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Equal Employment Opportunity - EEO1 Report
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Overview#

REEO1 provides capability for users to generate an interface file to report the EEO-1 Equal Employment Opportunity Data to the US Equal Employment Opportunity Commission. This is a report that may be required for U.S. private companies. The REEO1 process supports the filing of both a single-Establishment Employer and Multi-Establishment Employer.

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 EEO-1 Data File is generated. The user needs to login to the following EEO website to upload the file to the government.

http://www.eeoc.gov/eeo1survey/index.html

EE0-1 Single and Multi-establishment Required Set Up#

IMUF - Define User Fields#

The REEO1 utalizes 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. Users should therefore 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 #

There must be a tax jurisdiction defined for the EEO-1 report. The jurisdiction must be defined at the county level as this will be the county name to report on the EEO-1 Data File.

IDLN - Define Locations #

Each location to be reported for EE0-1 must have a JURISDICTION_NAME associated that has been defined at the county level.

• The following user defined fields can be populated if needed

User field Name	Prompt	Mandatory	Details
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 Entity must have a tax jurisdiction defined at the county level on IDTX. The EEO1 Company Number user field must be populated as it is required in the EE01 data file. The location code associated to entity must be one of the locations defined with the county Jursidiction. The EEO1 Company Number user field must be populated as it is required in the EE01 data file.

IDEN - Define Entities#

The LOCATION_CODE associated to Entity must have a tax jurisdiction defined at the county level on IDTX. The EEO1 Company Number userfield must be populated as it is required in the EE01 data file.

User field Name	Prompt	Mandatory	Details
EE01_COMPANY_NUMBER	EEO1 Company Number	No

EE0-1 Multi-Establishment Required Set Up#

This set up is only required if you are a multi-establishment employer. Records will need to be created on the IDOL screen 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 you have only the single location to report, this set up is not required.

IDOL Define Organizational Levels#

• EEO Headquarter - User must enter one entry with this Org Level Type (typically this will be the location code found on the IDEN)

IDOL Field	Details
Org Level Type	EEO Headquarter
Org Level Code	Enter your own organization level code, may be your company name
Description	Enter your own description
Parent Entity	Must enter the Entity Name that this EEO Headquarter is reporting for
Parent Org Level	Leave this blank for EEO Headquarter
Managing Position	Not required for this report

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 own organization level code. The EEO Location code must also be entered on the IDLN
Description	Enter your own description
Parent Entity	Blank
Parent Org Level	Enter the Org Level Code from IDOL EEO Headquarter above
Managing Position	Not required for this report

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

Report Parameters & Filters#

Report Parameters
Entity	Mandatory, LOV Available This field limits the report to a single entity.
Date Range From/To	Date, LOV Available This date range will be used to identify the dates that the employees will be pulled from to generate the report. Employees who are active within this date range will be included in the report.
As Of	Date, LOV Available This date indicates the date that the employee's demographic records will be examined “as of”. It should be set to the Date Range To value, to ensure consistency of data.
Sort People By	Optional, LOV Available This field indicates how the information will be sorted.
Pay Period Used	Mandatory, Manual. Enter pay period number.
Certified Title	Mandatory, Manual This field displays the title of the individual who has certified the information in the report.
Certified By	Mandatory, Manual This field indicates the name of the individual who has certified the information in the report.
Telephone Number	Mandatory, Manual This field provides a telephone number for the individual who certified the report information.
Create Errors File	Optional, Yes or No, LOV available
Create Dump File	Optional, Yes or No, LOV available
Details in Dump File	Optional, Yes or No, LOV available
Directory Name	Optional Manual
EEO1 File Name	Optional Manual
User Comment	Optional, Text This field holds the user-supplied comment which will appear in the header of all pages of the report.
Exception Level	Mandatory, LOV available You may select the level of logging desired: ‘Exceptions Only’, ‘User Trace’, ‘Internal Level’ ‘Legislation’, ‘UserCalc Trace’, ‘Program Trace’ or Utility Trace.

Report Filters
People List Code	Optional, Multiple Selection Available, LOV Available This field will limit the report to the people lists selected.
Person Code	Optional, Multiple Selection Available, LOV Available This field will limit the report to the people selected.
Org Level Type	Optional, Lexicon Available This will limit the report to the organization level type selected. Note:Org Level Type MUST be specified IF you are using the Sort Option of Org Level OR if you want to filter by Org Levels.
Org Level	Optional, Multiple Selection Available, LOV Available This will limit the report to the organization levels selected.
Department	Optional, Multiple Selection Available, LOV Available This will limit the report to the departments selected.
Authorization	Optional, Multiple Selection Available, LOV Available This will limit the report to the authorization levels selected.
Unit	Optional, Multiple Selection Available, LOV Available This field will limit the report to the units selected.
Group	Optional, Multiple Selection Available, LOV Available This field will limit the report to the groups selected.
Status Types	Optional, Multiple Selection Available, LOV Available This field will limit the report to the status types selected.

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Notes #

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