Creating an EEO-1 report

  1. From your workspace, select Report Catalog.
  2. On the Reports tab, select HR Administration > Regulatory.
  3. Click EEO-1 (Equal Employment Opportunity Report).
  4. Generate the EEO-1 report for a company:
    1. Click Create Report.
    2. Right-click a company and select Create EEO-1 Report.
    3. Specify this information:
      Dates Of Payroll Period Used
      Specify the date range for which to create the report. The date range corresponds to a payroll period.
      Date Selection
      Specify which date to use for adding employees in the EEO-1 report. Select Start Date to add all active employees in the specified date range. Select Adjusted Start Date to add active employees with an adjusted start date in the specified date range. Select Seniority Date to add active employees with a seniority date in the specified date range.
      Establishments To Be Included In The Report
      Select All Establishments or Active Establishments Only.
    4. Click Submit.
  5. Generate the EEO-1 file:
    1. Right-click a company and select Create EEO-1 File.
    2. 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.
    3. 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.