Tools for Multiple EEO-1 Reports
RETURN TO: EEO-1 Reports
KEY TOPICS:
- Create Plan and Import Roster Data for the EEO-1 Report
Please read the linked EEO-1 instructions above to familiarize yourself with EEO-1 tools. Then review the following considerationsnotes, andregarding settings,creating whichmultiple applyEEO-1 toreports from a Master Plan/sub-plan set.Plan.
Master Plan EEO-1 Considerations and Settings
Create Plan and Import Roster Data for the EEO-1 Report
If all of the following apply, follow the instructions below:
- Your organization's AAP effective date is not during the required EEO-1 reporting period
- The organization is comprised of multiple locations
- All EEO-1 reports can be created from a master data set
First, create a Master Plan, following the instructions to: Create Plan. Then Import a master data set. Include a Plan Code or a User Field in the data set to be used as the Establishment Code, which will parse data for each EEO-1 report.
Proceed to the EEO-1 module.
Link Plan Location and EEO-1 Establishment Information
If multiple establishments are to be represented in the EEO-1 report, navigate to the provided Establishment Information drop-down, which by default is displayed as: None. Instead, choose the field from the Data Tables that contains this information (e.g., Plan Code, User Field).Navigate to the drop-down at the top of the Establishment Information menu. Make a selection from those provided to match the Data-table field (e.g., Plan Code, Drilldown [name], User Field [name]).
Important Caution:: Changing the selection to or from None will cause any current Establishment Information record(s) to be deleted.
Cross-reference: For more information on creating custom fields, see: User Fields.
Add Establishment Information
To use the data entry method, select [Add Establishment] from the middle toolbar. A window will display, allowing data to be entered. Click [Save] to store the information.Import Establishment Information
Click [Import Establishments]. Choose the appropriate file type (Excel, Access or a text) from the. Click [Browse], locate the file on your computer, and click [Next].Excel users — Check or uncheck the box for: Yes, the first row is column headers. Select the file and sheet name information from the drop-down.
Under Match Fields, select the field names from the drop-downs that best match the system's fields.
Notes: Some fields may be automatically matched. Fields marked with an * are required.
Navigate to the bottom of the page to see the Preview of Data. If satisfactory, click [Next]. Then choose whether to Overwrite (replace existing data) or Append (add to existing data).
Click [Import Data] to initiate the process. The import results will be displayed when the process is complete. The successfully imported records will display in the Establishment Information table (e.g., Plan Code, location information).