Creating the EEO-5 report

  1. Select Administrator > Reports > Regulatory Reporting > US > EEO-5 > Report to create the EEO-5 report.
  2. Select the district for which to generate the report.
  3. Click Create EEO-5 Report.
  4. Specify this information:
    Begin Date, End Date
    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 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.
    Make Public
    Select this check box to make the report public.
  5. To view the EEO-5 report, click the Report Results tab, and select the district and report year to view.
    Check the "Resources included in the Report" and the "Resources not included in the report" lists to verify that the report is accurate. If it is not accurate, adjust and rerun the report.
  6. Create the EEO-5 data file.
    1. Select the district for which to generate the report.
    2. Click Create EEO-5 File.
    3. Specify this information:
      Report Year
      Select the report year for which to create the data file.
      Certification Date
      Specify the date that the results of the EEO-5 report were certified.
    4. Click Submit.