Prerequisites

Certain tasks must be performed in Costpoint before you run the EEO-1 Worksheet Report.

The EEO-1 Worksheet only provides accurate data if the following have been done in Costpoint:

  • The standard job titles your company uses have been set up on the Manage Functional Job Titles screen.

  • Detail job titles have been set up on the Manage Detail Job Titles screen.

  • Employees have been assigned detail job titles and can be seen on the View Salary Information and History screen.

  • The race ethnicity codes used by your company have been mapped on the EEO-1 Code Mappings subtask of the Manage Race and Ethnicity Codes screen.