Standard AQ - California EEO Pay Data Reporting Section 1 & 2

Overview

Updated 07/16/2021

Report Description

California employers of 100 or more employees and who is required to file an annual Employer Information Report (EEO-1) pursuant to federal law must report pay and hours-worked data by establishment, job category, sex, race, and ethnicity to the Department of Fair Employment and Housing (DFEH) by March 31, 2021 and annually thereafter. This reporting is required under Government Code section 12999 enacted in SB 973.

• This report was created based on the specifications found on the dfeh.ca.gov website. Please review all information prior to running AQ.
• California Pay Data Report Template
• American Staffing Association Article Regarding Staffing Agencies & California Pay Data Requirements.

Setup Required

• This AQ requires mapping: https://support.avionte.com/hc/en-us/articles/218393358
• See additional Supplier & Branch Property information required below the parameter information (Running the AQ will auto-insert the necessary supplier/branch properties).
• Report will export as an Excel Workbook - ensure Save As Type = Workbook (*.xlsx). Open file and change "Sheet1" name to "PayDataReport"

Parameters

Parameter Name	Options	Description
Supplier	All Available Suppliers	Employer - Section 1
Branch (Employee)	All Available Branches	Establishment  - Section 2
Date Type	Accounting Period Date, Week Worked Date, Check Date
Start Date	MM/DD/YYYY	Snapshot period start date
End Date	MM/DD/YYYY	Snapshot period end date
Show Info	Employee, Employer, Both	Employee = Report Will Show Employee’s EEO Details, Along with Listed Parameters & Report Fields for Section 2 Reporting. Employer = Report Will Only Show Listed Parameters & Report Fields for Employer Section 1 Reporting. Both = Report will combine Employee & Employer information for submission to CA Pay Portal.
Transaction Types	All Transaction Types Entered	Ex) Regular, OT, DT, Salary, Bonus, Equipment, etc.
Ignore Missing Info Errors?	Yes / No	If No, Report Will Not Generate and List Errors to be Corrected for Missing Data. If Yes, Report Will Generate and Ignore Missing Data as Blank Fields.

Report Fields

Field Name (*=Required Field)	Description
Following fields are shown in report for Show Info = Employee: Section 2 Employee Reporting
Name*	Branch Name
Establishment ID	N/A
Address Line 1*	Branch Address 1
Address Line 2*	Branch Address 2
City*	Branch City
State*	Branch State
Zip Code*	Branch Zip Code
NAICS Code*	North American Industry Classification System code (NAICS) of the Supplier.
Major Activity*	Describe the major activity or activities of the establishment. Include the specific type of product or type of service provided, as well as the principal business or industrial activity.
Total Number of Employees at Establishment*	Total number of employees at the establishment across all job categories, pay bands, races, ethnicities, and sexes. Include both employees working inside and outside of California.
Was a California Pay Data Report filed for this establishment last year?*	Enter "Yes" if the employer submitted a California Pay Data Report in the year prior to the current Reporting Year. Enter "No" if the employer did not submit a California Pay Data Report in the year prior to the current Reporting Year.
Was an EEO-1 Report filed for this establishment last year?*	Enter "Yes" if the employer submitted any type of federal EEO-1 report in the year prior to the current Reporting Year for this establishment. Enter "No" if the employer did not submit any type of federal EEO-1 report in the year prior to the current Reporting Year for this establishment.
Is this establishment the employer's headquarters?*	Every employer has one and only one headquarters. Enter "Yes" if this establishment is the employer's headquarters. Enter "No" if this establishment is not the employer's headquarters.
Job Category*	EEO Job Category IDs Are as Follows: 1: Executive/Senior Level Officials and Managers 2: First/Mid-Level Officials and Managers 3: Professionals 4: Technicians 5: Sales Workers 6: Administrative Support Workers 7: Craft Workers 8: Operatives 9: Laborers & Helpers 10: Service Workers
Race/Ethnicity/Sex*	Race/Ethnicity/Gender Codes are as Follows: A10 - Hispanic/Latino - Male A20 - Hispanic/Latino - Female A30 - Hispanic/Latino - Non-Binary B10 - Non-Hispanic/Non-Latino - Male - White B20 - Non-Hispanic/Non-Latino - Male - Black or African American B30 - Non-Hispanic/Non-Latino - Male - Native Hawaiian or Other Pacific Islander B40 - Non-Hispanic/Non-Latino - Male - Asian B50 - Non-Hispanic/Non-Latino - Male - American Indian or Alaskan Native B60 - Non-Hispanic/Non-Latino - Male - Two or more races C10 - Non-Hispanic/Non-Latino - Female - White C20 - Non-Hispanic/Non-Latino - Female - Black or African American C30 - Non-Hispanic/Non-Latino - Female - Native Hawaiian or Other Pacific Islander C40 - Non-Hispanic/Non-Latino - Female - Asian C50 - Non-Hispanic/Non-Latino - Female - American Indian or Alaskan Native C60 - Non-Hispanic/Non-Latino - Female - Two or more races D10 - Non-Hispanic/Non-Latino - Non-Binary - White D20 - Non-Hispanic/Non-Latino - Non-Binary - Black or African American D30 - Non-Hispanic/Non-Latino - Non-Binary - Native Hawaiian or Other Pacific Islander D40 - Non-Hispanic/Non-Latino - Non-Binary - Asian D50 - Non-Hispanic/Non-Latino - Non-Binary - American Indian or Alaskan Native D60 - Non-Hispanic/Non-Latino - Non-Binary - Two or more races
Pay Band*	Pay Band Category Codes are as Follows: 1: $19,239 and under 2: $19,240 - $24,439 3: $24,440 - $30,679 4: $30,680 - $38,999 5: $39,000 - $49,919 6: $49,920 - $62,919 7: $62,920 - $80,079 8: $80,080 - $101,919 9: $101,920 - $128,959 10: $128,960 - $163,799 11: $163,800 - $207,999 12: $208,000 and over
Number of Employees*	Number of Branch Employees
Total Hours*	Total hours for all of the employees with the specified combination of Job Category, Race/Ethnicity/Sex, and Pay Band in this row. Round to the nearest whole number.
Row-Level Clarifying Remarks	N/A
Additional Required Set-Up: Supplier & Branch Properties
NAICS Code*	Admin Tools > Employer > Supplier Property = OSHA NAICS Code
Major Activity*	Admin Tools > Employer > Branch > Branch Property = CA_EEO_PayData_Reporting_MajorActivity
Was a California Pay Data Report filed for this establishment last year?*	Admin Tools > Employer > Branch > Branch Property = CA_EEO_PayData_Reporting_CaliforniaFiledLastYear
Was an EEO-1 Report filed for this establishment last year?*	Admin Tools > Employer > Branch > Branch Property = CA_EEO_PayData_Reporting_ReportFiledLastYear
Is this establishment the employer's headquarters?*	Admin Tools > Employer > Branch > Branch Property = CA_EEO_PayData_Reporting_EmployersHeadquarter

Following fields are shown in report for Show Info = Employer: Section 1 Employer Reporting
Reporting Year*	Enter the four-digit calendar year for which this report applies (e.g., 2020).
Snapshot Period Begin Date*	Enter the mm/dd/yyyy of the start date of the snapshot period (e.g. 10/01/2020).
Snapshot Period End Date*	Enter the mm/dd/yyyy of the end date of the snapshot period (e.g. 10/31/2020).
Employer Name*	Enter employer name as filed with the California Employment Development Department (EDD). If employer is not registered with EDD, use the name provided on the employer's most recent federal Employer Information EE0-1 Report.
EDD Address Line 1*	Enter employer's address line 1 as filed with EDD. If employer is not registered with EDD, use the information provided on the employer's most recent federal Employer Information EE0-1 Report.
EDD Address Line 2	Enter employer's address line 2 as filed with EDD. If employer is not registered with EDD, use the information provided on the employer's most recent federal Employer Information EE0-1 Report.
EDD City*	Enter employer's city as filed with EDD. If employer is not registered with EDD, use the information provided on the employer's most recent federal Employer Information EE0-1 Report.
EDD State*	Enter employer's two-character state code as filed with EDD. If employer is not registered with EDD, use the information provided on the employer's most recent federal Employer Information EE0-1 Report.
EDD Country*	Enter employer's two-character country code as filed with EDD. If employer is not registered with EDD, use the information provided on the employer's most recent federal Employer Information EE0-1 Report.
EDD ZIP Code*	Enter employer's 5-10 character ZIP code as filed with EDD. If employer is not registered with EDD, use the information provided on the employer's most recent federal Employer Information EE0-1 Report.
HQ Address Line 1	N/A
HQ Address Line 2	N/A
HQ City	N/A
HQ State	N/A
HQ ZIP Code	N/A
Employer CA SEIN*	Enter the employer's California Employer Identification Number (SEIN) provided by EDD.
Employer FEIN*	Enter the employer's Federal Employer Identification Number (FEIN) provided by the Internal Revenue Service.
Employer DUNS Number	N/A
Is employer a contractor of the State of California?*	Enter "Yes" if the employer is a contractor of the State of California. Enter "No" if the employer is not a contractor of the State of California.
Employer's Total U.S. Employees*	Enter the employer's total number of U.S. employees. Include employees inside and outside of California; include both part-time and full-time employees (each counts as 1 employee); include all employees on employer-approved leave.
Employer's Total CA Employees*	Enter the employer's total California employees. Include all employees assigned to a California establishment and/or working within California; include both part-time and full-time employees (each counts as 1 employee); include all employees on employer-approved leave.
Employer's Ownership; Affiliation; or Enterprise*	Enter "Yes" if employer is owned or affiliated with another company, or there is centralized, integrated or similar ownership, control, management or compensation (such as the same management personnel or central control of personnel policies, stock plans and/or labor relations) between a group of separate FEINs. If no, enter "No".
Parent Company FEIN	N/A
Parent Company Name	N/A
Parent Company Address Line 1	N/A
Parent Company Address Line 2	N/A
Parent Company City	N/A
Parent Company State	N/A
Parent Company Country	N/A
Parent Company ZIP Code	N/A
Affiliated FEINs	N/A
Contact Name*	Enter the name of person to contact regarding this report.
Contact Title*	Enter the title of person to contact regarding this report.
Contact Phone Number*	Enter the telephone number of the person to contact regarding this report, including the area code with no formatting such as dashes or spaces.
Contact Address Line 1*	Enter address line 1 of the person to contact regarding this report.
Contact Address Line 2	Enter address line 2 of the person to contact regarding this report.
Contact City*	Enter the city of the person to contact regarding this report.
Contact State*	Enter the two-character state code of the person to contact regarding this report.
Contact Country*	Enter the two-character country code of the person to contact regarding this report.
Contact ZIP Code*	Enter the 5-10 character zip code of the person to contact regarding this report.
Contact Email*	Enter address email address of the person to contact regarding this report.
Employer-Level Clarifying Remarks	N/A
Additional Required Set-Up: Supplier Properties
Is employer a contractor of the State of California?*	Admin Tools > Employer > Supplier Property = CA_EEO_PayData_Reporting_ContractorOfCA
Employer's Ownership; Affiliation; or Enterprise*	Admin Tools > Employer > Supplier Property = CA_EEO_PayData_Reporting_OwnershipAffiliationorEnterprise
Contact Name*	Admin Tools > Employer > Supplier Property = CA_EEO_PayData_Reporting_ContactName
Contact Title*	Admin Tools > Employer > Supplier Property = CA_EEO_PayData_Reporting_ContactTitle
Contact Phone Number*	Admin Tools > Employer > Supplier Property = CA_EEO_PayData_Reporting_ContactPhoneNumber
Contact Address Line 1*	Admin Tools > Employer > Supplier Property = CA_EEO_PayData_Reporting_ContactAddressLine1
Contact Address Line 2	Admin Tools > Employer > Supplier Property = CA_EEO_PayData_Reporting_ContactAddressLine2
Contact City*	Admin Tools > Employer > Supplier Property = CA_EEO_PayData_Reporting_ContactCity
Contact State*	Admin Tools > Employer > Supplier Property = CA_EEO_PayData_Reporting_ContactState
Contact Country*	Admin Tools > Employer > Supplier Property = CA_EEO_PayData_Reporting_ContactCountry
Contact ZIP Code*	Admin Tools > Employer > Supplier Property = CA_EEO_PayData_Reporting_ContactZIPCode
Contact Email*	Admin Tools > Employer > Supplier Property = CA_EEO_PayData_Reporting_ContactEmail

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