This page (revision-21) was last changed on 18-Jul-2022 18:17 by Kevin Higgs

This page was created on 26-Nov-2021 10:22 by JMyers

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REEO 4
REEO4

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!!!PRODUCE EEO-4 REPORT (State and Local Government Information Report)
!!!PRODUCE EEO-4 REPORT
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![IEID] – Maintain Identity Information
Ethnicity is used in EEO reporting as another major categorization of data for equal opportunity reporting. The employee’s ethnic category is set up on Maintain Identities Information ([IEID]). Ethnicity is predefined using the fixed lexicon [X_ETHNIC] in the field Original Ethnicity.
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|Fiscal Year Start Date|Date, LOV Available\\The start date used to determine new hires for the fiscal period.
|Fiscal Year End Date|Date, LOV Available\\The end date used to determine new hires for the fiscal period. The Fiscal period ends June 30 of the reporting year
|Fiscal Year Start/End Date|Date, LOV Available\\These dates are used to determine new hires for the fiscal period. The Fiscal period ends June 30 of the reporting year
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|Print EEO-4 Tabs Only*|Optional, Yes or No,\\Default to <No> if left blank\\If <Yes> then the .xlsx will only include EEO-4 Report data and no additional details.\\ The following tabs will be included in the report; \\- Instructions\\- Full-Time\\- Other Than Full Time\\- New Hires During Fiscal Year\\ <Yes> in this parameter will result in the "Print Employee Details" option to be ignored and default to <No>.
|Print Employee Details*|Optional, Yes or No, LOV available\\Default to <No> if left blank\\If <Yes> then the policy details (components, rules, etc.) will be displayed on the report. This information is not required by the government.\\"Print EEO-4 Tabs Only" must be set to <No> for this option to be picked up by the report.\\The 'Print Employee Details' parameter can be set to 'Y' to list the employees individually at the end of the report. This information is not part of the information required by the government.\\The following tabs will be included in the report; \\- Instructions\\- Parameters\\- Run Log\\\- Full-Time\\- Other Than Full Time\\- New Hires During Fiscal Year\\- Full-Time Employee Details\\- Other Than FT Employee Details\\- New Hires Employee Details
|Combine Totals|Optional, Yes or No, LOV available\\If <Yes> then the report with totals of all functions combined will be created. \\ \\If <No> then the report with separate totals for each function will be created.
|Print Employee Details|Optional, Yes or No, LOV available\\If <Yes> then the policy details (components, rules, etc.) will be displayed on the report, otherwise no details will display on the report.\\ \\The 'Print Employee Details' parameter can be set to 'Y' to list the employees individually at the end of the report. This information is not part of the information required by the government.
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|User Comment|Optional, Manual\\If populated this comment will appear in the report output.
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|Create File|Optional. This parameter determines if the .txt file is generated with the REEO4 information.\\Yes or blank - the .txt file is generated with REEO4 information.\\No - will cause the .txt file to not be created.
|Directory Name|Defines the valid Directory Name for the .txt file
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!Version 1
The EEO-4 data upload file specifications for 2021 reporting uses an Excel XLSX format. Each Excel data upload file represents one state or local government filing an EEO-4 Report, including all of their functions. Filers submitting on behalf of multiple state or local governments will need to provide multiple Excel data upload files. To begin, filers must create an account and provide some preliminary information on the state or local government in the EEO-4 Online filing System in order to upload a data file. Uploaded data files must meet all submission requirements to be accepted. Filers must certify their submission to complete the reporting process.
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!Instructions for creating an EEO-4 data upload file:
*Filers must provide data using the 2021 Excel EEO-4 data upload file layout specifications.
*Only valid numeric values between 0 and 9999 are allowed.
*No decimals are allowed.
*Letters (a, b, c, etc.) and special characters (!, @, #, etc.) are not allowed.
*Blank, missing, and 0 values are all treated as cells without data.
*The EEO-4 instruction booklet provides additional information on who must file, when to file, data to be reported in EEO-4 Report, definitions, descriptions, and legal requirements. The instruction booklet is available online at: https://www.eeocdata.org
!Instructions for submitting the EEO-4 data upload file:
*Filers must register for an account in the EEO-4 Online Filing System.
*Additional information is collected through the EEO-4 Online Filing System prior to uploading the data upload file.
*Data upload files must be submitted in XLSX formats through the EEO-4 Online Filing System.
*The data upload is processed and used to fill out the data entry form in the EEO-4 Online Filing System. Once the data file is uploaded, the data may be further edited in data entry gird before being submitted.
*Some filers may have to provide additional information when the data is reviewed.
*In order to finalize the data file upload, the EEO-4 Report must be certified within the EEO-4 Online Filing System.
!EEO-4 Online Filing System: https://www.eeocdata.org/EEO4/
!EEO-4 Instruction Booklet: https://www.eeocdata.org/EEO4/howto/instructionbooklet
!The following four Excel worksheets (tabs) comprise this data upload file:
*__Instructions Worksheet (Tab 1)__: No data fields collected.
*__Full-Time Worksheet (Tab 2)__: Full-time employee data should cover the payroll period which includes June 30th of the reporting year (i.e., 2021). Data can be entered only into columns D-Q and rows 2-961.
*__Other Than Full-Time Worksheet (Tab 3)__: Part-time employee data should cover the payroll period which includes June 30th of the reporting year (i.e., 2021). Data can be entered only into columns C-P and rows 2-121.
*__New Hires During Fiscal Year Worksheet (Tab 4)__: Filers must provide a breakout of new permanent full-time hires during the fiscal year (i.e., July 1st, 2020 – June 30th, 2021). Data for such new hires covers the entire fiscal year which ends on June 30th of the reporting year (i.e., 2021). The relevant time period for the 2021 reporting year would be July 1st, 2020 – June 30th, 2021. Data can be entered only into columns C-P and rows 2-121.
!Troubleshooting
If both the "Print EEO-4 Tabs Only" and "Print Employee Details" are set to <No>, than the output will consist of the tabs listed above with the addition of a tab for Run logs. This is to allow for troubleshooting and reviewing the report process if problems occour.
This page (revision-21) was last changed on 18-Jul-2022 18:17 by Kevin HiggsTop