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BalanceAAP > System Tools > Auto Census Coding Rules

KEY TOPICS:

Add a Custom Auto Census Coding Rule
Edit a Rule
Delete a Rule

Supplement the Default Auto Census Coding Rules

An Administrator may review the system’s rules for Auto Census Coding by accessing: BALANCEaap > System Tools > Availability / Auto Census Coding Rules. On entry, a list of Auto Census Coding rules currently defined in the system appears, organized by Priority, with additional columns for Rule and Census Code.

While the default Rules are comprehensive, custom rules may be added to reflect the job terms, abbreviations, or titles used by your organization.

Note: If two census data sources are available, based on plan year, tabs will display for both sources. Locate the appropriate tab.

Add a Custom Auto Census Coding Rule

On the EEO menu, choose both EEO Schedule and EEO Code from the drop-downs. Then click [Add] to display an edit screen. Select a Census Code from the upper drop-down, and enter a numerical Priority (e.g., 100 high, 900 low), or leave the default entry of 500. Then, click [Add].

Enter a Clause, separating the words by commas. (The comma will be replaced by “OR”.) If the clause is meant to exclude the terms, check the box for: Does Not Include. If the terms are to be included, leave the box blank.

Click [Save]. The Rule will be added to the system, with Edit and Delete links available. If these links are not present, the Rule is a system default and may not be edited or deleted.

Edit a Custom Rule

Locate the Rule; rules are ordered by Priority. Then click the corresponding edit link. Make changes in the Add a Clause menu, and click [Save].

Delete a Custom Rule