Purpose

This document outlines the steps to complete in order to pull information needed for downloading a report for the mandated EEO-1 Component 1 Data Collection in the Green Leaf Elevated System.

Step 1: Confirm Demographic Information

1. Log into your Elevated account and navigate to: Team > My Team > Employee Information

2. From this report, select the view of EEO-1 Audit. Once the report loads, you will see all the information needed to confirm all employees have the gender, ethnicity, and EEO classification fields identified.

**If the report does not already exist, create and pull in the columns listed below using the Add/Remove Columns functionality. Once configured, Save View As 'EEO-1 Audit' and Share With All so any needing access can access. Be sure to Save all changes.

1. Employee ID

2. Employee First Name, Last Name

3. Employee Status

4. Date Hired

5. Date Terminated

6. Default Jobs (HR)

7. Default Cost Center - Department

8. Default Worksite/Tax Location

9. Ethnicity

10. Gender

11. EEO Classification
    

3. Once the report loads, use the Is Null column filter to review any employees missing information within the Gender, Ethnicity, or EEO Classification columns.

*If any employees are missing information, the client can assign the 'Voluntary Self Identification' checklist to gather demographic information.

For more information on assigning checklists, please reference this article: How to Assign Checklist(s) to Employees

Step 2: Confirm EEO-1 Classification on Jobs

1. Navigate to: Settings > HR Setup > Jobs.

2. From this report, ensure your view has the EEO Classification column and use the Is Null column filter to review any job titles missing an EEO classification.

3. Use the Pencil icon to edit any jobs that need an EEO classification identified.

4. Be sure to Save after all changes are made.

Step 3: Locate EEO-1 Report

1. Navigate to: Team > HR > Forms > Government Forms > EEO-1

2. To begin, select the Add Component 1 button as shown below:

3. On the pop-up, select Single-Establishment Employer Report or Multi-Establishment Employer Report based on the number of EIN's that your company has.

4. Click OK to load the form.

5. Before filling in all required fields on the form, select Populate Form and complete the workforce snapshot information shown below:

1. The workplace snapshot will include one pay period in the 4th quarter of the previous year. (You can decide what payroll that will be; there are no specific requirements on which pay period to include for Q4.)

2. The next step will include creating a list or confirming the list is up-to-date and includes all the departments within the organization.

1. Next to the 'Cost Center - Department' Type, select List instead of root.

2. Then click the paper with the magnifying glass icon to view the lists available.

3. Another pop-up will appear where you can create a new list to add all departments by selecting Create New, or if the list already exists, use the ellipsis next to the existing "All Employees (EEO-1)" list and click View/Edit.

1. If creating a new one, we save this view as "All Employees (EEO-1)".

1. To ensure no one is missed, be sure all departments are included on the 'List Items' (left-hand) side. Select the Add next to any departments that are not added to the list on the right-hand side of the pop-up.

2. Once you have selected all departments, select Close to save changes.

8. Then you will need to select the correct options for Account Status and Employee Type.

9. You will select the employee types that include your employee population along with terminated employees into the report for the snapshot dates we entered. Refer to the screenshot below.

10. When finished with the settings, you can click Save to bring you back to the reporting dashboard screen.

11. Once the form loads, complete all fields that did not populate.

12. Once completed, select to Download PDF and use the downloaded PDF to enter all needed information into the portal website where you provide EEO-1 details.

 Please Note: If you have any questions during the process, please reach out to  your designated HR Consultant or the hrtechsupport@greenleafbizsolutions.com email for assistance.