From the Payroll or Human Resources screen, select the Maintenance menu and then Employees.
Note: If desired, to access the Employee File from Negotiations (if applicable), select the Payroll menu from the Negotiations screen and then Employees.
Select the Options menu and then Adjust EEO-5 Classifications.
At the Adjust EEO-5 Classifications screen, enter the appropriate category to assign to the employees in the EEO-5 Classification field, or click the down-arrow button to select the correct one.
Enter the applicable adjustment type (Create New or Replace) to complete in the Adjust Option field, or click the down-arrow button to select the correct one. To update the EEO-5 Classification field in the Employee File with the specified category (as entered above) for the selected employees who do not currently have the field completed, enter Create New. To change the data for the EEO-5 Classification field in the Employee File to the specified category for the selected employees who currently have the field completed, enter Replace.
Click the Display button to select the employees for which to adjust the data in the EEO-5 Classification field on the Employment screen in the Employee File.
All the active employees who have the field completed or not completed in the Employee File, depending on the type of adjustment designated in the Adjust Option field, appear in the Employee Selection List on the bottom of the screen. If applicable, the category currently entered in the field in the Employee File and the new category that will be updated into the field appear for each employee. Specify the employees for which to adjust by clicking the box for the Selected column to the left of the desired employee. A checkmark will appear in the box if the employee is selected. To select all the employees listed on the screen, click the Select All button located above the Employee Selection List. If desired, change the filters to modify the employees displayed here.
Click the Execute button.
A message will appear in the status bar at the bottom of the screen once the option is complete.