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History > Source

KEY TOPICS:

Confirm or Edit the History Source

With Prior balanceAAP Plan
Without Prior BALANCEaap Plan

Perform Start Point Analysis if a balanceAAP History Source does not Exist

Enter History Data by Manual Input

(Master and) Sub Plan History Source

Establish the History Source for Plan Calculations

Confirm or Edit the History Source

Because the current AAP relies on historical data for supporting analyses, including analysis of progress towards goals set in the previous year, the History Source must be identified. Below are instructions for users with and without prior balanceAAP plans:

With Prior balanceAAP Plan

If on the Create Plan screen, you selected a prior year's plan as the History Source , do one of the following:

Confirm that selection here

Select a different prior year’s plan, using the provided drop-downs

Without Prior balanceAAP Plan

If at plan creation you chose "I do not have a prior year plan in BALANCEaap", the History Settings screen will ask if you would like to create a Start Point Analysis.

To use Start Point Analysis, select: Yes. To use Manual Input, select: No. Click [Apply].

Note: You can change these selections on the subsequent History Source tab, if necessary. Keep in mind that this setting is critical to accurate AAP calculations.

Perform Start Point Analysis — The Start Point Analysis will estimate the necessary statistics for the prior year, based on Roster data, personnel action data, and current plan settings. Retain or click the radio button for: Start Point Analysis, and [Save].

Enter History Data by Manual Input — select: Manual Input. Under History Information, select a Job Group from the drop-down. First enter a Total Number of Employees, then enter a Total (number of employees) and Availability (percentage) or each protected class, or Report Group.