Creating an EEO-1 report

  1. Select Administrator > Reports > Regulatory Reporting > US > EEO-1 > Report.
  2. Select the company for which to generate the report and click Create EEO-1 Report.
  3. Specify this information:
    Dates Of Payroll Period Used

    Specify the date range for which to create the report. This date range usually corresponds to a payroll period.

    Date Selection

    Specify whether to use a resource's actual starting date of employment or an adjusted starting date. A resource might have an adjusted start date if they left the company for a period of time but then returned. Their start date might be adjusted to account for the period of time they were not with the company.

    Establishments To Be Included In The Report
    Select All Establishments or Active Establishments Only.
  4. Click Submit.

    To view the report results, click the Report Results tab.

    To view a list of employees not included in the report, click the Employees Not Included tab.

  5. Select the company for which to generate the report and click Create EEO-1 File.
  6. Specify this information:
    Report Year

    Select the year for which the report data files are being created.

    Establishments Under 50 Employees

    Select the appropriate option for inclusion of establishments with fewer than 50 employees.

    New Establishments

    Specify whether there are any new establishments included in the file.

    Exclude Establishments Without Employees
    Select this check box to exclude establishments that do not contain employees.
  7. Click Submit.
    The EEO-1 file is saved in the directory specified by the process server administrator. The file name is EEO1ReportFile and it is downloaded as a .txt file.