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 label to select one from a list.
• Enter a Job or click the field label 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 label 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.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and 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 the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).