Sectors (Optional)
KEY TOPICS:
- Add and Define a Sector
- Import Sectors from another Plan
Create Sectors to Organize Reporting
About Sectors
The Sectors function can be used to create another reporting levelExamples: the system’s default Department Drilldown fields can be organized by function, such as Sales, IT, Engineering, and Manufacturing. Or a Grade Drilldown can be organized into a hierarchy of pay ranges.
Cross-references: To build a Sector from a value other than Department, the Sector must be defined as part of a Drilldown. To define a Drilldown, see: Reporting Levels > Drilldowns.
To run Sector-based reports, based on Sectors, see: Reports > Filter.
Add and Define a Sector
Click [Add New] to open the Create Sector menu, and enter a Sector name. Click [Save] to add the Sector to the upper drop-down menu. The added Sector will be active.Check the box next to each Department or other value to be included. Use the All, None, All On This Page, None On This Page links to select multiple values at the same time. A message will indicate the value was added to the Sector.
View Sector Worksheet
Select [View Report] from the upper toolbar to open a SECTOR WORKSHEET report, which displays each Sector and its component fields.
Searching for Values
To find a particular value on the screen, enter part or all of the code or name into the search box and click the magnifying glass to search. All values that match the search criteria will appear on the screen. To clear the search click the remove icon.
Copy Sector
If you want to create a sector that is similar to the current sector, start by clicking Copy, and enter the name of the new sector when prompted. This will create a new sector using the specified name and include all the values for the currently selected sector. The new sector will automatically be selected in the Select Sector drop-down list. You can then add or remove values as necessary.
Change Name
To rename a sector, select the sector from the Select Sector drop-down list and click Change Name. Enter the new sector name, and click Save.
Delete Sector
To delete a sector, select the sector from the Select Sector drop-down list and click Delete. A confirmation window will appear. To complete the deletion, click Yes.
Import Sectors
You can import sectors from either another plan or from an external file such as Excel, Access or a text file.
Click Import, then select to import sectors either From an Existing Plan or From an External File and click Next.
When importing from an Existing Plan, you will need to choose the Company, Establishment, and Plan from the drop-down list. Then, choose either to Append or Overwrite the data. Choosing Append will add the imported sectors to those already created in the current plan. Choosing Overwrite will replace the current plan’s sectors with those being imported.
A list of the sectors to be imported from the selected plan will be displayed in the Plan Sectors section of the page.
Click Import to perform the import.
When importing from an External File, you will need to select the Sector Names to be imported from your external file. Each Sector Name will require a separate table/spreadsheet/text file in order to import multiple types of sectors at one time. Once you have selected the Sector Names to be imported, click Next.
Sector name, and corresponding field (e.g. Department, Job Code, Location, etc.) that constitutes each sector.
If any of the values in the field mapped to Sector do not exist, balanceAAP can optionally create these sectors for you or ignore them. To have balanceAAP create these sectors for you, select the Create missing Sectors option. To have BALANCEaap ignore these sectors, choose the Don’t import missing Sectors option. Choose the Go Back option if you would like to check the mapping of the file or fields used for that sector.
Finally, choose to Overwrite or Append these values as described above, and then click Import Sectors. The results for the number of records imported or dropped from the system will be displayed.