This article reviews the EEO Report for Workforce.
The EEO Report is intended to assist restauranteurs in completing their annual EEOC filing and displays demographic information for Employees who were active in R365 Payroll for the time period selected. This report can only be generated for dates in prior years, as only Employees with annual earnings information are included.
Article Topics
EEO Report Setup
The EEO Report displays demographic information based on the Jobs worked by Employees and the demographic information on their Employee Records. To set up the EEO Report, both Job Records and Employee Records should be reviewed.
Job Records
When Workforce is enabled, the 'Job Category' field is included on Job Records.
The 'Job Category' field defaults to 'Service worker'. Before running the EEO Report, each Job Record should be reviewed and the 'Job Category' updated to one of the following options, if needed:
- Do Not Include
- Note: Jobs with this Job Category will not be included in the EEO Report.
- Executive/senior-level officials and managers
- First/mid-level officials and managers
- Professionals
- Technicians
- Sales Workers
- Administrative support workers
- Craft workers
- Operatives
- Laborers and helpers
- Service workers
Employee Records
When an Employee is Onboarded for R365 Payroll, demographic fields for gender, ethnicity, and race are added to the Basic Info tab of their Employee Record. These fields default to 'No Selection'.
During the Onboarding process, the Employee will be prompted to self-select their demographics. Learn more about the R365 Payroll Employee Self Service Portal here.
Employees whose demographics are set to 'No Selection' or 'Choose not to Identify' will not be included in the EEO Report.
Navigation
The EEO Report is accessible from the Labor tab of My Reports.
Click 'Customize' to set the Report Parameters, then download the report.
Report Parameters
1) Filter By - A listing of all filter categories
2) Filter - A listing of possible filters, based on the filter category selected
- Note: To filter the report by 'Location', first select the filter category of 'Location'
3) Start Date - The beginning date for the report.
- Note: All Employees who were active in R365 Payroll between the Start Date and End Date selected and who have complete demographic information will be included in the report.
- Important Note: The Start and End Dates must be for a prior year.
4) End Date - The end date for the report
- Note: All Employees who were active in R365 Payroll between the Start Date and End Date selected and who have complete demographic information will be included in the report.
- Important Note: The Start and End Dates must be for a prior year.
5) Report Type - EEO Report Type:
- Component 1 - This type counts the number of employees per demographic and does not include salary information
- Component 2 - This type counts the number of hours worked in the year per demographic and includes salary information
- Note: It is recommended to check the latest EEOC guidelines to determine which component is needed for your organization.
6) Download - Click to generate and download the report as a PDF
Learn more about Report Views and their added functionality here.
Component 1
The 'Component 1' type for the EEO Report displays a count of Employees per demographic who were active in R365 Payroll during the selected time period and have complete demographic information.
This report does not include a 'Salary Compensation Band' breakout.
Note: It is recommended to check the latest EEOC guidelines to determine which component is needed for your organization.
Component 2
The 'Component 2' type for the EEO Report displays a count of all hours worked in the year per demographic for employees who were active in R365 Payroll during the selected time period and have complete demographic information.
This report does include a 'Salary Compensation Band' breakout. The 'Salary Compensation Band' is calculated based on the employee's annual earnings, regardless of the timeframe selected for the report.
Note: It is recommended to check the latest EEOC guidelines to determine which component is needed for your organization.
