Summary

The EEO-4 Report window is used to create an Excel spreadsheet of the US Equal Employment Opportunity Commission survey report. A PDF version of the report can also be created.

EEO-4 information is attached to employee records on the Employee Maintenance window (PR> Maintenance> Employee> EEOC Revisions section).

Step by Step

1     Open the EEO-4 Report window (PR> Reports> EEO-4).

2     Configure the report.

• The Print To drop-down menu is used to specify the report output. Choose either PDF or Excel.
  • The PDF version of the report is similar to other standard Payroll reports.
  • The Excel version of the report will export the EEOC information into a spreadsheet and sort the information by job category and salary range.
• Select a Report Type from the drop-down menu. This field will only be enabled if PDF is selected from the Print To drop-down menu.
  • The Summery report will display the Hours Category, Job, Wage Range, and EEOC Race Type for each included employee, as well as totals for each of those groups.
  • The Detail report will display everything included in the Summary report as well as the Employee Number, Employee Name, and New Employee status.
• Specify a Reporting Date for the report. The EEOC reporting year is July 1 to June 30. This field will default to today's date.
• Enter a Race or click the field search button to select one from a list.
• Enter a Job or click the field search button to select one from a list.
  • The Function field will automatically populate with the function information associated with the selected Job.
• Enter a Reporting Group or click the field search button to select one from a list.
  • Reporting Groups are used to specify groups of employees that are often used in reports. These groups are created and maintained on the Reporting Group Maintenance window (PR> Maintenance> Reporting Groups).
• Specify a Sort By option from the drop-down menu. This field will only be enabled if PDF is selected from the Print To drop-down menu.

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.