PRINT EEO-1 REPORT
Use this screen to print a statistical analysis of the Equal Employment Opportunity (EEO) code found on the Employee Salary Information screen in Costpoint Employee. Terminated employees and those flagged as contractors in the Manage Employee Information screen are excluded. This report includes a classification of the number of male and female employees by EEO-1 race category and job category, in accordance with the EEO-1 format.
To print the EEO-1 report, first do the following:
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On the Manage Employee Information screen, set up your employees. Assign labor locations.
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On the HR Info tab of the Employee Salary Information screen, assign EEO codes to your employees.
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On the Manage Race and Ethnicity Codes screen, set up user-defined race categories.
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On the EEO-1 Code Mappings subtask of the Manage Race and Ethnicity Codes scree, map race/ethnicity codes to EEO-1 codes.
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On the Manage Affirmative Action Plans screen, set up Affirmative Action plans (which correspond to offices that have 50 or more employees). You can have only one office.
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On the Assign Labor Locations subtask of the Manage Affirmative Action Plans screen, link labor locations to Affirmative Action plans.
The Equal Employment Opportunity Commision (EEOC) has changed the requirements of the EEO-1 Report. The changes to the EEO-1 Report's job categories include dividing "Officials and Managers" into two levels based on responsibility and influence within the organization and moving non-managerial business and financial occupations from the "Officials and Managers" category to the "Professionals" category.
Once you populate this screen and select the Preview or Print button on the toolbar, Costpiont selects those employees based on the following.
If the Employee Salary Information option is selected on the Configure Affirmative Action Settings screen, the program selects employees according to the following criteria:
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The employee record's Taxable Entity (on the Manage Employee Information screen) is the same as the specified Taxable Entity on this screen. If the All Taxable Entities check box is selected, all employee records will be selected according to the other settings on this screen.
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The employee record's Affirmative Action Plan is the same as the specified Affirmative Action Plan on this screen, or if the All Affirmative Action Plans check box is selected. This criteria applies only if the Use Affirmative Action Plans to Select Employees option is selected.
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On the Employee Salary Information screen, the Empl Type is P (Part time) or R (Regular), and the Effective Date is Term Date check box is not selected.
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The employee record's Labor Location (on the Employee Salary Information screen) is within this screen's Labor Location range. This criteria applies only if the Use Labor Locations to Select Employees option is selected.
If the Basic Employee Information option is selected on the Configure Affirmative Action Settings screen, employees are selected according to the following criteria:
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The employee record's Taxable Entity (on the Manage Employee Information screen) is the same as the specified Taxable Entity on this screen. If the All Taxable Entities check box is selected, all employee records will be selected according to the other settings on this screen.
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The employee record's Affirmative Action Plan is the same as the specified Affirmative Action Plan on this screen, or if the All Affirmative Action Plans check box is selected. This criteria applies only if the Use Affirmative Action Plans to Select Employees option is selected.
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On the Employee Salary Information screen, the Empl Type is P (Part time) or R (Regular), as of the Effective Date specified on this screen.
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The employee record's Labor Location (on the Employee Salary Information screen) is within this screen's Labor Location range. This criteria applies only if the Use Labor Locations to Select Employees option is selected.
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On the Manage Employee Information screen, the employee's Term Date is blank or is later than this screen's Effective Date, and the employee's Current Hire date or Adj Hire date is the same as, or earlier than, this screen's Effective Date.
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Use this group box to specify which affirmative action plan you want included on the report.
Effective Date
Option
This field displays One which allows you to enter, or select, one effectivity date on the Start field.
Start
Enter, or click 
to select, the date on which you wish to select employee data for the EEO-1 Report. The report will include employees employed as of this date.
Taxable Entity
Option
From the drop-down list, select the range option for taxable entity. Valid options are:
Select All in the Taxable Entity to include in the EEO-1 Report all taxable entities assigned to the login company. The report will include all employees assigned to the login company regardless of the taxable entity to which they are assigned. Selecting All disables the Start field.
Start
Enter, or click 
to select, the taxable entity to be reported. The report will include only employees that are assigned to the specified Taxable Entity. You can use this field if you select One as taxable entity range option.
Affirmative Action Plan
Use this group box to select an affirmative action plans for this report. To select a single Affirmative Action Plan, you must select the Use Affirmative Action Plans to Select Employees option in the Options group box.
Option
From the drop-down list, select the range option for Affirmative Action Plan. Valid options are:
Select All in the Affirmative Action Plans to include employees assigned to an Affirmative Action Plan on the HR Info tab of the Employee Salary Information screen. The report will list only regular and part-time employees. Selecting All disables the Start field.
Start
Enter, or click to select, the affirmative action plan for which you want to print this report. The report will list only regular and part-time employees.
Select this option to:
Labor Locations
Use this group box to select the labor locations for which you want to print this report.
Options
From the drop-down list, select the range option for Labor Locations. Valid options are:
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All
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One
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Range
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From Beginning
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To End
Start
Enter, or click to select, the starting labor location code to include on the report. If you selected All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending labor location code to include on the report. If you selected All, One, or To End in the Option field, this field is inactive.
Non-contiguous
Select this check box to select a non-contiguous list of labor locations to include in the report. This will allow you to use the Non-Contiguous Labor Locations subtask for creating ranges.
Options
Use Affirmative Action Plans to Select Employees
Select this check box to enter the affirmative action plans for which you want to print this report.
Use Labor Locations to Select Employees
Select this check box to enter the labor locations for which you want to print this report.
Subtask