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Factor Weight Settings

KEY TOPICS:

Import Factor Weight and Utilization Settings

Choose [Import] from the upper toolbar to bring in settings from another plan. Select the Company, Establishment, and Plan from the drop-down, then click [Import Data].

Determine Options

Review/Edit External Availability Source

Choose [Options] from the upper toolbar. Review the selection for External Availability Source, which was made previously under Create Plan:

  • 2000 Census Data and Occupation Codes OR

  • EEO 2006-2010 ACS Tabulation Data and 2010 Occupation Codes

For instructions on using these menus, see: Create Plan > Availability Calculation Settings

Statistics Settings

balanceAAP determines the significance of underutilization with two methods:

  • Standard Deviation – 2.0 or greater is considered statistically significant.
  • Fisher’s Exact Test – .025 or lower is considered statistically significant.

By default, job groups containing less than 30 records will use the Fisher’s Exact Test. An approaching significance threshold is also set to provide a warning in reports when adverse impactunderutilization for a group is near the significance point.

The system's default settings are sufficient for most Federal contractors. These are the same settings used by the system for flagging the statistical significance of adverse impact, which were set under: Plan Settings > Adverse Impact.

Quick Weights Options

By default, balanceAAP will use new hires and promotions data in your plan to calculate the percentage of external hires versus internal entrants to job groups. To include transfers in this calculation, check the box for: Use both promotions and transfers when calculating new entrants into Job Groups.

Utilization Rule Settings

Your chosen utilization rule can be changed from this page by clicking Change Rule under the Weighted Statistics columns. You can change the rule for all job groups by selecting a new Default Rule for This Plan. You can also change the rule for only the current Job Group by selecting a new rule under Rule for This Job Group.

Click Determine Best Utilization Rule to open the Best Utilization Rule Report screen. This report performs the incumbency vs. availability analysis using each utilization rule to determine which rule will produce the least amount of placement goals.

Select the checkboxes for the rules you would like to be considered for the analysis. Click and drag the listed rules into the preferred order you would like the analysis results to be considered and displayed. Choose to view the report in HTML or PDF format, or if you would like to export the report to Excel, Word or PDF. Once the appropriate settings have been selected, click Run Report. The report will display the number of protected classes that would be considered underutilized by job group based on the rules and settings selected, and state which rule will produce the fewest number of placement goals.

Though it is advised to use the same rule for each group, you can change the rule for only the current group if desired. To always use the plan’s default rule, select "USE DEFAULT" from the Rule for This Job Group drop down list. To select a specific rule for this group only, select the desired rule from the drop down list.

Be sure to click Save to save your changes.