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Tools for Multiple EEO-1 Reports

RETURN TO: EEO-1

Please read the linked EEO-1 instructions above to familiarize yourself with EEO-1 tools. Then review the following notes, regarding creating multiple EEO-1 reports from a Master Plan.

KEY TOPICS:

  • (If necessary) Create Plan and Import Roster Data for EEO-1
  • Link Plan Location and EEO-1 Establishment Information
  • Add Establishment Information
  • Import Establishment Information
  • Delete an Establishment
  • Finalize and Export Multiple EEO-1 Reports

Master Plan EEO-1 Considerations and Settings

(If necessary) Create Plan and Import Roster Data for EEO-1

If all of the following apply, follow the instructions below:

  • Your organization's AAP effective date does not occur 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. Finally, 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 (Plan Code or 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 (Plan Code, Drilldown [name], or 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

Quick Tip: Review the system's Establishment Information fields prior to import, by clicking [Add Establishments], and then hit [Close] when you are done reviewing the list.

While only Establishment Code is required, the inclusion of other fields will provide time savings.

Click [Import Establishments]. Choose the appropriate file type (Excel, Access or a text) from the drop-down. 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 asterisk 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).

Delete an Establishment

Click the [Delete] button to the left of an Establishment record.

Finalize and Export Multiple Reports

Select Establishments — Under Select Establishments, check off options for:

  • Type 2 Consolidated Report
  • Each Establishment, as identified by Establishment Code

Review Report Settings — If you have not made this selection by Establishment or wish to have the system ensure proper formatting:

  • Check the box under Report Settings for: Mark reports with less than 50 employees as Status Code 8 Reports.

Then proceed to the appropriate export process below.

Export Multiple EEO-1 Reports for Internal Use

From Report Viewing options, select: Report Export. Then choose: Export Reports as —

  • A Single File

OR

  • Separate Files (The files will be Zip'd for download.)

Select: File Type for Reports —

  • PDF
  • Word
  • Excel
  • Rich Text

Click [Run Report]. You will be prompted to download and save the file.

Export Multiple Reports for EEOC Submission

(Recommended): Retain the default selections to include all consolidated and Establishment reports.

From Report Viewing options, select: File Export.

Click [Run Report]. The exported file will be formatted according to EEOC's technical requirements for electronic submission. You will be prompted to download the Zip file.