In HR Admin > Compliance Reporting > EEO, you can create one or more EEO-4 filing templates, depending on your organization’s needs. Each template holds the settings that are used to generate EEO-4 reports for an individual company.
Role feature access: HR Admin > HR Admin > Compliance Reporting > EEO > EEO-4
Among the settings that you need to define in a template is the company number that is provided to your organization by the EEOC. If your organization has only one company number, you only need to create one template per filing period. If your organization is made up of multiple companies that have their own company number, you must create a separate template for each company number.
For example, say that an organization includes Company A and Company B, each with their own company number provided by the EEOC. In this case, you would create two templates in the EEO subfeature. In the template for Company A you can generate the EEO-4 reports for that company. You can do the same for Company B in its template.
The EEO subfeature is divided into two areas: the left sidebar shows a list of templates that you and other users add. The remaining portion of the screen is for working on the template that is selected in the left sidebar. You can click the collapse icon at the top of the left sidebar to minimize it.
The details of the selected template are divided into the General and Departments tabs:
Each tab is described as follows:
- In the General tab, define the attributes that are common to the departments that are reported under the template.
- In the Departments tab, review and generate EEO-4 reports for the template. The Departments tab is meant to be used after you configure the details in the General tab.
To configure a filing template:
- Go to HR Admin > Compliance Reporting > EEO.
- Click Add > EEO-4.
- Fill out the settings in the General tab, as needed. See General Tab Settings List.
- Click Save.
The following settings are available in the General tab of EEO-4 filing templates in HR Admin > Compliance Reporting > EEO.
| Settings | Description |
|---|---|
|
Name |
The name of the EEO-4 template. |
|
Company/OFS Number |
A unique identifier for the company that you're generating the reports for. |
| Organization | The organizations being reported on. |
|
Description |
A description of the EEO-4 template. |
|
Qualifiers (Section) |
|
|
Payroll Filing Period Start Date |
The first and last day of the pay period included in the report. If the start and end dates span multiple pay periods, data from the earliest pay period is used in the file. These dates determine what data is shown in the Full-Time and Other Than Full-Time tabs of the EEO-4 report. |
| Payroll Filing Period End Date | |
| New Hire Fiscal Year |
The fiscal year from July 1 of the previous year to June 30 of the year selected. For example, if you select 2024, the EEO-4 report returns data from July 1, 2023 to June 30, 2024. This value determines what data is shown in the New Hires During Fiscal Year tab of the EEO-4 report. |
|
Pay Class |
The pay classes for which employees are included in the report. For example, you could use this setting to show records only for part-time employees. |
|
Position Term |
The position terms for which employees are included in the report. Position terms are configured in the Position Term tab of Org Setup > Jobs and Job Assignments. |
|
Employment Indicator |
The employment indicators for which employees are included in the report. Employment indicators are configured in the Employment Indicator tab of Org Setup > Jobs and Job Assignments. |
| Department | The department for which employees are included in the report. |
| Job Functions | The EEO-4 job functions for which employees are included in the report. |
|
Certifying Official (Section) |
Contains fields for identifying the company official who certifies EEO-4 reports. A certifying official refers to any employee in your company tasked with certifying your submitted report information. |
|
Name |
Details of the certifying official. |
|
Title |
|
| Phone Number | |
| Country | |
| State | |
|
|
|
| Address Line 1 | |
|
Address Line 2 |
|
| City | |
| ZIP / Postal Code | |