HR Report: EEO/Vets

Select a report template from the list, or type a description and Save your settings to create a report template for later reuse. You may also select and Delete report templates from the list. See WT: Report Criteria Templates for more information.

Note:  You must have Can Manage Report Criteria Templates checked in User Security for the Save/Delete functionality.

Type a description to name the report. This description prints above the Report Title.

Select the company name to appear on the report.

Use the Report Format option to choose the level of detail for the report. The Report Format option is not available for the Vets Report.

Detail

The detail Report Format provides each employee included in each category with standard employee information, as well as the Pay Rate, Annual hours, Annual Compensation, Date of Birth, and Term Reason.

Summary

The summary report for the Employer Info Report includes Ethnicity and Gender counts by EEO Category or Classification.

Use the Group By option to group the items by either EEO Category or Classifications.

EEO Category

When the EEO Category is selected the information is retrieved from the Title field on the Pay Info tab of the Employee Master File. To view the information, double click on the Title field of the Pay Info History grid and it displays the Titles window. The option is not available when selecting the Vets Report type.

Classifications

When the Classifications option is selected the information is retrieved from the Classification field on the General tab of the Employee Master File.

This filter is available with the Employer Info Report-EEO1. Use the Employee Status option to filter the report data by employee status.

Active

Includes active employees in the report.

Leave of Absence

Included employees who are on leave of absence in the report. When this option is selected, you can group the report by Inactive Reason.

Inactive

Includes inactive employees in the report.

All

Includes all employees in the report, regardless of their status.

Select the Include Only Full Time Employees check box to include only full-time employees on the report. WinTeam will look at the Date Full Time field in the Employee Master File (Other Info tab) to determine if that date is equal to or less than the last Report To Date. If it is, then the employee will count as full time and be included on the report.

This check box is selected by default for the EO Survey Report.

When this check box is selected the Full Time Based On options display in the header area.

Select to indicate what field you want the date full time based on. Both options are selected by default.

The Full Time Based On options display when the Include Only Full Time Employees check box is selected. Select to indicate what field you want the date full time based on. Both options are selected by default.

Both options can be selected in order to include information from both sources. WinTeam will check both sources. If an entry is found in both sources, the report will use the information from the Pay Info History tab.

This filter is available for Report Types Employer Info Report - EE01 and Vets Report. The filter works differently for each report Type.

Employer Info Report - EE01

The Over/Under Count is based on the number of employee records that have a paycheck in the specified date range, regardless of their status in the EMF. If an Employer is marked as inactive in the EMF, but has a paycheck in the pay period, they will be counted.

Vets Report

The EEO Category Over/Under Count filter is based on the number of employees with a veteran status selected on the OFCCP Info tab of the Employee Master File and the Classifications Over/Under Count is based on the number of employees by each Description accessed from the Classification field on the Employee Master File, General tab.

This field is only available with the Employer Info Report - EEO1 Report Type. Use the Filter By State drop down to select either CA (California) or IL (Illinois).

• California–When CA is selected, the report contains employees who worked in the state of California. Per the California Department of Fair Employment and Housing (DFEH), employees located inside and outside of California are counted when determining whether an employer has 100 or more employees.For example, an employer that had 50 employees inside California and 50 employees outside of California during the Reporting Year would be required to submit a pay data report to DFEH. An employer with no employees in California during the Reporting Year would not be required to file a pay data report with DFEH. Part-time employees, including those who work partial days and fewer than each day of the work week, are counted the same as full-time employees. For example, for counting purposes, an employer has 100 employees when 60 individuals work every day and 40 individuals work alternate days to fill 20 positions, and there are no more than 80 individuals working on any working day. Employees on paid or unpaid leave, including California Family Rights Act (CFRA) leave, pregnancy leave, disciplinary suspension, or any other employer-approved leave of absence, are counted.
• Illinois–When IL is selected, the report contains employees who worked in the state of Illinois. Per the Illinois Department of Labor, private Illinois businesses with over 100 employees in the state, and any Illinois business that is required to file an annual Employer Information Report EEO-1 with the EEOC (i.e., businesses that are affiliated with other companies that together have 100 or more employees), must submit a copy of the business's most recently filed Employer Information Report EEO-1 for each county in which the business has employees.

This option is available to users who have more than one company, but is not selected by default. If selected, the default company prints on the Grand Total Page and the Report Criteria page. All other pages print the applicable company name. If not selected, the default company prints on every page of the report.

This option is available for Report Types: Employer Info Report and Vets Report. Select this check box to group items on the report by their location.

Classifications

Use the Classifications category to select the Classifications to include on the report.

Select All to include all Classifications.

Select Pick to define specific Classifications for the report. When you select Pick, the Classifications list displays. Select the check box next to each Classification to include on the report.

Distributions

Use the Distributions category to select the Distribution to include.

Select All to include all Distribution types.

Select Pick to define specific Distribution to include. When you select Pick, the Check Distributions add edit list displays. Select the check box next to each Check Distribution to include.

EEO Category

Use the EEO Category to select records based on the predefined EEO Category List.

Select All to include all records regardless of the EEO Category.

Select Pick to define specific EEO Categories/ When you select Pick, the predefined EEO Category list displays. Select the check box next to each EEO Category to include.

Employee Types

Use the Employee Types category to select the Employee Types to include.

Select All to include all Employee Types.

Select Pick to define specific Employee Types. When you select Pick, the Employee Types list displays. Select the check box next to each Employee Type to include.

Employees

Use the Employees category to select the Employees to include on the report.

Select All to include all Employees on the report.

Select Range to define a range of Employees for the report. Type the beginning Employee Number in the From field and the ending Employee Number in the To field.

Select Create to define your own list of Employees. When you select Create, a small grid displays to the right. Enter the Employee Numbers you want to include in the list, or use the Lookup to locate the Employee Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Employee Numbers you want to exclude in the list, or use the Lookup to locate the Employee Numbers.

Hire Dates

The Hire Dates Category is used to filter the employees to include on the report based on Hire Dates.

Select All to include all employees, regardless of the Hire Date.

Select Range to define a range of Hire Dates for the report. When you select Range, the range fields display. Type the beginning date in the From field and the ending date in the To field. The Hire Dates Category is not available for the Vets Report.

Depending on the Hire Date range entered. If the original hire date is within that range, the employee is included.

If the rehire date (current status effective date) is within that range, the employee is included.

Note:  In most cases, since you reporting for the past year, if employee is hired, goes inactive, then rehired within the same time frame, the employee will only be counted once using the current status effective date as the Hire Date.

Ethnicity

Use the Ethnicity category to filter the records based on Ethnicity's.

Select All to include all records regardless of Ethnicity.

Select Pick to define specific Ethnicity's for the report. When you select Pick, the Ethnicity list displays. Select the check box next to each Ethnicity to include on the report.

Report Dates

Use the Report Dates category to select the reporting period of the report. This could be calendar year or Affirmative Action Plan (AAP) year.

Type the beginning report date in the From field and the ending date in the To field.

For the EEO Survey this date range is used to compute the proper annual hours and annual compensations. It is also used to pull the Pay Rate as of date.

For the Vets Report, the report dates are used to see which employees are hired between the report date range, or it is used to determine if someone is newly separated (the separation date being in this date range). It is also used to pull the Pay Rate as of date.

For the EEO1 Report the report dates are used to pull the Pay Rate as of date, and the matches will be based upon the payroll check dates.

Title

Use the Titles category to filter the records based on Employee Titles.

Select All to include all records regardless of Titles.

Select Pick to define specific Titles for the report. When you select Pick, the Titles list displays. Select the check box next to each Title to include on the report.

Veteran Class

This category is available only for the Vets Report.

Use the Veteran Class category to select from the 3 classes of veterans: Other Protected Veterans, Disabled Veterans, or Armed Forces service medal veterans)to include on the report.

Select All to include all Veteran Classes on the report.
Select Pick to select specific Veteran Classes on the report. When you select Pick, the Veteran Class list displays. Select the check box next to each Veteran Class to include on the report.

This category is available only for the Vets Report.

Companies

The Company Pick option filters for AR Invoice and Payment records. The Companies category is available for Clients using the Multi-Company feature.

Select the Companies to include on the report.

Select All to include all companies on the report.

Select Pick to define specific Companies for the report. When you select Pick, the Companies list displays. Select the check box next to each Company to include on the report.

Note:  When running reports using the Company Category/Record Pick and the company name exceeds the maximum number of characters, WinTeam will truncate the name.

Locations

The Locations category is available for Clients using the Multi-Location feature.

Use the Locations category to select the Locations to include on the report.

Select All to include all Locations on the report.

Select Pick to define specific Locations for the report. When you select Pick, the Locations list displays. Select the check box next to each Location to include on the report.

This report provides Ethnicity and Gender counts by EEO Category or Classification. The detail Report Format provides each employee included in each category with standard employee information, as well as the Pay Rate, Annual hours, Annual Compensation, Term Reason, and Date of Birth.

This report allows you to print an EEOC report based upon a number of selection criteria. Although many options are available, you can select any combination of the selection criteria to give you the requested information on the report. This report sorts by Employee Last Name. You may also display and print the report in a graphical format by clicking the Chart button after entering the selection criteria.

This report will be based upon the number of Employees that have a paycheck in the date range, regardless of their status in the Employee Master File.

This VETS-4212 Report is to be completed by all nonexempt federal contractors and subcontractors with a contract or subcontract in the amount of $150,000 or more with any department or agency of the United States for the procurement of personal property or non-personal services. Employers doing business at more than one hiring location, must file:

1. A VETS-4212 Report covering the principal or headquarters office;
2. A separate VETS-4212 Report for each hiring location employing 50 or more persons; and
3. EITHER;
1. A separate VETS-4212 Report for each hiring location employing fewer than 50 persons, OR
2. Consolidated reports that cover hiring locations within one State that have fewer than 50 employees.

The agency requires contractors to report specified information on protected veterans in their workforce in the aggregate, rather than for each category of veterans protected under the statute, reducing the required reporting elements. The term “protected veterans” includes: disabled veterans, veterans who served on active duty during a war or campaign for which a campaign badge was authorized, veterans who were awarded an Armed Forces Service Medal and recently separated veterans. Under this final rule, the department receives valuable information on the number of protected veterans employed by federal contractors and the job categories in which they work.

Use the Vets Report to collect and generate a report that enables you to complete the filings. This annual report must be filed no later than September 30.

You must enter a date range for the report. Use the Report Dates/Date Range options in the Category/Records Report Filters to enter the date range.

Click the Proceed button to display the on-screen report.

Job Category	EEO categories from the Employee Master File
Veteran Status	Number of each status determined from the OFCCP tab of the Employee Master File Disabled Veteran Armed Forces Service Medal Veteran Active Duty Wartime or Campaign Badge Veteran Recently Separated Veteran Declined to Answer
Number of Employees	Protected Veterans (A) The number of veterans who were active at least one day during the specified date range. Veterans who were on Leave of Absence (LOA) during the specified date range are included in the report. Protected Veterans includes: Disabled Veteran, Armed Forces Service Medal Veteran, Active Duty Wartime or Campaign Badge Veteran, Separated Veteran. The system goes back three years to verify recently Separated Veteran status. A Recently Separated Veteran is someone who was a veteran during the three-year period beginning on the date of such veteran’s discharge or release from active duty in the U.S. military, ground, naval, or air service. Protected Veteran does not include Declined to Answer. Total Employees (B) The total number of employees who were active at least one day during the specified date range. Employees who were on Leave of Absence (LOA) during the specified date range are included in the report. Total Employees includes Protected Veterans. Note:  The letter to the right of the label correlates to the agency name to help you determine which numbers to use when filing the report.
New Hires (Previous 12 Months)	Protected Veterans (C) Employees with a Veteran Status whose first paycheck was in the previous 12 months of the specified date range end date. Total New Hires (D) All employees whose first paycheck was in the previous 12 months of the specified date range end date. Protected Veterans are included. Note:  The letter to the right of the label correlates to the agency name to help you determine which numbers to use when filing the report.
Maximum Number	The maximum number of employees both active and LOA at any time in the past 12 months.
Minimum Number	The minimum number of employees both active and LOA at any time in the past 12 months.

This report includes information related to New Hires, Promotions, Terminations, End of Reporting Year data, and Compensation Data. It can be used to prepare for an Affirmative Action Plan (AAP) audit. This report sorts by Employee Last Name. When selecting the EO Survey Report, there are additional EO Survey Options to select from. All the EO Survey Reports include Term Reason and Date of Birth. Pay Rates can be included in the Detail Report Format.

This report is a sub-type of the Vets Report, groups by EEO Category and Classifications, to discern Individuals with Disability (IWD) hired and Total Number of IWD that are employees for the specified reporting period. The following show the available options and a sample report.

This report type is used to report on the Employment Equity Forms 2A - 2G for Canada. It is only available on Canadian databases.

Create and Proceed

Click the Proceed button to generate the on-screen report.

Click the Create button to export the report and save it to your computer or network. The system creates a tab-delimited file that contains the following fields:

• EMPLOYEENUMBER
• CMA (from the General tab of SYS: Location Setup)
• PROVINCE (from the Pay Info tab of Employee Master File)
• NOC (from PAY: Titles/Occupational Groups)
• NAICS (from SYS: Company Setup)
• STATUS (from the Pay Info tab of Employee Master File)
• 01-Full Time
• 02-Part Time
• 03-Temporary
• 04-Other
• 05-Casual
• COMMENTS (this field is always empty)
• SEX (from the General tab of Employee Master File)
• SALARY (this field always contains a zero)
• ABORIGINAL_PERSONS (from the OFCCP Info tab of Employee Master File)
• VISIBLE_MINORITIES (from the OFCCP Info tab of Employee Master File)
• PERSONS_WITH_DISABILITIES (from the OFCCP Info tab of Employee Master File)
• HIRE_DATE (from the General tab of Employee Master File)
• TERMINATION_DATE (from the General tab of Employee Master File)
• This field is empty if there is no termination date
• If the termination date is in the future the termination date displays if it is within the report's date range–it does not display if it is outside the report's date range