Creating EEO-1 companies and establishments

  1. Select Administrator > Reports > Regulatory Reporting > US > EEO-1 > Set Up.
  2. On the Company and Establishment tab, click Create, and specify this information:
    Effective Date
    Specify the effective date.
    OFS Company ID

    This number is assigned to your company by the United States Equal Employment Opportunity Commission.

    Establishment Type

    Select Single Establishment if your organization has only one location. Select Multi Establishment if there is more than one location.

    Country/Jurisdiction

    Select the country in which the company is located.

    Job Country Attribute Category

    Select the attribute category for this report.

    Active
    Selected by default. Clear this check box to inactivate the company.
  3. Click Save.
  4. Within the EEO company, create an establishment for each of your organization's locations. Under Establishments, click Create.
  5. Specify the effective date.
  6. On the Company Identification tab, specify this information:
    EEO-1 Establishment

    Specify an identifier for the establishment.

    Establishment Name

    Optionally, specify the name of the establishment.

    Headquarters

    Optionally, select this check box if this location is your company headquarters.

    Eligibility Group

    Select the custom group that contains the resources that are included in this establishment.

    Active

    Select the Active check box to activate the establishment for the company.

    EEO Assigned Unit Number

    Optionally, specify the unit number that is assigned to your establishment by the United States Equal Employment Opportunity Commission.

    Location

    Select the physical location of the establishment. This must be a defined HR location.

    Employer Identification Number

    Optionally, specify the nine- digit tax number for the employer.

    NAICS Code

    Specify the North American Industry Classification System code for the employer. This code describes the activity performed by most employees across all company holdings.

    NORC User ID

    Optionally, specify the National Opinion Research Center (NORC) User ID. This User ID is assigned to your establishment by the National Opinion Research Center.

    Was an EEO-1 report filed for this establishment last year?
    If you select Yes, the establishment Status Type is set to 9 in the report file. This determines if the establishment is new for EEO-1 Reporting.
    Comments
    Optionally, use this field to report single-establishment, headquarters, and establishment-level comments. For example, this field can be used for employers to report data for non-binary employees.
  7. On the Federal Contractor Designation tab, specify this information:
    Is Establishment Federal?
    Use this field to identify whether the headquarter or establishment is a federal contractor. Select Yes if it is a federal contractor or No if it is not. This field is ignored for single filers and can be blank on a single establishment file.
    Unique Entity ID (UEI)
    This field is required if the establishment is federal. The unique entity identifier used across the federal government has changed from the DUNS Number to the Unique Entity ID.
  8. On the Certification tab, specify the name and contact information for the person in your company who certifies that the report is accurate and truthful.
  9. Click Save.