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BalanceAAP 2015 Adverse Impact Reporting Changes

Our Version 3.3 software includes changes to our balanceAAP Plan Summary reports and detailed Adverse Impact reports. These changes are intended to better align your Affirmative Action plan reporting with OFCCP’s recently-revised Scheduling Letter, which requires submission of personnel transaction data by each of the individual races, rather than by total minority.

Rationale

Although balanceAAP previously had the capability to review personnel transactions by individual race, as well as by total minority versus non-minority, we have revised the formatting of our adverse impact reports to make it easier for you to identify the correct reports for review and submission to the OFCCP. The new reports no longer assume that women and monitories are the protected groups in each selection decision. Instead, consistent with the OFCCP’s current audit protocols, Berkshire’s software analyzes your hiring, promotion, transfer and termination data based on the favored group analysis set forth in the Uniform Guidelines for Employee Selection Procedures (UGESP). Under this analysis, the selection rate for each individual race is compared with the selection rate for the group with the highest rate.

We also have revised the formatting of all Adverse Impact reports and BALANCEhub tools to better focus your attention on those selection decisions that are statistically significant. Our adverse impact reports will continue to evaluate whether your selection decisions meet the four-fifths (or 80%) rule, and whether the impact of your selection decisions is statistically significant. The reports in our new release refer to the four-fifths calculation as an “Adverse IRA” calculation and we have added a column to show you the shortfall calculation, or the difference between the expected and actual number of selections. BALANCEhub Summary reports will only highlight those personnel decisions where there is statistically significant adverse impact.

How do these Changes impact Preparing a new AAP in balanceAAP?

The following changes have been made to the Adverse Impact reports:

  • The Traditional Adverse Impact reports previously available, can still be accessed through balanceAAP, but are now called “Adverse Impact….Traditional”.
  • Plans created after the 3.4 release will have the Traditional Adverse Impact reports hidden by default. These reports can be displayed by unchecking the “Hide Legacy Reports” check box, accessed by clicking [Global Settings] on the Select Reports page.

  • Adverse Impact reports will no longer be specifically named “by Favored Groups." New plans will only display Adverse Impact reports and Adverse Impact Detail reports.
  • Adverse Impact Detail reports have been updated to support the favored group analysis. The selection report for hiring activity has been enhanced to further breakdown selected groups into: Hired, Internal Successful, and Offer Extended.
  • In addition to favored group analysis being shown by individual Race and Gender, a third report section will compareshow results for Total Minorities vs. Whites.
  • BALANCEhub will also include corresponding changes to calculations, reports, dashboards and graphs. BALANCEhub Summary reports will show only those areas where statistically significant adverse impact is reported in personnel activities.