Processing the EEO-1 report

Select the company. This is a required field.

Select the action you want to perform. Select Report Only to review the parameters you set up on EEO-1 Company (PA93.1) and EEO-1 Establishment (PA93.2). If you select Report Only, the Personnel Administration application creates the totals without updating the company totals. Select Update to create the EEO-1 report and store the EEO information for each establishment in a company summary. The application uses the company summary to determine previous totals, which it prints on the next EEO-1 report you create.

Once you run the report in update, you cannot re-run the report.

Type the payroll period range for which you want to create the report. Personnel Administration includes employees who were eligible for pay during this payroll period in the EEO-1 report.

Select the date you want Personnel Administration to use to determine which new hires to include in the report. If you select both hire and adjusted hire dates, the application uses the later date to determine if an employee was active during the pay period.

Select whether you want the Personnel Administration application to check employee history for status, EEO category, and establishment when it creates the EEO-1 report.

If you select Yes, the system checks employee history to determine each employee status, EEO category, and establishment during the payroll period you selected. If the employee does not have a history, the system uses the current information.

If you select No, the system uses the current status, EEO category, and establishment of each employee.

Select the status you want to exclude from the EEO-1 report.

You do not need to exclude statuses that do not receive pay because PR390 (EEO-1 Report) automatically excludes them.

Select the employee who acts as the certifying official.

Select a contact type. Contact types are user defined and used on Additional Contact Numbers (HR20.1).

Select whether or not you want to create a government file for establishments with more than 50 employees. If you select Yes, the application creates the government file and a paper report. If you select No, the application only creates a paper report. This is a required field.

Select the file in which the information for establishments with less than 50 employees should appear. This is a required field.

Select whether you want to create additional records for new establishments with more than 50 employees. If you select Yes, Personnel Administration creates additional records to identify the new establishment with more than 50 employees. The new establishments continue to have a record with the other establishments. This extra record makes it easier for the EEOC to identify new establishments. If you select No, the application only creates the establishment record in the main file. This is a required field.