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Equal Employment Opportunity - EEO1 Report#

Project Objective#

The project objectives are to replace the old REEO1 in order to support also multi – establishments, and to obtain the EEO -1 file data

SET UP#

• On IMLN User Defined Lexicon: X_ORG_LEVEL_TYPE The E1 and E2 should be added like below EEO1Report_01.JPG
• In IDOL the new organization levels should be added like below:
  • Add one entry for Org Level with type “E EO Headquarter” with all the department that belongs to it

EEO1Report_02.JPG

• • If it the customer is a multi-establishment employer then you should add as many entries for Org Level with Type EEO Locn Establishment as you need, and enter for each of them the departments that belong to it.

EEO1Report_03.JPG

• IDLN screen for each EEO Establishment organization level the user need to set up the legal location address. The name of the location should be identical with organization level.

e.g. EEO1Report_04.JPG EEO1Report_05.JPG

• After the location is defined the user should enter the values for the following user fields.

The user fields can be created manually in IMUF or automatic on first run of REEO1. EEO1Report_06.JPG

• In IDEN the user should enter the “Company Number”.

The “Company Number” user field can be created manually in IMUF or automatic on first run of REEO1 EEO1Report_07.JPG

How The Report Works#

• Parameters

EEO1Report_08.JPG EEO1 File Name – is the name for EEO-1 data file If the Create Errors File is yes – an error file it will be created named EEO1_file_errors.csv If the Create Dump File is yes – an error file it will be created named EEO1_file_dump.csv If the Details in Dump File is yes – the EEO1_file_dump.csv file will have employee details information e.g

• • EEO1_file.txt

It will have also calculated the consolidate line if you do not have any filters at the level of the department or the headquarter departments are included in the list of departments and you have more then one establishment. The consolidated line it will be the first one in the file The headquarter line it will be the second if the consolidate line exist.

• • EEO1_file_errors.csv EEO1Report_09.JPG

• • EEO1_file_dump.csv EEO1Report_10.JPG

• • EEO1_file_dump.csv with details

EEO1Report_11.JPG

• EEO1 report it take in consideration for calculation the following values
  • IMLN - X_EEO_CATEGORY, system supplied

EEO1Report_12.JPG

• • IMLN - X_ETHIC, system supplied

EEO1Report_13.JPG

Set Up#

1. IMLN - the user fields were already there, I believe they were brought in by seed data. The screen print in the project doc show the user fields are named slightly different than what they are in the system, ie: Unit Number versus EE01 Unit Number. I am guessing the screen print is old, and the doc not updated?
2. IDEN - the UDF prompt for Company Number is also different ie: Company Number versus EEO1 Company Number.
3. This doc is missing integral set up info which was found in a separate doc called HR_EEO1_Report written by CKwan.
   • Define Entities County Name
     • With IDEN Location code, go to IDLN form. Then in IDLN drop down from the GEO Tax Jurisdiction to IDTX, once there ensure the County Name is supplied.
   • IDOL - for Multi-Establishment Employers Only
     • For the Org Level Type 'EEO Headquarters' users must specify the Entity name that the EEO Headquarter is reporting for in the Parent Entity field.
     • For the Org Level Type 'EEO Locn Establishment' users must enter the Org Level Code from IDOL EEO Headquarter in the Parent Org Level field. This means this Location Establishment belongs to this EEO Headquarter.

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Notes #

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