Demographic Compliance

Employee Demographic Information

Go to Employees > Demographic Compliance. You can use this window to edit an employee's demographic information:

  • Employee Responses

  • Federal EEO-1

  • California Pay Data

To get started, follow these steps:

1. Enter the Reporting Year.

2. Select an employee Account #.

Tip  When you fill this window out in the following order, some of the options will automatically be populated when selected based on your first responses. All you will need to do is click into the drop-downs to trigger the automatic fill.

Employee Responses

3. Select the Source and Gender from the drop-downs. Then select their race(s).

Federal EE0-1

4. Select Job Category using the drop-down.

5. Click on the Race/Gender drop-down. (This will automatically fill based on your selections under Employee Responses.)

California Pay Data

6. Select the Job Category drop-down. (This will automatically fill based on the EE0-1 - Job Category.)

Warning  SOC Code: Will be used in 2027 for reporting 2026 data. Do not use for 2025 reporting.

7. Click on the Race/Gender drop-down. (This will automatically fill based on your selections under Employee Responses.)

8. Select this employee’s Employment Type.

9. The Exempt from Minimum Wage/Overtime setting is only used for California Pay Data Reporting and is not linked to the employee's Pay Type/Exempt Status.

10. If the employee works remotely, select Remote Worker.

Note  See CA Pay Data Reporting Handbook: 14. How to Report Remote Employees - "Employees in hybrid roles or partial teleworking arrangements expected to regularly appear in person to perform work at a particular establishment for any portion of time during the Snapshot Period would not be considered remote workers for pay data reporting purposes."

11. Click Save.