Processing the EEO-1 report

Create the EEO-1 report for a single establishment or a multi-establishment company.

To create the EEO-1 report

  1. Access EEO-1 Report (PA390).
  2. In the Parameters section, use the following guidelines to enter field values:
    Company

    Select the company. This is a required field.

    Update

    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.

  3. In the Main tab, use the following guidelines to enter field values:
    Dates of Payroll Period Used

    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.

    Date Selection

    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.

    Check History

    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.

    Exclude Status

    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.

    Certifying Official

    Select the employee who acts as the certifying official.

    Contact Type

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

  4. Select the Ethnicity tab to associate your ethnicity codes with the ethnic groups tracked by the Equal Employment Opportunity Commission (EEOC).
  5. In the Electronic File tab, use the following guidelines to enter field values:
    Create File

    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.

    Establishments Under 50 Employees

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

    New Establishments

    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.

  6. Select the Add form function.
  7. Click the Submit button.