Processing the EEO-4 report

Create the EEO-4 report for state and local governments.

To create the EEO-4 report

  1. Access EEO-4 Report (PA391).
  2. In the Parameters section, company field, select the company. This field is required.
  3. In the Main tab, use the following guidelines to enter field values:
    Period Ending

    Type the period end date for which you want to create the report. This is a required field.

    Create Diskette File

    Select whether to create a file that you can transfer to diskette.

    Report Type

    Select whether to report on individual functional groups or all functional groups combined together.

    Functional Group

    Select at least one functional group.

    Note: You assign employees to a functional group on Employee (HR11.1).
  4. In the Ethnicity tab, associate ethnic codes with the codes tracked by the Equal Employment Opportunity Commission (EEOC).
  5. In the Jurisdiction Criteria tab, define which employees you want to include in a jurisdiction. You define the set of employees according to process level, department, and location. The following table shows the valid combinations:
    Process Level Department Location
    Value Value Blank
    Value *ALL Blank
    Value Value Value
    Value *ALL Value
    Blank Blank Value
    Note: To include all departments within a process level of the selection criteria, select the process level and then type *All in the department field.

    *ALL is only used in the Department field and indicates that all departments within the specified process level will be included.

  6. From the Employee tab, define how the application will select employees for the report.
  7. In the Employee Selection field, select the option that indicates how you want to select employees to include in the report. This is a required field.
  8. From the Certification tab, define information about the jurisdiction.
  9. In the Control Number field, type the control number assigned by the EEOC. This is a required field.
  10. In the Ethnicity-Hawaii tab, associate ethnic codes with the codes tracked by the Equal Employment Opportunity Commission (EEOC) for those specific to the State of Hawaii.
  11. Click the Submit button.