TRAINING REPORT

Use this screen to print a listing of the employees who are assigned to a specific affirmative action plan and have been in courses and/or training classes. The report will include the employee ID, employee name, functional job title, functional job title description, job group/EEO code, labor location, course date, course source, course completed, race, and gender. The report detail will be grouped by company ID, with a page break for each company. Course and training information is assigned to employees in the Education, Skills & Training Data screen in the Employee HR Setup menu in Costpoint Employee.

You can print this report after establishing affirmative action plan information or entering employee data in the Basic Employee Info screen or Maintain Employee Master screen in Costpoint Employee, and after you have assigned them a detail job title, labor location, and affirmative action plan code in the HR Info subtask of the Salary Info and History screen in Costpoint Employee. Enter the appropriate course and/or training information for each employee in the Education, Skills & Training Data screen.

Select

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

Affirmative Action Plan

Enter, or use Lookup to select, the affirmative action plan for which you want to print this report. This is a required field.

Coverage Start Date

When you enter the Affirmative Action Plan, this non-editable field displays the start date of the selected affirmative action plan.

Coverage End Date

When you enter the Affirmative Action Plan, this non-editable field displays the end date of the selected affirmative action plan.

Date Range

Once you have populated the Affirmative Action Plan field, the From and To fields in this group box default with the Coverage Start Date and Coverage End Date, respectively, but can be changed. The From and To date range must be within the plan's Coverage Dates.

From

Enter the date with which you want to start the report.

To

Enter the date with which you want to end the report.

Primary Sort

Use this group box to sort the report by employee ID, employee name, job group/EEO code, race, gender, functional job title, or labor location. The report pulls this information from the Maintain Employee Master screen in Costpoint Employee.

Employee ID

Select this radio button to sort the report by employee ID. If you select this radio button, the None radio button will be the default secondary sort, and the Include Employee Detail checkbox will be selected and disabled.

Employee Name

Select this radio button to sort the report by employee name. If you select this radio button, the None radio button will be the default secondary sort, and the Include Employee Detail checkbox will be selected and disabled.

Job Group/EEO Code

Select this radio button to sort the report by job group or EEO code, based on the Affirmative Action Plan's Job Grouping Method selection in the Affirmative Action Plans screen. Within the selected job group/EEO codes, the report detail will print in order of Functional Job Title code. If you select this radio button, the None radio button will be the default secondary sort (however you can select either the Employee ID or Employee Name radio buttons as the secondary sort), and the Include Employee Detail checkbox will become enabled.

Note: If the Affirmative Action Plan's Job Grouping Method is EEO Codes in the Affirmative Action Plans screen, the EEO sort on the report will be based on the EEO-1 Report or EEO-4 Report radio button selection in the EEO Setup screen.

Race

Select this radio button to sort the report by race code. If you select this radio button, the Employee ID secondary sort radio button will be the default, but you can choose the Employee Name secondary sort radio button. The Include Employee Detail checkbox will be selected and disabled.

Gender

Select this radio button to sort the report by gender.  If you select this radio button, the Employee ID secondary sort radio button will be the default, but you can choose the Employee Name secondary sort radio button. The Include Employee Detail checkbox will be selected and disabled.

Functional Job Title

Select this radio button to sort the report by functional job title code. If you select this radio button, the Employee ID secondary sort radio button will be the default, but you can choose the Employee Name secondary sort radio button. The Include Employee Detail checkbox will be selected and disabled.

Labor Location

Select this radio button to sort the report by labor location code. If you select this radio button, the Employee ID secondary sort radio button will be the default, but you can choose the Employee Name secondary sort radio button. The Include Employee Detail checkbox will be selected and disabled.

Secondary Sort

Use this group box to select the secondary sort criteria for the report.

Employee ID

Select this radio button to sort the report by employee ID in addition to the primary sort criterion. This radio button is enabled if you selected the Job Group/EEO Code, Race, Gender, Functional Job Title, or Labor Location radio button in the Primary Sort group box.

Employee Name

Select this radio button to sort the report by employee name in addition to the primary sort criteria. This radio button is enabled if the Job Group/EEO Code, Race, Gender, Functional Job Title, or Labor Location radio button is selected in the Primary Sort group box.

None

Select this radio button, when available, to print the report using only the Primary Sort criterion.

Options

Calculate Adverse Impact

Select this checkbox to have the system calculate the number of minority and/or female employees who have received training and the number of non-minority and/or male employees who have received training, based on the total workforce by job group/EEO code. If you select this option, it will be indicated on the report. The system calculates the adverse impact as follows:

(Minorities Trained / Minority Workforce) / (Non-Minorities Trained / Non-Minority Workforce)

An adverse impact appears on the report if the percentage of minorities trained is less than 80 percent (.80) of non-minorities trained for the job group/EEO code. 

(Females Trained / Female Workforce) / (Males Trained / Male Workforce)

An adverse impact appears on the report if the percentage of females trained is less than 80 percent (.80) of males trained for the job group/EEO code. 

Include Employee Detail

Select this checkbox to include employee detail in the report. This checkbox is enabled if you selected the Job Group/EEO Code radio button. If you select this option, it will be indicated on the report. If you do not select this checkbox, data will be summarized on the report and no individual employee data will be included.

Preview/Print

Once you have populated this screen and selected the Preview or Print buttons on the toolbar, the application selects those employees who meet the following criteria:

¨   The employee is assigned to the specified Affirmative Action Plan as of the Coverage Start Date, and the employee record's Effective Date (in the Salary Info and History screen) falls within the date range in the Date Range group box, and;

¨   Course and training information exists for each employee in the Education, Skills & Training Data screen, and the course/training start date is later than, or the same as, the From date and earlier than, or the same as, the To date in the Date Range group box.

An employee may have more than one Course and/or Training record that falls within the given date range in the Date Range group box.  Each record will appear on the report. Employees are grouped on the report by Company, followed by the Primary Sort setting and the Secondary Sort setting, if applicable.

Report Columns