Tools for Multiple VETS-4212 Reports
RETURN TO: VETS-100A
Please read the linked VETS-100A instructions above to familiarize yourself with VETS tools. Then review the following notes, regarding creating multiple VETS reports from a BALANCEaap Master Plan.
KEY TOPICS:
- (If necessary) Create Master Plan and Import Data for VETS
- Use AAP Location to Develop VETS Establishment Information
- Add Establishment Information by Data Entry
- Import Establishments from a Separate File
- Delete an Establishment
- Finalize and Export Multiple VETS-100A Reports
Use VETS-100A Settings in a Master Plan
About Establishment Information
balanceAAP offers three methods for bringing in Establishment Information, which is needed to complete VETS reporting:- Included in AAP data set and linked by means of coding
- Data entry, one Establishment at a time
- Import from a separate, external file
(If necessary) Create Master Plan and Import Data
First, determine if all of the following apply:- Your organization's AAP effective date does not occur during the required VETS survey period.
- The organization is comprised of multiple locations.
- All EEO-1 reports can be created from a master data set.
If so, create a Master Plan, following the instructions to: Create Plan. Then Import a master data set. Include a Plan Code or a User Field in the data set to be used as the Establishment Code, which will parse data for each EEO-1 report. Finally, proceed to the VETS-100A module.
Use AAP Location to Develop EEO-1 Establishment Information
If multiple establishments are to be represented in the VETS reporting, navigate to the provided Establishment Information drop-down, which by default is displayed as: None. Instead, choose the field from the Data Tables that contains this information (Plan Code or [User Field name]).Navigate to the drop-down at the top of the Establishment Information menu. Make a selection from those provided to match the Data-table field (Plan Code, [Drilldown name], or [User Field name]).
Add an Establishment by Data Entry
Below the Analysis Information menu, click [Add Establishment] to enter establishments one at a time. The Add Report Information menu opens. Enter the requested information to identify and organize the establishment’s report in accordance with Federal requirements, which includes:
Type of Organization – Choose one of the following:
- P - Prime Contractor
- S - Subcontractor
- B - Both
Type of Form – Choose one of the following as it pertains to the establishment:
- MHQ – Multiple Establishment Headquarters
- MHL – Multiple Establishment – Hiring Location
- MSC – Multiple State – Consolidated
Number of Locations – Enter a numerical entry.
Hiring (HL) Information – Complete address fields for the hiring location.
Minimum (Min Value) and Maximum (Max Value) Number of Employees – Enter the maximum number of regular employees on board during the period covered by this report and the minimum number of regular employees on board during the period covered by this report, respectively. The numbers will be displayed in the report footer.
Quick Tip: To have the system perform this calculation, see: Report Settings.
NAICS, DUNS, and EIN numbers – Enter the identifying numbers for the establishment.
Click [Save].
The Establishment Information table will house added or imported records by Establishment Code.
Import Establishments from a Separate File
Click [Import Establishments]. Choose the appropriate file type (Excel, Access or a text) from the list. Click Browse, to choose the file you would like to import and click [Next]. Select the file and sheet name information from the drop-down menu. In the Match Fields section, select the field names from the drop-down menus that best match the field names listed. Some fields may be automatically matched. Fields marked with an * are required. You can view a Preview of the data in the file you are importing from in the Preview of Data section. Click [Next] once you have completed matching your fields. Then choose whether to Overwrite or Append the data. Click [Import Data] to complete the import process. The import results will be displayed when the import process is complete.
The Establishment Code, and three additional fields will display in the table. To view additional information fields for the establishment click on the plus sign.