EEO-4 Report
Use this option to generate the EEO-4 report, which is submitted by state and local governments.
Menu Path
From the Human Resources menu, select Reports. From the Personnel menu, select EEO Data. In the Selection dialog, click EEO4. The Selection dialog only appears if your Human Resources profile EEO Report Default field is set to B - Both EEO4/EEO5.
EEO-4 Categories
The following codes indicate the employee's primary job category for EEO-4 reporting purposes:
- 1 - Officials-Administrators
- 2 - Professionals
- 3 - Technicians
- 4 - Protective Service
- 5 - Para-professionals
- 6 - Administrative Support
- 7 - Skilled Craft
- 8 - Service-Maintenance
EEO-4 Functions
Following are the function codes used in EEO-4 reporting:
- 1 - Financial Administration/General Control
- 2 - Streets and Highways
- 3 - Public Welfare
- 4 - Police Protection
- 5 - Fire Protection
- 6 - Natural Resources/Parks and Recreation
- 7 - Hospitals and Sanitoriums
- 8 - Health
- 9 - Housing
- 10 - Community Development
- 11 - Corrections
- 12- Utilities and Transportation
- 13 - Sanitation and Sewage
- 14 - Employment Security State Governments Only
- 15 - Other
Generate the EEO4 report
- On the EEO-4 Data page EEO-4 Information section, complete the data entry fields.
- Use <Tab> to advance to the Breakout Limits section.
In the Breakout Limits section, enter the limits for determining whether EEO functions should appear on separate detail reports.
Employee Full Breakout Limit
Defaults to 1000. This field sets the maximum number of employees that can be printed on a single report. You may change the default based on the following:
- If the employee count equals or exceeds the default, a separate report prints for each EEO function.
- If the employee count is less than this, the printing of separate reports depends on the Employee Function Breakout Limit.
Employee Function Breakout Limit
Defaults to 100. You may change this depending on:
- If the employee count is less than the full breakout limit, a separate report prints for each function where the number of employees equals or exceeds the function break limit.
- If the employee count for all functions is less than both limits, only a combined report is printed.
Example: The two fields are set at their defaults (1000 and 100). The employee total for function 1 is 110, and the total for function 2 is 90. In this case, a separate report generates for function 1 but not function 2, because the first function exceeds the limit but the second does not.
- Click Accept.
- In the EEO-4 Titles page, enter titles for the reports being generated for any functions labeled NEED TITLE. Refer to EEO-4 Functions for the standard titles of the functions listed.
You cannot access the Function, Count, and Report Separate columns. If a separate report is not being generated, the notation in the Title column is COMBINED ONLY. Changing this has no effect. - Click Accept.
In the Print window, specify how you want to generate the report, and then click OK. The report's default file name depends on whether the report is combined or separate:
Combined
The default file name for the combined report is eeo4data.rpt.
Separate
If separate reports are generated, the default file name includes the function number, for example, eeo4fn1.rpt, eeo4fn2.rpt.