Equal Employment Opportunity - EEO1 Report#


Overview#

The REEO1 report generates an interface file to report the EEO1 Equal Employment Opportunity Data to the US Equal Employment Opportunity Commission. This report may be required for private U.S. organizations. The REEO1 process supports the filing for both single-Establishment Employers and Multi-Establishment Employers.

Please refer to the following EEO web sites for government instructions: http://www.eeoc.gov/index.html

The EEO-1 Data File format can be obtained in the following website: http://www.eeoc.gov/eeo1survey/datafile.html

After REEO1 is run, an EEO1 Data File is generated. Users need to login to the following EEO website to upload the file to the government: http://www.eeoc.gov/eeo1survey/index.html

Changes As of 2019

The Equal Employment Opportunity Commission now requires the EEO-1 Form to collect compensation data. This change has been documented by the EEOC as 'Collection of 2017 and 2018 EEO-1 Component 2 Compensation Data'.

The REEO1 function has been updated to now create a data file in a CSV file format with the new required data.

In the ‘Component 2 EEO-1’ upload file layout (CSV File), job category, demographic group (defined by race, ethnicity, and gender) and annual salary as reported by pay band are columns in the file along with number of employees and hours worked. Each record in the upload file represents a unique combination of “job category by demographic group by pay band” for each establishment.

New UDFs required for Users to setup: These fields will be created the first time REEO1 is launched. Therefore, users should run the REEO1 first prior to completing the additional required set up.

User field NamePromptTableField Value TypeLexicon
EEO1_USER_IDEEO1 Comp 2 User IDP2K_CM_ENTITY_DETAILSChar
EEO1_Q_D_2EEO1 Question D.2P2K_CM_LOCATIONSCharX_YES_NO

EE01 Single and Multi-establishment Required Set Up#

IEID – Maintain Identity Information#

Ethnicity is used in EEO reporting as another major categorization of data for equal opportunity reporting. The employee’s ethnic category is set up on Maintain Identities Information (IEID). Ethnicity is predefined using the fixed lexicon X_US_ETHNICITY in the field US Ethnicity.

IMUF - Define User Fields#

The REEO1 report utilizes system created user defined fields on found on both the P2K_CM_LOCATIONS and P2K_CM_ENTITY_DETAILS tables.

These fields will be created the first time REEO1 is launched. Therefore, users should run the REEO1 first prior to completing the additional required set up.

User field NamePromptTableField Value TypeLexicon
EEO1_UNIT_NUMBEREEO1 Unit NumberP2K_CM_LOCATIONSChar
EEO1_FIRST_TIME_REPOEEO1 First Time ReportingP2K_CM_LOCATIONSCharX_YES_NO
EEO1_Q_B_2_CEEO1 Question B.2.CP2K_CM_LOCATIONSCharX_YES_NO
EEO1_Q_C_1EEO1 Question C.1P2K_CM_LOCATIONSCharX_YES_NO
EEO1_Q_C_2EEO1 Question C.2P2K_CM_LOCATIONSCharX_YES_NO
EEO1_Q_C_3EEO1 Question C.3P2K_CM_LOCATIONSCharX_YES_NO
EEO1_DUN_BRADSTREET_NREE01 Dun & Bradstreet NumberP2K_CM_LOCATIONSNumber
EEO1_NAICS_CODEEEO1 Naics CodeP2K_CM_LOCATIONSNumber
EE01_COMPANY_NUMBEREEO1 Company NumberP2K_CM_ENTITY_DETAILSChar

IDTX - Define Tax Jurisdictions #

A tax jurisdiction must be defined for the EEO1 report. The jurisdiction must be defined at the County level as this will be the county name to report on the EEO1 Data File.

IDLN - Define Locations #

Each location to be reported for EE01 must have an associated JURISDICTION_NAME that has been defined at the County level.
The following user defined fields can be populated, if required.
User field NamePromptMandatoryDetails
EEO1_UNIT_NUMBEREEO1 Unit NumberNo
EEO1_FIRST_TIME_REPOEEO1 First Time ReportingNo
EEO1_Q_B_2_CEEO1 Question B.2.CNo
EEO1_Q_C_1EEO1 Question C.1No
EEO1_Q_C_2EEO1 Question C.2No
EEO1_Q_C_3EEO1 Question C.3No
EEO1_DUN_BRADSTREET_NREE01 Dun & Bradstreet NumberNo
EEO1_NAICS_CODEEEO1 Naics CodeNo

IDEN - Define Entities#

The LOCATION_CODE associated to an Entity must have a tax jurisdiction defined at the County level on IDTX.
  • The EEO1 Company Number user field must be defined as it is required in the EE01 data file.
  • The location code associated to an entity must be one of the locations defined with the county Jursidiction.
  • The EEO1 Company Number user field must be defined as it is required in the EE01 data file.

User field NamePromptMandatoryDetails
EE01_COMPANY_NUMBEREEO1 Company NumberNo

EE01 Multi-Establishment Required Set Up#

This set up is only required if you are a multi-establishment employer. Records need to be created on the IDOL form with the following ORG_LEVEL_TYPE found on the lexicon X_ORG_LEVEL_TYPE

Saved ValueDisplayed Value
E1EEO Headquarter
E2EEO Locn Establishment

If your organization has only a single location to report, this set up is not required.

IDOL Define Organizational Levels#

EEO Headquarter: Users must enter one entry with this Org Level Type (typically this is the location code found on the IDEN)
IDOL FieldDetails
Org Level TypeEEO Headquarter
Org Level CodeEnter your organization's level code, can be your company name
DescriptionEnter a description
Parent EntityThe entity that this EEO Headquarter is reporting for must be defined.
Parent Org LevelLeave this field blank for EEO Headquarter
Managing PositionNot required for this report
  • Users must list all Departments that have a matching location code to be reported.

EEO Locn Establishment: For each additional location to be reported, users must create an entry with this type

IDOL FieldDetails
Org Level TypeEEO Locn Establishment
Org Level CodeEnter your organization's level code. The EEO Location code must also be defined on IDLN
DescriptionEnter a description
Parent EntityBlank
Parent Org LevelEnter the Org Level Code from IDOL EEO Headquarter (above)
Managing PositionNot required for this report
  • Users must list all Departments that belong to this EEO Locn Establishment

REEO1 Report Parameters #

FieldDescription
EntityMandatory. Defines the entity to report on. Users can select from the LOV.
Date Range From/ToDefines the date range to report on. Employees who are Active within this date range will be included in the report. Users can select from the calendar icon (F9)
As OfDefines the date that the employee's demographic records will be examined “as of”. It should be set to the same 'Date Range To' value, to ensure consistency of data. Users can select from the calendar icon (F9)
Sort People ByThis field defines how the employee information will be sorted. Users can select from the LOV.
Pay Period UsedMandatory. Defines the pay period number.
Certified TitleMandatory. This field defines the title of the individual who has certified the information in the report.
Certified ByMandatory. This field defines the name of the individual who has certified the information in the report.
Telephone NumberMandatory. This field defines the telephone number for the individual who certified the report information.
Email Address

EEO1 ComponentMandatory. Must contain 'Component 2 EEO-1'
*Salary Pay ElementThis is the pay element for capturing Annual Salary
*Hours Worked Pay ElementThis is the pay element for capturing Hours worked
EEO1 File NameDefines the name of the EEO1 file.
Create Errors FileWhen set to YES, an errors file will be generated. Users can select from the LOV.
Create Dump FileWhen set to YES, a dump file will be generated. Users can select from the LOV.
Details in Dump FileWhen set to YES, details will be included in the generated dump file. Users can select from the LOV.
User CommentUsers can enter text that will appear on the header of all pages of the report.
Exception LevelMandatory. Defines the level of detail to be printed on the exception report. Options are:
* Exceptions Only
* User Trace
* Internal Level
* Legislation
* UserCalc Trace
* Program Trace
* Utility Trace

REEO1 Report Filters#

FieldDescription
People List CodeUsers can define one or more people lists to report on. Users can select from the LOV.
Person CodeUsers can define one or more person codes to report on. Users can select from the LOV.
Org Level TypeDefines a specific Organization level to report on.
Note: The Org Level Type MUST be defined IF using the Sort Option of Org Level OR if a user wants to filter the report by Org Levels.
Org LevelDefines specific Organization levels to report on. Users can select one or multiple levels from the LOV.
DepartmentDefines specific Departments to report on. Users can select one or multiple departments from the LOV.
AuthorizationDefines specific Authorization levels to report on. Users can select one or multiple Authorization levels from the LOV.
UnitDefines specific Units to report on. Users can select one or multiple Units from the LOV.
GroupDefines specific Groups to report on. Users can select one or multiple Groups from the LOV.
Status TypesDefines specific Status Types to report on. Users can select one or multiple Status Types from the LOV.

Processing#

EEO1 File Name

- If "EEO1 File Name" is not provided, program will use UploadFileyyyyCCCCCCCC_mex.csv as file name (where 'yyyy' is the survey year, 2017 or 2018, and "CCCCCCC" is the 8-digit User ID provided by NORC.

Date Range From/To

- Defines the date range to report on. Employees who are Active within this date range will be included in the report. Employers will select a pay period between October 1 and December 31 of the reporting year, known as the workforce snapshot period. The workforce snapshot period for the 2017 EEO-1 report would be an employer-selected pay period between October 1, 2017 and December 31, 2017.The workforce snapshot period for the 2018 EEO-1 report would be an employer-selected pay period between October 1, 2018 and December 31, 2018.


Notes #

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