How do I change the EEO job category? (Employees)

EEO Job Categories

The EEO (Equal Employment Opportunity) job category is saved in the position record. To change the EEO job category on an employee, update the EEO job category that's assigned to a position or use the EEO job category to create a new position and then assign the position to the employee.

Adding the EEO job category to the EEO job category table

Start by adding the EEO job category to the EEO job category table (Organization > EEO Job Category). To learn how to add an EEO job category, see the help topic titled How do I add an EEO job category?

Updating the EEO job category on a position

The EEO job category is assigned to a position in the position record (Organization > Position). To change the EEO job category on an employee, you have two options.

Option 1

You can change the EEO job category that's assigned to the position. This option will change the EEO job category on every employee that's assigned to the position. You do not need to make any changes to the employee record.

Option 2

You can add a new position and assign it to the EEO job category. Using this options means that you'll need to update the employee record with the new position. However, this option will only update the employees that are assigned to the new position with the new EEO job category.

  • First, add a new position to the Positions table, see the help topic titled How do I add a position?

  • Second, add the position that uses the EEO job category to the employee, see the help topic titled How do I add a position to an employee?

 

 

 

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