Creating EEO-1 companies and establishments

  1. From your workspace, select Report Catalog.
  2. On Reports, select HR Administration > Regulatory.
  3. Click EEO-1 (Equal Employment Opportunity Report).
  4. Create a company:
    1. From the Companies list, click Create.
    2. 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.

      Employer Name
      Specify the company name.
      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.
  5. Create an establishment for each of the organization's locations:
    1. On the Setup tab, right-click a company and select Open.
    2. From the Establishments list, click Create.
    3. Specify the effective date.
    4. Specify this information on the Company Identification tab:
      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.
      If the location is not enabled for EEO-1 report, the Eligibility Group field is displayed and used for the EEO-1 report.
      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 is the defined HR location.
      Use a different location for each establishment to keep the EEO-1 report accurate.
      If you enable the location for EEO-1 report, the Eligibility Group field is not displayed. Location is used for the EEO-1 report.
      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.
    5. Specify this information on the Federal Contractor Designation tab:
      Is Establishment Federal?
      Select Yes to identify the establishment or headquarters as a federal contractor. Otherwise, select No. This field is ignored for single filers and left blank on a single establishment file.
      Unique Entity Identifier
      Specify the unique entity identifier that is used across the federal government. The DUNS Number is replaced in the system with the Unique Entity ID (UEI).
      The Unique Entity ID (UEI) field is required for establishments that are federal contractors.
    6. Specify this information on the Certification tab:
      Certifying Official
      Specify the name of the person who certifies in your company who certifies that the report is accurate and truthful.
      Certifying Official Title
      Specify the job title of the certifying official in your company.
      Certifying Official Email Address
      Specify the email address of the certifying official in your company.
      Certifying Official Phone Number
      Specify the contact number of the certifying official in your company.
    7. Click Save.