EEO-4 State and Local Government Information Report

Use the EEO-4 State and Local Government Report process for your EEO-4 reporting.

Eligible employers must file the State and Local Government Information Report EEO-4, also known as the EEO-4 Report, with the US Equal Employment Opportunity Commission.

For further info, see the US Equal Employment Opportunity Commission website.

To run this process:

1. From My Client Groups, click Payroll.

2. Click Submit a Flow.

3. Select your US legislative data group (LDG).

4. Search for and select EEO-4 State and Local Government Report.

Before You Start

Before you can generate reports, you must define the following.

1. Configure your legal employers.

   1. Start the Legal Entity HCM Information task from your implementation project, and open your legal entity for editing.

   2. In Legal Employer, click Federal.

   3. In New Hire Reporting Rules, select a TRU.

      If you leave this value blank, the report won't include results for that legal employer.

   4. In EEO Reporting Information, set these values.

      Field label	What you enter
      Control Number	Your jurisdiction's control number as provided by the EEO-4 Reporting Center.
      Type of Government	Select the level of government your organization represents.
      Jurisdiction Name	If you select Other as your government type, specify your jurisdiction name, as per EEOC guidelines. Note: Don't prefix this name with The.
      Jurisdiction Location	If you select Other as your government type, select a location associated with your jurisdiction. Use the Locations task to create it if it doesn't already exist.

   5. In United States Reporting Entity Data, define your legal employer as either a parent or child.

      If it's a child, pick its proxy legal employer.

   6. Click Submit.

2. Configure your jobs.

   1. Start the Jobs task from your implementation project.

   2. Search for and select the job definition for editing.

   3. In United States Job Information, set the appropriate EEO-4 category and function.

   4. Click Submit.

3. Use the Manage Legal Reporting Unit Registrations task to verify the federal employer identification number (EIN) is set up for United States Federal tax.

4. Make sure your employee definitions have the required info.

   To be included in the report, they must have:

   • Have a job with an EEO-4 category and function

     If an employee has multiple jobs under different federal EINs, the report uses the job associated with their primary assignment.

   • Have an active assignment

   • Have regular full-time assignment category

   • Appropriate ethnicity data

     Tip: If an employee selects Hispanic or Latino and one or more race, the process reports them on the EEO-4 as "Hispanic or Latino". If an employee doesn't select Hispanic or Latino, but selects multiple races, it reports them on the EEO-4 as "Two or more races".

5. Run the Load Hours and Earnings Data for Reporting process.

   Select the EEO4 report type and the current year as the submission year.

   For further info, see Load Hours and Earnings Data for Reporting for the US in the Help Center.

Report Parameters

Legal Employer

Select a parent legal employer to report all employees attached to it and any child legal employers.

Start Date

Select the start of the reporting period.

End Date

Select the end of the reporting period.

Payroll Period Start Date

Select any payroll period start date occurring during the fourth quarter of the survey year (October, November, or December).

Title of Certifying Official

Use to override the contact info.

Name of Certifying Official

Use to override the contact info. The default is the HR Representative name as specified on the TRU contact info.

Phone Number

Use to override the contact info. The default is the HR Representative phone number as specified on the TRU contact info.

Email of Certifying Official

Use to override the contact info. The default is the HR Representative email address as specified on the TRU contact info.

Process Configuration Group

Use this field to report persons belonging to a specific payroll relationship group.

Note: Use the Object Groups task to define a payroll relationship group before you can use it here.

Run and View the EEO-4 Report

The EEO-4 State and Local Government Report flow creates multiple output files.

Report name	Notes
EEO-4 EText Report	Electronic file suitable for submission to the US Equal Employment Opportunity Commission
EEO-4 Audit Report	Sorted by: Control Number Function Code
EEO-4 Audit Detail Report	Sorted by: Control Number Function Code
EEO-4 Exception Report	Sorted by: Control Number Function Code

To view the output files of the EEO-4 report.

1. Start Reports and Analytics.

2. In the tree structure, expand Shared Folders, then Human Capital Management, then Workforce Management, then Person Management, then US, and then expand EEO.

3. Select EEO-4 Electronic Report.

4. In the resulting window, click History.

5. Clear the default value in Owner, and click Search.

6. In Report Job Histories, select the link for the report version you want to view.

7. Double-click Output Name.

8. In Output and Delivery, open or save the report file.

   Note: The output file (eText) generated is based on the EEO-4 data file specifications. You must modify the file name according to the EEOC guidelines and then upload it to the EEO website.