< back

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

Quick Tip: Review the system's Establishment Information fields prior to import, by clicking [Add Establishments], and then hit [Close] when you are done reviewing the list. While only Establishment Code is required for the import to be performed, the inclusion of other fields will provide time savings.

Click [Import Establishments]. Choose the appropriate file type (Excel, Access or a text) from the drop-down. Click [Browse], locate the file on your computer, and click [Next].

Excel users — Check or uncheck the box for: Yes, the first row is column headers. Select the file and sheet name information from the drop-down.

Under Match Fields, select the field names from the drop-downs that best match the system's fields.

Notes: Some fields may be automatically matched. Fields marked with an asterisk are required.

Navigate to the bottom of the page to see the Preview of Data. If satisfactory, click [Next]. Then choose whether to Overwrite (replace existing data) or Append (add to existing data).

Click [Import Data] to initiate the process. The import results will be displayed when the process is complete. The successfully imported records will display in the Establishment Information table.

Finalize and Export Multiple Reports

Select Establishments — Under Select Establishments,Establishment Codes, check off options for:

  • Type 2 Consolidated Report
  • Eacheach Establishment, as identified by Establishment Code
Code.

Review Report Settings — If you have not made this selection by Establishment or wish to have the system ensure proper formatting:

  • Check the box under Report Settings for: Mark reports with less than 50 employees as Status Code 8 Reports.

Then proceed to the appropriate export process below.

Export Multiple EEO-1 Reports for Internal Use

From Report Viewing options, select: Report Export. Then choose: Export Reports as —

  • A Single File

OR

  • Separate Files (The files will be Zip'd for download.)

Select: File Type for Reports —

  • PDF
  • Word
  • Excel
  • Rich Text

Click [Run Report]. You will be prompted to download and save the file.

Export Multiple Reports for DOL/VETS Submission

(Recommended): RetainMake the default selections to includesure all consolidated and Establishment reports.reports are checked off for inclusion.

From Report Viewing options, select: File Export.

Click [Run Report]. The exported file will be formatted according to VET's technical requirements for electronic submission. You will be prompted to download the Zip file.