Wiki: REEO 1

Equal Employment Opportunity - EEO1 Report#

Overview#

The REEO1 report generates an interface file to report the EEO1 Equal Employment Opportunity Data to the US Equal Employment Opportunity Commission. This report may be required for private U.S. organizations. The REEO1 process supports the filing for both single-Establishment Employers and Multi-Establishment Employers.

Please refer to the following EEO web sites for government instructions: http://www.eeoc.gov/index.html

The EEO-1 Data File format can be obtained in the following website: http://www.eeoc.gov/eeo1survey/datafile.html

After REEO1 is run, an EEO1 Data File is generated. Users need to login to the following EEO website to upload the file to the government: http://www.eeoc.gov/eeo1survey/index.html

EE01 Single and Multi-establishment Required Set Up#

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 the Maintain Identities Information (IEID) screen. Ethnicity is predefined using the fixed lexicon X_US_ETHNICITY in the field US Ethnicity.

IMUF - Define User Fields#

The REEO1 report utilizes system created user defined fields on found on both the P2K_CM_LOCATIONS and P2K_CM_ENTITY_DETAILS tables.

These fields will be created the first time REEO1 is launched. Therefore, users should run the REEO1 first prior to completing the additional required set up.

User field Name	Prompt	Table	Field Value Type	Lexicon
EEO1_UNIT_NUMBER	EEO1 Unit Number	P2K_CM_LOCATIONS	Char
EEO1_FIRST_TIME_REPO	EEO1 First Time Reporting	P2K_CM_LOCATIONS	Char	X_YES_NO
EEO1_Q_B_2_C	EEO1 Question B.2.C	P2K_CM_LOCATIONS	Char	X_YES_NO
EEO1_Q_C_1	EEO1 Question C.1	P2K_CM_LOCATIONS	Char	X_YES_NO
EEO1_Q_C_2	EEO1 Question C.2	P2K_CM_LOCATIONS	Char	X_YES_NO
EEO1_Q_C_3	EEO1 Question C.3	P2K_CM_LOCATIONS	Char	X_YES_NO
EEO1_DUN_BRADSTREET_NR	EE01 Dun & Bradstreet Number	P2K_CM_LOCATIONS	Number
EEO1_NAICS_CODE	EEO1 Naics Code	P2K_CM_LOCATIONS	Number
EE01_COMPANY_NUMBER	EEO1 Company Number	P2K_CM_ENTITY_DETAILS	Char

IDTX - Define Tax Jurisdictions #

A tax jurisdiction must be defined for the EEO1 report. The jurisdiction must be defined at the County level as this will be the county name to report on the EEO1 Data File.

IDLN - Define Locations #

Each location to be reported for EE01 must have an associated JURISDICTION_NAME that has been defined at the County level.
The following user defined fields can be populated, if required.

User field Name	Prompt	Mandatory
EEO1_UNIT_NUMBER	EEO1 Unit Number	No
EEO1_FIRST_TIME_REPO	EEO1 First Time Reporting	No
EEO1_Q_B_2_C	EEO1 Question B.2.C	No
EEO1_Q_C_1	EEO1 Question C.1	No
EEO1_Q_C_2	EEO1 Question C.2	No
EEO1_Q_C_3	EEO1 Question C.3	No
EEO1_DUN_BRADSTREET_NR	EE01 Dun & Bradstreet Number	No
EEO1_NAICS_CODE	EEO1 Naics Code	No

IDEN - Define Entities#

The LOCATION_CODE associated to an Entity must have a tax jurisdiction defined at the County level on IDTX.

The EEO1 Company Number user field must be defined as it is required in the EE01 data file.
The location code associated to an entity must be one of the locations defined with the county Jursidiction.
The EEO1 Company Number user field must be defined as it is required in the EE01 data file.

User field Name	Prompt	Mandatory	Details
EE01_COMPANY_NUMBER	EEO1 Company Number	No

EE01 Multi-Establishment Required Set Up#

This set up is only required if you are a multi-establishment employer. Records need to be created on the IDOL form with the following ORG_LEVEL_TYPE found on the lexicon X_ORG_LEVEL_TYPE

Saved Value	Displayed Value
E1	EEO Headquarter
E2	EEO Locn Establishment

If your organization has only a single location to report, this set up is not required.

IDOL Define Organizational Levels#

EEO Headquarter: Users must enter one entry with this Org Level Type (typically this is the location code found on the IDEN)

IDOL Field	Details
Org Level Type	EEO Headquarter
Org Level Code	Enter your organization's level code, can be your company name
Description	Enter a description
Parent Entity	The entity that this EEO Headquarter is reporting for must be defined.
Parent Org Level	Leave this field blank for EEO Headquarter
Managing Position	Not required for this report

Users must list all Departments that have a matching location code to be reported.

EEO Locn Establishment: For each additional location to be reported, users must create an entry with this type

IDOL Field	Details
Org Level Type	EEO Locn Establishment
Org Level Code	Enter your organization's level code. The EEO Location code must also be defined on IDLN
Description	Enter a description
Parent Entity	Blank
Parent Org Level	Enter the Org Level Code from IDOL EEO Headquarter (above)
Managing Position	Not required for this report

Users must list all Departments that belong to this EEO Locn Establishment

REEO1 Report Parameters #

Field	Description
Entity	Mandatory. Defines the entity to report on. Users can select from the LOV.
Date Range From/To	Defines the date range to report on. Employees who are Active within this date range will be included in the report. Users can select from the calendar icon (F9)
As Of	Defines the date that the employee's demographic records will be examined “as of”. It should be set to the same 'Date Range To' value, to ensure consistency of data. Users can select from the calendar icon (F9)
Sort People By	This field defines how the employee information will be sorted. Users can select from the LOV.
Pay Period Used	Mandatory. Defines the pay period number.
Certified Title	Mandatory. This field defines the title of the individual who has certified the information in the report.
Certified By	Mandatory. This field defines the name of the individual who has certified the information in the report.
Telephone Number	Mandatory. This field defines the telephone number for the individual who certified the report information.
Create Errors File	When set to YES, an errors file will be generated. Users can select from the LOV.
Create Dump File	When set to YES, a dump file will be generated. Users can select from the LOV.
Details in Dump File	When set to YES, details will be included in the generated dump file. Users can select from the LOV.
Directory Name	Defines the name of the directory where the report will be saved.
EEO1 File Name	Defines the name of the EEO1 file.
User Comment	Users can enter text that will appear on the header of all pages of the report.
Exception Level	Mandatory. Defines the level of detail to be printed on the exception report. Options are: * Exceptions Only * User Trace * Internal Level * Legislation * UserCalc Trace * Program Trace * Utility Trace

REEO1 Report Filters#

Field	Description
People List Code	Users can define one or more people lists to report on. Users can select from the LOV.
Person Code	Users can define one or more person codes to report on. Users can select from the LOV.
Org Level Type	Defines a specific Organization level to report on. Note: The Org Level Type MUST be defined IF using the Sort Option of Org Level OR if a user wants to filter the report by Org Levels.
Org Level	Defines specific Organization levels to report on. Users can select one or multiple levels from the LOV.
Department	Defines specific Departments to report on. Users can select one or multiple departments from the LOV.
Authorization	Defines specific Authorization levels to report on. Users can select one or multiple Authorization levels from the LOV.
Unit	Defines specific Units to report on. Users can select one or multiple Units from the LOV.
Group	Defines specific Groups to report on. Users can select one or multiple Groups from the LOV.
Status Types	Defines specific Status Types to report on. Users can select one or multiple Status Types from the LOV.

Notes #

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