Create an EEO-1 Form
This job aid covers how to create EEO-1 forms in the application. Forms are automatically populated with information. Electronic data files may also be generated to meet EEOC specifications.
Create a new EEO-1 Form
The EEO-1 form will populate the available company information and employment data totals found in the application. You can make changes to the populated data on the form, if needed. You will need the company’s Unit Number (assigned by the United States EEOC) and the appropriate NAICS Code (activity performed by most employees across all company holdings).
Navigation: Team > HR > Forms > Government Forms > EEO-1
- Select Add Component 1.
- Select the correct type of report for Establishment Employer (see chart below).
- Select OK.
- Enter the applicable Unit Number and NAICS Code in the Additional Info section.
- Select Populate Form.
- Choose the applicable workforce snapshot period dates and any applicable filters.
- Select Save.
Establishment Employer Type | Definition |
Single Establishment Employer | Companies doing business at only one physical address. |
Consolidated | For a company that does business at 2 or more physical addresses; allows all employees to be pulled into the EEO-1 form from all EINs. |
Headquarters Unit | For a company that does business at 2 or more physical addresses; used to create report for those employees working at the headquarters location for a company. |
Individual Establishment | For a company that does business at 2 or more physical addresses; allows the client to pick a single instance of an EIN. |
Special | For a company that does business at 2 or more physical addresses; only used if given special requirements from the EEOC. |
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Note:
The snapshot period must be between 10/01/20xx – 12/31/20xx of a prior year to meet EEOC standards.
Create an EEO-1 Electronic File
Once the EEO-1 form is completed, you generate an electronic CSV/TXT file using the data file specifications set out by the EEOC. Your company is responsible for sending this file to the EEOC.
- Select Electronic File.
If any required fields were missed when the form was created, an error will generate stating what fields need to be populated.
- Enter the Company Number (provided by the EEOC) and choose the File Type needed.
- Select OK.
Inportant Information:
Additional information regarding the EEO-1 regulations and procedures can be found on the EEOC governemnt website. To view the FAQ regarding EEO-1: https://www.eeoc.gov/employers/eeo1survey/faq.cfm
