Reports > AAP Reports
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KEY TOPICS:
- Quickly
BEFORE YOU BEGIN:Export Settings - Select
Viewa Download Format to Open Report - Determine Global Settings
- Hide/Unhide Legacy Reports
- Determine Report Group Settings
- Filter Adverse Impact (or Impact Ratio Analysis) Reports by Job Group
- Determine Calculation Settings (Where displayed)
How
1. How to Select Reports for Bulk Export
- Easy-Link Buttons for Selecting Multiple Reports
- Quick
SelectPrimer:ButtonsCompile the required Affirmative Action Plan - Select One or More Reports
- Select a Report Group
2. Export Selected Narratives and Reports
CompileDeterminetheOutputAffirmative Action PlanSettingsExportSelect File Type for Reports- Perform Export Operation
- Run Reports for a Master Plan
Cascade Master Plan Report Settings to a Sub planExport Compensation Data for Submission to OFCCP
Tailor Report Content and Run Reports
The ReportingReports > AAP Reports pagetab makes a list of primary and secondary plan reports available for selection so one or more Reports can be viewed or exported. In addition, settings can be applied to report content, both globally and by Report Group. The Reports list will display, based on plan type, plan year, and user-determined settings.
Help Cross-references:
- To see a complete list of standard reports, refer to the table, included in the
BALANCEaapBalanceAAPUserUser's Guide at: Step 8. - For sample reports and a complete guide to settings by Report Group, refer to the: Client's Guide to AAP Reports.
- If the plan is under audit, perform this additional step: Export Compensation Data for Submission to OFCCP.
Quickly Select Viewa Download Format to Open Report
HTML- Word/Text
- Excel
OR
The report will display in a separate window, available for viewing, download, and saving.
Determine Global Settings
Click the [Global Settings] button in the View Reports In header, to select footer options:- Suppress Statistical Footnotes
- Include Date Footer
- (Enter) Custom Footer
Hide/Unhide Legacy Reports
When a new plan is created, certain legacy Adverse Impact and audit-related Compensation reports are hidden by default. To display both current and legacy reports on the Select Reports page, click the [Global Settings] button. Then uncheck the box for: Hide Legacy Reports.Legacy reports will be shown by default in previously created plans. The box may be checked or unchecked, as necessary. Click [Save].
Determine Report Group Settings
Click theFilter Adverse Impact (or Impact Ratio Analysis) Reports by Job Group
From a Regular Annual Plan or Master Plan, select theA list of Job Groups will display, all selected by default. Deselect any Job Groups that should not be included. Review the other settings, make any necessary changes, and click [Save].
Determine Calculation Settings (Where displayed)
Click theView a Report or a Graph
(For reports in PDF format) To save or print the report from this window, use the Acrobat tools.
Quick Reminder: Reports can be exported in PDF, Word, Excel, or text format. See: Reports > Export Settings.
(Where available) For a graphical display of reporting results, click the [View Graph] icon next to the desired report.
How1. How to Select Reports for Bulk Export
Quick SelectEasy-Link Buttons for Selecting Multiple Reports
At the top of the Select Reports list are - Select All – Selects all reports, including Narratives
- Select None – Deselects any selected reports
- Select Primary and Support – Selects the reports required for an AAP, plus the reports showing supporting documentation and calculations (e.g., Adverse Impact)
- Select Primary – Selects the required reports for an AAP that will accompany the Minority/Female , IWD, and Veteran Narratives
- Select Support Reports – Limits the selection to those reports showing supporting documentation and calculations
Select
Quick OnePrimer: or More Reports
Quick
Select a Report Group
Quick Tip: Choose [Save] from the lower toolbar to save current selections so that they will be already selected on return to: Select Reports.
Compile therequired Affirmative Action Plan
- From the Quick Select buttons (described above), choose: Select Primary.
- Select the Narratives to include.
- Proceed to export selections, as described next.
Quick Tip: If you used Narrative Settings: Manage Documents to upload documentation for inclusion in the AAP and want to compile all Narratives and documents, select the Narratives Report Group.
ExportSelect One or More Reports
Select a Report Group
Check the box next to a Report Group header to select that group of reports. Quick Tip: Choose [Export Reports][Save] from the lower toolbar to save current selections so that they will be already selected on return to: Select Reports.
2. Export Selected Narratives and Reports
Determine Output Settings
Prior to performing the export, review settings, located above the Select Reports list, to determine how the selected Reports will be organized for the export.Select one of the following radio buttons:
- Zip file (Combine all reports into a single, compressed output file)
- Single Files (Save each report as an individual document)
Select Export File Type for Reports
Next to the [Export] button, click the currently displayed file type to display other options. The three options for file type are:- PDF (Read only)
- Word or Excel(Editable)
If the displayed file type is not suitable, select a different one before performing the [Export].
Note: Minorities/Women, IWD, and Veterans Narratives can only be exported in PDF.
Once you have determined the file type, click Save.
Perform Export Operation
Next, after making report selections (as described above), choose the [Export] button from the upper toolbar. Note:Quick Tip: If the report or plan will take some time to run, use the provided prompt to [Run[Run in Background].
When the system has compiled the export file(s), a green Notification bar will display. Select: click here to download. Save the file(s) to your computer. The selected reports will be formatted, based on the selections made in Reports > Export Settings.made.
Note: Depending on the browser and file type, use native tools to open or save the report(s).
Run Reports for a Master Plan
Quick Reminder: For HELP with running reports for some or all of sub plans at one time, see: Export Settings.
Cascade Master Plan Report Settings to a Sub plan
Note: By accessing individual sub plans, Report Settings can be tailored by sub plan.