in the Affirmative Action Plan group box and disable the fields in the Labor Locations group box.
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.
Use this group box to enter the affirmative action plan(s) for which you want to print this report.
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.
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.
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.
Select this checkbox to select a non-contiguous list of labor locations to include in the report.
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."
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.
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.
Select this pushbutton to insert the values entered in the From and/or To fields into the location list box.
Select this pushbutton to remove the selected location list box values from the 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.
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:
The employee record's Taxable Entity (in the Basic Employee Info screen) is the same as the specified Taxable Entity in this screen. If the All Taxable Entities checkbox is selected, all employee records will be selected according to the other settings in this screen.
The employee record's Affirmative Action Plan is the same as the specified Affirmative Action Plan in this screen, or if the All Affirmative Action Plans checkbox is selected. This criteria applies only if the Use Affirmative Action Plans to Select Employees radio button is selected.
In the Salary Info and History screen, the Empl Type is "P" (Part time) or "R" (Regular), and the Effective Date is Term Date checkbox is not selected.
The employee record's Labor Location (in the Salary Info and History screen) is within this screen's Labor Location range. This criteria applies only if the Use Labor Locations to Select Employees radio button is selected.
If the Basic Employee Info radio button is selected in the Affirmative Action Settings screen, employees are selected according to the following criteria:
The employee record's Taxable Entity (in the Basic Employee Info screen) is the same as the specified Taxable Entity in this screen. If the All Taxable Entities checkbox is selected, all employee records will be selected according to the other settings in this screen.
The employee record's Affirmative Action Plan is the same as the specified Affirmative Action Plan in this screen, or if the All Affirmative Action Plans checkbox is selected. This criteria applies only if the Use Affirmative Action Plans to Select Employees radio button is selected.
In the Salary Info and History screen, the Empl Type is "P" (Part time) or "R" (Regular), as of the Effective Date specified on this screen.
The employee record's Labor Location (in the Salary Info and History screen) is within this screen's Labor Location range. This criteria applies only if the Use Labor Locations to Select Employees radio button is selected.
In the Basic Employee Info screen, the employee's Term Date is null or is later than this screen's Effective Date, and the employee's Current Hire date or Adj Hire date is the same as, or earlier than, this screen's Effective Date.
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 |