HRMS Help > Reporting Tool > EEO-5 Reports

User Roles: Any user with Reporting Tool installed on PC
Last Updated: Nov 14, 2023 4:30 pm

Purpose

The EEO-5 (Elementary-Secondary Staff Information) Report is a biennial federal report administered by the Equal Employment Opportunity Commission (EEOC). The race/ethnicity and gender data compiled on this report is used by the EEOC to determine demographic information about public school employees across the country.

This report is normally run biennially in October (even numbered years) and provides summary data for all personnel (part-time and full-time) employed by the school system. The EEOC’s intent for requesting this report is to determine if there are unlawful practices in hiring. The EEOC requests this report from public elementary and secondary school systems and districts with 100 or more employees.

The LEA Summary (168A) Report includes the data reported to the EEOC.

The EEO-5 Error, Detail by Classification, and Detail by Site Reports are normally run first to clean up and validate the report data.

Selection Criteria & Business Rules

User Selection Options:

Last Hire Date between Dates
- Used to identify which employees should be reported as New Hires (Section C).
- Defaults to 7/1 to 9/30 of the current school year.
Assignments Active On Date
- Current and archived assignments active on the specified date are included on the report.
- Defaults to 10/1 of the current school year.

The Detail and Summary Reports categorize employees by Staff Type (as defined below). Only employees with the specified employment status codes who are assigned to a position with a valid EEO-5 Reporting Classification are included.
Note: If local employee status codes are used in HRMS and should be included on the EEO-5 report, you will need to temporarily change the code to one of the status codes below.

A. Full-Time Staff

Includes primary assignments for employees with any of the following employment status codes:
- 01 - Permanent Full-time
- 10 - Interim with Full Benefits
- 13 - Suspended with Pay
- 14 - Retiree Return FT w/ No Benefits Under Earnings Cap
- 89 - Suspended without Pay
Includes headcount totals for each of the eighteen EEO-5 Reporting Classifications (defined at the position level in HRMS), by race/ethnicity and gender.
Full-time employees with assignments at more than one site are reported as full-time.

B. Part-Time Staff

Includes primary assignments for employees with any of the following employment status codes:
- 02 – Temporary Part-Time with No Benefits (< 20 hours/week)
- 03 – Active Permanent Part-Time with Partial Benefits
- 05 - Active Permanent Part-Time With Full Benefits
- 12 – Interim with Partial Benefits
- 15 – Retiree Return PT w/ No Benefits Under Earnings Cap
- 16 – Retiree Return PT w/ Partial Benefits Under Earnings Cap
Includes headcount totals for the following combined EEO-5 categories, by race/ethnicity and gender.
- 20 - Professional Instructional - includes Classifications 02 to 12
- 21 - All Other - includes Classifications 13 to 18

C. New Hires

Includes primary assignments for full-time employees listed in Section A who were hired between the 'Last Hire Date between' dates entered by the user.
Includes headcount totals for the following combined EEO-5 categories, by race/ethnicity and gender.
- 23 - Officials, Administrators, Managers - Classification 01
- 24 - Principals/Asst. Principals - includes Classifications 02 to 04
- 25 - Classroom Teachers - includes Classifications 05 to 07
- 26 - Other Professional Staff - includes Classifications 08 to 12
- 27 - Nonprofessional Staff - includes Classifications 13 to 18

D. Non-Primary Assignments

Includes non-primary assignments for employees with the full-time and part-time employment status codes listed above.
Includes headcount totals for all EEO-5 classifications combined by race/ethnicity and gender.
This category is included for informational purposes on the two Detail reports. It is not included on the Summary Report.