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, sex, 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.
Table of Contents
- 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 you would like it to be printed on the report.
Configuring EEO-1 Report
Section A - Type of Report
Section B - Employer Identification
Section C - Headquarters or Establishment-Level Identification
Section D - Employer Identification (EIN)
Section E - Employer Filing Eligibility
Section F - Federal Contractor Designation
Section G - NAICS Information
Section H - Workforce Demographic Data
Section I - Workforce Snapshot Period
Section J - Headquarters or Establishment-Level Comments
Section K - Official Certification of Submission
Data Collection
Chart Values
The data used to populate the EEO-1 form comes from five key employee demographics, all located under various Employee Demographics tabs within Core HR. This can help determine why the employee count is lower than expected or why certain ethnicity fields are blank:
- Hire Date – Must be before the end of the reporting period.
- Termination Date – If present, must be after the start of the reporting period.
- Gender – Must be marked as male or female.
- Ethnicity – Found under the EEOC tab; dropdown values for all seven ethnicity types must be previously configured.
- EEO Class – Found under the EEOC tab; corresponds to the employee’s role classification.
Non-Chart Values
All information in text fields is accessible under the Compliance dropdown in Setup.
Additional Setup
Ethnicities
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.
For more information about setting up Ethnicities, you can refer to the following article.
After setting up Ethnicities, an employee's ethnicity can be selected from the 'EEOC/Additional Info' tab of their 'Demographic Info' page.
| Code | Description | Ethnicity Category |
|---|---|---|
| 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 |
EEO Class
The EEO Class for an employee must be selected in order for the EEO-1 reports to properly run. An employee's EEO Class can be selected from the 'EEOC/Additional Info' tab of their 'Demographic Info' page.
| EEO Class |
|---|
| 1.1 - Executive/Senior Level Officials and Managers |
| 1.2 - First/Mid Legel Officials and Managers |
| 2 - Professionals |
| 3 - Technicians |
| 4 - Sales Workers |
| 5 - Administrator Support Workers |
| 6 - Craft Workers |
| 7 - Operatives |
| 8 - Laborers and Helpers |
| 9 - Service Workers |
A PDF list of the job categories/EEO classes has been attached: EEO-1 Job Categories
Generating EEO-1 Reporting
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.
| 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 |