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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up EEO Reporting

Steps: Set Up EEO Reporting

You can configure Workday so that these reports extract the data necessary for EEO reporting required by the Equal Employment Opportunity Commission (EEOC):
  • EEO-1 Employment Data
  • EEO-1 Employment Data – Performance Enhanced
  • EEO-1 Employment Data by Establishment or Location
  • EEO-1 Component 2 Employee Data
  • EEO-1 Component 2 Employee Data by Establishment or Location
  • EEO-3 Members
  • EEO-4 Full-Time Employees
  • EEO-4 Other Than Full-Time Employees
  • EEO-4 New Hires
  • EEO-5 Staff by Employee and Time Type
  • EEO-5 New Hires Full-Time
These reports only extract data. Output the data to an appropriate form for submission and ensure that your reporting complies with application regulations. Workday enables you to track data for these reports, but doesn't assume responsibility for your compliance.
  1. Edit Domain Security Policies.
    Security:
    • Person Data: Ethnicity Visual Survey
      in the Personal Data functional area.
    • Regulatory Reporting - USA
      and
      Reports: EEO Compliance
      in the Regulatory Reporting (HCM) functional area.
  2. Access the
    Edit Tenant Setup - Global
    task.
    Determine if you want to enable multiple races for the United States of America by selecting
    United States of America
    on the
    Allow in these Countries
    prompt in the
    Allow Multiple Ethnicities
    section.
    Security:
    Set Up: Tenant Setup - Global
    domain in the System functional area.
  3. In the
    Area
    prompt, select
    Personal Information
    .
    Select
    United States of America
    for the
    Allow for Countries or Regions
    column, and select the
    Active
    check box for these localized fields:
    • Hispanic/Latino (Worker)
    • Race/Ethnicity (Worker)
  4. Access the
    Maintain Ethnicities
    task.
    Select
    United States of America
    from the
    Country / Country Region
    prompt.
    Use the
    Maps to
    field to map your races to the Workday-delivered EEOC races required to run the reports. For visual survey, select the
    Declined to Answer
    option.
    For EEO-1 purposes, don’t create a
    Hispanic or Latino
    Race/Ethnicity on this task.
    Security:
    Set Up: Contact Info, IDs, and Personal Data
    domain in the Contact Information functional area.
  5. Access the
    Maintain Genders
    task.
    Ensure your gender codes map to the
    Is Male
    or
    Is Female
    check boxes.
    Security:
    Set Up: Contact Info, IDs, and Personal Data
    domain in the Contact Information functional area.
    1. Select
      United States of America
      as the
      Country/Country Region
      .
    2. In the
      Maps to
      field, map your job classifications to the
      United States of America - EEO
      job classifications.
When you enable multiple race values and run EEO reports, the values map to the appropriate EEO categories.