This article provides instructions for creating EEO-1 Reports, a core feature within the HR module. To explore further functionality and related features that come with the HR module, please see the 'Additional Resources' section at the end of the article.

Viewing/Editing Employee EEO Information

Additional Resources

Viewing/Editing Employee EEO Information

Go to Team > My Team > Employee Information.
Select the ellipsis icon on the top right, then select Add/Remove Columns.
Locate and add the following columns:
- Demographics: Gender
- Demographics: Ethnicity
- Demographics: EEO Classification
Remove any unneeded columns.
Select "Apply".

Update any missing information in the employee profile by selecting the icon.
- Gender and Ethnicity can be updated in the Account Demographics widget.
  - This is typically located on the 'Main' tab but can be located elsewhere if you have a customized Employee Information layout.
- Employee Type and EEO Classification can be updated in the Pay Information widget
  - This is typically located on the 'Main' tab but can be located elsewhere if you have a customized Employee Information layout.

Note: Employees with any of the following settings will be excluded from reporting:

Any employees missing a Gender, Ethnicity or EEO Classification.
Any employee with 'U' or 'X' listed for Gender.
- EEOC only recognizes M or F.
Any employee with Unidentified/Opt-Out listed for Ethnicity.

Populating the EEO Report

Once all EEO information is up to date, go to Team > HR > Forms > Government Forms > EEO-1.
Select "Add Component 1"
Select which type of report you would like to create, then select "OK".
- Single-Establishment Employer - Companies who operate in one location, as one establishment.
- Multi-Establishment Employer - Companies doing business at more than one establishment.

Select the "Populate Form".
Review/populate the fields in the EEO-1 Settings pop-up window.
- Workforce Snapshot - requires a pay period (of your choosing) from the 4th Quarter of the reporting year.
- EIN and Include Synchronized Employees - Only displays for multi-EIN clients.
- Cost Centers - Only needed for multi-establishment clients. One list per establishment should be created/selected.
  - *Please contact your Inova Account Manager if you need assistance setting these up
- Account Status
  - Terminated employees should be included.
    - If Terminated is not selected, the system will look at account statuses as of today but will only include those that were active during the snapshot dates.
  - Only exclude Account Statuses for non-employees, such as 'User Only', '1099', etc.
- Employee Type: If all Employee Types should be included, leave them all unchecked. If only some should be included, select those that should be included.

The form will be auto populated with the data available in the system, including the parent company name, address, and employer identification number. The demographic data chart in Section H will also be populated with the figures from the employee profiles.
All remaining information on the form will need to be completed manually or edited as needed.
Once complete select "SAVE".

OPTIONAL, BUT RECOMMENDED: Select "Download PDF" the details for your records. This PDF displays all employees used in the figures and details those excluded with a reason. This does not need to be reported to EEOC, but it is recommended that you keep this document stored in case your figures are ever questioned.

NOTE: The PDF Copy cannot be submitted to EEOC. It can only be used to manually enter your figures in their portal. EEOC only accepts entries electronically through their portal: https://www.eeocdata.org/eeo1

You can also select the row and select "Electronic File" to download a TXT or CSV file for uploading to the EEOC's EEO-1 portal.

Troubleshooting

Issue: The Employee Type and/or EEO Classification fields are greyed out/disabled but need to be edited.

Solution: This is due to these fields being set with a default on the Job setup. Navigate to Settings > HR Setup > Jobs, select the applicable job, then either set the correct default (this will update all employees assigned to this job) or select the "Allow Override At Employee Level" box to have the ability to manually edit per employee.

Additional Resources

For more information and helpful FAQ’s, please navigate to the EEOC website: https://www.eeoc.go v/

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