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EEO-1 Report

KEY TOPICS:

  • Prepare the Roster Data Table
  • Develop Report Information
  • Perform Verification (Recommended)
  • View Summary Report
  • Export Report
  • Master Plan Considerations and Settings
    • Create Plan and Import Roster Data for the EEO-1 Report
    • Link Plan Location and EEO-1 Establishment Information
    • Add Establishment Information
    • Import Establishment Information

Create the EEO-1 Report for Your Organization

Important Note: While the EEO-1 and VETS-100 components of balanceAAP share similar functions, each is tailored to the specific requirements for the type of reporting.

Please consult the regulations for more information on EEO-1 reporting requirements and the fields you will be required to complete.

Prepare the Roster Data Table

EEO-1 report(s) should be created using an employee Roster effective between July 1 and August 31 of the current survey year. If the source AAP plan date does not fall within this period, create a separate plan, and use the employment data from the appropriate period to create the EEO-1 report(s).

Develop Report Information

On the Report Information tab are the Analysis Information menu and the Establishment Information table. Also available from the tab header are tabs for Verification and Report.

Enter Analyses Information

Enter Analysis Information for inclusion in the EEO-1 report's header and footer. This information will be used by the Agency to identify the reporting organization and its contacts.

Click [Save].

Enter Establishment Information

Using the drop-down under Establishment, choose or retain the default selection of: None.

View and Edit the Establishment Information

Once established, the Establishment Information table will be organized by Establishment Code and describe each establishment, using EEO-1-required fields. An EEO-1 report for an organization with one location will, accordingly, have one Establishment.

To view hidden fields for a record, click the expand [Plus sign] on the right.

To add or edit information, click [Edit], and update the displayed fields. Click [Save].

Perform Verification (Recommended)

The Verification tab allows you to initiate a scan on the EEO-1 data prior to submission. A Notifications panel at the top of the page will indicate the last date the reportscan was run, if any, and summarize the results. Click [Verify] to run the scan.check.

Any detected errors in the EEO-1 report will be displayed on the Verification errors table. To display Verification errors by type, make a selection from the Error Type drop-down, located in the table header. Use the Fix These Records link next to the Error Type drop-down menu. Click this option to be assisted in fixing the error(s).

If the error type does not have a global solution, return to the Report Information tab, and make any necessary changes, using the record-level [Edit] icon.

View Summary Report Button

Chose the [View Summary] button, which is located in the lower toolbar. The Summary Report will list EEO-1 > Verification errors by: Error Description, Field, Incorrect Value.

Export Report

If applicable, from the Report Export option located on the Reports tab, choose to export the EEO-1 report as: a Single file or Separate files.

Next, select the file type PDF, Word, Excel, or Rich Text. Then select the Establishment Codes (if applicable) to include in the report. Select the report settings, if necessary, and click [Run Report].

Select File Export and then click [Run Report]. The exported file will be formatted according to the EEOC requirements for electronic submission. You will be prompted to download the file. If your pop-up blocker prevents the file from automatically being downloaded, you can also click the link at the top of the screen to download the file.

Master Plan Considerations and Settings

Create Plan and Import Roster Data for the EEO-1 Report

Please read the above EEO-1 instructions above to familiarize yourself with EEO-1 tools. Then review the following considerations and settings, which apply to a Master Plan/sub-plan set.

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).