SmartList EEO4 Descriptions

If you create a SmartList Builder object for use in EEO reporting it will only be 'smart' enough to display EEO1 class descriptions - even if your organization is supposed to use EEO4 descriptions for reporting.

The EEO classification selection can be found under:

Tools > Setup > System > Human Resources Preferences.

The selection is made with a radio-button choice of either EEO1 or EEO4.

It is difficult to find out how to 'know' what the company setting is because the location of the settings is hard to find. Fortunately Jake Laux at Microsoft was kind enough to research this question and provided the following SQL statement:

select POINTS_I from dynamics..SUSPREF where IINDEX_I = 33

If the POINTS_I value is 0 then the company is using EEO1 reporting.

If the POINTS_I value is 1 then the company is using EEO4 reporting.

If your company is using EEO1 reporting then the default SmartList descriptions will be OK.

But if your company needs EEO4 class descriptions you can calculate correct descriptions with a SmartList Builder calculated field.

Here's How:

1. Link the following tables:

Payroll Pay Code Master (Base Table)

Payroll Master (EmployID = EmployID)

Payroll Position Setup (JobTitle = JobTitle)

2. Create a calculated field called EEO4 Class Desc as a string value.

Paste the following in the Calculation Window and SAVE:

CASE
WHEN {Payroll Position Setup:EEO Class} = 1 THEN 'Officials and Administrators'
WHEN {Payroll Position Setup:EEO Class} = 2 THEN 'Professionals'
WHEN {Payroll Position Setup:EEO Class} = 3 THEN 'Technicians'
WHEN {Payroll Position Setup:EEO Class} = 4 THEN 'Protective Service Workers'
WHEN {Payroll Position Setup:EEO Class} = 5 THEN 'Paraprofessionals'
WHEN {Payroll Position Setup:EEO Class} = 6 THEN 'Administrative Support (Including Clerical)'
WHEN {Payroll Position Setup:EEO Class} = 7 THEN 'Skilled Craft Workers'
WHEN {Payroll Position Setup:EEO Class} = 8 THEN 'Service Maintenance'
ELSE 'Unknown'
END

3. Enable the fields by checking the Display and Default boxes

4. Save your SmartList Builder Object

You can then select the new calculated field called EEO4 Class Desc field in your SmartList and your SmartList results will match your company's EEO4 description requirements.