PowerSchool ERP Payroll and Human Resources
PowerSchool ERP Payroll and Human Resources
Breadcrumbs

EEO-5 Report

Use this option to generate the EEO-5 reports submitted by school districts.

From the Human Resources menu, select Reports. From the Personnel menu, select EEO Data. In the dialog box, select EEO5.

EEO-5 categories

The following codes indicate the employee's primary job category for EEO-5 reporting purposes.

  • 1 - Officials, Administrators, and Managers

  • 2 - Principals

  • 3 - Assistant Principals, Teaching

  • 4 - Assistant Principals, Non-Teaching

  • 5 - Elementary Classroom Teachers

  • 6 - Secondary Classroom Teachers

  • 7 - Other Classroom Teachers

  • 8 - Guidance

  • 9 - Psychological

  • 10 - Librarians/Audiovisual Staff

  • 11 - Consultants & Supervisors of Instruction

  • 12 - Other Professional Staff

  • 13 - Teachers Aides

  • 14 - Technicians

  • 15 - Administrative Support Workers

  • 16 - Service Workers

  • 17 - Skilled Crafts

  • 18 - Laborers and Helpers

  • 20 - Part-Time Professional Instructional

  • 21 - Part-Time All Other

Category 19 is not used. The EEOC EEO-5 form does not define category 19.

Generate the EEO-5 report

  1. On the EEO-5 Data page, in the Report Type section, select Hard Copy or Electronic Format.

  2. Enter the District EEO-5 Number assigned by the U.S. Department of Education. The limit is seven characters.

  3. Enter the Payroll Date that applies to your EEO-5 report.

  4. Enter the New Hire Date Range start and To dates for the new hires to include in the report.

  5. Optionally, select Detailed Report if you want to generate an additional report identifying the employees associated with the statistics in the standard report. This option is only available if you selected a Hard Copy report type.

  6. If you selected the Electronic Format report type, proceed to the next steps and enter Certifying Official Information. Otherwise, press Tab or select Accept to open the Print window.

  7. Enter the County Name where your organization is located. The limit is 25 characters.

  8. Enter the Title of the certifying official. The limit is 35 characters.

  9. Enter the Name of the certifying official. The limit is 35 characters.

  10. Enter the Telephone Number of the certifying official. Hyphens are inserted by the system.

  11. Enter the Email Address of the certifying official. The limit is 40 characters.

  12. Press Tab or select Accept.

  13. In the Print window, specify how you want to generate the report, and then click OK.

    • The default file name for the Hard Copy report is eeo5.rpt. The default file name for the Detail Report option is eeo5_det.rpt.

    • The default file name for the Electronic Format is E5 followed by the state abbreviation and year, for example, E5-<State>-<Year>.txt.
      Note: The EEOC requires EEO-5 data to be submitted through their Online

      Filing System at https://www.eeocdata.org/eeo5. The electronic format file

      generated by the system can be used to prepare your data before entering it

      into the EEOC's online portal. Contact the EEO-5 Filer Support Team at the

      EEOC website for filing assistance.

  14. If the system detects errors, a dialog box appears. Click OK to close the dialog, and then review the eeo5_err.log file for details.

The EEO-5 report counts employees based on their assignments, not their employee records. An employee with multiple assignments in different locations will appear in each applicable location on the report. This is consistent with EEOC reporting requirements, which track staff positions rather than individual headcounts.