Setting Up Client EEO-1 & Pay Data Reporting

Use the Client EEO-1 & Pay Data Reporting form to configure settings related to EEO-1 report file generation for:

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One or more specific clients

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Entities subject to California Pay Data reporting.

To access this form, in the Work Centers panel, under Compliance click EEO Processing. Under the EEO-1 Processing section, under GENERATE EEO-1 REPORTING FILES heading, select Client EEO-1 & Pay Data Files.

Field	Action
Company Name	This field is already populated or enter the name of the client as it should report within the file.
Address 1	This field is already populated or enter the line 1 postal address of the office of the client.
Address 2	This field is optional. Enter the line 2 postal address of the office of the client.
City	This field is already populated or enter the name of the city of the office of the client.
State	This field is already populated or enter the two character state code of the office of the client.
Zip Code	This field is already populated or enter the 5 digit zip code of the office of the client.
County	This field is optional. Enter the name of the county of the office of the client.
Company FEIN	This field is already populated or enter the Federal Employment ID Number (FEIN) of the client.
NAICS Code	This field is optional. The North American Industry Classification System (NAICS) code of the client will populate here as entered in the Client Details form. However, please note that if an NAICS code is not assigned to your client, or if it is obsolete, then the EEO-1 build will fail.
Major Activity	This field is optional. This field will get auto-populated based on the NAICS code entered above.

Report Parameters

Use the following report parameters to define client level information. This data will display in Consolidated record of the EEO-1 reporting file.

Field	Action
Headquarters Location	Enter the client headquarters location ID number.
Federal EEO-1 filed in prior year	Check this box if an EEO‑1 report was filed for the client last year.
Entire Company Has at Least 100 Employees	Check this box if the client has at least 100 employees.
Is in Enterprise With at Least 100 Employees	Check this box if the client is part of a larger client with 100 or more employees.
Federal Contractor Or Financial Institution	Check this box if the client counts as a financial institution or does contract work for the federal government.
Dun & Bradstreet Number	If the client has a Dun & Bradstreet number, enter it here.
Unique Entity ID	This field is not mandatory. You may enter the 12 character (no special characters) Unique Entity Identifier (UEI) number issued by the System for Award Management (SAM) to identify businesses and other entities that do business with the federal government. Note: This UEI here will be used for all worksite locations within the EEO-1 download. If all worksite locations being reported should not report as a Federal Contractor, do not assign this setting to this form.

Certifying Official

This section specifies the client-level information to include in the consolidated record of the EEO-1 reporting file.

Field	Action
Name	Enter the name of the certifying official.
Title	Enter the title of the certifying official.
Phone Number	Enter the phone number of the certifying official.
Email Address	Enter the email address of the certifying official.
Address 1	Enter the line 1 postal address of the office of the certifying official.
Address 2	Enter the line 2 postal address of the office of the certifying official.
City	Enter the name of the city of the office of the certifying official.
State	Select the state of the office of the certifying official from the drop-down.
Zip Code	Enter the zip code of the office of the certifying official or click the Zip Code link and select it from the Select Zip Code dialog box.

California Pay Data

This section controls report file generation settings specific to California Pay Data reporting.

Field	Action
Company is a California State Contractor	Check this box if the client does contract work for the State of California. Else leave it unchecked.
California Pay Data Filed in Prior Year	Check this box if California Pay Data was filed for this client for the previous reporting year. Else leave it unchecked.
California SEIN	Enter State Employer Identification Number (SEIN) for the state of California for this client.

Parent Company (if applicable)

If this client has a parent company then it must be reported on the EEO-1 file.

Field	Action
Parent Company Name	Enter the name of the parent company.
Address 1	Enter the postal address of the parent company.
City	Enter the name of the city of the office of the parent company.
State	Select the state of the office of the parent company from the drop-down.
Zip Code	Enter the zip code of the office of the parent company or click the Zip Code link and select it from the Select Zip Code dialog box.

Parent FEIN(s)

If the client has a parent company indicated above, then

Field	Action
FEIN	Enter the Federal Employment ID Number (FEIN) of that parent company here.

Affiliates FEIN(s) (If applicable)

If the client has any affiliate(s), then

Field	Action
FEIN	Enter the Federal Employment ID Numbers (FEIN) of the affiliate companies here.

Additional Companies to be Included in this Companies EEO-1

Use this grid if you want to combine multiple clients data within a single report.

Field	Action
Company ID	Enter the Company ID number or click the Company ID link and select the client from the Client Master Search dialog box. You can enter more than one client here.
Company Name	This field will auto-populate based on the Company ID selected above.

Note:

Client and Worksite Location level federal contractor settings are now applied to the EEO-1 Download Report.

If in the Client EEO-1 & Pay Data Files form Additional Companies are included, and:

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If the headquarters client is a federal contractor and any listed additional clients are not, then the specific additional clients who are not federal contractors are not reported as a federal contractor on the EEO-1 Download Report.

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However, if those additional clients who are not federal contractors are flagged as federal contractors on their Worksite Locations form, then those specific those worksite locations will be reported as federal contractors.

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If the headquarters client is a federal contractor and one or more of the listed additional clients are also federal contractors, then the additional client or clients will be reported as federal contractors using the client specific Unique Entity Identity (UEI).

Review all the information that you have entered in the form above. Then,

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Click Save Settings to save the information entered in above in this form.

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Click Cancel to delete all information entered in this form at any time.

File Generation Settings

Field

Action

Year

Select the year for which you want to generate EEO-1 data from the drop-down. Data generated based on payrolls inclusive of Report As-of Date.

EEO Pay Period Start Date

This data pulls from the Generate EEO-1 Files section of the Service Provider EEO-1 Files form.

EEO Pay Period End Date

This date will the same as the Report As-of Date field used for this build.

EEO File Type

Select EEO file type from the following options:

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Federal

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California Employee Payroll Report - If you select this file type, then check the box beside to Indicate if you want to Include Employer Information in the Report. This will produce as additional section 1 of the report providing information you may need to supply for the state of California. Else leave the check box unchecked.

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California Labor Contractor Report

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IL Pay Data Report - Use this option to support Illinois Equal Pay Registration Certificate reporting. This report includes employees who worked at your factory/facility/office in Illinois plus the 100% remote employees who report directly to Illinois management. For ease of reference the Company and Employee ID columns are added to this report. You will need to remove them before submitting to the state of Illinois. Once you select this option, then:

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The EEO Pay Period End Date field will be 12/31 of the year selected.

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The EEO Pay Period Start Date field will be 01/01 of the year selected.