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> EEOCRevisions section).

Step by Step

1Open theEEO-4 Reportwindow (PR Reports EEO-4).

2Configure the report.

• ThePrint Todrop-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 aReport Typefrom the drop-down menu. This field will only be enabled if PDFis 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 aReporting Datefor the report. The EEOC reporting year is July 1 to June 30. This field will default to today's date.
• Enter aRaceor click the field search buttonto select one from a list.
• Enter aJobor click the field search buttonto select one from a list.
  • TheFunctionfield will automatically populate with the function information associated with the selected Job.
• Enter aReporting Groupor click the field search buttonto 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 aSort Byoption from the drop-down menu. This field will only be enabled if PDFis selected from the Print To drop-down menu.

3Print the report.

• Once the required report settings have been specified, click the Print buttonto 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 iconnext 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 clickSUBMIT.
• 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. Hover over the Info icon to view the parameters on the previous report.
  • This section will display the last three times the report was generated.