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Factor Weight Settings

RETURN TO: Factor Weights

KEY TOPICS:

  • Import Factor Weight and Utilization Settings from another Plan
  • Review/Edit Factor Weights Options
    • External Availability Source
    • Statistics Settings
  • Determine Best Utilization Rule
  • Master Plan Factor Weights

Establish Settings for Factor Weights, Utilization Rule, and Statistics

Access toolbar buttons on the Availability > Factor Weights page to review and establish underlying settings.

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].

Review/Edit Factor Weights Options

If any changes are made to the menus described below, click [Save] before exiting the screen.

External Availability Source

Choose [Options] from the upper toolbar to open the Availability Calculation Settings tab. 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. This tab can also be accessed by clicking Plan > Plan Settings.

Statistics Settings

The default Statistics Settings for Availability reporting are sufficient for most Federal contractors.

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 Best Utilization Rule

What is the Utilization Rule used for?

The Utilization Rule controls how the system will flag and set placement goals for Job Groups.

Cross-reference: A list of accepted Utilization Rules can be found here:

Click [Determine Best Utilization Rule].

Then, for a single Annual Regular plan, retain the preselected option under Analysis Options for: }}} 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].