Determine whether your company is considered a single or multi-establishment employer. According to the NORC website, an "Establishment" is generally a single physical location where business is conducted or where services or industrial operations are performed.
Several of the columns in the report are based on employee information entered in the Employee Setup window. Verify this information so the report is accurate:
Gender and Ethnic group on the General tab. The program uses this information to determine the race/ethnicity/gender code for each employee to use for the report.
Std occ code on the Misc Info tab. Assign a 6-digit standard occupation code to each employee. See the SOC Job Code in the 2022 EEO-1 Component 1 Job Classification Guide (eeocdata.org)on the EEO Website. The program uses this information to determine the EEO job category code for each employee to use for the report.
Select Tasks > EEO / Pay Data Reporting.
Select the transaction file containing the employee and check data for the reporting year, and then click [OK].
Select EEO-1 (Component 1 Data).
In the EEO-1 Component 1 Report - Establishment Details window:
Select the Period Start and Period End dates for the workforce snapshot period. It must be between October 1 and December 31 of the reporting year (2022). Employees who worked during this time period are pulled for the report.
For OFS Company ID, enter the number assigned to your company by NORC. This should be on the letter you received from them informing you that your company needs to file these reports.
Select Single-Establishment or Multi-Establishment.
Select New or Existing.
For Status Code, select the code for your report. The code to use is based on whether your company is a single-establishment employer or a multi-establishment employer, is headquarters or non-headquarters, and is new or existing.
For NAICS Code, enter the NAICS code for the establishment. See the NAICS Codes and Descriptions spreadsheet on the NORC website. If you selected 6 for Status Code, use 999999.
For County, enter the county where the enterprise is located.
If relevant, select one or both check boxes.
Click [Next].
The EEO-1 Component 1 Report - Employee Details window lists the employees who were paid for work during the workforce snapshot period that you selected. In this window:
If needed, clear the Include check box in front of each employee who you do not want to include in the file. For example, do not include employees who work at another establishment of your company.
Click the browse button and select the folder where you want to save the generated file. The folder path and name display for Save Report to.
Note: The report file is automatically named so it is meets the NORC file name requirements.
If a file already exists, choose either:
Delete the existing file and create a new one (Use when there was an error)—if the existing report has a mistake and you want to replace the whole report.
Append the new values to the existing file (Use only when reporting on employees not included in previous runs)—if you want to append the current information to the existing file. For example, use this choice if you have a multi-establishment company, have already created a headquarters report, and are creating an establishment report.
d. Click [Create Report].
Important! If an error message displays, click the [OK] button and review the log file for details. For example, the log file lists employees with missing or invalid standard occupation codes. Although the report file was created, you would want to make the corrections and repeat steps 1-4 to update the report.
Review the entries in the CSV file.
If your company is a multi-establishment employer, repeat steps 1 - 5 using the same workforce snapshot period (in step 4 a) but select another multi-establishment status code (in step 4 c - e) and/or Establishment # (in step 4 f).
When the file is complete, follow the directions on the EEO website to upload the file.