AI Diversity Reporting Agent

How Cassidy automates—header using AI

Step 1: Trigger on reporting cycle or data refresh

The Workflow activates on a scheduled cadence—monthly for dashboard updates, or aligned to regulatory windows like the EEO-1 submission period or California CRD deadline—ensuring timely preparation without manual calendar tracking.

Step 2: Ingest and normalize workforce data

Cassidy connects to your HRIS, payroll, and ATS systems to pull employee demographics, job titles, compensation data, and establishment assignments. The agent maps job architecture to EEO-1 categories, normalizes race/ethnicity and sex fields to regulatory schemas, and assigns remote workers to establishments per current EEOC guidance.

Step 3: Validate data quality and flag gaps

Cassidy runs QA checks for missing demographics, duplicate records, job category misclassifications, and implausible pay bands. The Workflow flags self-ID gaps and can trigger campaigns to improve data completeness before filing.

Step 4: Assemble compliance reports

The agent generates portal-ready files for EEO-1 Component 1 (Headquarters, Establishment, and Consolidated reports) and California CRD pay data submissions using current Excel/CSV templates. Each report applies the correct demographic cross-tabs, pay bands, and summary statistics required by the regulatory body.

Step 5: Route for approval and capture attestations

Cassidy sends assembled reports through your approval workflow—HR, Legal, Compensation—collecting sign-offs and attestations before submission. All approvals are logged for audit readiness.

Step 6: Publish DEI dashboards

The Workflow refreshes executive dashboards with representation by level and function, hiring and promotion trends, attrition rates, and pay equity indicators. Small-n suppression and role-based access controls protect employee privacy while delivering actionable insights to leadership.