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Factor Weight Settings

KEY TOPICS:

Establish Settings for Factor Weights, Utilization Rule, and Statistics

Import Factor Weight and Utilization Settings from another Plan

Choose [Import] from the upper toolbar to bring in settings from another balanceAAP 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

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

Review/Edit Statistics Settings

balanceAAP determines the significance of detected 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. A number is also set for both tests to denote when a statistical result is: Approaching Significance Threshold.

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.

Determine Utilization Rule

About the Utilization Rule

The Utilization Rule controls how the system will flag and set placement goals for Job Groups. A list of accepted Utilization Rules can be found here: Utilization Rules. This report performs the Incumbency vs. Availability analysis, based on each Utilization Rule, so you can determine which rule will produce the least amount of placement goals as a result of detected underutilization.

Change the Utilization Rule

Click the [Change Utilization Rule] button, which is located in the lower toolbar on the Factor Weights tab.

The Utilization Rule menu will be labeled in the page header with the currently selected Job Group. Review the selection under: Default Rule for This Plan. (The default selection is: Whole Person.) To change the rule, make a selection from the drop-down.

Navigate to the lower menu, entitled: Rule for This Job Group, where the default (and recommended) selection will display as: Use Default. If necessary, one of the accepted Utilization Rules may be selected from the provided drop-down.

Click [Save] to apply any changes that are made.

Run the Best Utilization Rule report

Click [Determine Best Utilization Rule].

For a single regular plan, the system will preselect: Current Plan.

Using the Rules Order Preference menu, check the boxes for one or more rules to be considered. Then drag the selected rules into a preferred order for display in reporting.

If you are viewing the report, check off a file format, under: View as –

  • HTML
  • PDF

Finally, choose one of the following:

  • View Report
  • Download Report – Then select either Excel, Word, or PDF from the drop-down.

Click [Run Report].