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IWD/Veterans

JUMP TO: Develop IWD/Veterans Metrics in a Master Plan

KEY TOPICS:

  • Calculate Hiring Overview
    • Establish Calculation Options: Automated or Manual
    • (Optional) View System Formula for Hiring Overview
    • Perform the Automated Hiring Overview Calculation
    • Import Hiring Overview
    • (Optional) Edit Hiring Overview by Job Group
  • IWD Analysis Settings
    • Establish a Simple Utilization Benchmark for IWDs
    • (Optional) Edit the Utilization Benchmark by Job Group
  • Protected Veteran Analysis Settings
    • Establish a Simple Utilization Benchmark for Protected Veterans
    • (Optional) Edit the Hiring Benchmark Percentage by Job Group
    • (Optional) Create the Five Factor Calculated Benchmark
  • About Related IWD/Veterans Reports
    • Group Settings for IWD/Veterans Reports

Compile Metrics for Individual with Disability and Veteran Status

Cross-reference: Please review the Federal rules to learn how they apply to your organization at the time of plan development —

OFCCP Website / Section 503 Compliance

OFCCP Website / VEVRAA Compliance


The balanceAAP > IWD/Veterans module is comprised of tabs, described in this article, for developing the following:

  • Hiring Overview
  • IWD Analysis
  • Protected Veteran Analysis

About IWD/Veterans Metrics

The IWD/Veterans analyses are performed to compare the number of Individuals with Disabilities (IWDs) and protected Veterans in your organization’s workforce with compliance benchmarks for utilization and hiring, respectively. While Veteran status is tracked during the application stage, disability status is tracked regularly across your organization’s workforce over time.

Calculate Hiring Overview

Establish Calculation Options: Automated or Manual

Important Note: Requisition Number must be populated on the Applicant Table for the system to calculate the Hiring Overview.

First, navigate to the Calculations Options menu. Review the following taglines, and check off the settings, as applicable:

  • Manually enter Jobs Opened and Jobs Filled — Proceed to the Job Information menu at the top of the page; and enter numbers for:
    • # of Jobs Opened
    • # of Jobs Filled
  • Jobs Opened should always match Jobs Filled — Most plan preparers will leave this box unchecked.

If you have not selected manual entry (as shown above), choose the type of data the system will use in determining the IWD/Veterans statistics, either:

  • Applicant (Disposition) Data — Use Hired and Internal Successful data (default) and/or include Declined Offer data.
  • Personnel Actions — Limit source data to New Hire data (default), or include Promotion and/or Transfer data.

(Optional) View System Formula for Hiring Overview

For your reference, the formula used by the system to calculate the Hiring Overview is stored in a pop-up menu. Click the [View Formula] button in the Job Information menu header. The formula is as follows:

  1. Jobs Filled — The total number of Applicants with a Disposition Code matching one of the selected Disposition Codes.
  2. Jobs Opened — Unfilled Requisitions from the Applicant Data: Hired Applicants + Unique Pool IDs from Personnel Action Pools, when available = Total

Cross-reference: For information on personnel action pools, see: File Structure Details / Data Tables / Pools .

Perform the Automated Hiring Overview Calculation

Click the [Calculate Jobs Filled] buttonbutton, located at the bottom of the page to populate the Job Information menu.

Import Hiring Overview

If IWD/Veterans settings are available in an external file or an existing balanceAAP plan, click the [Import Hiring Overview Settings] button, which is available at the bottom of the page. A wizard will guide you through the steps for bringing in those settings, by plan or Job Group.

(Optional) Edit Hiring Overview by Job Group

Check the box to: Edit by Job Group. Using the provided drop-down, as necessary, select a Job Group; update the number; and Save each Job Group. The drop-down will indicate any updated Job Groups in bold face.

IWD Analysis Settings

Establish a Simple Utilization Benchmark for IWDs

After clicking the IWD Analysis tab, retain the default IWD Utilization Benchmark of 7% (recommended); or enter a different number and click Save. The benchmark will apply to reporting for the entire plan.

(Optional) Edit the Utilization Benchmark by Job Group

Click Show Advanced Options to edit the Utilization Benchmark by Job Group. Select a Job Group from the drop-down; update the corresponding entry; and click Save. The drop-down will display any updated Job Groups in bold face.

Protected Veteran Analysis Settings

Establish a Simple Hiring Benchmark for Protected Veterans

The Veterans Analysis page displays the Settings tab: Retain the default entry of 7.2% (recommended); or enter a different benchmark for the plan and click Save. The Simple Benchmark is applied to reporting for the entire plan.

(Optional) Edit the Hiring Benchmark Percentage by Job Group

Enter the link for Show Advanced Options, and choose: Use Simple Benchmark. Then check off: Edit by Job Group.

Select a Job Group from the drop-down; update the entry; and click Save. The drop-down will display any updated Job Groups in bold face.

(Optional) Create the Five Factor Calculated Benchmark

Customize the percentage of expected Veteran hires for local conditions.

Important Cautions: It is recommended that the Five Factor Calculated Benchmark only be used after careful consideration by regulatory and statistical experts. In addition, changing the benchmark type will cause any previous Veteran Analysis data entries to be lost.

(Optional) Check off whether to:

  • Calculate the veteran applicant ratio (factor 3a) from the previous year plan?
  • Calculate the veteran hire ratio (factor 3b) from the previous year plan?

Cross-reference: For information on choosing the previous year plan, see: History Source. If Veteran data are not available in a previous year plan, deselect one or both options, and enter the information, as described below.

Select the Benchmark tab, which displays the five factors, along with corresponding fields for Raw Statistics, Weight, and Weighted Statistics.

The five factors are:

  1. Average percentage of Veterans in the state’s civilian labor force where the contractor is located for the prior three years, as published by OFCCP.

  2. Number of unemployed Veterans over the previous four quarters in the state who participated in the Employment State Delivery Service (ESDS), as published by OFCCP.

  3. (a) Veteran applicant ratio from the contractor’s prior year plan, and (b) Veteran hire ratio from the contractor’s prior year plan.

  4. Recent assessments of outreach and recruitment effectiveness, as identified by the contractor.

  5. Other factors that would affect the availability of qualified, protected Veterans for hire, such as the nature of the job or its location, as identified by the contractor.
Complete the Raw Statistics entries in percentage format.

Note: balanceAAP will populate Factor 3, if that option was selected on the Protect Veterans Analysis > Settings tab.

Using the center column, apply Weight to each factor; the total must equal 100 percent. The Weighted Statistics and a resulting benchmark will display.

Click [Save].

About Related IWD/Veterans Reports

The following reports are available for selection on the Select Reports menu, in the IWD/Veterans Report Group:

  • DATA COLLECTION FOR INDIVIDUALS WITH DISABILITIES
  • DATA COLLECTION FOR PROTECTED VETERANS

The following reports will present the results of the analyses:

  • INDIVIDUALS WITH DIABILITIES UTILIZATION GOALS
  • VETERAN BENCHMARKS FOR HIRING ANALYSIS

Supporting Adverse Impact Summary and Detail reports are also available under Select Reports / Adverse Impact Report Group.

Group Settings for IWD/Veterans Reports

From Select Reports, click the [Group Settings] icon in the IWD/Veterans Report Group header. Select whether to: Run Report by Plan or Run Report by Job Group. Then click [Save] to return to the Select Reports list.

Quick Tip: To display a synopsis of IWD/Veterans analysis results on the PLAN SUMMARY report, access [Group Settings] for the Communication Report Group, Scroll down to the Report Settings for the two analyses. For each one, select: Yes, ... .

This is the default setting when IWD/Veterans analyses are included, during plan creation.

About Related Narratives

Tools for building Narratives include specific Tags & Values and narrative Section menus for IWDs and Veterans. See: Narrative Settings and Edit Narrative Templates, respectively.