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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 Veterans' Employment and Training Service reports from a BALANCEaap plan.

KEY TOPICS:

  • (If necessary) Create 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

Create VETS-100A Reports for Multiple Establishments

About Establishment Information

balanceAAP offers three methods for bringing in Establishment Information, which is needed to complete VETS reporting:

These methods are described below.

(If necessary) Create Plan and Import Data

First, determine if 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 VETS reports can be created from a master data set.
  • You would like VETS and AAP reporting to be distinct from each other.

If so, create a plan, following the instructions to: Create Plan. Identify the new plan with a Plan Name that identifies it as "VETS-100A". 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 VETS report. Finally, proceed to the VETS-100A module.

Quick Tip: If you have a current Master Plan for your organization, containing the Plan Code or [User Field] column, create a single plan for VETS reporting purposes,purposes. andDuring selectplan creation, identify the Master Plan as the prior year plan, and bring in the plan's HistoryReference SourceTables during plan creation..

Use AAP Location to Develop VETS 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.

  • (Min) and (Max) Number of Employees – Enter the minimum and maximum numbers of regular employees during the survey period for display in the report footer.

Quick Tip: To have the system perform this calculation, see: Finalize and Export Multiple VETS-100A Reports / Review Report Settings, below.

  • 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 VETS-100A Reports

Select Establishments — Under Select Establishment Codes, check off each Establishment, as identified by Establishment Code.

Review Report Settings — If termination and hire dates are available in AAP data, and you would like the system to calculate the minimum and maximum number of employees – Check the box for: Use calculated Min / Max values.

Then proceed to the appropriate export process below.

Export Multiple VETS 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: Make sure all Establishment reports are checked off for inclusion.

From Report Viewing options, select: File Export.

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