EEO-1 Filing. A presentation of the BCG Institute for Workforce Development (BCGi) September 29, 2017

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1 EEO-1 Filing A presentatin f the BCG Institute fr Wrkfrce Develpment (BCGi) September 29, 2017

2 Overview f Biddle Cnsulting Grup Affirmative Actin Plan (AAP) Cnsulting and Fulfillment HR Assessments Custm Test Develpment & Validatin EEO Litigatin Cnsulting /Expert Witness Services Cmpensatin Analysis Thusands f AAPs develped each year Audit and cmpliance assistance AutAAP Enterprise sftware AutGOJA nline jb analysis system TVAP test validatin & analysis prgram CritiCall pre-emplyment testing fr 911 peratrs OPAC pre-emplyment testing fr admin prfessinals Vide Situatinal Assessments (General and Nursing) High stakes test develpment Validatin studies in respnse/preventin t litigatin Over 200+ cases in EEO/AA (bth plaintiff and defense) Fcus n disparate impact/validatin cases Practive and litigatin/enfrcement pay equity studies COMPare cmpensatin analysis sftware Publicatins/Bks BCG Institute fr Wrkfrce Develpment Speaking and Training EEO Insight : Leading EEO Cmpliance Jurnal Adverse Impact (3 rd ed.) / Cmpensatin (1 st ed.) 8,000+ members Free webinars, EEO resurces/tls Regular speakers n the natinal speaking circuit Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 2

3 Biddle Cnsulting Grup Institute fr Wrkfrce Develpment BCGi Memberships (free): ~8000+ members / 15,000 HRCI credits t-date Online cmmunity Mnthly webinars n EEO cmpliance tpics EEO Insight Jurnal (e-cpy) BCGi Platinum Membership (paid) Includes validatin/cmpensatin analysis bks EEO Tls including thse needed t cnduct AI analyses EEO Insight Jurnal (e-cpy and hardcpy) Access t the BCGi library f webinars, training materials, and much mre Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 3

4 A few husekeeping items: Webinar slides are lcated in the Handuts Sectin f yur GTWebinar Cntrl Panel, if yu are having truble dwnlading them please let us knw at bcgi@biddle.cm HRCI & SHRM credits are ffered fr free, yu will receive the credits within a week f the webinar ending. Our Nvember AAP Bt Camp is full, lk ut fr anther ne in January 2018! This webinar, alng with all f ur previusly recrded webinars, is accessible t BCGi Platinum Members n ur website. Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 4

5 Cntact Infrmatin Biddle Cnsulting Grup, Inc. 193 Blue Ravine, Suite 270 Flsm, CA Be Lam Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 5

6 Agenda Intrductin Wh must file?/when t file?/hw t file? Live Pivt Tables Sample Frms Ntes Q&A Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 6

7 Intrductin What? Emplyer Infrmatin Reprt EEO-1 (EEO-1 Reprt) Required private emplyers and federal cntractr/subcntractrs subjected t Title VII f the Civil Rights Act f 1964, as amended and/r E.O t reprt annually, as f a reprting perid n race, ethnicity, sex by jb categry and establishment. Agency Equal Emplyment Opprtunity Cmmissin (EEOC) Other Inf: EEO-1 data is ne f the factrs that is used by the Office f Federal Cntract Cmpliance Prgrams (OFCCP) t determine which cmpany r establishments t select fr cmpliance reviews Prf f filing is requested during an audit TIP: Save a cpy f the EEO-1 reprt Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 7

8 Wh Must File Private Emplyers Emplyer Infrmatin Reprt EEO-1 (EEO-1 Reprt) Title VII f the Civil Rights Act f 1964, as amended r mre emplyees r; 2. Fewer than 100 emplyees if cmpany is wned r affiliated with anther cmpany and the entire enterprise emplys a ttal f 100 r mre emplyees Federal Cntractrs and Subcntractrs Executive Order CFR r mre emplyees and a cntract f $50,000 r mre Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 8

9 When t File Emplyer Infrmatin Reprt EEO-1 (EEO-1 Reprt) Annual reprt(s) must be filed n later than March 31 st 2017 filing cycle: Unsure when the EEO-1 reprting applicatin will pen, typically, the applicatin will pen abut ne mnth prir t the filing cycle Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 9

10 Hw t File -- Reprting Infrmatin Emplyer Infrmatin Reprt EEO-1 (EEO-1 Reprt) Emplyment data shuld include all emplyees (part-time and full-time) and their race, ethnicity, and sex infrmatin fr any selected payrll perid in Octber, Nvember, r December f the current survey year NEW: Requirements t reprt W-2 cmpensatin data and hurs wrked n hld pending review Each emplyee shuld be reprted nly nce Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 10

11 Hw t File -- Reprting Infrmatin Emplyer Infrmatin Reprt EEO-1 (EEO-1 Reprt) Emplyees will be reprted by: Jb EEO Categry Race and Gender Lcatin (establishment) Data/Infrmatin Needed: List f emplyees Jb EEO Categry fr each emplyee Race and gender infrmatin Cmplete wrk lcatin address* Nrth American Industry Classificatin System (NAICS) Dun and Bradstreet number Federal Tax ID number EEO Unit Number *Cunty lkup file: Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 11

12 Hw t File Website: Emplyer Infrmatin Reprt EEO-1 (EEO-1 Reprt) File nline at EEO-1 Survey website: Lg-in Infrmatin: First Time Filer Click n Filing Fr The First Time t create an accunt Returning Filer Passwrds are reset annually; t btain passwrd, click n Get Passwrd r Frgt Passwrd Nte: an ID is nw required; if the Pint f Cntact (POC) is n lnger with the cmpany, a signed change f POC request must be submitted t the EEOC n a cmpany letterhead. E1.TECHASSISTANCE@EEOC.GOV Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 12

13 Hw t File Methd: Emplyer Infrmatin Reprt EEO-1 (EEO-1 Reprt) Manual Input Batch Filing Manual Input: This is the preferred methd fr rganizatins with nly ne r very few lcatins t file Can utilize pivt tables t create data cunts fr manual input int the website Batch Filing: This is the preferred methd fr rganizatins with multiple lcatins t file Much mre cnvenient Need sme prgramming wrk t get the data cnfrm accrding t the specificatins setup by the EEOC: Data files will have t be cnverted int ASCII/Text r CSV/XML frmat Emplyers have the pprtunity t test the data files prir t submitting their data by lgging int their EEO-1 accunt and uplading the file Instructins n uplading yur data: After data had been upladed and tested, the emplyer will need t certify the data. Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 13

14 Hw t File Ntes: Emplyer Infrmatin Reprt EEO-1 (EEO-1 Reprt) Emplyers MUST file a reprt fr each establishment (i.e., physical wrk lcatin) ALL emplyees as f the chsen pay perid must included in the reprt An indicatin f a virtual lcatin r hme ffice is n lnger acceptable Emplyees wrking frm hme must be linked t their supervisr s physical wrk lcatin Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 14

15 15

16 Sample Frm Emplyer Infrmatin Reprt EEO-1 (EEO-1 Reprt) EEO-1: Sample Frm EEO-1: Sample Certified Frm Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 16

17 Ntes Emplyer Infrmatin Reprt EEO-1 (EEO-1 Reprt) Cntact the EEO-1 Survey Lgin ID and/r Passwrd issues, r click n Get Passwrd r Frgt Passwrd n the EEO-1 Lgin page: Experienced merge/acquisitin since last year, e1.acquisitinsmergers@eec.gv, prir t cmpleting yur EEO-1 reprt Experienced a spin-ff and a prtin f yur cmpany became a separate entity since last year's survey, e1.spinffs@eec.gv prir t cmpleting yur EEO-1 reprt EEO-1 Status Type: 2 Cnslidated, autmatically created and ppulated 3 Crprate 4 Lcatin with 50 r mre emplyees 6 Lcatin with less than 50 emplyees N EEO Unit # will be assigned and yu nly need t enter the ttal amunt f emplyees within the establishment. Hwever, yu will need t manually update the Type 2 reprt 8 Lcatin with less than 50 emplyees EEO # will be assigned, but yu will have t enter all infrmatin as yu d fr a type 4 9 New Lcatin with 50 r mre emplyees (Only fr electrnic filing) Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 17

18 Ntes Emplyer Infrmatin Reprt EEO-1 (EEO-1 Reprt) Nrth American Industry Classificatin System (NAICS) Recently updated in 2012, please visit the NAICS website t verify yur business cde have nt changed. A crsswalk can be dwnladed as well frm NAICS website Duns & Bradstreet Number (D&B#) T check if yur cmpany r establishment has a D&B# r t btain ne, please call D&B at (800) r visit: Fr Federal Cntractrs and Subcntractrs yu can search and request fr a D&B# n Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 18

19 Upcming Webinars Visit bcginstitute.rg t register! Octber 19 OFCCP Audit 101 and Cmmn Audit Questins Octber 24 Mving Frm Charity t Talent Value: Using Business Drivers t Build Disability & Inclusin Initiatives Octber 26 Disparity Analysis 101 Nvember 7 Veteran Hiring 5 Things Yu Need t Change NOW Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 19

20 Q & A Biddle Cnsulting Grup Institute fr Wrkfrce Develpment 20

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