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Tools for Multiple EEO-1 Reports

RETURN TO: EEO-1

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

KEY TOPICS:

  • (If necessary) Create Plan and Import Data for EEO-1
  • Use AAP Location to Develop EEO-1 Establishment Information
  • Add Establishment Information by Data Entry
  • Import Establishment Information from a Separate File
  • Delete an Establishment
  • Finalize and Export Multiple EEO-1 Reports

Create EEO-1 Reports for Multiple Locations

About Establishment Information

balanceAAP offers three methods for bringing in Establishment Information, which is needed to complete EEO-1 reporting:

The last two methods are described in detail below.

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

First, determine if the following apply:

  • Your organization's AAP effective date does not occur during the required EEO-1 survey period.
  • The organization is comprised of multiple locations.
  • All EEO-1 reports can be created from a master data set.
  • You would like the EE0-1 and AAP reporting to be distinct from each other.

If so, create a plan, following the instructions to: Create Plan. Then Import a master data set. Include a (Master) 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.

Quick Tip: If you have a current Master Plan for your organization, containing the Plan Code or [User Field] column, create a single plan for EEO-1 purposes, and select the Master Plan as the History Source during plan creation. Identify the BALANCEaapnew plan with a Plan Name that identifies it as "EEO-1".

Use AAP Location to Develop 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 name]).

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 by Data Entry

To use the data entry method, select [Add Establishment] from the middle toolbar. Provide entries for the following:
  • Report Type
  • Unit Number, Name, and Address
  • City Name
  • County Name
  • State Abbreviation
  • Zip Code
  • Filed Last Year?
  • Dun & Bradstreet Number
  • NAICS Code

Click [Save] to store the information.

Import Establishment Information from a Separate File

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 for the import to be performed, 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.