EQUITYTEST TEMPLATE INSTRUCTIONS

The provided template has a layout as required by the EEOC.  When the DFEH issues standard forms, this template’s layout will be updated.
DO NOT ADD OR REMOVE COLUMNS OR ALTER THE COLUMN NAMES IN THE TEMPLATE. For assistance collecting the relevant data to populate the template or other questions, contact us at 415-699-8180.

Provide the set of records for each Establishment. Certain fields are required by EquityTest.

  • USERID: Not Required
  • STATUSCODE: Required
  • UNITNUMBER: Use a UNIQUE UNIT NUMBER for each establishment whether it is the official number or not
  • UNITNAME: Not Required
  • UNITADDRESS: Not Required
  • UNITADDRESS2: Not Required
  • CITY: Not Required
  • STATE: Not Required
  • ZIPCODE: Not Required
  • COUNTYNAME: Not Required
  • FEIN: Not Required
  • NAICSCODE: Required
  • QUESTIONB2C: Required
  • QUESTIOND2: Required
  • JOBCATEGORY: Required
  • RACEETHNICITYGENDER: Required
  • ANNUALSALARY: Required
  • TOTALEMPLOYEES: Required
  • TOTALHOURS: Required

If you are providing data for more than one establishment, simply create your own UNITNUMBER (column 3) OR populate the ADDRESS field with a unique identifier of your choice (including the actual address, if you wish).

Make sure you save your populated template file in the CSV format.