The California Pay Data Report AQ allows California employers to export pay and hours-worked data by establishment, job category, sex, race, and ethnicity for submission to the Department of Fair Employment and Housing (DFEH). This report is required under Government Code section 12999 (SB 973) for employers with 100 or more employees who are also required to file an annual EEO-1 report under federal law.
The report exports as an Excel Workbook. After exporting, ensure the Save As Type is set to Workbook (*.xlsx), then open the file and rename "Sheet1" to PayDataReport.
- This report was created based on specifications from the dfeh.ca.gov website. Review all information prior to running the AQ.
- California Pay Data Report Template
- American Staffing Association Article Regarding Staffing Agencies & California Pay Data Requirements
Report Description
California employers of 100 or more employees who are also required to file an annual Employer Information Report (EEO-1) under federal law must report pay and hours-worked data by establishment, job category, sex, race, and ethnicity to the DFEH by March 31, 2021 and annually thereafter. This reporting requirement is established under Government Code section 12999, enacted in SB 973.
Setup Required
- This AQ requires mapping: https://avionteclassicsupport.zendesk.com/hc/en-us/articles/360045321534
- See the Supplier & Branch Property information in the Additional Required Setup section below. Running the AQ will auto-insert the necessary supplier/branch properties.
- The report exports as an Excel Workbook. Ensure Save As Type = Workbook (*.xlsx). Open the file and rename "Sheet1" 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 = Shows employee EEO details along with listed parameters and report fields for Section 2 reporting. Employer = Shows only listed parameters and report fields for Section 1 Employer reporting. Both = Combines employee and employer information for submission to the CA Pay Portal. |
| Transaction Types | All Transaction Types Entered | Ex: Regular, OT, DT, Salary, Bonus, Equipment, etc. |
| Ignore Missing Info Errors? | Yes / No |
No = Report will not generate and will list errors for missing data to be corrected. Yes = Report will generate and treat missing data as blank fields. |
Report Fields
Section 2: Employee Reporting
The following fields appear in the report when Show Info = Employee.
| Field Name (*=Required) | Description |
|---|---|
| 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 (NAICS) code of the Supplier. |
| Major Activity* | Describe the major activity or activities of the establishment, including the specific type of product or service provided and 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 they did not. |
| 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 prior year for this establishment. Enter "No" if they did not. |
| 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 it is not. |
| Job Category* | EEO Job Category IDs: 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* | Employee's race as reported for EEO purposes. |
| Race/Ethnicity/Sex* | Race/Ethnicity/Gender Codes: 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: 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 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 Setup: Supplier & Branch Properties
Running the AQ auto-inserts the necessary properties. The table below shows the corresponding property paths for each required field.
| Field | Property Path |
|---|---|
| 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 |
Section 1: Employer Reporting
The following fields appear in the report when Show Info = Employer.
| Field Name (*=Required) | Description |
|---|---|
| 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 start date of the snapshot period (e.g., 10/01/2020). |
| Snapshot Period End Date* | Enter the mm/dd/yyyy 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 not registered with EDD, use the name from the employer's most recent federal EEO-1 Report. |
| EDD Address Line 1* | Enter employer's address line 1 as filed with EDD. If not registered with EDD, use the information from the most recent federal EEO-1 Report. |
| EDD Address Line 2 | Enter employer's address line 2 as filed with EDD. If not registered with EDD, use the information from the most recent federal EEO-1 Report. |
| EDD City* | Enter employer's city as filed with EDD. If not registered with EDD, use the information from the most recent federal EEO-1 Report. |
| EDD State* | Enter employer's two-character state code as filed with EDD. If not registered with EDD, use the information from the most recent federal EEO-1 Report. |
| EDD Country* | Enter employer's two-character country code as filed with EDD. If not registered with EDD, use the information from the most recent federal EEO-1 Report. |
| EDD ZIP Code* | Enter employer's 5–10 character ZIP code as filed with EDD. If not registered with EDD, use the information from the most recent federal EEO-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 IRS. |
| 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 they are not. |
| Employer's Total U.S. Employees* | Enter the employer's total number of U.S. employees. Include employees inside and outside of California, both part-time and full-time (each counts as 1), and 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, both part-time and full-time, and all employees on employer-approved leave. |
| Employer's Ownership; Affiliation; or Enterprise* | Enter "Yes" if the employer is owned or affiliated with another company, or if there is centralized, integrated, or similar ownership, control, or management between a group of separate FEINs. Otherwise 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 the person to contact regarding this report. |
| Contact Title* | Enter the title of the person to contact regarding this report. |
| Contact Phone Number* | Enter the telephone number including area code with no formatting (no dashes or spaces). |
| Contact Address Line 1* | Enter address line 1 of the contact person. |
| Contact Address Line 2 | Enter address line 2 of the contact person. |
| Contact City* | Enter the city of the contact person. |
| Contact State* | Enter the two-character state code of the contact person. |
| Contact Country* | Enter the two-character country code of the contact person. |
| Contact ZIP Code* | Enter the 5–10 character ZIP code of the contact person. |
| Contact Email* | Enter the email address of the contact person. |
| Employer-Level Clarifying Remarks | N/A |
Additional Required Setup: Supplier Properties
The table below shows the supplier property paths required for Section 1 Employer reporting fields.
| Field | Property Path |
|---|---|
| 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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