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EEO-1 Report

KEY TOPICS:

  • Prepare the Roster Data Table
  • Develop Report Information
  • Perform Verification (Recommended)
  • View Summary Report
  • Finalize and 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
    • Finalize and Export Multiple EEO-1 Reports

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 EEO-1 data prior to submission. A Notifications panel at the top of the page will indicate the last date the scan was run, if any, and summarize the results. Click [Verify] to run the check.

Any detected errors in the EEO-1 report will be displayed on the Verification errors table. To display errors by type, make a selection from the Error Type drop-down, located in the table header. Use the Fix These Records link, also in the table header. Select one of the provided solutions, and choose [Submit].

If errors remain in the table, 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.

Preview and Finalize Report

Navigate to the Reports tab.

Preview Report

From Report Viewing options, select: Preview. Then select to View Reports in:

  • HTML

OR

  • PDF

Then click [Run Report] to open the EEO-1 report in a new window.

Export Report for Internal Use

From Report Viewing options, select: Report Export. Then: Select a File Type for Reports:

  • PDF
  • Word
  • Excel
  • Rich Text

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

Export File for EEOC Submission

From Report Viewing options, select: File Export. Then select Report Settings.

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