PR> Reports> EEO-4

EEO-4 Report

 

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).

 

Related Links

 

Click here for information on Employee Maintenance.

Click here for information on Reporting Group Maintenance.

 

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.
  • 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 PDF to print the report in the default Springbrook PDF format.
    • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
    • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
  • 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.