Which employers must file the EEO-1 report?

Private employers with 100 or more employees must file, as must certain federal contractors with 50 or more employees meeting contract thresholds. Filing is done annually through the EEOC's online portal. Employers below these thresholds generally are not required to file.

How is employee demographic data collected for EEO-1?

Employers should invite employees to self-identify race, ethnicity, and sex, and may use visual identification or existing records only when self-identification is unavailable. Data is reported in aggregate by job category, never tied to named individuals in the report. Consistent collection methods improve accuracy.

What is the EEO-1 job category structure?

Employees are grouped into standardized categories such as executives, professionals, technicians, sales workers, administrative support, and laborers, among others. Each employee is placed in one category based on their actual duties. Correct categorization is essential for the report's integrity.

Free EEO-1 Reporting Checklist Checklist

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EEO-1 Reporting Checklist

Employer Name:

Reporting Year:

Workforce Snapshot Pay Period:

Filer Contact:

Filing Obligation and Registration

Determine whether the employer meets the EEO-1 filing thresholdIdentify all establishments that must be included in the reportDetermine the reporting obligation for each establishmentVerify parent company and affiliated entity reporting requirementsRegister or update credentials on the EEOC EEO-1 Component 1 Online Filing System

Workforce Data Collection

Select the workforce snapshot pay period for data collectionClassify all employees into the ten EEO-1 job categoriesCollect race and ethnicity data using the seven EEO-1 categoriesCollect gender data for all employeesEnsure data accuracy by reconciling with HRIS and payroll recordsAddress employees who decline to self-identify race or ethnicity

Report Preparation

Prepare the Type 2 Consolidated Report for multi-establishment employersComplete individual establishment reports (Type 4) for locations with 50 or more employeesPrepare the headquarters report (Type 3) separatelySubmit the Establishment List (Type 6) for smaller locations

Submission and Review

Upload or enter data through the EEOC online filing portalSubmit the report before the annual filing deadlineConduct a pre-submission data quality reviewCompare current year data to prior year filings for anomaliesObtain management sign-off on the final EEO-1 submission

Post-Filing and Data Governance

Retain copies of filed EEO-1 reports and supporting documentationUse EEO-1 data to inform diversity and inclusion initiativesMonitor EEOC announcements for changes to EEO-1 reporting requirementsProtect the confidentiality of EEO-1 dataCoordinate EEO-1 data with affirmative action plan requirements for federal contractors

The complete guide

Everything you need to know

01What Is the EEO-1 Reporting Checklist?

The EEO-1 Component 1 report requires covered employers to submit workforce demographic data by job category, race or ethnicity, and sex to the EEOC. This checklist covers confirming filing obligations, selecting a payroll snapshot period, categorizing employees correctly, compiling the data, and submitting through the EEOC portal by the deadline. It keeps annual federal reporting accurate and on time.

02Why Use an EEO-1 Reporting Checklist

EEO-1 filing is mandatory for private employers with 100 or more employees and many federal contractors, and errors in job categorization or headcount undermine data quality and can prompt follow-up. Because the report relies on a specific snapshot and standardized categories, a checklist ensures you pick the right pay period, classify roles into the correct EEO job groups, and file before the portal closes, avoiding non-compliance flags.

03How to Use This EEO-1 Reporting Checklist

Confirm whether your headcount or contractor status triggers the filing requirement. Choose a payroll snapshot from the allowed window, then map every employee to one of the standard EEO-1 job categories and record race or ethnicity and sex using self-identification where available. Compile the counts, reconcile totals, and submit via the EEOC online system by the deadline. Save confirmation and tick each step.

EEO-1 Reporting Checklist

EEO-1 Reporting Checklist

Filing Obligation and Registration

Workforce Data Collection

Report Preparation

Submission and Review

Post-Filing and Data Governance

Everything you need to know

01What Is the EEO-1 Reporting Checklist?

02Why Use an EEO-1 Reporting Checklist

03How to Use This EEO-1 Reporting Checklist

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