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Title: Equal Employment Opportunity (EEO) and Affirmative Action Plan (AAP) Reporting

Brief description:

Ad Hocs and user defined fields may be used to capture the requirements of Equal Employment Opportunity (EEO) and Affirmative Action Plan (AAP). You may already be handling this data capture in your third party payroll provider, in which case the setup below would not be necessary. 

What’s covered in this document:

Create Person User Defined Field

Set up a user defined fields as appropriate in Admin Setup User Defined Fields.

Populate the Person User Defined Field

In the Person profile, populate those fields as appropriate.  

Create Ad Hoc report

Now create an Ad Hoc report to capture the data for export to CSV in Reports > Ad Hoc. The Data Area and View should be set to Person. Then Sort by Person as outlined in the screenshots below.

Specify the desired Report Columns, including the user defined fields as you have labeled them.

Paste Ad Hoc into Excel

Once you run the report, click on "Download as CSV" and then use that data as desired in your reporting criteria and government forms.   

Additional Information 

KC - Ad Hoc Reports

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