EEO-1 Establishment Electronic Report

Use the EEO-1 Establishment Electronic Report process for your EEO-1 reporting.

Eligible employers must file the Employer Information Report EEO-1, also known as the EEO-1 Report, with the US Equal Employment Opportunity Commission.

For further info, see the US Equal Employment Opportunity Commission website.

To run this process:

From My Client Groups, click Payroll.
Click Submit a Flow.
Select your US legislative data group (LDG).
Search for and select EEO-1 Establishment Electronic Report.

Before You Start

Before you can generate reports, you must define the following.

Use the Locations task to configure your locations.

A valid address is required for proper reporting.
1. Use the United States Reporting Information table to set info that applies to all US HR reports.
2. Use the fields in United States EEO-1 and Veteran Reporting Info to capture the data about your HR reporting locations.
3. Identify if the location is a headquarters establishment in United States EEO-1 Reporting Information.
For further info, see Locations for the US in the Help Center.
Configure your jobs.

Use the Job task to associate your organization's jobs with EEO job categories.

Use EEO-1 Category to ensure you have assigned each employee job to the most appropriate job category.

Note: Make sure that your employees are assigned a job appropriate to their current job duties. Don't report them in the job in which they might have been trained, if that's different.Ensure you have assigned each employee to an actual major job activity. They must be defined according to the EEO-1 definitions and not by company job titles.

For example, assume you have an employee that:
1. Is trained as an accountant
2. Is working as a bookkeeper or accounting clerk
You would report this person in the Administrative Support job category.
Configure your payroll statutory units (PSUs).

Use the Manage Legal Entity HCM Information task to enter required info.
1. Use the fields in EEO-1 Reporting Rules to define the required details for your organization.
  Note: You can override some of these values at the tax reporting unit (TRU) level.
2. Use the fields in EEO-1 and VETS Reporting Info to define the employment categories and establishment employer type.
  
  For further info, see Define Legal Entities for the US in the Help Center.
3. Use the fields in United States Reporting Entity Data to identify the parent legal employers.
4. Use the fields in New Hire Reporting Rules to associate a default TRU to a legal employer.
  
  Note: The TRU you select here requires additional EEO and VETS reporting info. Use the Manage Legal Reporting Unit HCM Information task to set these values for the TRU in EEO and VETS Reporting Rules.
5. Use EEO-1 and VETS Assignment Category to exclude certain employee types from the report, such as part-time temporary.
Configure your TRUs.
1. Use the fields in EEO-1 and VETS Reporting Rules in the Manage Legal Reporting Unit HCM Information task to define the employment categories.
  
  This helps you to override the establishment employer type at the TRU level if needed and to identify the headquarters for each TRU.
  
  For further info, see Overview of Legal Reporting Unit Configuration for the US in the Help Center.
2. Use the fields in EEO-1 Reporting Info to set any necessary overrides of your PSU configuration.
3. Use the Manage Legal Reporting Unit Registrations task to verify the federal employer identification number (EIN) is set up for United States Federal tax.
Make sure your employee definitions have the required info.
1. Assign employees to a reporting establishment for nonpayroll implementations.
  
  If you don't, the EEO-1 report process associates the employees to the TRU you identified as the TRU for the New Hire Report in the Manage Legal Entity HCM Information task.
  
  Note: Assigning the employee to a reporting establishment isn't required for payroll implementations.
2. Assign the appropriate ethnicity data to employees.
  
  Use the Personal Details task to set these fields after the hiring process is complete if:
  - You have migrated to the Responsive User Interface.
  - You implemented with release 19D or later.
  Tip: If an employee selects Hispanic or Latino and one or more race, the process reports them on the EEO-1 as "Hispanic or Latino". If an employee doesn't select Hispanic or Latino, but selects multiple races, it reports them on the EEO-1 as "Two or more races".
3. Populate the location for work-at-home employees.
  
  The EEO-1 report uses the work location set at the assignment level. To capture this type of employee on the EEO-1 report, populate Location with one of these values on the employee's assignment.
  - Location where they were hired
  - Headquarters location
  - Manager's location

Report Parameters

Legal Employer

Select a parent legal employer to report all employees attached to it and any child legal employers.

Establishment Employer Type

Select Multiple if you have multiple establishments. Otherwise, select Single.

Payroll Period Start Date

Select any payroll period start date occurring during the fourth quarter of the survey year (October, November, or December).

Payroll Period End Date

Select any payroll period end date occurring during the fourth quarter of the survey year (October, November, or December).

Title of Certifying Official

Use to override the contact info. The default is the HR Representative title specified on the TRU contact info.

Name of Certifying Official

Use to override the contact info. The default is the HR Representative name as specified on the TRU contact info.

Phone Number

Use to override the contact info. The default is the HR Representative phone number as specified on the TRU contact info.

Email of Certifying Official

Use to override the contact info. The default is the HR Representative email address as specified on the TRU contact info.

Process Configuration Group

Use this field to report persons belonging to a specific payroll relationship group.

Note: Use the Object Groups task to define a payroll relationship group before you can use it here.

Run and View the EEO-1 Report

The EEO-1 Establishment Electronic Report flow creates one or more electronic files.

A single establishment generates a single Standard Form 100 electronic report.

A multiple establishment generates files for each of the following.

Principal or headquarters office report
Separate report for each establishment employing 50 or more persons
Consolidated report that includes all employees by race, gender, and job category sorted by:
- All establishments with 50 or more employees
- All establishments with fewer than 50 employees
List of establishments employing fewer than 50 persons

Includes their name, address, total employment, and major activity.

The reports use this sort order.

Company Number
Status Code
Unit Number

You can't override this order.

To view the output files of the EEO-1 report.

Start Reports and Analytics.
In the tree structure, expand Shared Folders, then Human Capital Management, then Workforce Management, then Person Management, then US, and then expand EEO.
Select EEO-1 Electronic Report.
In the resulting window, click History.
Clear the default value in Owner, and click Search.
In Report Job Histories, select the link for the report version you want to view.
- EEO1ETextReport
- EEO1AuditReport
- EEO1AuditDetailReport
- EEO1ExceptionReport
Double-click Output Name.
In Output and Delivery, open or save the report file.

Note: The output file (eText) generated is based on the EEO-1 data file specifications. You must modify the file name according to the EEOC guidelines and then upload it to the EEO website.