HR Management & Compliance

New EEO-1: “Officers and Managers” Section Also Changed (Part 2 of 2)


Besides changing racial/ethnic categories, the new EEO-1 form also changes the section on management responsibility. Here’s what you need to know and do before the September 30 filing deadline … and a special audio conference to get you even more complete answers.


We’ve been reporting on the new EEO-1 report form, which measures diversity in the workplace and the progress of minorities up the job ladder. The form is being changed this year for the first time in 40 years. The new form must be filed by September 30.


Yesterday’s first part of this article got into what size and type of organizations must file the form, how the ethnic/racial categories have been changed, and how to survey your employees to get the required racial/ethnic data.


It also stressed that the data must be based on how your company measured up during one payroll period between July and September, so part of the measurement window is already closed. If you haven’t started to collect the needed data, you should do so soon.



Learn all the implications of the new EEO-1 from three experts at our special August 7 audio conference on the changes. Can’t attend? Preorder the CD. Read more.



There is, however, a second element of EEO-1 that’s been changed. It’s the categorization of minorities as to whether they are “Officials and Managers” or something else (professionals, technicians, sales workers, etc.).


For the past four decades, that’s been an easy differentiation. But, says the Department of Labor, it’s also been imprecise. The management category was too broad. The mailroom supervisor was lumped right in with the CEO. And it was near impossible to tell how many low-level managers had advanced or how many had made it to the top.


Now that’s been changed. The new EEO-1 has broken “Officials and Managers” into these two categories:


–Executive/Senior-Level Officials and Managers


–First/Mid-Level Officials and Managers


What defines the difference? According to the Labor Department’s Carol Miaskoff, who led development of the new form, the Executive/Senior-Level category is for “employees who plan, direct and formulate policy, set strategy, and provide the overall direction of the enterprise.” This would include what’s often called the “C-Suite” crowd … the CEO, COO, CFO, CMO, CTO, etc.


The First/Mid-Level group, on the other hand, will “direct implementation or operations within specific parameters set by the Executive/Senior-Level Officials and Managers or oversee implementation of day-to-day goals.” In other words, department heads, supervisors, and those with local or area responsibilities, stand up and be counted.



All BLR audio conferences are provided, satisfaction assured, or you get a prompt refund. Attend the August 7 EEO-1 conference with confidence. Click to register or to preorder a CD.



There’s a further change in the EEO-1. Many business and financial occupations have been moved from management categories to the professional. Too many accountants, for example, were being called managers. Now only the head of the department is classified as a manager. (If you have any doubts about where to classify an employee, check the EEO-1 job classification guide by clicking here.)


For more complete, and specific-to-your-situation, answers …


This exposition has outlined the basic changes in the EEO-1 report, but there are many subtleties related to specific business situations that can’t be dealt with in a general article. To explore those, we suggest attending a special 90-minute audio conference BLR is holding on the new EEO-1 form on Tuesday, August 7, from 1:30 to 3 p.m., ET. (Adjust the time for your local area.).


The event will feature a detailed presentation by three top employment law attorneys (one was named a “Super Lawyer” by his colleagues in the San Diego, California, legal community). But just as important as what they say is the opportunity you’ll have to e-mail or phone in your specific questions about EEO-1 and get a personalized answer.


This is the second time we’ve done this conference, by the way. The first was shortly after the announcement of the revisions, and even then, with 7 months to comply, it was one of the best attended of the year. Now there are only 60 days. For that reason we recommend that you sign up now. You can do so (or, if you can’t attend, preorder a CD of the session) by clicking on the links on this page.



Keep Up with the Changes in EEO-1 Reporting with a Special Audio Conference!
The yearly EEO-1 report you have to file just 60 days from now has changed. As has the data collection process you should be doing right now. How? Listen in on a special BLR audio conference on August 7 and find out. One fee admits your entire staff! Or if you can’t attend, preorder a CD. Read more.



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