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PR Employee EEOC Mass Update

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Summary

The Employee EEOC Mass Update utility is used to update the EEOC race value on a number of employee records at the same time. This tool allows organizations to quickly and efficiently update employee records to meet changing EEOC requirements.

Step by Step

 

1     Open the Employee EEOC Mass Update utility (PR> Utilities> Employee EECO Mass Update). 

 

2     Filter the displayed employee records.

  • The Select Criteria section displays the fields that can be used to filter which employee records will be updated.
  • Use the EEOC Value drop-down menu to filter the displayed employee records by the current EEOC race-type value attached to the employee record.
    • EEOC race-type values are created and maintained on the EEOC Type Maintenance window (PR> Maintenance> EEOC Types).
    • EEOC race-type values are associated with employee records on the Employee Maintenance window (PR> Maintenance> Employee> General tab> click the Create icon   to add an new line item to the EEOC Revisions section).
  • Use the Reporting Group drop-down menu to filter the displayed employee records by the reporting groups the employees belong to.
    • Employees are added and removed from reporting groups on the Reporting Group Maintenance window (PR> Maintenance> Reporting Group).
  • Use the Status drop-down menu to filter the displayed employee records by status.
    • Employee status is set on the Employee Maintenance window (PR> Maintenance> Employee> General tab> Status drop-down menu).
  • Use the Department drop-down menu to filter the displayed employee records by department.
    • Departments are created and maintained on the Department Maintenance window (SS> Maintenance> Department).
    • Employees are associated with departments on the Employee Maintenance window (PR> Maintenance> Employee> General tab> Department field).
  • Click the Refresh icon to apply the selected filters and display the filtered list of employees.
  • Check the Selected column for each employee record you would like to include in the mass update.
    • You can also use the Select All icon  , or press CTRL+A, to select all the displayed employee records.
    • Hold down SHIFT to select a range of employee records to include in the mass update.
    • Click the Deselect All icon to deselect all the selected employee records.

 

3     Specify the new EEOC data for the selected employee records.

  • Specify a Target EEOC Date for the mass update.
    • This will be the Effective Date associated with the updated EEOC value in the EEOC Revisions field on the employee record.
    • This date will also determine which race values populate the Target EEOC Value field below. If an EEOC race value has a fiscal begin date that falls after the date specified in this field, that race value will not be available for selection below.
  • Specify a Target EEOC Value for the mass update.
    • This will be the new Race value in the EEOC Revisions field on the employee record.
    • Before specifying a new EEOC Value, confirm that the desired EEOC race value has been created on the EEOC Type Maintenance window.
  • Click the Save icon to update the selected employee records with the new Target EEOC Date and Value.
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