The EEO-1 Report is a compliance survey mandated by federal statutes and regulations. The survey requires company employment data to be categorized by race/ethnicity, gender, and job category. The EEO-1 page within the Compliance menu allows you to configure the information that is going to be included in the EEO-1 printed report.
- From the menu, expand Setup and click Setup Properties.
- Hover over Compliance in the top menu bar and click EEO-1.
The EEO-1 section consists of 7 tabs that correlate to the 7 sections on the EEO-1 report. Each section should be completed as they would like it to be printed on the report.
Configuring EEO-1 Report
Section A - Type of Report
Section B - Company Identification
Section C - Employers Required to File
Section D - Category/Ethnicity/Gender
Section E - Establishment Information
Section F - Remarks
Section G - Certification
The EEO-1 report can then be viewed by navigating from the Menu by going to Reports > Employee > Compliance
For more information, you can refer to the following article.
In order for reporting to work, you will also need to make sure that ethnicity has been added under Setup > Setup Properties so that it can be displayed here.
For more information about setting up Ethnicities, you can refer to the following article.
|H||Hispanic or Latino||Hispanic or Latino|
|W||White||White (Not Hispanic or Latino)|
|B||Black or African American||Black or African American (Not Hispanic or Latino)|
|I||Native Hawaiian or Other Pacific Islander||Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino)|
|A||Asian||Asian (Not Hispanic or Latino)|
|AI||American Indian or Alaska Native||American Indian or Alaska Native (Not Hispanic or Latino)|
|M||Two or More Races||Two or More Races (Not Hispanic or Latino)|
|No Answer||No Answer|
Job categories will need to be filled out in order for the EEO-1 reports to run. In addition to the EEO-1 reports, this list can be added to applicant tracking for reporting in that module as well.
For more information about setting up occupations in Field Value Setup, you can refer to the following article.
For more information about setting up categories for Applicant Tracking EEO reporting, you can refer to the following article.
|1.1 - EXEC/SENR OFFICIALS & MGR|
|1.2 - FIRST/MID OFFICIALS & MGR|
|2 - PROFESSIONALS|
|3 - TECHNICIANS|
|4 - SALES WORKERS|
|5 - OFFICE & CLERICAL|
|6 - CRAFT WORKERS SKILLED|
|7 - OPERATIVES SEMI-SKILLED|
|8 - LABORERS UNSKILLED|
|9 - SERVICE WORKERS|
A PDF list of the job categories has been attached: EEO-1 Job Categories
|1.1 - Executive/Senior Level Officials and Managers|
|1.2 - First/Mid Level Officials and Managers|
|2 - Professionals|
|3 - Technicians|
|4 - Sales Workers|
|5 - Administrative Support Workers|
|6 - Craft Workers|
|7 - Operatives|
|8 - Laborers and Helpers|
|9 - Service Workers|