History > Source

KEY TOPICS:

Select History Source

Perform Start Point Analysis to Develop History Source

Establish a History Source for Plan Calculations

Your

About the History Source

Because the current year’sAAP affirmative action plan will review yourreviews progress towards goals set in the previous year,year plan and analyzerelies youron personnelhistorical actionsdata for potentialsupporting adverseanalyses, impact. These analyses will require information from yourthe previous year’splan AAP.serves When you createdas the currentHistory plan,Source. onHowever, the system offers other tools for establishing this historical starting point, if a previous balanceAAP plan does not exist.

Select History Source

On the Create Plan screenscreen, you were asked if you had a prior yearyear’s plan, and if so you needed to select it from the drop down list of plans.plan. If you selected a prior year planso, on the CreateHistory PlanSettings screen, then on the history source screentab, you will be asked again to selectconfirm yourthis historyplan source. The history source will be defaulted toas the priorHistory year plan you originally selected. If this is incorrect, youSource.

You can also select a different prior yearyear’s plan from the dropprovided downdrop-downs, list,Manual Input, or selectStart manualPoint input or start point analysis. Analysis.

If you did not select a prior yearyear’s AAP at plan oncreation, the Create Plan screen, when you click on History Source,Settings youscreen will first be askedask if you would like to create a Start Point Analysis. If youYes selectis yes and then click Next, onselected, the History Source screen, your source will be defaulted to Start Point Analysis. You can change it on this screen to one of the other options. If you select no and then click Next, on the History Source screen your source will be defaulted to Manual Input, and you can change to one of the three options if you would like by clicking on the History Settings tab.

Themenu threewill optionsbe inselected balanceAAP to populate your history information are Manual Input,as: Start Point Analysis,Analysis. orIf ImportNo, fromthe ExistingHistory Plan. Source will be selected as: Manual Input. You can change these options on the History Settings tab.

Click [Apply] to save the setting.

Manual Input

Use this option if you want to input all of the employment numbers, availability percentages, and placement goals manually. You may want to do this if you have the actual numbers from last year’s plan, not prepared in balanceAAP.

To input your history numbers manually, select Manual Input. Under the History Information section, select a job group from the drop-down list, and enter each value for each report group. If the report group had a goal, check the Goal box. Once you have entered all the numbers for the job group, you must click Save before switching to another job group. If you do not click Save before changing job groups, all the data you entered will be lost. Repeat this step for each job group in your plan.

Perform Start Point Analysis

to Develop History Source

The Start Point Analysis is a good way to establish history data when you are doing your first plan in balanceAAP.

A Start Point Analysis is an estimation of the prior year’s affirmative action plan based upon the current roster and the personnel actions that occurred during the personnel action date range for the current plan. balanceAAP will start with your current roster, and reverse the hires, promotions, terminations, and other personnel actions to calculate how many people were in your job groups last year. It will then calculate your availability and goals based on the recruitment areas, census codes, feeders, and factor weights in your current plan.

To set your history source as a Start Point Analysis, select this option and click Save.

Import from Existing Plan

If last year’s plan was done in balanceAAP, you should choose to import the history data from that plan. This will ensure your goal attainment and adverse impact calculations are utilizing the appropriate data.

To set a previous plan as the history, select this option, then select the Company, Establishment, and Plan that will be the history from the drop-down lists. Click Save to save the changes.

Master Plan Settings

Refer to the Master Plan History Source page.