History > Source

KEY TOPICS:

• Confirm or Edit the Existing History Source
• Perform Start Point Analysis if a balanceAAP History Source does not Exist
• Enter History Data with 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. If a previous balanceAAP plan does not exist, the system offers other tools for establishing the historical starting point.

Below are instructions for users with and without prior balanceAAP plans:

With Prior balanceAAP Plan

On the Create Plan screen, you were asked if you had a prior year’s plan. If so, on the History Settings tab, confirm this plan as the History Source.

You can also select a different prior year’s plan, Manual Input, or Start Point Analysis.

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. (You can change these selections on the subsequent History Source tab, if necessary.)

Click [Apply] to save the setting.

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

For users without a prior balanceAAP plan, the Start Point Analysis will estimate the necessary statistics for the prior year, based on Roster and personnel action data in the current plan, as well as all of the current plan's relevant settings.

Retain or click the radio button for: Start Point Analysis, and [Save].

Enter History Data with Manual Input

To enter historical statistics by Job Group, 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.

As appropriate, identify each Report Group with a goal set in the previous year by checking the box for: Goal. Click [Save] before proceeding to the next Job Group.